ARM (NASDAQ:ARM) Price Target Raised to $230.00

ARM (NASDAQ:ARM) had its target price boosted by Mizuho from $160.00 to $230.00 in a report published on Monday,Benzinga reports. They currently have an outperform rating on the stock.

ARM has been the topic of a number of other research reports. New Street Research upgraded ARM from a “neutral” rating to a “buy” rating in a research note on Thursday, February 5th. Citigroup cut ARM from a “buy” rating to a “hold” rating in a research note on Tuesday, January 13th. Guggenheim boosted their price objective on ARM from $201.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, March 25th. Deutsche Bank Aktiengesellschaft boosted their price objective on ARM from $125.00 to $140.00 and gave the stock a “hold” rating in a research note on Wednesday, March 25th. Finally, Raymond James Financial upgraded ARM from a “market perform” rating to an “outperform” rating and set a $166.00 price objective on the stock in a research note on Wednesday, March 25th. Eighteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $172.13.

ARM Price Performance

Shares of ARM opened at $148.91 on Monday. The stock’s 50-day moving average is $128.10 and its two-hundred day moving average is $134.11. The stock has a market cap of $157.32 billion, a PE ratio of 198.55, a P/E/G ratio of 6.65 and a beta of 3.33. ARM has a 12 month low of $85.19 and a 12 month high of $183.16.

ARM (NASDAQ:ARM) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.43 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. The company had revenue of $1.24 billion for the quarter, compared to analysts’ expectations of $1.23 billion. ARM had a return on equity of 14.01% and a net margin of 17.15%.The firm’s quarterly revenue was up 26.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.39 earnings per share. On average, research analysts anticipate that ARM will post 0.9 earnings per share for the current year.

Insider Activity

In related news, CEO Rene A. Haas sold 23,867 shares of the business’s stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $161.17, for a total value of $3,846,644.39. Following the transaction, the chief executive officer owned 290,965 shares in the company, valued at approximately $46,894,829.05. The trade was a 7.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Jason Child sold 21,280 shares of the business’s stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $148.37, for a total value of $3,157,313.60. Following the completion of the transaction, the chief financial officer owned 174,706 shares in the company, valued at approximately $25,921,129.22. This trade represents a 10.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 53,133 shares of company stock worth $8,288,586.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the business. GAMMA Investing LLC lifted its stake in shares of ARM by 126.0% in the third quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock worth $25,000 after acquiring an additional 97 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new stake in ARM in the third quarter valued at about $28,000. FWL Investment Management LLC bought a new stake in ARM in the second quarter valued at about $34,000. Mcguire Capital Advisors Inc. bought a new stake in ARM in the fourth quarter valued at about $30,000. Finally, Strategic Investment Solutions Inc. IL increased its holdings in ARM by 238.1% in the third quarter. Strategic Investment Solutions Inc. IL now owns 284 shares of the company’s stock valued at $40,000 after buying an additional 200 shares during the last quarter. Institutional investors and hedge funds own 7.53% of the company’s stock.

ARM News Summary

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Strong YTD performance and durable market position: ARM has surged ~32% year-to-date as its CPU architecture remains central to billions of devices and growing AI token workloads, supporting continued revenue growth and investor momentum. ARM Stock Up 32% YTD
• Positive Sentiment: Bullish structural AI thesis: Analysis arguing agentic/multi-agent AI shifts bottlenecks to CPUs highlights Arm’s potential upside — the company projects an AGI CPU market that could add roughly $1B in revenue in FY2027–28, an overt catalyst for growth expectations. Agentic AI Lift
• Positive Sentiment: Analyst upside: Mizuho raised its price target to $230, signaling some broker confidence that Arm’s long-term opportunity still supports materially higher valuation. Mizuho Raises PT
• Neutral Sentiment: Earnings timing: Arm set its Q4 FY2026 results release and webcast for May 6 after the close — a scheduled event that will reset guidance and near-term sentiment. Watch the call for updated revenue, margin, and chip-related commentary. Earnings Release Date
• Neutral Sentiment: Market-wide tech pressure: Broader market moves (oil rally, macro headlines) have weighed on Nasdaq and semiconductor names at times, producing short-term volatility that can amplify Arm’s swings. Macro Tech Pressure
• Negative Sentiment: Analyst downgrade and risk reassessment: Morgan Stanley cut Arm to Equalweight (from Overweight), citing risks around the company’s chipmaking pivot, litigation and intensifying competition — the downgrade triggered a near-term pullback and increased investor caution. Morgan Stanley Downgrade
• Negative Sentiment: Valuation and cyclical risk: Multiple pieces warn that Arm’s rich valuation (very high PE) and the semiconductor cycle could limit upside in the near term, making timing and entry points important for new buyers. Valuation Concerns

ARM Company Profile

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.