ARM (NASDAQ:ARM) CAO Laura Kathleen Bartels Sells 11,306 Shares

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) CAO Laura Kathleen Bartels sold 11,306 shares of the firm’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $392.70, for a total value of $4,439,866.20. Following the sale, the chief accounting officer owned 12,135 shares in the company, valued at $4,765,414.50. This trade represents a 48.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

ARM Stock Down 4.5%

NASDAQ:ARM opened at $393.12 on Friday. ARM Holdings PLC Sponsored ADR has a 52 week low of $100.02 and a 52 week high of $427.99. The stock has a market capitalization of $415.34 billion, a PE ratio of 468.00, a price-to-earnings-growth ratio of 14.96 and a beta of 3.78. The stock’s 50-day moving average price is $220.92 and its 200-day moving average price is $156.68.

ARM (NASDAQ:ARM) last posted its earnings results on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. ARM had a return on equity of 12.43% and a net margin of 18.37%.The firm had revenue of $1.49 billion for the quarter. Sell-side analysts expect that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current fiscal year.

Institutional Trading of ARM

Institutional investors and hedge funds have recently modified their holdings of the stock. Syntax Research Inc. purchased a new stake in shares of ARM during the first quarter worth about $30,000. Evelyn Partners Investment Management Services Ltd purchased a new stake in shares of ARM during the first quarter worth about $30,000. FWL Investment Management LLC purchased a new stake in shares of ARM during the second quarter worth about $34,000. Cassaday & Co Wealth Management LLC purchased a new stake in ARM during the 1st quarter valued at about $40,000. Finally, Mcguire Capital Advisors Inc. purchased a new stake in ARM during the 4th quarter valued at about $30,000. Hedge funds and other institutional investors own 7.53% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Rosenblatt Securities raised their target price on ARM from $175.00 to $270.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Evercore dropped their target price on ARM from $215.00 to $170.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. UBS Group dropped their target price on ARM from $175.00 to $170.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. HSBC raised shares of ARM from a “reduce” rating to a “buy” rating and boosted their target price for the stock from $90.00 to $205.00 in a research note on Friday, March 20th. Finally, Morgan Stanley reissued an “equal weight” rating and set a $150.00 target price (up from $135.00) on shares of ARM in a research note on Tuesday, April 7th. Twenty research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $226.92.

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: ARM is being tied to Nvidia’s new AI PC and data-center push, which reinforces demand for Arm’s architecture and could boost future licensing and royalty revenue. Arm Stock Jumps As Chip Designer Joins Nvidia PC Effort
• Positive Sentiment: Arm’s AI chip ambitions may be progressing faster than expected, with reports suggesting its long-term AI revenue target could arrive earlier if demand stays strong. Arm’s $15 Billion AI Chip Target May Arrive Early
• Positive Sentiment: Arm said major customers such as ByteDance and Oracle are using its AI data-center CPUs, adding credibility to its push deeper into AI infrastructure. Arm names ByteDance and Oracle as users of its AI data centre CPUs
• Neutral Sentiment: Recent insider sales by William Abbey and CAO Laura Kathleen Bartels may create some caution, but these trades appear more like portfolio management than a major fundamental change. SEC insider filing SEC insider filing
• Negative Sentiment: Some market commentary says ARM’s huge year-to-date run has pushed valuation to demanding levels, increasing the risk of a pullback if AI enthusiasm cools or growth fails to keep up. ARM Shares Surge 270% in 2026: Buy, Hold, or Wait for a Pullback?

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.