3,008 Arm Holdings PLC Sponsored ADR $ARM Shares Sold by Castle Rock Wealth Management LLC

Castle Rock Wealth Management LLC reduced its position in shares of Arm Holdings PLC Sponsored ADR (NASDAQ:ARM) by 32.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,236 shares of the company’s stock after selling 3,008 shares during the period. Castle Rock Wealth Management LLC’s holdings in ARM were worth $1,887,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Wedmont Private Capital bought a new position in shares of ARM during the 3rd quarter valued at about $1,322,000. Gainplan LLC acquired a new position in shares of ARM in the 3rd quarter worth approximately $724,000. Zevenbergen Capital Investments LLC raised its holdings in shares of ARM by 3.2% in the 3rd quarter. Zevenbergen Capital Investments LLC now owns 62,945 shares of the company’s stock worth $18,233,000 after purchasing an additional 1,980 shares in the last quarter. Avidian Wealth Enterprises LLC raised its holdings in shares of ARM by 9.7% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 1,300 shares of the company’s stock worth $377,000 after purchasing an additional 115 shares in the last quarter. Finally, Vann Equity Management LLC acquired a new stake in ARM during the third quarter valued at approximately $229,000. 7.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research firms have issued reports on ARM. Weiss Ratings restated a “hold (c)” rating on shares of ARM in a research report on Friday, July 17th. UBS Group cut their price objective on ARM from $360.00 to $320.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Rosenblatt Securities reduced their price objective on ARM from $270.00 to $250.00 and set a “buy” rating for the company in a research note on Friday, July 31st. HSBC cut ARM from a “buy” rating to a “hold” rating and lifted their target price for the stock from $255.00 to $315.00 in a report on Tuesday, July 14th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $255.00 target price on shares of ARM in a research report on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, ARM has an average rating of “Moderate Buy” and an average price target of $303.32.

Insider Transactions at ARM

In other ARM news, CFO Jason Child sold 10,400 shares of the firm’s stock in a transaction dated Monday, September 21st. The stock was sold at an average price of $300.00, for a total transaction of $3,120,000.00. Following the completion of the sale, the chief financial officer directly owned 153,442 shares in the company, valued at approximately $46,032,600. This trade represents a 6.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

ARM Price Performance

NASDAQ ARM traded down $9.01 on Friday, hitting $266.28. 4,252,802 shares of the stock were exchanged, compared to its average volume of 7,645,616. The company’s 50-day moving average price is $270.11 and its two-hundred day moving average price is $265.87. Arm Holdings PLC Sponsored ADR has a 52-week low of $100.02 and a 52-week high of $452.70. The company has a market capitalization of $284.41 billion, a price-to-earnings ratio of 274.52, a P/E/G ratio of 8.73 and a beta of 3.78.

ARM (NASDAQ:ARM) last released its earnings results on Thursday, July 30th. The company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.40 by $0.05. ARM had a return on equity of 12.24% and a net margin of 20.25%.The company had revenue of $1.29 billion during the quarter, compared to analyst estimates of $1.26 billion. During the same quarter in the prior year, the company earned $0.35 earnings per share. The company’s revenue for the quarter was up 22.4% on a year-over-year basis. Equities analysts predict that Arm Holdings PLC Sponsored ADR will post 1.15 EPS for the current fiscal year.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm’s AI opportunity remains a major bullish catalyst. Its architecture is used across major AI platforms, while demand for its flagship CPU reportedly exceeded management’s expectations. Shares are up roughly 143% to 177% year to date, reflecting optimism about AI data-center growth. Wall Street May Be Underestimating Arm’s AI Opportunity
• Positive Sentiment: Lattice Semiconductor is collaborating with Arm to integrate FPGA-based control technology into AI servers. The partnership could strengthen Arm’s position in server infrastructure and increase the adoption of its technology in data-center systems. Lattice Collaborates with Arm to Integrate FPGA-Based Control for AI Servers
• Neutral Sentiment: Arm’s recent rebound has renewed interest in the stock, but its approximately 43.5-times forward-sales valuation leaves little room for execution missteps and makes the entry point a key investor concern. ARM Stock Rebounds 11.5% in a Month
• Neutral Sentiment: One valuation model places fair value below the then-current share price, while broader analyst targets remain substantially higher. The wide range highlights disagreement over how much of Arm’s long-term AI growth is already reflected in the stock. Wall Street May Be Underestimating Arm’s AI Opportunity
• Negative Sentiment: Reports tied to OpenAI’s revenue outlook pressured semiconductor stocks, contributing to weakness in Arm. The concern is that uncertainty around AI spending and monetization could challenge the exceptionally high expectations embedded in AI-related valuations. Arm Holdings Stock Fell as an OpenAI Revenue Report Hit Chip Stocks
• Negative Sentiment: Arm and Qualcomm are in a federal trial over licensing and royalty obligations involving Qualcomm chips based on Arm architecture. An unfavorable outcome could affect billions of dollars in royalty payments or future licensing terms. Arm Holdings Heads to Trial Over Billions in Royalty Payments
• Neutral Sentiment: A short-interest update reported zero shares sold short and a zero-day days-to-cover ratio, indicating no measurable short-position overhang in the cited data, although the figure appears inconsistent with the description of a significant increase.

ARM Profile

Arm Holdings plc (NASDAQ: ARM) is a semiconductor and software design company that develops intellectual property used to create energy-efficient computing products. Arm does not generally manufacture chips; instead, it licenses processor architectures, CPU cores, graphics technologies and related system IP to semiconductor companies and original equipment manufacturers, which incorporate them into their own products.

The company’s offerings include the Cortex family of CPUs for mobile, consumer, automotive and embedded applications; Neoverse platforms for cloud and data-center infrastructure; Mali graphics processing units; and Ethos neural processing units designed for artificial intelligence and machine-learning workloads.