ARM (NASDAQ:ARM) Stock Price Up 2.5% After Analyst Upgrade

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) shares traded up 2.5% during mid-day trading on Wednesday after Wells Fargo & Company raised their price target on the stock from $165.00 to $175.00. Wells Fargo & Company currently has an overweight rating on the stock. ARM traded as high as $158.37 and last traded at $155.07. 8,286,328 shares were traded during mid-day trading, an increase of 20% from the average session volume of 6,922,596 shares. The stock had previously closed at $151.28.

ARM has been the subject of a number of other reports. Evercore reduced their price target on shares of ARM from $215.00 to $170.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. TD Cowen dropped their price objective on ARM from $190.00 to $165.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Bank of America reissued a “neutral” rating and issued a $120.00 target price on shares of ARM in a research report on Tuesday, January 13th. Rosenblatt Securities restated a “buy” rating and set a $175.00 price target on shares of ARM in a research note on Wednesday, March 25th. Finally, Benchmark reaffirmed a “hold” rating on shares of ARM in a research report on Thursday, February 5th. Nineteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $168.58.

Insider Buying and Selling at ARM

In other news, CEO Rene A. Haas sold 7,986 shares of ARM stock in a transaction dated Thursday, March 26th. The shares were sold at an average price of $160.86, for a total value of $1,284,627.96. Following the sale, the chief executive officer owned 282,979 shares of the company’s stock, valued at $45,520,001.94. The trade was a 2.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 transaction of $3,157,313.60. Following 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 53,133 shares of company stock valued at $8,288,586 in the last 90 days.

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Jim Cramer publicly labeled ARM “one of the most important companies in the semiconductor industry,” highlighting ARM’s new first in‑house data‑center CPU — a high‑profile endorsement that can boost retail and institutional interest. Jim Cramer Calls Arm Holdings
• Positive Sentiment: Wells Fargo raised its price target to $175 and kept an “overweight” rating, signaling sizable analyst conviction (reported ~13.7% upside to their PT). Analyst upgrades and higher targets can support further buying. Wells Fargo price target raise
• Positive Sentiment: IBD’s SmartSelect Composite Rating for ARM rose to 96 (from 93), reflecting improving technical/relative strength metrics that often attract momentum investors. IBD Composite Rating Rises
• Positive Sentiment: ARM’s CFO explained the strategic CPU/chip pivot and argued that “agentic AI” demand creates meaningful TAM, positioning ARM to offer customized silicon — a narrative that supports higher revenue expectations if execution succeeds. ARM CFO interview
• Neutral Sentiment: Multiple outlets (MSN, The Motley Fool) noted the recent surge in ARM stock and are parsing the drivers, reflecting increased media attention rather than new financial data. MSN coverage Fool: Why Arm Stock Surged
• Neutral Sentiment: Reuters’ Breakingviews frames ARM’s move into chipmaking as a bold, high‑risk/high‑reward strategy — useful context for investors weighing execution risk versus long‑term AI upside. Reuters Breakingviews
• Negative Sentiment: Management acknowledged supply constraints even as it pivots to in‑house silicon; near‑term production or capacity bottlenecks could limit revenue ramp and margin expansion. ARM CFO interview (supply constraints)
• Positive Sentiment: Industry analysis is projecting large revenue potential for ARM’s AGI‑focused chips (reports suggesting multi‑billion dollar annual revenue by 2031), a bullish long‑term thesis if ARM converts design wins into volume. AGI chip revenue projection

Hedge Funds Weigh In On ARM

A number of institutional investors and hedge funds have recently made changes to their positions in ARM. Capital Research Global Investors acquired a new stake in shares of ARM in the third quarter valued at about $243,098,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of ARM by 2,623.5% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,671,787 shares of the company’s stock worth $182,743,000 after acquiring an additional 1,610,403 shares in the last quarter. Hyperion Asset Management Ltd acquired a new stake in shares of ARM in the 3rd quarter worth approximately $202,980,000. Employees Provident Fund Board acquired a new stake in shares of ARM in the 4th quarter worth approximately $120,241,000. Finally, Invesco Ltd. increased its stake in ARM by 139.9% in the 2nd quarter. Invesco Ltd. now owns 1,381,906 shares of the company’s stock valued at $223,509,000 after purchasing an additional 805,886 shares in the last quarter. 7.53% of the stock is owned by institutional investors and hedge funds.

ARM Trading Up 2.5%

The firm has a 50 day moving average of $123.98 and a two-hundred day moving average of $134.04. The stock has a market capitalization of $163.83 billion, a PE ratio of 206.76, a P/E/G ratio of 8.65 and a beta of 4.11.

ARM (NASDAQ:ARM) last posted its earnings results on Thursday, February 5th. The company reported $0.43 earnings per share for the quarter, beating the consensus estimate of $0.41 by $0.02. ARM had a return on equity of 14.01% and a net margin of 17.15%.The company had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.23 billion. During the same quarter in the prior year, the company earned $0.39 earnings per share. ARM’s revenue was up 26.3% compared to the same quarter last year. Equities research analysts forecast that ARM Holdings PLC Sponsored ADR will post 0.9 EPS for the current year.

About ARM

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.