Arm Holdings PLC Sponsored ADR (NASDAQ:ARM) Receives Average Recommendation of “Moderate Buy” from Brokerages

18 Sep 2026, 04:29 by Jessica Moore · The Cerbat Gem

Arm Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the twenty-seven research firms that are presently covering the stock, Marketbeat.com reports. One equities research analyst has rated the stock with a sell recommendation, seven have issued a hold recommendation, eighteen have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year target price among analysts that have issued ratings on the stock in the last year is $305.72.

ARM has been the topic of several research analyst reports. Bank of America reissued a “neutral” rating on shares of ARM in a research note on Thursday, July 30th. Barclays lifted their target price on ARM from $250.00 to $360.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Guggenheim reiterated a “buy” rating and issued a $255.00 target price on shares of ARM in a report on Thursday, July 30th. Needham & Company LLC reissued a “buy” rating and set a $255.00 price target on shares of ARM in a research report on Thursday, July 30th. Finally, Piper Sandler assumed coverage on ARM in a research note on Wednesday, September 9th. They set an “overweight” rating and a $320.00 price target on the stock.

Read Our Latest Report on ARM

Key Stories Impacting ARM

Here are the key news stories impacting ARM this week:

Positive Sentiment: CEO Rene Haas said he is increasingly confident Arm can achieve its roughly $2 billion revenue target for its new AGI CPU, citing stronger customer demand and improved visibility than during the company’s July earnings call. Arm CEO says he’s more confident its new AI chip can meet a loftier $2B revenue goal
Positive Sentiment: Haas described demand as “off the charts,” particularly for AI-related infrastructure. Investors view this as evidence that Arm’s CPU designs are benefiting from continued data-center and AI spending. Arm Holdings CEO: Demand is off the charts, the big constraint is going to be supply
Positive Sentiment: The CEO’s comments are helping reinforce expectations that Arm can capture more value from AI chips and support higher revenue forecasts, making the stock one of the Nasdaq’s stronger performers. Arm’s CEO Says the Chip Designer Is Even More Confident in Hitting $2B AI Chip Sales Target
Neutral Sentiment: Synopsys joined Arm’s Total Design ecosystem to advance physical AI and autonomous-system development. The partnership could expand Arm’s technology ecosystem, but its financial impact is not yet clear. Synopsys Joins Arm Total Design for Physical AI
Negative Sentiment: Supply—not demand—may be the key near-term limitation. Haas indicated that manufacturers are struggling to build chips quickly enough, raising execution risk if Arm cannot convert strong orders into timely shipments. Arm’s CEO Says Demand Is Off the Charts
Negative Sentiment: Despite its AI opportunity, analysts note that ARM’s valuation remains stretched, with a high sales multiple and sensitivity to semiconductor cycles. These factors could limit further upside if growth or supply improvements disappoint. ARM Stock Declines 39% in 3 Months

ARM Price Performance

ARM stock opened at $264.90 on Friday. The stock has a market cap of $282.93 billion, a price-to-earnings ratio of 273.10, a price-to-earnings-growth ratio of 7.24 and a beta of 3.89. The firm has a 50-day moving average of $260.62 and a two-hundred day moving average of $246.93. ARM has a 1 year low of $100.02 and a 1 year high of $452.70.

ARM (NASDAQ:ARM – Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported $0.45 EPS for the quarter, topping analysts’ consensus estimates of $0.40 by $0.05. ARM had a net margin of 20.25% and a return on equity of 12.24%. The business had revenue of $1.29 billion for the quarter, compared to analyst estimates of $1.26 billion. During the same period last year, the company posted $0.35 earnings per share. The company’s quarterly revenue was up 22.4% compared to the same quarter last year. Research analysts expect that ARM will post 1.15 earnings per share for the current year.

Insiders Place Their Bets

In other ARM news, CFO Jason Child sold 10,400 shares of the stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $255.33, for a total transaction of $2,655,432.00. Following the transaction, the chief financial officer directly owned 163,832 shares in the company, valued at $41,831,224.56. This represents a 5.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the business. Hyperion Asset Management Ltd lifted its position in shares of ARM by 28.0% in the 4th quarter. Hyperion Asset Management Ltd now owns 1,836,185 shares of the company’s stock worth $200,713,000 after purchasing an additional 401,594 shares during the period. Capital Research Global Investors increased its holdings in ARM by 5.1% during the fourth quarter. Capital Research Global Investors now owns 1,805,110 shares of the company’s stock valued at $197,332,000 after buying an additional 86,978 shares during the period. Franklin Resources Inc. increased its holdings in ARM by 0.7% during the fourth quarter. Franklin Resources Inc. now owns 1,461,410 shares of the company’s stock valued at $159,747,000 after buying an additional 10,385 shares during the period. SG Americas Securities LLC raised its stake in ARM by 265.6% in the first quarter. SG Americas Securities LLC now owns 971,067 shares of the company’s stock worth $146,903,000 after buying an additional 705,459 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its stake in ARM by 1,203.5% in the first quarter. Arrowstreet Capital Limited Partnership now owns 945,152 shares of the company’s stock worth $142,983,000 after buying an additional 872,644 shares in the last quarter. Hedge funds and other institutional investors own 7.53% of the company’s stock.

ARM Company Profile

(Get Free Report)

Arm Holdings plc is a semiconductor and software intellectual property company headquartered in Cambridge, England. Rather than manufacturing chips, Arm develops processor architectures and technology designs that it licenses to semiconductor companies, device manufacturers and other technology businesses for use in their own products.