Arm Holdings PLC Sponsored ADR (NASDAQ:ARM) Stock Has Average Price Target of $305.72 According to Brokerages

25 Sep 2026, 12:46 by Tristan Rich · The Markets Daily

Arm Holdings PLC Sponsored ADR (NASDAQ:ARM – Get Free Report) has earned an average recommendation of “Moderate Buy” from the twenty-seven brokerages that are covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell rating, seven have given a hold rating, eighteen have issued a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $305.72.

A number of equities research analysts have weighed in on the stock. KeyCorp lifted their price target on shares of ARM from $300.00 to $430.00 and gave the company an “overweight” rating in a research report on Tuesday, July 14th. Raymond James Financial restated an “outperform” rating on shares of ARM in a report on Tuesday, August 25th. Bank of America reaffirmed a “neutral” rating on shares of ARM in a research report on Thursday, July 30th. Royal Bank Of Canada dropped their target price on shares of ARM from $475.00 to $340.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Finally, New Street Research raised ARM from a “neutral” rating to a “buy” rating and set a $260.00 target price on the stock in a research report on Thursday, July 30th.

Get Our Latest Analysis on ARM

Insider Activity at ARM

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

Hedge Funds Weigh In On ARM

Hedge funds have recently bought and sold shares of the company. QRG Capital Management Inc. grew its position in ARM by 32.1% in the 2nd quarter. QRG Capital Management Inc. now owns 9,591 shares of the company’s stock valued at $3,401,000 after acquiring an additional 2,330 shares in the last quarter. Envestnet Portfolio Solutions Inc. acquired a new stake in shares of ARM during the second quarter worth about $2,755,000. IKE Capital LLC lifted its position in shares of ARM by 88.7% during the second quarter. IKE Capital LLC now owns 5,331 shares of the company’s stock worth $1,890,000 after purchasing an additional 2,506 shares in the last quarter. Capstone Financial Advisors Inc. purchased a new position in shares of ARM in the second quarter valued at approximately $308,000. Finally, MCF Advisors LLC boosted its stake in shares of ARM by 11.7% in the second quarter. MCF Advisors LLC now owns 764 shares of the company’s stock valued at $271,000 after purchasing an additional 80 shares during the period. Institutional investors and hedge funds own 7.53% of the company’s stock.

ARM Trading Down 7.9%

NASDAQ ARM opened at $306.34 on Friday. The stock has a fifty day simple moving average of $263.18 and a 200-day simple moving average of $253.73. The stock has a market cap of $327.20 billion, a PE ratio of 315.82, a P/E/G ratio of 9.88 and a beta of 3.89. ARM has a twelve month low of $100.02 and a twelve month high of $452.70.

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

Key ARM News

Here are the key news stories impacting ARM this week:

Positive Sentiment: Arm benefited from a broader semiconductor rally tied to AI hardware demand. Meta Platforms’ reported adoption of its Muse AI agent highlighted the need for CPU-based inference, reinforcing the importance of Arm’s processor designs in AI infrastructure. Greater use of AI agents and data-center workloads could increase chip volumes and Arm’s licensing and royalty revenue. Arm Holdings Stock Gains on AI CPU Demand Surge
Positive Sentiment: Investment commentary continues to identify Arm as a major beneficiary of the agentic-AI buildout. The company’s royalty-based model gives it exposure to rising processor demand across hyperscale data centers and other devices, while bullish analysts see potential for a long-term data-center royalty boom. Critical Role of Arm Holdings in Agentic AI
Neutral Sentiment: CFO Jason Child sold 10,400 shares for approximately $3.12 million at an average price of $300. The transaction was made under a pre-arranged Rule 10b5-1 plan, and he still owned 153,442 shares afterward, reducing the signal’s significance but potentially raising profit-taking concerns. ARM CFO Jason Child Sells Shares
Negative Sentiment: Some commentary cautions that multiplying AI server cores will not automatically translate into equivalent revenue growth. Arm’s financial benefit still depends on architecture share, chip mix and royalty economics. With the stock trading at an exceptionally rich valuation, investors may be vulnerable to disappointment if AI growth expectations are not met. Arm Drops as More AI Cores Test Royalty Economics

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.