ARM (NASDAQ:ARM) Given New $160.00 Price Target at Mizuho

ARM (NASDAQ:ARM) had its target price decreased by stock analysts at Mizuho from $190.00 to $160.00 in a report issued on Thursday,Benzinga reports. The firm currently has an “outperform” rating on the stock. Mizuho’s price target points to a potential upside of 52.53% from the stock’s current price.

Several other equities research analysts have also issued reports on ARM. Oddo Bhf set a $170.00 price objective on ARM in a research note on Monday, January 5th. Rosenblatt Securities reaffirmed a “buy” rating and set a $180.00 price objective on shares of ARM in a research note on Thursday, November 6th. Evercore ISI set a $170.00 target price on shares of ARM in a research note on Thursday. JPMorgan Chase & Co. upped their price target on shares of ARM from $175.00 to $180.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Finally, Wells Fargo & Company decreased their price objective on shares of ARM from $195.00 to $160.00 and set an “overweight” rating for the company in a research note on Monday, January 26th. Sixteen analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, ARM presently has an average rating of “Moderate Buy” and an average price target of $164.86.

ARM Stock Up 0.3%

ARM stock opened at $104.90 on Thursday. ARM has a 52-week low of $80.00 and a 52-week high of $183.16. The company has a market cap of $110.83 billion, a price-to-earnings ratio of 134.49, a PEG ratio of 6.26 and a beta of 4.35. The firm’s fifty day moving average is $117.81 and its 200 day moving average is $138.52.

ARM (NASDAQ:ARM) last announced its earnings results on Wednesday, November 5th. The company reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.33 by $0.06. The firm had revenue of $1.14 billion for the quarter, compared to analysts’ expectations of $1.06 billion. ARM had a net margin of 18.81% and a return on equity of 15.03%. The business’s revenue was up 34.5% compared to the same quarter last year. During the same period in the prior year, the company earned $0.30 EPS. On average, equities research analysts anticipate that ARM will post 0.9 earnings per share for the current fiscal year.

Institutional Trading of ARM

Several institutional investors and hedge funds have recently modified their holdings of the stock. Sustainable Growth Advisers LP increased its holdings in ARM by 116.8% during the 2nd quarter. Sustainable Growth Advisers LP now owns 3,457,220 shares of the company’s stock worth $559,171,000 after purchasing an additional 1,862,626 shares during the period. Capital Research Global Investors purchased a new stake in shares of ARM in the 3rd quarter worth $243,098,000. Hyperion Asset Management Ltd bought a new position in shares of ARM during the 3rd quarter worth $202,980,000. Schroder Investment Management Group grew its position in shares of ARM by 41.7% during the 2nd quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock worth $767,611,000 after buying an additional 1,396,684 shares in the last quarter. Finally, Invesco Ltd. increased its stake in shares of ARM by 139.9% during the second quarter. Invesco Ltd. now owns 1,381,906 shares of the company’s stock valued at $223,509,000 after buying an additional 805,886 shares during the period. Institutional investors own 7.53% of the company’s stock.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Q3 beat on the headline numbers — ARM reported $0.43 EPS vs. $0.41 consensus and $1.24B revenue vs. $1.23B, driven by AI demand that lifted total revenue to a record. MarketBeat Earnings Summary
• Positive Sentiment: ARM guided FYQ4 above Street estimates — EPS guide of $0.540–$0.620 (consensus ~$0.490) and revenue guidance of $1.4–$1.5B, signaling continued strength from AI workloads. Reuters: Forecasts Quarterly Revenue Above Estimates
• Neutral Sentiment: Management highlighted AI as a durable driver (data centers to phones) and scheduled an “Arm Everywhere” event on March 24 to outline strategy — potential catalyst if new partnerships or product roadmaps are announced. BusinessWire: Arm Everywhere Event
• Negative Sentiment: Licensing revenue narrowly missed estimates — the shortfall drove a sharp after‑hours selloff (reported as a ~8% drop after hours), offsetting the topline beat. This licensing weakness is the immediate cause of negative investor reaction. CNBC: Shares Plunge After Licensing Miss
• Negative Sentiment: Broader industry headwinds: memory shortages are expected to constrain smartphone shipments, which weighs on ARM’s phone-related licensing and chip‑design demand and amplifies pressure from peers like Qualcomm. Analysts cited this as an additional near‑term drag. Reuters: Memory Shortage Hurting Chip Sales
• Neutral Sentiment: Mixed profitability signal — some outlets note profit fell year‑over‑year despite revenue growth, reflecting margin dynamics investors will watch as AI revenue scales. WSJ: Profit Falls Despite Revenue Growth

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.