ARM (NASDAQ:ARM) Price Target Cut to $150.00 by Analysts at Wells Fargo & Company

ARM (NASDAQ:ARM) had its price objective cut by Wells Fargo & Company from $160.00 to $150.00 in a research note issued to investors on Thursday,Benzinga reports. They currently have an overweight rating on the stock.

Several other equities analysts have also recently weighed in on ARM. Citigroup cut shares of ARM from a “buy” rating to a “hold” rating in a research note on Tuesday, January 13th. Weiss Ratings restated a “hold (c)” rating on shares of ARM in a research note on Wednesday, January 21st. Needham & Company LLC reiterated a “hold” rating on shares of ARM in a research report on Thursday, November 6th. JPMorgan Chase & Co. boosted their price target on ARM from $175.00 to $180.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Finally, Mizuho reduced their price target on ARM from $190.00 to $160.00 and set an “outperform” rating for the company in a research report on Thursday. Sixteen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $160.81.

ARM Stock Up 5.7%

Shares of ARM stock opened at $110.88 on Thursday. The company has a 50 day moving average price of $117.37 and a 200-day moving average price of $138.33. ARM has a 52 week low of $80.00 and a 52 week high of $183.16. The firm has a market capitalization of $117.15 billion, a PE ratio of 147.84, a P/E/G ratio of 6.28 and a beta of 4.35.

ARM (NASDAQ:ARM) last issued its quarterly earnings data on Wednesday, February 4th. The company reported $0.43 earnings per share for the quarter, beating analysts’ consensus estimates of $0.41 by $0.02. ARM had a net margin of 17.15% and a return on equity of 14.36%. The company had revenue of $1.24 billion for the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter in the prior year, the firm earned $0.39 earnings per share. The firm’s revenue for the quarter was up 26.3% compared to the same quarter last year. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. Analysts anticipate that ARM will post 0.9 earnings per share for the current year.

Institutional Investors Weigh In On ARM

Several large investors have recently made changes to their positions in ARM. Compound Planning Inc. grew its holdings in ARM by 4.6% during the 3rd quarter. Compound Planning Inc. now owns 1,569 shares of the company’s stock valued at $222,000 after buying an additional 69 shares in the last quarter. Ritholtz Wealth Management raised its holdings in shares of ARM by 3.0% during the 3rd quarter. Ritholtz Wealth Management now owns 2,439 shares of the company’s stock worth $345,000 after acquiring an additional 70 shares in the last quarter. Rathbones Group PLC boosted its position in shares of ARM by 0.7% during the 3rd quarter. Rathbones Group PLC now owns 10,552 shares of the company’s stock valued at $1,493,000 after acquiring an additional 70 shares during the last quarter. Nwam LLC boosted its position in shares of ARM by 4.3% during the 3rd quarter. Nwam LLC now owns 1,711 shares of the company’s stock valued at $242,000 after acquiring an additional 71 shares during the last quarter. Finally, Kovack Advisors Inc. grew its holdings in shares of ARM by 2.0% in the third quarter. Kovack Advisors Inc. now owns 3,602 shares of the company’s stock valued at $510,000 after purchasing an additional 72 shares in the last quarter. 7.53% of the stock is owned by institutional investors.

ARM News Summary

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Q3 results beat revenue and EPS consensus; AI/data‑center demand drove a record quarter and 26% YoY revenue growth, giving investors confidence in secular AI tailwinds. ARM Q3 results (slide deck)
• Positive Sentiment: Management set Q4 FY26 EPS guidance (0.540–0.620) and revenue guidance above street estimates, signaling continued AI/data‑center traction into the quarter. Reuters: Arm forecasts revenue above estimates
• Positive Sentiment: CEO Rene Haas told Bloomberg the data‑center business is “exploding,” suggesting the company sees durable, higher‑margin demand beyond handsets. That bullish management tone supports investor optimism around AI exposure. Bloomberg interview: Arm CEO Says Data Center Business Is ‘Exploding’
• Positive Sentiment: Analyst sentiment remains constructive overall: several firms reaffirmed buy/overweight ratings or upgraded (e.g., New Street upgrade), and price targets — even when trimmed — still imply material upside versus the current share price. The Fly: New Street upgrade
• Neutral Sentiment: Arm announced an “Arm Everywhere” event for March 24 to highlight AI strategy and partner ecosystem — a potential catalyst but with uncertain near‑term impact on numbers. BusinessWire: Arm Everywhere event
• Negative Sentiment: Licensing revenue narrowly missed estimates and sparked an after‑hours selloff; broader industry headwinds (memory shortages, softer smartphone build plans) were cited as near‑term demand risks. These factors create downside risk to handset‑linked royalties. CNBC: Shares fall after licensing miss
• Negative Sentiment: Several firms trimmed price targets (JPMorgan, Wells Fargo, Mizuho, Rosenblatt among others) — signaling some analyst caution on near‑term handset and licensing visibility even as ratings largely stay constructive. Benzinga: analyst price target moves

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.