ARM (NASDAQ:ARM) Price Target Raised to $175.00

ARM (NASDAQ:ARM) had its target price raised by Royal Bank Of Canada from $130.00 to $175.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Royal Bank Of Canada’s target price indicates a potential upside of 11.44% from the stock’s previous close.

Several other equities analysts also recently commented on ARM. Weiss Ratings reissued a “hold (c)” rating on shares of ARM in a research note on Wednesday, January 21st. Citigroup cut ARM from a “buy” rating to a “hold” rating in a research note on Tuesday, January 13th. KeyCorp reissued an “overweight” rating on shares of ARM in a report on Thursday, February 5th. Guggenheim upped their target price on ARM from $201.00 to $240.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Oddo Bhf set a $170.00 price target on ARM in a research note on Monday, January 5th. Eighteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, ARM has a consensus rating of “Moderate Buy” and a consensus target price of $166.78.

ARM Trading Up 16.4%

ARM stock traded up $22.08 during midday trading on Wednesday, reaching $157.04. The company’s stock had a trading volume of 7,365,457 shares, compared to its average volume of 6,174,495. The stock has a market cap of $165.91 billion, a PE ratio of 209.60, a price-to-earnings-growth ratio of 9.45 and a beta of 4.11. ARM has a 52 week low of $80.00 and a 52 week high of $183.16. The business has a 50-day moving average price of $119.67 and a 200-day moving average price of $134.01.

ARM (NASDAQ:ARM) last posted its earnings results on Wednesday, February 4th. The company reported $0.43 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. ARM had a net margin of 17.15% and a return on equity of 14.01%. The firm had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.23 billion. During the same quarter in the prior year, the business earned $0.39 earnings per share. The business’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. As a group, research analysts predict that ARM will post 0.9 EPS for the current fiscal year.

Institutional Trading of ARM

A number of institutional investors have recently bought and sold shares of ARM. Compound Planning Inc. raised its stake in ARM by 4.6% during the 3rd quarter. Compound Planning Inc. now owns 1,569 shares of the company’s stock worth $222,000 after buying an additional 69 shares during the period. Ritholtz Wealth Management boosted its holdings in ARM by 3.0% in the third 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 grew its stake in ARM by 0.7% in the third 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 period. Nwam LLC increased its holdings in shares of ARM by 4.3% during the third quarter. Nwam LLC now owns 1,711 shares of the company’s stock valued at $242,000 after acquiring an additional 71 shares in the last quarter. Finally, Kovack Advisors Inc. increased its holdings in shares of ARM by 2.0% during the third quarter. Kovack Advisors Inc. now owns 3,602 shares of the company’s stock valued at $510,000 after acquiring an additional 72 shares in the last quarter. Institutional investors own 7.53% of the company’s stock.

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm launched its first in‑house AGI CPU for data centers and announced Meta as a launch customer — a major strategic shift from pure licensing that could open a new revenue stream. Business Wire: Arm Expands Compute Platform
• Positive Sentiment: Management projected multibillion‑dollar annual revenue from the new silicon business (reports cite figures in the $15B–$25B range by 2031), which drove strong investor enthusiasm. Reuters: Arm expects new AI chip to add billions
• Positive Sentiment: Analyst upgrades followed: Guggenheim raised its price target to $240 and gave a Buy, and Raymond James moved to Outperform with a $166 target — signaling bullish sell‑side sentiment. Benzinga: Analyst Upgrades
• Neutral Sentiment: Coverage highlights industry implications of Arm entering silicon (analysis pieces on how the move could reshape AI hardware markets); impact depends on execution and timelines. Proactive: Arm’s chip gamble analysis
• Neutral Sentiment: Reported short‑interest data in some feeds shows strange/zero values and appears unreliable, so it’s not a useful near‑term signal.
• Negative Sentiment: Moving from IP licensing to selling silicon brings capital intensity, manufacturing/customer support and margin risk; investors may be discounting execution and competitive threats from Nvidia, Intel and AMD. Barron’s: What Arm’s chip means for Nvidia
• Negative Sentiment: High valuation (rich P/E and PEG) raises sensitivity to any execution hiccups or slower monetization, which likely contributes to today’s down move despite the positive headlines.

ARM Company Profile

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.