Insider Selling: ARM (NASDAQ:ARM) Insider Sells 1,577 Shares of Stock

ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) insider William Abbey sold 1,577 shares of the stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $199.00, for a total transaction of $313,823.00. Following the completion of the transaction, the insider directly owned 54,240 shares in the company, valued at $10,793,760. This trade represents a 2.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

William Abbey also recently made the following trade(s):

• On Friday, May 15th, William Abbey sold 7,000 shares of ARM stock. The shares were sold at an average price of $212.55, for a total transaction of $1,487,850.00.

ARM Trading Up 3.7%

Shares of NASDAQ ARM traded up $8.03 during mid-day trading on Tuesday, reaching $223.15. The company had a trading volume of 11,187,434 shares, compared to its average volume of 7,859,960. The firm has a 50 day simple moving average of $166.81 and a two-hundred day simple moving average of $140.61. The stock has a market cap of $235.76 billion, a P/E ratio of 265.65, a PEG ratio of 7.60 and a beta of 3.40. ARM Holdings PLC Sponsored ADR has a 52-week low of $100.02 and a 52-week high of $239.50.

ARM (NASDAQ:ARM) last posted its earnings results on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. The firm had revenue of $1.49 billion for the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. On average, equities analysts expect that ARM Holdings PLC Sponsored ADR will post 1.12 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the stock. Barclays lifted their target price on shares of ARM from $200.00 to $250.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. Sanford C. Bernstein assumed coverage on shares of ARM in a research note on Monday. They set an “outperform” rating and a $300.00 price target for the company. The Goldman Sachs Group lifted their price objective on shares of ARM from $125.00 to $150.00 and gave the company a “sell” rating in a research note on Thursday, May 7th. Guggenheim upped their target price on shares of ARM from $240.00 to $255.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, HSBC upgraded shares of ARM from a “reduce” rating to a “buy” rating and increased their target price for the stock from $90.00 to $205.00 in a research note on Friday, March 20th. Twenty equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $203.79.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Sanford C. Bernstein initiated coverage on ARM with an outperform rating and a $300 price target, signaling meaningful upside from current levels and reinforcing the bullish view on Arm’s CPU and chip-IP growth opportunity.
• Positive Sentiment: MarketWatch reported that Bernstein sees Arm benefiting from a “renaissance of CPUs,” with the server CPU market potentially expanding sharply over the next several years, which supports the stock’s momentum. Article: Arm’s stock could rise another 45% as the ‘renaissance of CPUs’ takes hold, analyst says
• Positive Sentiment: Another market piece noted ARM was trading higher on Tuesday, extending a strong 2026 run as investors continue to favor semiconductor design and AI-related names. Article: Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?
• Neutral Sentiment: Multiple law firms announced securities-fraud investigations tied to ARM after reports of U.S. antitrust scrutiny. These headlines add uncertainty, but they are investigations at an early stage rather than confirmed findings. Article: Securities Fraud Investigation Into Arm Holdings plc (ARM) Announced
• Neutral Sentiment: Insider sales by Richard Roy Grisenthwaite and William Abbey were disclosed, but the company said the transactions were tied to tax withholding from vested equity awards and a pre-arranged 10b5-1 plan, which makes them less likely to be viewed as a negative operating signal.
• Negative Sentiment: Yahoo Finance reported ARM fell on news of a possible U.S. antitrust probe, which could pressure investor sentiment if regulators increase scrutiny of Arm’s licensing model. Article: Arm Falls on Reported US Antitrust Probe

Institutional Investors Weigh In On ARM

Several large investors have recently modified their holdings of the stock. Morgan Stanley raised its position in ARM by 1.2% during the 4th quarter. Morgan Stanley now owns 3,783,006 shares of the company’s stock worth $413,521,000 after buying an additional 45,314 shares during the last quarter. Invesco Ltd. raised its position in ARM by 36.9% during the 4th quarter. Invesco Ltd. now owns 2,426,850 shares of the company’s stock worth $265,279,000 after buying an additional 654,727 shares during the last quarter. Coatue Management LLC raised its position in ARM by 1.8% during the 4th quarter. Coatue Management LLC now owns 2,300,000 shares of the company’s stock worth $251,413,000 after buying an additional 40,174 shares during the last quarter. Wellington Management Group LLP raised its position in ARM by 41.6% during the 4th quarter. Wellington Management Group LLP now owns 2,149,159 shares of the company’s stock worth $234,925,000 after buying an additional 631,576 shares during the last quarter. Finally, Schroder Investment Management Group raised its position in ARM by 11.0% during the 4th quarter. Schroder Investment Management Group now owns 1,891,310 shares of the company’s stock worth $206,739,000 after buying an additional 187,035 shares during the last quarter. Hedge funds and other institutional investors own 7.53% of the company’s stock.

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.