Arm Holdings PLC Sponsored ADR $ARM Shares Newly Purchased by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. acquired a new position in Arm Holdings PLC Sponsored ADR (NASDAQ:ARM) in the 3rd quarter, Holdings Channel reports. The institutional investor acquired 60,364 shares of the company’s stock, valued at approximately $17,727,000.

A number of other hedge funds have also recently bought and sold shares of ARM. Kings Path Partners LLC acquired a new position in ARM during the 3rd quarter valued at about $29,000. Evelyn Partners Investment Management Services Ltd bought a new stake in shares of ARM during the 1st quarter valued at $30,000. Cassaday & Co Wealth Management LLC bought a new stake in shares of ARM during the 1st quarter valued at $40,000. Sterling Capital Management LLC increased its holdings in ARM by 1,400.0% in the first quarter. Sterling Capital Management LLC now owns 375 shares of the company’s stock valued at $57,000 after purchasing an additional 350 shares during the last quarter. Finally, CX Institutional bought a new stake in shares of ARM in the 3rd quarter valued at about $58,000. 7.53% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

ARM has been the subject of several recent analyst reports. Royal Bank Of Canada lowered their price target on ARM from $475.00 to $340.00 and set an “outperform” rating for the company in a report on Thursday, July 30th. Rosenblatt Securities reduced their price target on shares of ARM from $270.00 to $250.00 and set a “buy” rating for the company in a report on Friday, July 31st. Guggenheim restated a “buy” rating and set a $255.00 price objective on shares of ARM in a report on Thursday, July 30th. HSBC reaffirmed a “hold” rating and issued a $215.00 target price on shares of ARM in a research note on Thursday. Finally, New Street Research raised ARM from a “neutral” rating to a “buy” rating and set a $260.00 price target on the stock in a research note on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, ARM currently has a consensus rating of “Moderate Buy” and a consensus price target of $298.32.

Insider Buying and Selling at ARM

In related news, CFO Jason Child sold 10,400 shares of the firm’s stock in a transaction dated 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 sale, the chief financial officer directly owned 153,442 shares of the company’s stock, valued at $46,032,600. This trade represents a 6.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

ARM News Roundup

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Fiscal Q2 revenue rose 27% year over year to $1.44 billion, beating analyst estimates; the commonly cited EPS figure of $0.52 also topped the $0.48 consensus. Data-center royalties more than doubled, reflecting demand for Arm technology in AI infrastructure. Arm Shares Slip Despite Q2 Double-Beat: Details
• Positive Sentiment: Arm forecast third-quarter revenue above analyst expectations, citing the AI-spending boom. The company also said Amazon’s Graviton-related revenue commitments increased more than 20-fold year over year, and that its chips power over half of hyperscaler servers—signals of expanding adoption. Arm forecasts third-quarter revenue above estimates on AI spending boom Amazon Graviton commitments
• Neutral Sentiment: AI and data-center demand are strengthening Arm’s growth outlook, but valuation remains a concern after a major multi-year share-price run. That leaves the stock vulnerable if investors conclude growth is not sufficient to justify expectations. Arm stock valuation after its run
• Negative Sentiment: Despite the quarterly beat and upbeat forecast, shares declined following the report. One article highlighted a nearly 75% profit miss, suggesting that profitability measures may have disappointed even as the headline EPS and revenue figures beat estimates; this mixed picture may have prompted investors to sell into the results. Arm Q2 2027 earnings: revenue beats, but profit misses Arm beats quarterly targets, but stock falls

ARM Trading Down 5.3%

NASDAQ:ARM opened at $191.80 on Thursday. The stock has a 50 day simple moving average of $256.08 and a 200 day simple moving average of $229.28. The stock has a market cap of $204.86 billion, a P/E ratio of 197.73, a PEG ratio of 5.91 and a beta of 3.93. Arm Holdings PLC Sponsored ADR has a 1-year low of $100.02 and a 1-year high of $452.70.

ARM (NASDAQ:ARM) last issued its quarterly earnings data on Wednesday, November 4th. The company reported $0.52 earnings per share for the quarter, topping the consensus estimate of $0.48 by $0.04. The business had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.38 billion. ARM had a net margin of 20.25% and a return on equity of 12.24%. The business’s revenue was up 27.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.39 EPS. As a group, sell-side analysts forecast that Arm Holdings PLC Sponsored ADR will post 1.17 EPS for the current year.

ARM Company Profile

Arm Holdings plc (NASDAQ: ARM) is a semiconductor and software design company that develops central processing unit (CPU) architectures and related intellectual property. Rather than manufacturing chips itself, Arm licenses its designs and instruction-set architectures to semiconductor companies and technology manufacturers, which incorporate them into their own products.

The company’s offerings include CPU processor cores, graphics processing units through its Mali product family, system IP, development tools and software.