Investment Analysts’ Weekly Ratings Changes for ARM (ARM)

A number of research firms have changed their ratings and price targets for ARM (NASDAQ: ARM):

• 11/5/2026 – ARM had its price target lowered by TD Cowen from $350.00 to $250.00. They now have a “buy” rating on the stock.
• 11/5/2026 – ARM had its price target lowered by Royal Bank Of Canada from $340.00 to $300.00. They now have an “outperform” rating on the stock.
• 11/5/2026 – ARM had its “overweight” rating reaffirmed by Piper Sandler. They now have a $270.00 price target on the stock, down from $320.00.
• 11/5/2026 – ARM had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $255.00 price target on the stock.
• 11/5/2026 – ARM had its price target lowered by Wells Fargo & Company from $280.00 to $255.00. They now have an “overweight” rating on the stock.
• 11/5/2026 – ARM had its price target lowered by Barclays from $360.00 to $325.00. They now have an “overweight” rating on the stock.
• 11/5/2026 – ARM had its “sell” rating reaffirmed by The Goldman Sachs Group. They now have a $160.00 price target on the stock.
• 11/5/2026 – ARM had its “hold” rating reaffirmed by HSBC. They now have a $215.00 price target on the stock.
• 11/5/2026 – ARM had its price target lowered by UBS Group from $320.00 to $270.00. They now have a “buy” rating on the stock.
• 11/5/2026 – ARM had its price target lowered by JPMorgan Chase & Co. from $255.00 to $245.00. They now have an “overweight” rating on the stock.
• 10/15/2026 – ARM had its “hold (c)” rating reaffirmed by Weiss Ratings.

ARM Stock Up 6.7%

ARM stock traded up $11.68 during midday trading on Monday, hitting $186.30. 6,130,552 shares of the company traded hands, compared to its average volume of 7,473,616. Arm Holdings PLC Sponsored ADR has a twelve month low of $100.02 and a twelve month high of $452.70. The stock has a market capitalization of $198.98 billion, a price-to-earnings ratio of 214.14, a price-to-earnings-growth ratio of 4.88 and a beta of 3.93. The business has a 50 day simple moving average of $252.78 and a 200-day simple moving average of $229.93.

ARM (NASDAQ:ARM) last posted its quarterly earnings data on Wednesday, November 4th. The company reported $0.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.48 by $0.04. ARM had a net margin of 17.13% and a return on equity of 11.57%. The business had revenue of $1.44 billion during the quarter, compared to the consensus estimate of $1.38 billion. During the same period in the prior year, the firm earned $0.39 EPS. ARM’s quarterly revenue was up 27.1% compared to the same quarter last year. Equities research analysts forecast that Arm Holdings PLC Sponsored ADR will post 1.17 EPS for the current year.

Insiders Place Their Bets

In other ARM news, CFO Jason Child sold 10,400 shares of the company’s stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $300.00, for a total transaction of $3,120,000.00. Following the completion of the sale, the chief financial officer directly owned 153,442 shares in the company, valued at $46,032,600. This represents a 6.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Arm Holdings plc designs and licenses semiconductor technology, including processor architectures and related intellectual property. Rather than manufacturing chips, the company licenses its designs and collects royalties on products that use them.

Arm’s offerings include Cortex CPUs, Mali graphics processors, Neoverse infrastructure platforms and other technology for applications ranging from smartphones and consumer electronics to automotive systems, the Internet of Things and cloud computing.