Mizuho Cuts ARM (NASDAQ:ARM) Price Target to $160.00

ARM (NASDAQ:ARM) had its price target reduced by Mizuho from $190.00 to $160.00 in a research note released on Thursday,Benzinga reports. Mizuho currently has an outperform rating on the stock.

Other analysts also recently issued reports about the stock. KeyCorp set a $170.00 target price on shares of ARM in a report on Thursday. Barclays upped their price target on ARM from $115.00 to $165.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. UBS Group reduced their price objective on ARM from $195.00 to $175.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Royal Bank Of Canada began coverage on ARM in a report on Wednesday, January 14th. They issued an “outperform” rating and a $140.00 target price on the stock. Finally, TD Cowen reaffirmed a “buy” rating on shares of ARM in a report on Thursday, November 6th. Sixteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $160.81.

ARM Stock Up 11.6%

Shares of ARM stock opened at $123.70 on Thursday. The business has a fifty day simple moving average of $117.14 and a 200-day simple moving average of $137.94. ARM has a fifty-two week low of $80.00 and a fifty-two week high of $183.16. The firm has a market cap of $130.69 billion, a price-to-earnings ratio of 164.93, a price-to-earnings-growth ratio of 7.41 and a beta of 4.35.

ARM (NASDAQ:ARM) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $0.43 EPS for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts’ expectations of $1.23 billion. During the same period in the previous year, the business earned $0.39 earnings per share. ARM’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 fiscal year.

Institutional Investors Weigh In On ARM

Institutional investors have recently bought and sold shares of the business. GAMMA Investing LLC increased its holdings in shares of ARM by 126.0% in the 3rd quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock valued at $25,000 after purchasing an additional 97 shares during the period. Grey Fox Wealth Advisors LLC purchased a new position in ARM during the third quarter valued at approximately $28,000. Huntington National Bank acquired a new position in ARM in the 2nd quarter valued at approximately $30,000. Navalign LLC purchased a new stake in ARM in the 4th quarter worth approximately $33,000. Finally, FWL Investment Management LLC purchased a new stake in ARM in the 2nd quarter worth approximately $34,000. 7.53% of the stock is currently owned by institutional investors and hedge funds.

More ARM News

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Q3 results beat top- and bottom-line estimates; revenue jumped ~26%, supporting the narrative of durable growth and stronger AI-related demand. Guidance for Q4 EPS was given (0.540–0.620), helping investor confidence. Is ARM Stock a Buy, Hold, or Sell After Stellar Q3 Earnings?
• Positive Sentiment: Analysts publicly praised the results and highlighted ARM’s AI potential, which supported intraday buying interest. Arm rallies after analysts praise results, citing AI potential
• Positive Sentiment: CEO Rene Haas emphasized rapid growth in ARM’s data-center business (“exploding”), reinforcing the long-term AI/data-center growth thesis. Arm CEO Says Data Center Business Is ‘Exploding’
• Positive Sentiment: Unusually large call-option activity — ~90,892 calls traded (≈+38% vs. average) — indicates speculative bullish positioning that can amplify upward moves in the underlying stock.
• Neutral Sentiment: Multiple brokerages trimmed price targets (JPMorgan, TD Cowen, Wells Fargo, Mizuho, Rosenblatt) but largely retained buy/overweight ratings; the cuts reflect stretched valuation vs. near-term licensing/macro risk while keeping upside cases intact.
• Neutral Sentiment: One shop upgraded ARM to buy (New Street), adding to mixed analyst activity that can support momentum but also shows divergent views on near-term risks.
• Neutral Sentiment: Reported short-interest data in the feed appears anomalous/unclear (shows zero), so it doesn’t provide a reliable contrarian signal today.
• Negative Sentiment: After-hours weakness followed the release as licensing revenue narrowly missed estimates; that headline pressure weighed on sentiment and triggered an early sell-off. Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure
• Negative Sentiment: Industry reports warn a memory shortage is constraining smartphone production, which could depress handset-related royalties and weigh on ARM’s near-term licensing growth. Qualcomm, Arm bear brunt of memory shortage as smartphone chip sales disappoint

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.