ARM (NASDAQ:ARM) Earns “Buy” Rating from Rosenblatt Securities

ARM (NASDAQ:ARM)‘s stock had its “buy” rating reissued by analysts at Rosenblatt Securities in a report released on Wednesday,Benzinga reports. They currently have a $175.00 price objective on the stock. Rosenblatt Securities’ price target suggests a potential upside of 13.05% from the company’s current price.

Several other brokerages have also recently weighed in on ARM. Citigroup cut shares of ARM from a “buy” rating to a “hold” rating in a research note on Tuesday, January 13th. Wells Fargo & Company boosted their price objective on shares of ARM from $150.00 to $165.00 and gave the stock an “overweight” rating in a research report on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of ARM in a research report on Wednesday, January 21st. HSBC upgraded shares of ARM from a “reduce” rating to a “buy” rating and lifted their price target for the company from $90.00 to $205.00 in a research note on Friday, March 20th. Finally, TD Cowen cut their price target on shares of ARM from $190.00 to $165.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. Nineteen 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. According to MarketBeat.com, ARM currently has a consensus rating of “Moderate Buy” and an average target price of $168.17.

ARM Stock Down 1.4%

ARM stock opened at $154.80 on Wednesday. The company has a 50 day moving average of $121.71 and a 200-day moving average of $134.31. ARM has a twelve month low of $80.00 and a twelve month high of $183.16. The stock has a market capitalization of $163.55 billion, a PE ratio of 206.40, a price-to-earnings-growth ratio of 10.84 and a beta of 4.11.

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

Hedge Funds Weigh In On ARM

Several institutional investors and hedge funds have recently modified their holdings of the business. Rockefeller Capital Management L.P. grew its position in shares of ARM by 0.7% during the 4th quarter. Rockefeller Capital Management L.P. now owns 26,745 shares of the company’s stock worth $2,923,000 after purchasing an additional 173 shares in the last quarter. Fund Advisors of America Inc FL bought a new stake in shares of ARM in the fourth quarter valued at approximately $663,000. Hsbc Holdings PLC boosted its stake in shares of ARM by 25.2% in the fourth quarter. Hsbc Holdings PLC now owns 92,992 shares of the company’s stock valued at $10,281,000 after buying an additional 18,717 shares during the period. SHP Wealth Management acquired a new stake in ARM during the fourth quarter worth approximately $69,000. Finally, Employees Provident Fund Board bought a new position in ARM during the 4th quarter worth $120,241,000. 7.53% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm unveiled the AGI CPU (first-ever in-house chip) and gave long-range revenue guidance that repositions the company from licensor to direct silicon seller — a transformational growth narrative. Arm’s New Gambit: Building Chips to Challenge the AI Titans
• Positive Sentiment: Meta signed on as the launch/customer partner for the new CPU, which materially de‑risks commercialization and provides an early scale buyer. Arm jumps 13% in premarket after saying first in-house chip set to generate $15 billion in revenue
• Positive Sentiment: Analysts have moved quickly to upgrade and raise targets (Needham upgraded to Buy with a $200 target; multiple firms raised PTs), signaling higher earnings and valuation expectations if execution succeeds. Arm Stock Upgraded After Move from Blueprints to Silicon. A ‘Credible AI Play’ Is Born.
• Neutral Sentiment: Technical/market metrics show momentum—Relative Strength rating jumped—indicating institutional interest, but that can also amplify volatility after a big gap-up. Arm Holdings Stock Sees Relative Strength Rating Jump To 87
• Neutral Sentiment: Unusually large call-option activity accompanied the rally — bullish interest but also a potential source of short-term gamma-driven moves. (Market commentary summarized across reports.)
• Negative Sentiment: Major outlets and strategists warn execution risk: moving from IP licensing to manufacturing/sales is complex and the stock’s high valuation already prices in substantial success; failure or delays would pressure shares. Arm’s Timing Is Good, but Big Chip Move Now Has to Go Perfectly
• Negative Sentiment: After Wednesday’s surge (big one‑day gains), profit-taking and overbought indicators triggered a pullback today — typical after a rapid re‑rating. Arm jumps as new AI chip to drive billions annual revenue

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.