Deutsche Bank Aktiengesellschaft Raises ARM (NASDAQ:ARM) Price Target to $140.00

ARM (NASDAQ:ARM) had its price objective boosted by equities researchers at Deutsche Bank Aktiengesellschaft from $125.00 to $140.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently has a “hold” rating on the stock. Deutsche Bank Aktiengesellschaft’s target price would suggest a potential downside of 9.56% from the company’s previous close.

Other equities research analysts have also issued research reports about the company. UBS Group lowered their target price on ARM from $175.00 to $170.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. The Goldman Sachs Group lowered ARM from a “neutral” rating to a “sell” rating and reduced their price target for the stock from $160.00 to $120.00 in a research report on Monday, December 15th. New Street Research upgraded ARM from a “neutral” rating to a “buy” rating in a report on Thursday, February 5th. Rosenblatt Securities lowered their price objective on shares of ARM from $180.00 to $175.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Finally, Citigroup lowered shares of ARM from a “buy” rating to a “hold” rating in a research note on Tuesday, January 13th. Nineteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $168.17.

ARM Trading Down 1.4%

NASDAQ:ARM opened at $154.80 on Wednesday. The firm’s fifty day simple moving average is $121.71 and its 200 day simple moving average is $134.31. ARM has a twelve month low of $80.00 and a twelve month high of $183.16. The firm has a market capitalization of $163.55 billion, a price-to-earnings ratio of 206.40, a PEG ratio of 10.84 and a beta of 4.11.

ARM (NASDAQ:ARM) last announced its quarterly earnings results on Wednesday, February 4th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.02. The firm had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.23 billion. ARM had a return on equity of 14.01% and a net margin of 17.15%.The firm’s quarterly revenue was up 26.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.39 EPS. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, analysts predict that ARM will post 0.9 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the business. GAMMA Investing LLC grew its stake in ARM by 126.0% during 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 in the last quarter. Grey Fox Wealth Advisors LLC purchased a new stake in ARM during the 3rd quarter worth approximately $28,000. Mcguire Capital Advisors Inc. acquired a new position in shares of ARM in the 4th quarter valued at approximately $30,000. Navalign LLC acquired a new position in shares of ARM in the 4th quarter valued at approximately $33,000. Finally, FWL Investment Management LLC purchased a new position in shares of ARM during the 2nd quarter valued at approximately $34,000. Hedge funds and other institutional investors own 7.53% of the company’s stock.

ARM News Roundup

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

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.