Wells Fargo & Company Raises ARM (NASDAQ:ARM) Price Target to $165.00

ARM (NASDAQ:ARM) had its target price boosted by investment analysts at Wells Fargo & Company from $150.00 to $165.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 6.59% from the stock’s current price.

A number of other equities research analysts also recently issued reports on ARM. TD Cowen lowered their price target on ARM from $190.00 to $165.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Evercore cut their price objective on ARM from $215.00 to $170.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. Benchmark restated a “hold” rating on shares of ARM in a report on Thursday, February 5th. Susquehanna raised ARM from a “neutral” rating to a “positive” rating and set a $150.00 target price for the company in a research report on Wednesday, January 21st. Finally, Bank of America reiterated a “neutral” rating and set a $120.00 price target on shares of ARM in a research note on Tuesday, January 13th. Nineteen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $168.17.

ARM Stock Performance

NASDAQ ARM opened at $154.80 on Wednesday. ARM has a fifty-two week low of $80.00 and a fifty-two week high of $183.16. The firm has a market capitalization of $163.55 billion, a P/E ratio of 206.40, a price-to-earnings-growth ratio of 10.84 and a beta of 4.11. The stock’s fifty day moving average is $121.71 and its two-hundred day moving average is $134.31.

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, topping analysts’ consensus estimates of $0.41 by $0.02. ARM had a net margin of 17.15% and a return on equity of 14.01%. The business had revenue of $1.24 billion during the quarter, compared to the consensus estimate of $1.23 billion. During the same quarter last year, the firm earned $0.39 EPS. The business’s revenue was up 26.3% compared to the same quarter last year. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. As a group, sell-side analysts forecast that ARM will post 0.9 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in ARM. GAMMA Investing LLC boosted its stake in ARM by 126.0% during the 3rd quarter. GAMMA Investing LLC now owns 174 shares of the company’s stock worth $25,000 after purchasing an additional 97 shares during the period. Grey Fox Wealth Advisors LLC acquired a new position in ARM in the third quarter valued at $28,000. Mcguire Capital Advisors Inc. acquired a new position in ARM in the fourth quarter valued at $30,000. Navalign LLC purchased a new stake in shares of ARM in the fourth quarter valued at about $33,000. Finally, FWL Investment Management LLC acquired a new stake in shares of ARM during the second quarter worth about $34,000. Institutional investors and hedge funds own 7.53% of the company’s stock.

Key ARM News

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.