Wells Fargo & Company Issues Pessimistic Forecast for ARM (NASDAQ:ARM) Stock Price

ARM (NASDAQ:ARM) had its price objective dropped by research analysts at Wells Fargo & Company from $410.00 to $350.00 in a research report issued on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective points to a potential upside of 23.66% from the company’s current price.

Other equities research analysts have also recently issued reports about the stock. TD Cowen lifted their price objective on shares of ARM from $265.00 to $475.00 and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Guggenheim raised their price target on ARM from $240.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of ARM in a research report on Friday, July 17th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating on shares of ARM in a report on Thursday, May 7th. Finally, UBS Group cut their target price on ARM from $470.00 to $360.00 and set a “buy” rating on the stock in a research report on Monday. Seventeen analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $297.65.

ARM Stock Down 0.1%

Shares of NASDAQ:ARM opened at $283.04 on Wednesday. The firm’s 50 day moving average price is $329.25 and its 200 day moving average price is $208.02. The stock has a market cap of $302.31 billion, a price-to-earnings ratio of 336.95, a price-to-earnings-growth ratio of 8.86 and a beta of 3.76. ARM has a fifty-two week low of $100.02 and a fifty-two week high of $452.70.

ARM (NASDAQ:ARM) last posted its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 EPS for the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. The company had revenue of $1.49 billion during the quarter. On average, equities analysts anticipate that ARM will post 1.12 EPS for the current year.

Insider Activity

In other ARM news, insider Richard Roy Grisenthwaite sold 24,339 shares of ARM stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $209.15, for a total transaction of $5,090,501.85. Following the transaction, the insider owned 5,543 shares of the company’s stock, valued at $1,159,318.45. The trade was a 81.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider William Abbey sold 10,887 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $224.14, for a total value of $2,440,212.18. Following the completion of the sale, the insider owned 43,353 shares of the company’s stock, valued at approximately $9,717,141.42. This represents a 20.07% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 216,049 shares of company stock worth $52,101,605 over the last ninety days.

Institutional Trading of ARM

A number of large investors have recently bought and sold shares of the business. Northwestern Mutual Wealth Management Co. grew its stake in shares of ARM by 2,623.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,671,787 shares of the company’s stock valued at $182,743,000 after purchasing an additional 1,610,403 shares during the last quarter. Employees Provident Fund Board acquired a new stake in shares of ARM during the fourth quarter worth $120,241,000. Arrowstreet Capital Limited Partnership grew its position in ARM by 1,203.5% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 945,152 shares of the company’s stock valued at $142,983,000 after buying an additional 872,644 shares during the last quarter. Janus Henderson Group PLC purchased a new position in ARM in the 1st quarter valued at $116,112,000. Finally, SG Americas Securities LLC increased its stake in ARM by 265.6% in the 1st quarter. SG Americas Securities LLC now owns 971,067 shares of the company’s stock valued at $146,903,000 after buying an additional 705,459 shares during the period. Institutional investors and hedge funds own 7.53% of the company’s stock.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: New commentary highlights that Arm’s AI opportunity may extend beyond short-term hype, citing the company’s architecture advantages, royalty model, and expanding end markets as supports for longer-term growth. Why ARM’s AI Opportunity Could Extend Beyond Market Hype
• Positive Sentiment: IDC-related coverage says Arm-based servers are gaining share versus x86 in AI infrastructure, with global AI infrastructure spending expected to reach $497 billion in 2026, reinforcing the company’s relevance in AI data centers. ARM servers overtake x86, AI infrastructure spending to reach $497B in ’26: IDC
• Positive Sentiment: Another report notes Arm is “gaining ground” in AI servers as the broader AI infrastructure market approaches $500 billion, which could support investor optimism around royalty growth. Arm Gains Ground in AI Servers
• Positive Sentiment: Windows on Arm compatibility is improving, as a modded driver reportedly enables Nvidia GPUs to work on Windows on ARM, a small but encouraging sign for ecosystem adoption. Modded RTX spark driver gets Nvidia GPUs working in Windows on ARM

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.