ARM (NASDAQ:ARM) Given Buy Rating at Rosenblatt Securities

Key Points

• Rosenblatt Securities reiterated a Buy rating on ARM with a $175 price target (about 7.7% upside), while overall analyst coverage remains a Moderate Buy (18 Buy / 7 Hold / 1 Sell) with a consensus target of $166.78.
• Arm unveiled its in‑house AGI CPU
• ARM beat the quarter with $0.43 EPS (vs. $0.41 est.) and $1.24B revenue (up 26.3% year‑over‑year), and set Q4 2026 guidance of $0.540–$0.620 EPS, supporting its growth outlook.

ARM (NASDAQ:ARM - Get Free Report)'s stock had its "buy" rating restated by stock analysts at Rosenblatt Securities in a research note issued to investors on Wednesday,Benzinga reports. They presently have a $175.00 target price on the stock. Rosenblatt Securities' price target would suggest a potential upside of 7.73% from the company's previous close.

Several other research analysts have also recently weighed in on ARM. Raymond James Financial raised shares of ARM from a "market perform" rating to an "outperform" rating and set a $166.00 price target on the stock in a research report on Wednesday. Citigroup downgraded shares of ARM from a "buy" rating to a "hold" rating in a research note on Tuesday, January 13th. KeyCorp reissued an "overweight" rating on shares of ARM in a research note on Thursday, February 5th. Weiss Ratings restated a "hold (c)" rating on shares of ARM in a report on Wednesday, January 21st. Finally, Benchmark reaffirmed a "hold" rating on shares of ARM in a research report on Thursday, February 5th. Eighteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, ARM has a consensus rating of "Moderate Buy" and a consensus price target of $166.78.

ARM Price Performance

NASDAQ:ARM traded up $27.48 during midday trading on Wednesday, hitting $162.44. The company's stock had a trading volume of 15,347,480 shares, compared to its average volume of 6,313,803. 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 $171.62 billion, a P/E ratio of 216.59, a P/E/G ratio of 9.45 and a beta of 4.11. The firm's 50 day moving average is $119.67 and its 200-day moving average is $134.01.

ARM (NASDAQ:ARM - Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The company reported $0.43 EPS for the quarter, topping the consensus estimate of $0.41 by $0.02. The business had revenue of $1.24 billion for the quarter, compared to analyst estimates of $1.23 billion. ARM had a return on equity of 14.01% and a net margin of 17.15%.The business's quarterly revenue was up 26.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.39 EPS. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. As a group, analysts forecast that ARM will post 0.9 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. GAMMA Investing LLC lifted its position 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 acquiring an additional 97 shares during the period. Grey Fox Wealth Advisors LLC acquired a new stake in shares of ARM during the third quarter worth $28,000. FWL Investment Management LLC acquired a new stake in shares of ARM during the second quarter worth $34,000. Mcguire Capital Advisors Inc. purchased a new position in ARM in the 4th quarter valued at $30,000. Finally, Strategic Investment Solutions Inc. IL increased its stake in ARM by 238.1% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 284 shares of the company's stock valued at $40,000 after buying an additional 200 shares during the period. 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, its first in‑house data‑center chip designed for "agentic AI," and CEO guidance included multi‑billion dollar/quoted $15B–$25B revenue potential by 2031 — a clear growth thesis for investors. CNBC: Arm jumps 13% in premarket after saying first in-house chip set to generate $15 billion in revenue
• Positive Sentiment: Meta is signed as the launch customer and Arm cited other large cloud/AI partners, giving credibility to early demand for the new CPU and easing go‑to‑market concerns. Meta press release: Meta Partners With Arm
• Positive Sentiment: Multiple brokerages raised targets and ratings this morning (notable calls: Guggenheim, RBC, Wells Fargo, Raymond James), signaling institutional bullishness and supporting momentum in the stock. TickerReport: analyst coverage roundup
• Positive Sentiment: Broader market tailwinds (VIX pullback, Nasdaq strength) are lifting tech names, amplifying the rally in high‑beta stocks like ARM. 247WallSt: VIX Crashes
• Neutral Sentiment: Coverage notes that incumbents (Nvidia, Intel, AMD) are watching closely; early takes vary on whether Arm's entry will meaningfully displace market leaders — may be more of a multi‑year story than an immediate share‑take event. Barron's: What Arm's First AI Chip Means for Nvidia
• Negative Sentiment: Strategic risk — moving from IP licensing to selling silicon introduces manufacturing, capital and margin risks and could complicate partner relationships; some analysts remain cautious (Deutsche Bank maintained a "hold" despite raising its target). Reuters: Arm jumps as new AI chip to drive billions

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.

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