ARM (NASDAQ:ARM) Price Target Lowered to $160.00 at Wells Fargo & Company

Key Points

• Wells Fargo cut its price target on ARM from $195 to $160 but kept an overweight rating, implying roughly a 39% upside from the stock's current level.
• Analyst consensus is a Moderate Buy with an average price target of $170.48; 16 analysts rate ARM a Buy, 8 Hold and 1 Sell.
• ARM recently beat quarterly expectations—EPS $0.39 vs. $0.33 estimate and revenue of $1.14B (up 34.5% YoY)—and set Q3 2026 guidance of $0.370–$0.450 EPS.

ARM (NASDAQ:ARM - Get Free Report) had its price target reduced by research analysts at Wells Fargo & Company from $195.00 to $160.00 in a research note issued to investors on Monday,Benzinga reports. The brokerage presently has an "overweight" rating on the stock. Wells Fargo & Company's price target would suggest a potential upside of 39.46% from the company's current price.

Several other research analysts also recently commented on the company. Royal Bank Of Canada assumed coverage on shares of ARM in a research report on Wednesday, January 14th. They set an "outperform" rating and a $140.00 target price for the company. Loop Capital increased their price objective on shares of ARM from $155.00 to $180.00 and gave the stock a "buy" rating in a research report on Wednesday, November 12th. Benchmark reissued a "hold" rating on shares of ARM in a research note on Thursday, November 6th. Raymond James Financial started coverage on shares of ARM in a research report on Friday, November 21st. They set a "hold" rating on the stock. Finally, Rosenblatt Securities reiterated a "buy" rating and set a $180.00 price target on shares of ARM in a report on Thursday, November 6th. Sixteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $170.48.

ARM Stock Performance

ARM traded down $1.34 during midday trading on Monday, reaching $114.73. 1,660,581 shares of the company were exchanged, compared to its average volume of 6,641,699. The stock has a market capitalization of $121.21 billion, a P/E ratio of 146.79, a PEG ratio of 6.95 and a beta of 4.34. The stock's 50-day simple moving average is $121.93 and its 200 day simple moving average is $140.80. ARM has a one year low of $80.00 and a one year high of $183.16.

ARM (NASDAQ:ARM - Get Free Report) last posted its earnings results on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.06. ARM had a return on equity of 15.03% and a net margin of 18.81%.The firm had revenue of $1.14 billion for the quarter, compared to analyst estimates of $1.06 billion. During the same period in the previous year, the company posted $0.30 earnings per share. The company's revenue for the quarter was up 34.5% on a year-over-year basis. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. On average, research analysts anticipate that ARM will post 0.9 earnings per share for the current year.

Institutional Trading of ARM

A number of large investors have recently added to or reduced their stakes in the stock. GAMMA Investing LLC boosted its position in shares of 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 acquiring an additional 97 shares during the last quarter. Huntington National Bank bought a new stake in ARM during the 2nd quarter valued at $30,000. Grey Fox Wealth Advisors LLC purchased a new stake in shares of ARM during the third quarter worth about $28,000. FWL Investment Management LLC purchased a new position in shares of ARM during the second quarter valued at approximately $34,000. Finally, Strategic Investment Solutions Inc. IL lifted its position in shares of ARM by 238.1% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 284 shares of the company's stock worth $40,000 after purchasing an additional 200 shares during the period. Hedge funds and other institutional investors own 7.53% of the company's stock.

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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