Schaper Benz & Wise Investment Counsel Inc. WI Purchases 23,361 Shares of ARM Holdings PLC Sponsored ADR $ARM

Key Points

• Schaper Benz & Wise increased its stake in ARM (NASDAQ: ARM) by 252.2% in Q4, adding 23,361 shares for a total holding of 32,624 shares worth about $3.57 million.
• ARM announced its first Arm‑designed data‑center AGI CPU with Meta as the debut customer and management projects roughly $15 billion annual revenue by the early 2030s, a move that sparked positive market reaction but brings execution, partner‑conflict and valuation risks.

Schaper Benz & Wise Investment Counsel Inc. WI grew its position in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Free Report) by 252.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 32,624 shares of the company's stock after acquiring an additional 23,361 shares during the period. Schaper Benz & Wise Investment Counsel Inc. WI's holdings in ARM were worth $3,566,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. 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 valued at $25,000 after acquiring an additional 97 shares during the period. Grey Fox Wealth Advisors LLC purchased a new stake in ARM in the third quarter worth about $28,000. FWL Investment Management LLC bought a new position in shares of ARM during the second quarter valued at approximately $34,000. Strategic Investment Solutions Inc. IL increased its stake in shares of ARM by 238.1% during the third quarter. Strategic Investment Solutions Inc. IL now owns 284 shares of the company's stock valued at $40,000 after purchasing an additional 200 shares in the last quarter. Finally, WFA of San Diego LLC purchased a new position in shares of ARM during the second quarter valued at approximately $49,000. Institutional investors own 7.53% of the company's stock.

ARM Trading Down 1.4%

NASDAQ ARM opened at $134.96 on Wednesday. ARM Holdings PLC Sponsored ADR has a 12 month low of $80.00 and a 12 month high of $183.16. The stock has a market cap of $142.59 billion, a price-to-earnings ratio of 179.95, a PEG ratio of 9.45 and a beta of 4.11. The company's 50 day moving average is $119.67 and its two-hundred day moving average is $134.01.

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

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm announced its first-ever Arm‑designed data‑center CPU, the AGI CPU, with Meta as the debut customer — a direct move into selling chips rather than only licensing designs. This is the core catalyst driving the stock higher. Arm Expands Compute Platform to Silicon Products in Historic Company First
• Positive Sentiment: Management gave a multibillion revenue outlook for the new silicon: various reports cite Arm expecting roughly $15 billion annually from the product line by the early 2030s (some coverage referenced even higher targets). Those numeric projections crystallize a new, sizable revenue opportunity. Arm jumps 13% in premarket after saying first in-house chip set to generate $15 billion in revenue
• Positive Sentiment: Market reaction: multiple outlets report premarket/after‑hours share gains following the announcement — a clear signal that investors view the launch and revenue roadmap as positive near‑term news. Arm jumps as new AI chip to drive billions in annual revenue
• Neutral Sentiment: The product targets "agentic AI" inference workloads (systems that act autonomously for users) rather than chatbot‑style models — a distinct market niche that could command different pricing/performance dynamics. Arm’s first CPU ever will plug into Meta’s AI data centers later this year
• Neutral Sentiment: Industry reaction is mixed: some competitors (e.g., Nvidia) appear to have shrugged off the news so far, suggesting incumbents remain strong in the near term — this tempers the immediate competitive threat. Nvidia Stock Rises. What Arm's First AI Chip Means for the Market Leader.
• Negative Sentiment: Risks and execution: moving from IP licensing to manufacturing/selling silicon creates potential channel conflict with longtime licensees, requires capital investment and operational execution, and may strain partner relationships. These are meaningful execution and margin risks investors should price in. Arm Holdings, in Break From Past, Will Sell Its Own Computer Chips
• Negative Sentiment: Valuation and uncertainty: Arm already trades at a premium multiple, so failure to scale AGI CPU sales, margin dilution or slower customer adoption would pressure the stock. Investors must weigh upside from the new revenue stream against high expectations. Arm Bets Big On AI Data Centers With First-Ever CPU

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Benchmark reissued a "hold" rating on shares of ARM in a research note on Thursday, February 5th. Wells Fargo & Company dropped their price target on shares of ARM from $160.00 to $150.00 and set an "overweight" rating on the stock in a research note on Thursday, February 5th. TD Cowen cut their price objective on shares of ARM from $190.00 to $165.00 and set a "buy" rating on the stock in a research report on Thursday, February 5th. Citigroup lowered shares of ARM from a "buy" rating to a "hold" rating in a research note on Tuesday, January 13th. Finally, Susquehanna raised shares of ARM from a "neutral" rating to a "positive" rating and set a $150.00 target price for the company in a report on Wednesday, January 21st. Seventeen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, ARM currently has an average rating of "Moderate Buy" and a consensus price target of $162.82.

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.

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