Key Points
- Insider William Abbey sold 1,577 ARM shares on April 23 at an average price of $199, for proceeds of about $313,823. The sale was part of a pre-arranged Rule 10b5-1 plan and was tied to tax withholding from vested equity awards.
- ARM remains a heavily followed stock on Wall Street, with several analysts maintaining bullish views, including Sanford C. Bernstein’s newly initiated outperform rating and $300 price target. The consensus rating is still Moderate Buy, with a consensus price target of $203.79.
- Investor sentiment is mixed despite strong momentum and favorable analyst commentary, as ARM is also facing headlines about a possible U.S. antitrust probe and related securities-fraud investigations. These regulatory concerns have added uncertainty even as the stock has recently traded near its highs.
ARM Holdings PLC Sponsored ADR (NASDAQ:ARM - Get Free Report) insider William Abbey sold 1,577 shares of the company's stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $199.00, for a total transaction of $313,823.00. Following the completion of the transaction, the insider owned 54,240 shares of the company's stock, valued at $10,793,760. This represents a 2.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
William Abbey also recently made the following trade(s):
- On Friday, May 15th, William Abbey sold 7,000 shares of ARM stock. The shares were sold at an average price of $212.55, for a total transaction of $1,487,850.00.
ARM Price Performance
NASDAQ ARM opened at $223.15 on Wednesday. ARM Holdings PLC Sponsored ADR has a 1 year low of $100.02 and a 1 year high of $239.50. The company has a market capitalization of $235.76 billion, a PE ratio of 265.65, a P/E/G ratio of 7.81 and a beta of 3.40. The company has a fifty day moving average of $168.98 and a two-hundred day moving average of $140.99.
ARM (NASDAQ:ARM - Get Free Report) last released its quarterly earnings data on Wednesday, April 1st. The company reported $0.60 earnings per share (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, research analysts expect that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current year.
ARM News Roundup
Here are the key news stories impacting ARM this week:
- Positive Sentiment: Sanford C. Bernstein initiated coverage on ARM with an outperform rating and a $300 price target, signaling meaningful upside from current levels and reinforcing the bullish view on Arm’s CPU and chip-IP growth opportunity.
- Positive Sentiment: MarketWatch reported that Bernstein sees Arm benefiting from a “renaissance of CPUs,” with the server CPU market potentially expanding sharply over the next several years, which supports the stock’s momentum. Article: Arm's stock could rise another 45% as the ‘renaissance of CPUs' takes hold, analyst says
- Positive Sentiment: Another market piece noted ARM was trading higher on Tuesday, extending a strong 2026 run as investors continue to favor semiconductor design and AI-related names. Article: Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?
- Neutral Sentiment: Multiple law firms announced securities-fraud investigations tied to ARM after reports of U.S. antitrust scrutiny. These headlines add uncertainty, but they are investigations at an early stage rather than confirmed findings. Article: Securities Fraud Investigation Into Arm Holdings plc (ARM) Announced
- Neutral Sentiment: Insider sales by Richard Roy Grisenthwaite and William Abbey were disclosed, but the company said the transactions were tied to tax withholding from vested equity awards and a pre-arranged 10b5-1 plan, which makes them less likely to be viewed as a negative operating signal.
- Negative Sentiment: Yahoo Finance reported ARM fell on news of a possible U.S. antitrust probe, which could pressure investor sentiment if regulators increase scrutiny of Arm’s licensing model. Article: Arm Falls on Reported US Antitrust Probe
Wall Street Analyst Weigh In
ARM has been the subject of several research analyst reports. Jefferies Financial Group restated a "buy" rating on shares of ARM in a research note on Thursday, May 7th. Guggenheim increased their target price on shares of ARM from $240.00 to $255.00 and gave the stock a "buy" rating in a research note on Thursday, May 7th. New Street Research upgraded shares of ARM from a "neutral" rating to a "buy" rating in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating on shares of ARM in a research note on Thursday, May 7th. Finally, Wells Fargo & Company increased their target price on shares of ARM from $220.00 to $255.00 and gave the stock an "overweight" rating in a research note on Thursday, May 7th. Twenty research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, ARM has a consensus rating of "Moderate Buy" and a consensus price target of $203.79.
View Our Latest Stock Analysis on ARM
Institutional Investors Weigh In On ARM
Several hedge funds have recently made changes to their positions in ARM. Grey Fox Wealth Advisors LLC acquired a new stake in shares of ARM during the third quarter worth about $28,000. Syntax Research Inc. acquired a new stake in ARM in the first quarter valued at about $30,000. Evelyn Partners Investment Management Services Ltd acquired a new stake in ARM in the first quarter valued at about $30,000. Mcguire Capital Advisors Inc. acquired a new stake in ARM in the fourth quarter valued at about $30,000. Finally, Navalign LLC acquired a new stake in ARM in the fourth quarter valued at about $33,000. Institutional investors and hedge funds own 7.53% of the company's stock.
About ARM
(
Get Free Report)
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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