ARM (NASDAQ:ARM) Given New $270.00 Price Target at Rosenblatt Securities

07 May 2026, 10:07 by Teresa Graham · The Cerbat Gem

ARM (NASDAQ:ARM – Get Free Report) had its target price raised by stock analysts at Rosenblatt Securities from $175.00 to $270.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. Rosenblatt Securities’ price objective indicates a potential upside of 24.30% from the company’s previous close.

ARM has been the topic of several other research reports. Evercore dropped their target price on ARM from $215.00 to $170.00 and set an “outperform” rating on the stock in a report on Thursday, February 5th. Royal Bank Of Canada upped their price objective on ARM from $130.00 to $175.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 25th. Jefferies Financial Group set a $170.00 price objective on ARM in a report on Thursday, February 5th. JPMorgan Chase & Co. cut their target price on ARM from $180.00 to $145.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Finally, Bank of America reaffirmed a “neutral” rating and issued a $120.00 price target on shares of ARM in a report on Tuesday, January 13th. Eighteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, ARM presently has a consensus rating of “Moderate Buy” and an average target price of $184.00.

View Our Latest Report on ARM

ARM Price Performance

Shares of ARM stock traded down $20.08 during trading hours on Thursday, reaching $217.22. 6,301,202 shares of the stock were exchanged, compared to its average volume of 7,492,740. The business’s fifty day moving average is $152.53 and its two-hundred day moving average is $138.08. The firm has a market capitalization of $229.50 billion, a P/E ratio of 294.06, a P/E/G ratio of 9.39 and a beta of 3.40. ARM has a 12-month low of $100.02 and a 12-month high of $239.50.

ARM (NASDAQ:ARM – Get Free Report) last issued its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 earnings per share (EPS) for the quarter. ARM had a net margin of 17.15% and a return on equity of 14.01%. The company had revenue of $1.49 billion during the quarter. As a group, equities research analysts predict that ARM will post 0.85 earnings per share for the current fiscal year.

Insider Transactions at ARM

In other news, CEO Rene A. Haas sold 9,299 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $160.85, for a total value of $1,495,744.15. Following the completion of the sale, the chief executive officer directly owned 273,680 shares of the company’s stock, valued at approximately $44,021,428. The trade was a 3.29% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jason Child sold 21,280 shares of the company’s stock in a transaction dated Wednesday, April 22nd. The shares were sold at an average price of $180.00, for a total value of $3,830,400.00. Following the completion of the sale, the chief financial officer directly owned 153,426 shares of the company’s stock, valued at approximately $27,616,680. This trade represents a 12.18% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 83,712 shares of company stock worth $13,614,730 in the last quarter.

Hedge Funds Weigh In On ARM

A number of hedge funds have recently modified their holdings of the business. Grey Fox Wealth Advisors LLC purchased a new stake in ARM in the 3rd quarter valued at $28,000. Syntax Research Inc. acquired a new stake in shares of ARM during the first quarter worth about $30,000. Mcguire Capital Advisors Inc. acquired a new position in ARM in the 4th quarter valued at about $30,000. Navalign LLC purchased a new stake in ARM during the 4th quarter valued at approximately $33,000. Finally, FWL Investment Management LLC acquired a new stake in ARM during the 2nd quarter worth approximately $34,000. 7.53% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting ARM

Here are the key news stories impacting ARM this week:

Positive Sentiment: Quarterly/FY26 beat and growth: ARM posted FY26 results with revenue and adjusted profit up ~23% YoY, beating estimates and showing margin improvement as stock‑based comp declines — a core reason investors bid the stock higher. Arm FY2026 Earnings: A Future Bet On AI Silicon
Positive Sentiment: Big demand for new data‑center CPU and upbeat guidance: Management disclosed >$2B of customer demand for its AGI CPU and guided Q1 FY27 revenue/EPS above Street expectations — supporting growth and higher-margin silicon revenue. Arm Holdings Reports Higher Profit, Strong Demand for New CPUs
Positive Sentiment: Analyst upgrades/price target lifts: Brokers (e.g., Needham, Mizuho) raised price targets and reiterated Buy/Outperform as the AI narrative and guidance reinforced upgrades. Benzinga coverage of analyst moves
Positive Sentiment: Bullish derivatives flow: Unusually large call buying was reported (big increase vs. avg), signaling institutional/leveraged bullish positioning into the print. Options activity report
Neutral Sentiment: Investor materials posted: Full earnings slide deck and call transcript are available for diligence — useful for modeling ARM’s margin cadence as it moves from IP licensing toward chip sales. Q4 presentation
Negative Sentiment: Phone-market headwinds: Management warned smartphone demand is weak, which pressures a sizable licensing revenue source and tempers upside if phones stay soft. Arm Warns of Phone Market Weakness, With AI Helping Offset Slump
Negative Sentiment: Supply / execution risk: Firms flagged that demand for ARM’s in‑house chips may outstrip supply or execution capacity, prompting concerns that growth could be delivery‑constrained — a key reason some of the after‑hours gains were erased. Why did ARM stock wipe out its entire 13% after-hours gain overnight?
Negative Sentiment: Valuation scrutiny: Even with beats, several pieces noted ARM’s lofty multiples and asked whether the pivot to selling silicon justifies the current rich valuation — a potential cap on near-term upside. Arm’s Record AI Results Test Lofty Valuation And Supply Constraints

About ARM

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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.