ARM (NASDAQ:ARM) Given New $270.00 Price Target at UBS Group

06 Nov 2026, 08:12 by Doug Wharley · The Cerbat Gem

ARM (NASDAQ:ARM – Get Free Report) had its price objective dropped by UBS Group from $320.00 to $270.00 in a report issued on Thursday, Benzinga reports. The brokerage currently has a “buy” rating on the stock. UBS Group‘s price target points to a potential upside of 61.95% from the company’s previous close.

Several other research firms have also commented on ARM. TD Cowen reduced their price target on shares of ARM from $350.00 to $250.00 and set a “buy” rating on the stock in a research report on Thursday. Royal Bank Of Canada decreased their price objective on ARM from $340.00 to $300.00 and set an “outperform” rating on the stock in a report on Thursday. Wells Fargo & Company lowered their price objective on ARM from $280.00 to $255.00 and set an “overweight” rating for the company in a research report on Thursday. Barclays cut their target price on ARM from $360.00 to $325.00 and set an “overweight” rating for the company in a research note on Thursday. Finally, Susquehanna raised their target price on ARM from $300.00 to $320.00 and gave the stock a “positive” rating in a research note on Tuesday, July 21st. Nineteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $291.72.

View Our Latest Stock Report on ARM

ARM Trading Down 13.1%

ARM stock opened at $166.72 on Thursday. The company has a 50-day moving average price of $254.39 and a 200 day moving average price of $229.59. ARM has a 12-month low of $100.02 and a 12-month high of $452.70. The stock has a market cap of $178.07 billion, a P/E ratio of 191.63, a PEG ratio of 5.60 and a beta of 3.93.

ARM (NASDAQ:ARM – Get Free Report) last posted its earnings results on Wednesday, November 4th. The company reported $0.52 earnings per share for the quarter, beating the consensus estimate of $0.48 by $0.04. ARM had a net margin of 17.13% and a return on equity of 11.86%. The company had revenue of $1.44 billion for the quarter, compared to analyst estimates of $1.38 billion. During the same period in the previous year, the business posted $0.39 EPS. ARM’s revenue was up 27.1% on a year-over-year basis. As a group, analysts forecast that ARM will post 1.17 EPS for the current year.

Insider Activity

In other news, CFO Jason Child sold 10,400 shares of the company’s stock in a transaction that occurred on Monday, September 21st. The shares were sold at an average price of $300.00, for a total value of $3,120,000.00. Following the transaction, the chief financial officer directly owned 153,442 shares in the company, valued at approximately $46,032,600. This represents a 6.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Institutional Trading of ARM

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Arrowstreet Capital Limited Partnership grew its stake in shares of ARM by 1,203.5% in the first quarter. Arrowstreet Capital Limited Partnership now owns 945,152 shares of the company’s stock valued at $142,983,000 after buying an additional 872,644 shares in the last quarter. Janus Henderson Group PLC acquired a new position in ARM during the 1st quarter worth about $116,112,000. Hyperion Asset Management Ltd lifted its stake in ARM by 36.9% during the 3rd quarter. Hyperion Asset Management Ltd now owns 727,273 shares of the company’s stock worth $210,662,000 after acquiring an additional 195,942 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new position in ARM during the 3rd quarter worth about $179,998,000. Finally, Altshuler Shaham Ltd boosted its holdings in ARM by 202.6% during the 1st quarter. Altshuler Shaham Ltd now owns 478,289 shares of the company’s stock valued at $72,356,000 after acquiring an additional 320,236 shares during the period. Hedge funds and other institutional investors own 7.53% of the company’s stock.

ARM News Summary

Here are the key news stories impacting ARM this week:

Positive Sentiment: Arm reported fiscal Q2 revenue of $1.44 billion, up 27% year over year, and adjusted EPS of $0.52, topping consensus estimates of $1.38 billion and $0.48. Licensing revenue rose 50%, while data-center royalties more than doubled, highlighting demand tied to AI and cloud computing. Article: ARM Holdings Q2 2027 Earnings Call Highlights
Positive Sentiment: Management’s outlook for the next quarter was reported above analyst expectations, and the company pointed to potential growth from its AGI CPU opportunity. Oracle plans to offer Arm AGI CPU instances in 2027, adding to the longer-term data-center growth case. Article: Arm Holdings’ Q2 Earnings Call Centers on AGI CPU Expansion
Neutral Sentiment: JPMorgan cut its price target from $255 to $245 but kept an Overweight rating. The lower target reflects a more cautious valuation view, while the retained rating signals continued confidence in the shares. Article: ARM Given New $245 Price Target at JPMorgan
Negative Sentiment: Investors appear more concerned about weaker-than-expected smartphone-related royalties and slower growth in recurring royalties overall. The reports note a gap between record chip shipments and royalty revenue, raising questions about how quickly unit growth translates into sales. Article: Weak smartphone royalties offset AI data-center growth
Negative Sentiment: Valuation concerns and an analyst downgrade have added to selling pressure: investors may see limited room for disappointment after Arm’s strong run, even with results above expectations. Article: Arm stock slides as Q2 results stoke valuation doubts

About ARM

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Arm Holdings plc designs and licenses semiconductor technology, including processor architectures and related intellectual property. Rather than manufacturing chips, the company licenses its designs and collects royalties on products that use them.