Analyst Upgrades: Recent analyst notes have highlighted Arm Holdings' expanding role in artificial intelligence infrastructure, with one firm raising its price target significantly while maintaining an outperform rating due to expected gains from customer chip deployments and agentic AI applications.
Market Momentum: Social media chatter has intensified around the stock's recent surge past key levels into record territory, driven by broader enthusiasm for semiconductor plays benefiting from hyperscaler investments in efficient computing architectures.
Institutional Views: Observers note sustained interest from large investors positioning the company as a core beneficiary of ongoing AI spending cycles, particularly through its royalty model that scales with advanced chip production without direct manufacturing exposure.
Note: This discussion summary was generated from an AI condensation of post data.
Arm Holdings Insider Trading Activity
Arm Holdings insiders have traded $ARM stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 have been sales.
Here’s a breakdown of recent trading of $ARM stock by insiders over the last 6 months:
- SPENCER COLLINS (Chief Legal Officer) has made 0 purchases and 9 sales selling 92,902 shares for an estimated $19,804,062.
- JASON CHILD (Chief Financial Officer) has made 0 purchases and 3 sales selling 74,480 shares for an estimated $14,218,870.
- WILLIAM ABBEY (Chief Commercial Officer) has made 0 purchases and 7 sales selling 33,065 shares for an estimated $7,935,119.
- RENE A. HAAS (Chief Executive Officer) has made 0 purchases and 11 sales selling 41,152 shares for an estimated $6,627,111.
- RICHARD ROY GRISENTHWAITE (Chief Architect) sold 24,339 shares for an estimated $5,090,501
- CHARLOTTE CLAIRE EATON (Chief People Officer) has made 0 purchases and 4 sales selling 14,905 shares for an estimated $4,176,575.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Arm Holdings Revenue
Arm Holdings had revenues of $1.5B in Q4 2026. This is an increase of 20.06% from the same period in the prior year.
You can track ARM financials on Quiver Quantitative's ARM stock page.
You can access data on ARM stock through the Quiver Quantitative API.
Arm Holdings Congressional Stock Trading
Members of Congress have traded $ARM stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ARM stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS sold up to $100,000 on 12/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Arm Holdings Hedge Fund Activity
We have seen 413 institutional investors add shares of Arm Holdings stock to their portfolio, and 367 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 7,245,019 shares (+339.9%) to their portfolio in Q1 2026, for an estimated $1,096,026,474
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,413,619 shares (+133.7%) to their portfolio in Q1 2026, for an estimated $365,132,282
- COATUE MANAGEMENT LLC removed 2,300,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $347,944,000
- GOLDMAN SACHS GROUP INC removed 2,244,096 shares (-57.9%) from their portfolio in Q1 2026, for an estimated $339,486,842
- VAN ECK ASSOCIATES CORP added 2,162,503 shares (+4292.3%) to their portfolio in Q1 2026, for an estimated $327,143,453
- SCHRODER INVESTMENT MANAGEMENT GROUP added 1,933,035 shares (+102.2%) to their portfolio in Q1 2026, for an estimated $292,429,534
- ALTIMETER CAPITAL MANAGEMENT, LP added 1,715,440 shares (+inf%) to their portfolio in Q1 2026, for an estimated $259,511,763
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Arm Holdings Analyst Ratings
Wall Street analysts have issued reports on $ARM in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 05/07/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
To track analyst ratings and price targets for Arm Holdings, check out Quiver Quantitative's $ARM forecast page.
Arm Holdings Price Targets
Multiple analysts have issued price targets for $ARM recently. We have seen 21 analysts offer price targets for $ARM in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $425.0 on 06/01/2026
- Joe Quatrochi from Wells Fargo set a target price of $410.0 on 06/01/2026
- David Dai from Bernstein set a target price of $300.0 on 05/18/2026
- Tom O'Malley from Barclays set a target price of $250.0 on 05/08/2026
- John Difucci from Guggenheim set a target price of $255.0 on 05/07/2026
- Sean O'Loughlin from TD Cowen set a target price of $265.0 on 05/07/2026
- Srini Pajjuri from RBC Capital set a target price of $260.0 on 05/07/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
