Earnings beat sparks optimism: Recent financial results showed robust revenue growth driven by surging data center royalties, with analysts noting the company's expanding role in AI infrastructure. Social media chatter highlights how Arm's royalty model positions it to benefit from broader industry adoption without heavy manufacturing costs.
AI strategy draws attention: Discussions focus on Arm's push into custom silicon and partnerships, including a major multiyear deal with a leading tech firm, as investors weigh the potential for higher margins against elevated valuation levels. Traders are observing call option activity and base-building patterns that suggest continued interest in the name.
Governance concerns surface: Some commentary addresses executive compensation proposals tied to ambitious valuation targets, alongside questions about the shift toward direct AI silicon sales and its impact on long-term profitability.
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 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 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 4 sales selling 84,880 shares for an estimated $16,874,302.
- WILLIAM ABBEY (Chief Commercial Officer) has made 0 purchases and 10 sales selling 43,831 shares for an estimated $12,023,373.
- 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
- LAURA KATHLEEN BARTELS (Chief Accounting Officer) sold 11,306 shares for an estimated $4,439,866
- 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 $1.3B in Q1 2027. This is an increase of 22.41% 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 Hedge Fund Activity
We have seen 589 institutional investors add shares of Arm Holdings stock to their portfolio, and 391 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 9,864,357 shares (+334.1%) to their portfolio in Q2 2026, for an estimated $3,497,605,061
- CAPITAL WORLD INVESTORS added 4,330,875 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,535,598,348
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 3,149,544 shares (+333.2%) to their portfolio in Q2 2026, for an estimated $1,116,733,816
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 2,872,131 shares (-30.6%) from their portfolio in Q2 2026, for an estimated $1,018,371,488
- MORGAN STANLEY removed 2,305,387 shares (-51.6%) from their portfolio in Q2 2026, for an estimated $817,421,068
- COATUE MANAGEMENT LLC removed 2,300,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $347,944,000
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 1,951,039 shares (-51.0%) from their portfolio in Q2 2026, for an estimated $691,779,898
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 1 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
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 20 analysts offer price targets for $ARM in the last 6 months, with a median target of $267.5.
Here are some recent targets:
- Timothy Arcuri from UBS set a target price of $470.0 on 06/24/2026
- Krish Sankar from TD Cowen set a target price of $475.0 on 06/24/2026
- Vivek Arya from B of A Securities set a target price of $460.0 on 06/23/2026
- Vijay Rakesh from Mizuho set a target price of $500.0 on 06/04/2026
- Joe Quatrochi from Wells Fargo set a target price of $410.0 on 06/01/2026
- Tom O'Malley from Barclays set a target price of $360.0 on 06/01/2026
- David Dai from Bernstein set a target price of $300.0 on 05/18/2026
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.
