Recent Stock Slide: Arm Holdings has been a hot topic on social media lately, with discussions centering on a recent decline in its stock price. Many users have noted a significant drop, attributing it to competitive pressures after a rival's acquisition in the chip design space. This has sparked debates about the company’s future in key markets.
AI and Growth Potential: Despite the downturn, some on social media remain optimistic, pointing to Arm’s role in AI and potential royalty growth from new architectures. There’s chatter about institutional investors stepping in at lower prices, seeing long-term value. The sentiment is split, with others cautious about further declines without a clear catalyst.
Note: This discussion summary was generated from an AI condensation of post data.
Arm Holdings Revenue
Arm Holdings had revenues of $1.1B in Q3 2025. This is an increase of 34.48% from the same period in the prior year.
You can track ARM financials on Quiver Quantitative's ARM stock page.
Arm Holdings Congressional Stock Trading
Members of Congress have traded $ARM stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 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 has traded it 2 times. They made 1 purchase worth up to $100,000 on 07/16 and 1 sale worth up to $100,000 on 12/11.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/17 and 1 sale worth up to $15,000 on 09/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Arm Holdings Hedge Fund Activity
We have seen 336 institutional investors add shares of Arm Holdings stock to their portfolio, and 275 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 3,041,682 shares (-64.1%) from their portfolio in Q3 2025, for an estimated $430,367,586
- COATUE MANAGEMENT LLC removed 2,373,628 shares (-51.2%) from their portfolio in Q3 2025, for an estimated $335,844,625
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,718,132 shares (+inf%) to their portfolio in Q3 2025, for an estimated $243,098,496
- HYPERION ASSET MANAGEMENT LTD added 1,434,591 shares (+inf%) to their portfolio in Q3 2025, for an estimated $202,980,280
- JERICHO CAPITAL ASSET MANAGEMENT L.P. removed 1,306,115 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $184,802,211
- UBS GROUP AG removed 1,229,572 shares (-37.3%) from their portfolio in Q3 2025, for an estimated $173,972,142
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 1,173,910 shares (-57.7%) from their portfolio in Q3 2025, for an estimated $166,096,525
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Arm Holdings Analyst Ratings
Wall Street analysts have issued reports on $ARM in the last several months. We have seen 11 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 11/06/2025
- Rosenblatt issued a "Buy" rating on 11/06/2025
- Keybanc issued a "Overweight" rating on 11/06/2025
- UBS issued a "Buy" rating on 11/06/2025
- JP Morgan issued a "Overweight" rating on 11/06/2025
- Mizuho issued a "Outperform" rating on 11/06/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
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 16 analysts offer price targets for $ARM in the last 6 months, with a median target of $180.0.
Here are some recent targets:
- Vivek Arya from B of A Securities set a target price of $145.0 on 12/16/2025
- James Schneider from Goldman Sachs set a target price of $120.0 on 12/15/2025
- Ananda Baruah from Loop Capital set a target price of $180.0 on 11/12/2025
- Krish Sankar from TD Cowen set a target price of $190.0 on 11/06/2025
- Joe Quatrochi from Wells Fargo set a target price of $195.0 on 11/06/2025
- Timothy Arcuri from UBS set a target price of $195.0 on 11/06/2025
- Blayne Curtis from Barclays set a target price of $165.0 on 11/06/2025
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.
