Arm Jumps as AI Chip Stocks Rebound and Investors Reassess Recent Results

Arm Holdings plc (ARM) is up 11.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a broader rebound in AI and semiconductor stocks, helped by renewed confidence around data-center spending. Arm also seems to be benefiting from investors revisiting its recent quarterly results, which showed strong licensing growth, rising data-center exposure, and increasing confidence in its new CPU business.

Details:

Arm’s November 4 shareholder letter showed record quarterly revenue of $1.44 billion, up 27% year over year, with license and other revenue rising 50%.

Data-center royalties doubled from a year earlier, and the company said Arm-based server share at top hyperscalers moved above 50% in 2025 and could exceed 60% by the end of 2026.

Management said confidence increased in achieving up to $2 billion of revenue from Arm AGI CPU across fiscal 2027 and 2028, with purchase orders extending through calendar 2027.

Today’s gain also looks like part of a wider AI-stock recovery after fresh signs that demand tied to AI infrastructure remains strong, which likely lifted sentiment across chip names including Arm.

Sources:

Arm Newsroom, SEC, AP News

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ARM Insider Trading Activity

$ARM insiders have traded $ARM stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.

Here’s a breakdown of recent trading of $ARM stock by insiders over the last 6 months:

JASON CHILD (Chief Financial Officer) has made 0 purchases and 3 sales selling 52,720 shares for an estimated $13,006,588.
WILLIAM ABBEY (Chief Commercial Officer) has made 0 purchases and 8 sales selling 40,677 shares for an estimated $11,359,471.
SPENCER COLLINS (Chief Legal Officer) sold 40,941 shares for an estimated $8,802,315
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 Hedge Fund Activity

We have seen 474 institutional investors add shares of $ARM stock to their portfolio, and 447 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
SCHRODER INVESTMENT MANAGEMENT GROUP removed 1,951,039 shares (-51.0%) from their portfolio in Q2 2026, for an estimated $691,779,898
FMR LLC removed 1,884,854 shares (-46.4%) from their portfolio in Q3 2026, for an estimated $545,966,809

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 Price Targets

Multiple analysts have issued price targets for $ARM recently. We have seen 7 analysts offer price targets for $ARM in the last 6 months, with a median target of $460.0.

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.