Dec 29, 2025 • MarketBeat
BULLISH
Pacer Advisors Inc. Has $9.86 Million Position in ARM Holdings PLC Sponsored ADR $ARM
Pacer Advisors Inc. significantly increased its stake in ARM Holdings PLC (NASDAQ:ARM) by 134% in Q3, now holding 69,702 shares valued at $9.86 million. This increase follows ARM's strong Q3 performance, which exceeded earnings estimates and saw a 34.5% year-over-year revenue growth. Analysts maintain a "Moderate Buy" consensus rating for ARM, with an average target price of $178.30.
Dec 27, 2025 • MarketBeat
NEUTRAL
Baker Chad R Boosts Stake in ARM Holdings PLC Sponsored ADR $ARM
Baker Chad R significantly increased its holdings in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 99.3% in Q3, now owning 24,225 shares valued at $3.43 million. ARM reported strong Q3 earnings, surpassing estimates with $0.39 EPS and $1.14 billion revenue, and provided positive Q3 2026 guidance. Analysts maintain a "Moderate Buy" consensus with an average price target of $178.30 for the company.
Dec 26, 2025 • MarketBeat
BULLISH
Swedbank AB Grows Position in ARM Holdings PLC Sponsored ADR $ARM
Swedbank AB increased its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 22.4% in the third quarter, now holding 313,000 shares valued at $44.29 million. Analyst sentiment for ARM is largely positive, with a "Moderate Buy" consensus and an average price target of $178.30. The company also surpassed Q3 earnings expectations, reporting an EPS of $0.39 and revenue of $1.14 billion.
Dec 22, 2025 • MarketBeat
SOMEWHAT-BULLISH
Voya Investment Management LLC Purchases 27,228 Shares of ARM Holdings PLC Sponsored ADR $ARM
Voya Investment Management LLC has increased its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) by 15.5% during the third quarter, acquiring an additional 27,228 shares to hold a total of 202,443 shares valued at approximately $28.64 million. This move comes as ARM recently reported strong Q3 earnings, beating analyst expectations with $0.39 EPS and $1.14 billion in revenue. Analysts generally maintain a "Moderate Buy" rating on ARM, with a consensus price target of $178.30.
Dec 22, 2025 • Benzinga
NEUTRAL
Top 3 Tech Stocks That May Rocket Higher This Quarter
This article identifies three tech stocks—ARM Holdings (NASDAQ:ARM), Crane NXT Co (NYSE:CXT), and BlackBerry (NYSE:BB)—that are currently oversold according to the Relative Strength Index (RSI) and may offer significant upside potential this quarter. It highlights recent analyst downgrades, stock price movements, and in BlackBerry's case, better-than-expected earnings, as key factors impacting their current valuations. These stocks are presented as potential investment opportunities due to their low RSI values, suggesting they are undervalued.
Dec 20, 2025 • Simply Wall Street
SOMEWHAT-BEARISH
Arm Holdings (NasdaqGS:ARM): Reassessing Valuation After China EUV Breakthrough Fears and Analyst Downgrades
Arm Holdings (ARM) is facing renewed scrutiny after China reportedly built a prototype extreme ultraviolet lithography machine, raising competitive concerns within the AI chip sector. This news, coupled with analyst downgrades, has led to a significant share price decline, prompting investors to reassess whether the stock is now undervalued or if its AI-driven growth potential has already been factored into its valuation. A narrative analysis suggests the stock is currently overvalued, with a fair value estimate significantly lower than its current trading price, though a range of factors could impact this valuation.