ARXS

Arxis, Inc.

Nasdaq · CIK 0002093536
$40.99 -0.94% $16.8B
Insider Buying Cluster (7 insiders)High Impact Filing (7/10)
Vol
Market Cap$16.8B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (88%)
Insider Activity7B / 0S
Insider Net $$5.6M
Reddit Sentiment50° Neutral
SEC Reports7
Exchange Nasdaq·CIK 0002093536·Prev Close $41.38

Recent Activity

Jun 2, 2026 SEC
Arxis (ARXS) entered into a definitive agreement to acquire Omnetics Connector Corporation for approximately $770 millio
8-K — Impact 7/10
May 28, 2026 SEC
Arxis reported record Q1 2026 results with revenue of $458.9M (+21% YoY, 17% organic) and net income of $53.3M vs. a $(4
8-K — Impact 7/10
May 11, 2026 short_volume
Short Volume: ARXS — 60.7% short (0.7M / 1.1M)
Short: 685,204 | Exempt: 0 | TRF Vol: 1,128,165 | Short Ratio: 60.7% | Off-exchange volume (dark poo
Apr 21, 2026 SEC
Two key insiders at Arxis, Inc. — Roth Jason Aaron and Perhamus Kevin Scott — made significant open-market purchases tot
CLUSTER — Impact 7/10
Apr 17, 2026 Insider
ALLEN PATRICK E bought 10,000 shares
Director @ $28.00 ($280.0K)
Apr 17, 2026 Insider
Roth Jason Aaron bought 60,000 shares
See Remarks @ $28.00 ($1.7M)
Apr 17, 2026 Insider
ALLEN PATRICK E was granted 5,357 shares
Director

Price Targets

$52.30 +27.6% upside Strong Buy
Current $40.99 Low $46.00 Median $52.00 High $58.00 10 analysts
$46.00 $58.00

Analyst Ratings

Strong Buy88% buy · 16 analysts
7Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 Citigroup MAINTAIN Buy → Buy
Jun 1, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Jun 1, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 29, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
May 11, 2026 Wolfe Research INITIATE Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.19 $0.16 — $0.25 5
Next Q $0.19 $0.16 — $0.21 6
Current FY $0.75 $0.56 — $0.98 6
Next FY $0.93 $0.67 — $1.20 24% YoY 8

Recent Insider Trades

DateInsiderTypeValue
Apr 17, 2026ALLEN PATRICKBUY$280.0K
Apr 17, 2026Roth JasonBUY$1.7M
Apr 17, 2026ALLEN PATRICKA$0.00
Apr 17, 2026Perhamus KevinBUY$1.5M
Apr 17, 2026Oetgen StephenA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 0 bearish

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

9 unique insiders with 17 transactions. Net insider value: $5.6M ($5.6M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 17, 2026ALLEN PATRICK EDirectorBUY10,000$28.00$280.0K
Apr 17, 2026Roth Jason AaronSee RemarksBUY60,000$28.00$1.7M
Apr 17, 2026ALLEN PATRICK EDirectorAWARD5,357
Apr 17, 2026Perhamus Kevin ScottSee RemarksBUY53,600$28.00$1.5M
Apr 17, 2026Oetgen Stephen DuaneDirectorAWARD5,357
Apr 17, 2026Oetgen Stephen DuaneDirectorBUY25,000$28.00$700.0K
Apr 17, 2026Sealfon Ross BradleySee RemarksBUY12,500$28.00$350.0K
Apr 17, 2026Jankowski Ryan AnthonyChief Accounting OfficerBUY4,464$28.00$125.0K
Apr 17, 2026Badakhsh Azad SidSee RemarksBUY36,000$28.00$1.0M
Apr 16, 2026Allen Jennifer H.See RemarksAWARD53,695
Apr 16, 2026Arcline Double Eagle Master Fund-A LPDirectorAWARD1
Apr 16, 2026Arcline Double Eagle Master Fund-A LPDirectorAWARD340,676,786
Apr 16, 2026Roth Jason AaronSee RemarksAWARD335,515
Apr 16, 2026Perhamus Kevin ScottSee RemarksAWARD3,519,533
Apr 16, 2026Sealfon Ross BradleySee RemarksAWARD1,090,307
Apr 16, 2026Badakhsh Azad SidSee RemarksAWARD367,864
Apr 16, 2026Jankowski Ryan AnthonyChief Accounting OfficerAWARD46,867

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 7 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$52.30 mean target +27.6% upside Strong Buy (1.27)
$46.00 Low $58.00 High
MetricValue
Current Price$40.99
Target Low$46.00
Target Mean$52.30
Target Median$52.00
Target High$58.00
# Analysts10
RecommendationStrong Buy (1.27)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.19 $0.16 $0.25 $0.5B 5
Next Q
2026-09-30
$0.19 $0.16 $0.21 $0.5B 6
Current FY
2026-12-31
$0.75 $0.56 $0.98 $1.9B 18.2% 6
Next FY
2027-12-31
$0.93 $0.67 $1.20 23.8% $2.1B 10.3% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.188
7d ago$0.104+0.084
30d ago$0.000+0.188
60d ago$0.000+0.188
90d ago$0.000+0.188
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 10 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 Citigroup MAINTAIN Buy Buy
Jun 1, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jun 1, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 29, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 11, 2026 Wolfe Research INITIATE Outperform
May 11, 2026 Rothschild & Co INITIATE Buy
May 11, 2026 RBC Capital INITIATE Sector Perform
May 11, 2026 Wells Fargo INITIATE Overweight
May 11, 2026 William Blair INITIATE Outperform
May 11, 2026 Citigroup INITIATE Buy
May 11, 2026 Jefferies INITIATE Buy
May 11, 2026 Morgan Stanley INITIATE Overweight
May 11, 2026 Goldman Sachs INITIATE Buy
May 11, 2026 Baird INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20267720088%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
4 mentions 0 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 29, 2026144° Neutral001
May 29, 2026144° Neutral001
May 28, 2026150° Neutral001
May 28, 2026150° Neutral001

Recent Reddit Threads

r/options Neutral 16d 5h ago
ARXS
▲ 1 💬 1 ⚡ 0.5
May 11, 2026
short_volume
Short Volume: ARXS — 60.7% short (0.7M / 1.1M)
Short: 685,204 | Exempt: 0 | TRF Vol: 1,128,165 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_interest
FTD: ARXS — 18,724 shares ($0.7M) failed to deliver
Settlement: 20260427, Price: $35.00, FTD Value: $655,340, ARXIS INC CL A
Apr 23, 2026
short_interest
FTD: ARXS — 51,600 shares ($1.9M) failed to deliver
Settlement: 20260423, Price: $36.26, FTD Value: $1,871,016, ARXIS INC CL A
Apr 20, 2026
short_interest
FTD: ARXS — 65,074 shares ($2.5M) failed to deliver
Settlement: 20260420, Price: $38.00, FTD Value: $2,472,812, ARXIS INC CL A
Apr 17, 2026
short_interest
FTD: ARXS — 968,091 shares ($37.5M) failed to deliver
Settlement: 20260417, Price: $38.75, FTD Value: $37,513,526.25, ARXIS INC CL A