ARM

ARM HOLDINGS PLC /UK

Nasdaq · Semiconductors & Related Devices · Inc. X0 · CIK 0001973239
$256.73 +15.05% $236.4B
Insider Selling Cluster (2 insiders)3 New Institutional Positions
Vol
Market Cap$236.4B
Cap SizeMega Cap
Analyst ConsensusBuy (64%)
Inst. Holders7 funds
Inst. Value$1.1B
Inst. Activity3 buys / 2 sells
Insider Activity0B / 7S
Insider Net $-$13.4M
Reddit Sentiment44° Neutral
SEC Reports4
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. X0·CIK 0001973239·Prev Close $223.15

Recent Activity

May 20, 2026 SEC
Arm CFO Jason Child filed Form 144 to sell 31,920 American Depositary Shares valued at ~$7.23 million, representing a sm
144 — Impact 2/10
May 19, 2026 SEC
Two ARM insiders (Chief Architect and Chief Legal Officer) sold shares totaling $5.26M in open-market transactions, repr
CLUSTER — Impact 2/10
May 19, 2026 options_unusual
Unusual Call: ARM $170 2026-08-21 — $27.6M premium
Vol: 5,004 vs OI: 10,738 (0.5x). Price: $53.25, IV: 79%, Delta: 0.77. Direction: UNKNOWN
May 18, 2026 Insider
Grisenthwaite Richard Roy sold 24,339 shares
Chief Architect @ $209.15 ($5.1M)
May 15, 2026 Insider
JACOBS PAUL E sold 2,141 shares
Director @ $0.00 ($0.00)
May 15, 2026 Insider
JACOBS PAUL E sold 2,141 shares
Director @ $0.00 ($0.00)
Apr 22, 2026 SEC
Jason Child, an officer of ARM Holdings, filed a Form 144 to sell up to 21,280 American Depositary Shares (ADSs) valued
144 — Impact 3/10
Inst.
BANK OF AMERICA CORP — ADD
2,345,553 shares ($256.4M)

Price Targets

$230.92 -10.1% upside Sell
Current $256.73 Low $125.00 Median $250.00 High $326.00 37 analysts
$125.00 $326.00

Analyst Ratings

Buy64% buy · 45 analysts
6Strong Buy
23Buy
14Hold
1Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 Bernstein INITIATE Outperform
May 8, 2026 Barclays MAINTAIN Overweight → Overweight
May 7, 2026 TD Cowen MAINTAIN Buy → Buy
May 7, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 7, 2026 Goldman Sachs MAINTAIN Sell → Sell

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.40 ▲ +9.1% $0.35 — $0.42 14% YoY 28
Next Q $0.43 ▲ +1.3% $0.38 — $0.51 11% YoY 26
Current FY $2.17 ▲ +1.0% $1.90 — $2.42 22% YoY 36
Next FY $3.06 ▲ +3.7% $2.52 — $3.51 41% YoY 34

Top Institutional Holders

FundValueMove
MORGAN STANLEY$413.5MADD
BANK OF AMERICA CORP$256.4MADD
FMR LLC$189.2M
TWO SIGMA INVESTMENTS, LP$154.3MDOUBLED
WELLS FARGO & COMPANY/MN$56.3MADD

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Grisenthwaite RichardSELL$5.1M
May 15, 2026JACOBS PAULM$0.00
May 15, 2026JACOBS PAULM$0.00
May 15, 2026JACOBS PAULA$0.00
May 15, 2026Collins SpencerA$0.00

Reddit Sentiment

44°
Neutral
Bearish Neutral Bullish
30 mentions 6 bullish 10 bearish
7 institutional holders with $1.1B total value (10,279,562 shares) as of 2025-Q4. Top holders: MORGAN, BANK, FMR. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY3,783,006$413.5M36.8%ADD +44.5%
2BANK OF AMERICA CORP /DE/2,345,553$256.4M22.8%ADD +30.1%
3FMR LLC1,730,574$189.2M16.8%
4TWO SIGMA INVESTMENTS, LP1,411,555$154.3M13.7%DOUBLED +567.7%
5WELLS FARGO & COMPANY/MN515,046$56.3M5.0%ADD +34.7%
6RENAISSANCE TECHNOLOGIES LLC473,600$51.8M4.6%DOUBLED +165.5%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC20,228$2.2M0.2%ADD +26.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/ADD1,802,9732,345,553+30.1%$256.4M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED211,4111,411,555+567.7%$154.3M2025-Q4
WELLS FARGO & COMPANY/MNADD382,276515,046+34.7%$56.3M2025-Q4
Mawer Investment Management Ltd.EXIT269,7840-100.0%$0.002025-Q4
Duquesne Family Office LLCEXIT167,9000-100.0%$0.002025-Q4
UBS Group AGTRIM4,147,9092,772,354-33.2%$392.3M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED186,600495,400+165.5%$70.1M2025-Q3
WELLS FARGO & COMPANY/MNTRIM606,252382,276-36.9%$54.1M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW211,411$29.9M2025-Q3
Duquesne Family Office LLCNEW167,900$23.8K2025-Q3
WELLS FARGO & COMPANY/MNADD470,390606,252+28.9%$98.1M2025-Q2
Mawer Investment Management Ltd.NEW275,747$44.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED19,500186,600+856.9%$30.2M2025-Q2
Elliott Investment Management L.P.EXIT139,5510-100.0%$0.002025-Q2
UBS Group AGADD2,495,6383,769,815+51.1%$402.6M2025-Q1
WELLS FARGO & COMPANY/MNADD335,721470,390+40.1%$50.2M2025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD26,19133,079+26.3%$3.5M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW19,500$2.1M2025-Q1
Duquesne Family Office LLCEXIT178,3940-100.0%$0.002025-Q1
UBS Group AGADD1,298,6762,495,638+92.2%$307.9M2024-Q4
Elliott Investment Management L.P.NEAR_EXIT950,000150,000-84.2%$18.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD18,45726,191+41.9%$3.2M2024-Q4
Duquesne Family Office LLCDOUBLED21,610178,394+725.5%$22.0K2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT1,070,0000-100.0%$0.002024-Q4
MORGAN STANLEYADD2,009,7282,903,880+44.5%$415.3M2024-Q3
12 unique insiders with 7 transactions. Net insider value: -$13.4M ($0.00 bought, $13.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Grisenthwaite Richard RoyChief ArchitectSELL24,339$209.15$5.1M
May 15, 2026JACOBS PAUL EDirectorM2,141$0.00$0.00
May 15, 2026JACOBS PAUL EDirectorM2,141$0.00$0.00
May 15, 2026JACOBS PAUL EDirectorA1,531$0.00$0.00
May 15, 2026Collins SpencerChief Legal OfficerA10,668$0.00$0.00
May 15, 2026Collins SpencerChief Legal OfficerM4,184$0.00$0.00
May 15, 2026SOHN YOUNGDirectorA1,531$0.00$0.00
May 15, 2026SOHN YOUNGDirectorM2,141$0.00$0.00
May 15, 2026Collins SpencerChief Legal OfficerF36,310$209.16$7.6M
May 15, 2026SOHN YOUNGDirectorF429$209.16$89.7K
May 15, 2026Haas Rene A.Chief Executive OfficerA51,952$0.00$0.00
May 15, 2026SOHN YOUNGDirectorM2,141$0.00$0.00
May 15, 2026Haas Rene A.Chief Executive OfficerF143,316$209.16$30.0M
May 15, 2026Schooler RosemaryDirectorM2,141$0.00$0.00
May 15, 2026Schooler RosemaryDirectorM2,141$0.00$0.00
May 15, 2026Schooler RosemaryDirectorA1,531$0.00$0.00
May 15, 2026Collins SpencerChief Legal OfficerA15,716$0.00$0.00
May 15, 2026Eaton Charlotte ClaireChief People OfficerM2,200$0.00$0.00
May 15, 2026Collins SpencerChief Legal OfficerM4,184$0.00$0.00
May 15, 2026Eaton Charlotte ClaireChief People OfficerA5,612$0.00$0.00
May 15, 2026DYKSTRA KAREN EDirectorA1,531$0.00$0.00
May 15, 2026Sine JeffreyDirectorA1,531$0.00$0.00
May 15, 2026Sine JeffreyDirectorM2,141$0.00$0.00
May 15, 2026Sine JeffreyDirectorM2,141$0.00$0.00
May 15, 2026Child JasonChief Financial OfficerA11,909$0.00$0.00
May 15, 2026Eaton Charlotte ClaireChief People OfficerF3,672$209.16$768.0K
May 15, 2026Child JasonChief Financial OfficerM4,670$0.00$0.00
May 15, 2026Eaton Charlotte ClaireChief People OfficerA8,044$0.00$0.00
May 15, 2026Child JasonChief Financial OfficerF37,950$209.16$7.9M
May 15, 2026Eaton Charlotte ClaireChief People OfficerM2,200$0.00$0.00
May 15, 2026Child JasonChief Financial OfficerA14,842$0.00$0.00
May 15, 2026Child JasonChief Financial OfficerM4,670$0.00$0.00
May 15, 2026FISHER RONALD DDirectorA1,531$0.00$0.00
May 15, 2026Grisenthwaite Richard RoyChief ArchitectA5,217$0.00$0.00
May 15, 2026Grisenthwaite Richard RoyChief ArchitectM2,046$0.00$0.00
May 15, 2026Grisenthwaite Richard RoyChief ArchitectF21,301$209.16$4.5M
May 15, 2026Grisenthwaite Richard RoyChief ArchitectA6,648$0.00$0.00
May 15, 2026Grisenthwaite Richard RoyChief ArchitectM2,046$0.00$0.00
May 15, 2026Bartels Laura KathleenChief Accounting OfficerM3,588$0.00$0.00
May 15, 2026Bartels Laura KathleenChief Accounting OfficerF3,383$209.16$707.6K
May 15, 2026Bartels Laura KathleenChief Accounting OfficerA16,645$0.00$0.00
May 15, 2026Bartels Laura KathleenChief Accounting OfficerM3,588$0.00$0.00
May 11, 2026Collins SpencerChief Legal OfficerSELL836$207.77$173.7K
Apr 22, 2026Child JasonChief Financial OfficerSELL21,280$180.00$3.8M
Apr 14, 2026Haas Rene A.Chief Executive OfficerSELL5,646$160.57$906.6K
Mar 26, 2026Haas Rene A.Chief Executive OfficerSELL200$163.15$32.6K
Mar 25, 2026Child JasonChief Financial OfficerSELL21,280$148.37$3.2M
Mar 25, 2026Haas Rene A.Chief Executive OfficerSELL1,092$163.35$178.4K

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

Current analyst consensus: Buy (64% buy). Based on 45 analysts: 6 strong buy, 23 buy, 14 hold, 1 sell, 1 strong sell.

Analyst Price Targets

$230.92 mean target -10.1% upside Sell (1.88)
$125.00 Low $326.00 High
MetricValue
Current Price$256.73
Target Low$125.00
Target Mean$230.92
Target Median$250.00
Target High$326.00
# Analysts37
RecommendationSell (1.88)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.40 $0.35 $0.42 14.2% +9.1% 18↑ 3↓ $1.3B 20.0% 28
Next Q
2026-09-30
$0.43 $0.38 $0.51 10.6% +1.3% 12↑ 8↓ $1.3B 18.0% 26
Current FY
2027-03-31
$2.17 $1.90 $2.42 22.3% +1.0% 18↑ 12↓ $6.0B 21.3% 36
Next FY
2028-03-31
$3.06 $2.52 $3.51 41.1% +3.7% 15↑ 6↓ $8.0B 33.4% 34

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.400
7d ago$0.398+0.002
30d ago$0.366+0.033
60d ago$0.386+0.014
90d ago$0.384+0.016
21 analyst firms have rated this stock: 4 upgrades, 3 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 Bernstein INITIATE Outperform
May 8, 2026 Barclays MAINTAIN Overweight Overweight
May 7, 2026 TD Cowen MAINTAIN Buy Buy
May 7, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Goldman Sachs MAINTAIN Sell Sell
May 7, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 7, 2026 Guggenheim MAINTAIN Buy Buy
May 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 7, 2026 Keybanc MAINTAIN Overweight Overweight
May 7, 2026 Rosenblatt MAINTAIN Buy Buy
May 7, 2026 Mizuho MAINTAIN Outperform Outperform
May 7, 2026 Needham MAINTAIN Buy Buy
May 6, 2026 Mizuho MAINTAIN Outperform Outperform
Apr 29, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 16, 2026 Susquehanna MAINTAIN Positive Positive
Apr 9, 2026 Goldman Sachs MAINTAIN Sell Sell
Apr 7, 2026 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Apr 6, 2026 Mizuho MAINTAIN Outperform Outperform
Apr 1, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 26, 2026 Barclays MAINTAIN Overweight Overweight
Mar 26, 2026 Needham UPGRADE Hold Buy
Mar 25, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 25, 2026 Rosenblatt MAINTAIN Buy Buy
Mar 25, 2026 Deutsche Bank MAINTAIN Hold Hold
Mar 25, 2026 RBC Capital MAINTAIN Outperform Outperform
Mar 25, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 25, 2026 Guggenheim MAINTAIN Buy Buy
Mar 25, 2026 Raymond James UPGRADE Market Perform Outperform
Mar 20, 2026 HSBC UPGRADE Reduce Buy
Feb 5, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 5, 2026 TD Cowen MAINTAIN Buy Buy
Feb 5, 2026 UBS MAINTAIN Buy Buy
Feb 5, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 5, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 5, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 5, 2026 Rosenblatt MAINTAIN Buy Buy
Feb 5, 2026 Benchmark REITERATE Hold Hold
Jan 26, 2026 UBS MAINTAIN Buy Buy
Jan 26, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 23, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 21, 2026 Susquehanna UPGRADE Neutral Positive
Jan 15, 2026 RBC Capital INITIATE Outperform
Jan 13, 2026 B of A Securities DOWNGRADE Buy Neutral
Dec 16, 2025 B of A Securities MAINTAIN Buy Buy
Dec 15, 2025 Goldman Sachs DOWNGRADE Neutral Sell

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026623141164%
Apr 1, 2026624131167%
Mar 1, 2026621142161%
Feb 1, 2026621133161%
Jan 1, 2026716153056%
Strong BuyBuyHoldSellStrong Sell

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

44°
Neutral
Bearish Neutral Bullish
30 mentions 6 bullish 10 bearish 28 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 11, 2026160° Warm101
May 11, 2026160° Warm101
May 7, 2026140° Cool011
May 7, 2026140° Cool011
May 7, 2026352° Neutral003
May 7, 2026150° Neutral001
May 7, 2026150° Neutral001
May 6, 2026150° Neutral001
May 6, 2026150° Neutral001
Apr 29, 2026140° Cool011
Apr 29, 2026140° Cool011
Apr 26, 2026150° Neutral001
Apr 26, 2026150° Neutral001
Apr 24, 2026150° Neutral001
Apr 22, 2026160° Warm101
Apr 21, 2026140° Cool011
Apr 21, 2026140° Cool011
Apr 1, 2026140° Cool011
Apr 1, 2026140° Cool011
Mar 31, 2026150° Neutral001
Mar 30, 2026150° Neutral001
Mar 30, 2026150° Neutral001
Mar 25, 2026160° Warm101
Mar 25, 2026160° Warm101
Mar 25, 2026150° Neutral001
Mar 20, 2026140° Cool011
Mar 20, 2026140° Cool011
Aug 7, 2025160° Warm101

Recent Reddit Threads

r/wallstreetbets Bearish 29d 11h ago
Softbank is dumping its ARM shares on the market.
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 13d 6h ago
Anyone else watching ARM / Fabrinet / Teradyne here?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 21d 10h ago
AI bubble or early retirement? Yes
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 13d 6h ago
Are AI infra stocks entering the “post-hype” phase or is this just a pullback?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 9d 5h ago
$CEVA, anyone else looking at this? Edge AI/IP licensor
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
ARM calls
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
Is Arm Holdings ADR (ARM) a great deal right now? (march 25, 2026)
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 1mo ago
How are you playing AI stocks during this sell-off?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Chips Baby Chips! $ARM
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Neutral 13d 6h ago
Is AI infra still hot or is this just a pullback?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
$ARM Calls
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 26d 9h ago
Thank you ARM
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 24d 11h ago
Sold my first ever options $ARM
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 14d 1h ago
$ARM earnings after hours
▲ 1 💬 1 ⚡ 0.5
r/options Bearish 2mo ago
The war is killing the market and NVDA isn’t helping
▲ 1 💬 0 ⚡ 0.5
r/SPACs Bullish 9mo ago
Global robotaxi race warming up
▲ 0 💬 3
May 19, 2026
options_unusual
Unusual Call: ARM $170 2026-08-21 — $27.6M premium
Vol: 5,004 vs OI: 10,738 (0.5x). Price: $53.25, IV: 79%, Delta: 0.77. Direction: UNKNOWN
May 16, 2026
options_unusual
Unusual Call: ARM $170 2026-08-21 — $27.7M premium
Vol: 5,060 vs OI: 5,725 (0.9x). Price: $54.95, IV: 79%, Delta: 0.77. Direction: UNKNOWN
May 15, 2026
options_unusual
Unusual Call: ARM $170 2026-08-21 — $29.7M premium
Vol: 5,003 vs OI: 5,725 (0.9x). Price: $58.90, IV: 79%, Delta: 0.79. Direction: UNKNOWN
May 14, 2026
short_volume
Short Volume: ARM — 68.0% short (2.4M / 3.5M)
Short: 2,382,215 | Exempt: 6,576 | TRF Vol: 3,503,884 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ARM — 55.7% short (2.3M / 4.1M)
Short: 2,302,286 | Exempt: 4,859 | TRF Vol: 4,130,807 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ARM — 56.4% short (1.9M / 3.3M)
Short: 1,868,062 | Exempt: 2,126 | TRF Vol: 3,309,979 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
ARM Q4 2026 Earnings After Market Close — 2026-05-06
May 6, 2026
short_volume
Short Volume: ARM — 60.1% short (4.4M / 7.3M)
Short: 4,398,255 | Exempt: 7,043 | TRF Vol: 7,315,143 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: ARM — 59.4% short (2.2M / 3.7M)
Short: 2,173,344 | Exempt: 6,649 | TRF Vol: 3,658,108 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: ARM — 31,590 shares ($6.4M) failed to deliver
Settlement: 20260430, Price: $201.69, FTD Value: $6,371,387.1, ARM HLDGS PLC SPONSORED ADR NE
Apr 29, 2026
short_interest
FTD: ARM — 186,636 shares ($37.1M) failed to deliver
Settlement: 20260429, Price: $198.65, FTD Value: $37,075,241.4, ARM HLDGS PLC SPONSORED ADR NE
Apr 28, 2026
short_interest
FTD: ARM — 5,481 shares ($1.2M) failed to deliver
Settlement: 20260428, Price: $215.88, FTD Value: $1,183,238.28, ARM HLDGS PLC SPONSORED ADR NE
Apr 27, 2026
short_interest
FTD: ARM — 7,592 shares ($1.8M) failed to deliver
Settlement: 20260427, Price: $234.81, FTD Value: $1,782,677.52, ARM HLDGS PLC SPONSORED ADR NE
Apr 24, 2026
short_interest
FTD: ARM — 1,449 shares ($0.3M) failed to deliver
Settlement: 20260424, Price: $204.61, FTD Value: $296,479.89, ARM HLDGS PLC SPONSORED ADR NE
Apr 23, 2026
short_interest
FTD: ARM — 2,515 shares ($0.5M) failed to deliver
Settlement: 20260423, Price: $196.57, FTD Value: $494,373.55, ARM HLDGS PLC SPONSORED ADR NE