ARM (NASDAQ:ARM) Given New $140.00 Price Target at Deutsche Bank Aktiengesellschaft

ARM (NASDAQ:ARM) had its price target upped by stock analysts at Deutsche Bank Aktiengesellschaft from $125.00 to $140.00 in a report issued on Wednesday,Benzinga reports. The firm currently has a “hold” rating on the stock. Deutsche Bank Aktiengesellschaft’s price objective would suggest a potential downside of 10.85% from the company’s previous close.

A number of other equities analysts have also recently weighed in on ARM. Jefferies Financial Group set a $170.00 price target on shares of ARM in a research note on Thursday, February 5th. Susquehanna raised ARM from a “neutral” rating to a “positive” rating and set a $150.00 price objective for the company in a report on Wednesday, January 21st. Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a research report on Wednesday, January 21st. Oddo Bhf set a $170.00 target price on ARM in a report on Monday, January 5th. Finally, New Street Research raised ARM from a “neutral” rating to a “buy” rating in a research note on Thursday, February 5th. Eighteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, ARM has an average rating of “Moderate Buy” and an average target price of $166.78.

ARM Price Performance

Shares of NASDAQ:ARM traded up $22.08 during trading on Wednesday, reaching $157.04. The company had a trading volume of 7,365,457 shares, compared to its average volume of 6,174,495. The firm has a market capitalization of $165.91 billion, a price-to-earnings ratio of 209.60, a price-to-earnings-growth ratio of 9.45 and a beta of 4.11. The stock’s fifty day moving average price is $119.67 and its 200 day moving average price is $134.01. ARM has a fifty-two week low of $80.00 and a fifty-two week high of $183.16.

ARM (NASDAQ:ARM) last released its earnings results on Wednesday, February 4th. The company reported $0.43 EPS for the quarter, topping the consensus estimate of $0.41 by $0.02. The company had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.23 billion. ARM had a net margin of 17.15% and a return on equity of 14.01%. The business’s revenue was up 26.3% on a year-over-year basis. During the same quarter last year, the business earned $0.39 EPS. ARM has set its Q4 2026 guidance at 0.540-0.620 EPS. On average, equities analysts anticipate that ARM will post 0.9 EPS for the current fiscal year.

Institutional Investors Weigh In On ARM

A number of large investors have recently bought and sold shares of the stock. Schroder Investment Management Group raised its holdings in shares of ARM by 41.7% in the second quarter. Schroder Investment Management Group now owns 4,745,957 shares of the company’s stock worth $767,611,000 after acquiring an additional 1,396,684 shares during the last quarter. Morgan Stanley increased its position in ARM by 1.2% during the 4th quarter. Morgan Stanley now owns 3,783,006 shares of the company’s stock worth $413,521,000 after purchasing an additional 45,314 shares in the last quarter. Invesco Ltd. increased its position in ARM by 36.9% during the 4th quarter. Invesco Ltd. now owns 2,426,850 shares of the company’s stock worth $265,279,000 after purchasing an additional 654,727 shares in the last quarter. Coatue Management LLC raised its stake in ARM by 1.8% in the 4th quarter. Coatue Management LLC now owns 2,300,000 shares of the company’s stock valued at $251,413,000 after purchasing an additional 40,174 shares during the last quarter. Finally, Wellington Management Group LLP lifted its holdings in ARM by 41.6% in the 4th quarter. Wellington Management Group LLP now owns 2,149,159 shares of the company’s stock valued at $234,925,000 after purchasing an additional 631,576 shares in the last quarter. Institutional investors and hedge funds own 7.53% of the company’s stock.

Key Stories Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm launched its first in‑house AGI CPU for data centers and announced Meta as a launch customer — a major strategic shift from pure licensing that could open a new revenue stream. Business Wire: Arm Expands Compute Platform
• Positive Sentiment: Management projected multibillion‑dollar annual revenue from the new silicon business (reports cite figures in the $15B–$25B range by 2031), which drove strong investor enthusiasm. Reuters: Arm expects new AI chip to add billions
• Positive Sentiment: Analyst upgrades followed: Guggenheim raised its price target to $240 and gave a Buy, and Raymond James moved to Outperform with a $166 target — signaling bullish sell‑side sentiment. Benzinga: Analyst Upgrades
• Neutral Sentiment: Coverage highlights industry implications of Arm entering silicon (analysis pieces on how the move could reshape AI hardware markets); impact depends on execution and timelines. Proactive: Arm’s chip gamble analysis
• Neutral Sentiment: Reported short‑interest data in some feeds shows strange/zero values and appears unreliable, so it’s not a useful near‑term signal.
• Negative Sentiment: Moving from IP licensing to selling silicon brings capital intensity, manufacturing/customer support and margin risk; investors may be discounting execution and competitive threats from Nvidia, Intel and AMD. Barron’s: What Arm’s chip means for Nvidia
• Negative Sentiment: High valuation (rich P/E and PEG) raises sensitivity to any execution hiccups or slower monetization, which likely contributes to today’s down move despite the positive headlines.

About ARM

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.