Recent Investment Analysts’ Ratings Changes for ARM (ARM)

A number of firms have modified their ratings and price targets on shares of ARM (NASDAQ: ARM) recently:

• 7/20/2026 – ARM had its “buy” rating reaffirmed by Jefferies Financial Group Inc.. They now have a $320.00 price target on the stock.
• 7/20/2026 – ARM had its price target lowered by UBS Group AG from $470.00 to $360.00. They now have a “buy” rating on the stock.
• 7/17/2026 – ARM had its “hold (c)” rating reaffirmed by Weiss Ratings.
• 7/16/2026 – ARM is now covered by Benchmark Co.. They set a “hold” rating on the stock.
• 7/14/2026 – ARM had its price target raised by KeyCorp from $300.00 to $430.00. They now have an “overweight” rating on the stock.
• 7/14/2026 – ARM was downgraded by HSBC Holdings plc from “buy” to “hold”. They now have a $315.00 price target on the stock, up from $255.00.
• 6/24/2026 – ARM had its price target raised by TD Cowen from $265.00 to $475.00. They now have a “buy” rating on the stock.
• 6/24/2026 – ARM had its price target raised by UBS Group AG from $260.00 to $470.00. They now have a “buy” rating on the stock.
• 6/23/2026 – ARM had its price target raised by Bank of America Corporation from $335.00 to $460.00. They now have a “neutral” rating on the stock.
• 6/18/2026 – ARM was downgraded by New Street Research from “buy” to “neutral”.
• 6/17/2026 – ARM was given a new $500.00 price target by Sanford C. Bernstein.
• 6/17/2026 – ARM had its “outperform” rating reaffirmed by Sanford C. Bernstein.
• 6/16/2026 – ARM had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $400.00 price target on the stock.
• 6/11/2026 – ARM had its price target raised by Bank of America Corporation from $245.00 to $335.00. They now have a “neutral” rating on the stock.
• 6/8/2026 – ARM had its price target raised by Mizuho from $425.00 to $500.00. They now have an “outperform” rating on the stock.
• 6/1/2026 – ARM had its price target raised by Mizuho from $360.00 to $425.00. They now have an “outperform” rating on the stock.
• 6/1/2026 – ARM had its price target raised by Wells Fargo & Company from $255.00 to $410.00. They now have an “overweight” rating on the stock.
• 6/1/2026 – ARM had its price target raised by Barclays PLC from $250.00 to $360.00. They now have an “overweight” rating on the stock.

Insider Transactions at ARM

In other ARM news, CFO Jason Child sold 31,920 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $226.54, for a total value of $7,231,156.80. Following the transaction, the chief financial officer owned 174,232 shares of the company’s stock, valued at approximately $39,470,517.28. This represents a 15.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider William Abbey sold 6,566 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $402.72, for a total value of $2,644,259.52. Following the completion of the transaction, the insider directly owned 20,563 shares in the company, valued at $8,281,131.36. The trade was a 24.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 238,906 shares of company stock worth $56,245,828 in the last three months.

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.