Recent Analysts’ Ratings Updates for ARM (ARM)

A number of research firms have changed their ratings and price targets for ARM (NASDAQ: ARM):

• 7/31/2026 – ARM had its price target lowered by Rosenblatt Securities from $270.00 to $250.00. They now have a “buy” rating on the stock.
• 7/30/2026 – ARM was upgraded by New Street Research from “neutral” to “buy”. They now have a $260.00 price target on the stock.
• 7/30/2026 – ARM had its price target lowered by UBS Group AG from $360.00 to $320.00. They now have a “buy” rating on the stock.
• 7/30/2026 – ARM had its “buy” rating reaffirmed by Guggenheim. They now have a $255.00 price target on the stock.
• 7/30/2026 – ARM had its price target lowered by Wells Fargo & Company from $350.00 to $280.00. They now have an “overweight” rating on the stock.
• 7/30/2026 – ARM had its “neutral” rating reaffirmed by Bank of America Corporation.
• 7/30/2026 – ARM had its price target raised by Morgan Stanley from $202.00 to $212.00. They now have an “equal weight” rating on the stock.
• 7/30/2026 – ARM had its price target lowered by Royal Bank Of Canada from $475.00 to $340.00. They now have an “outperform” rating on the stock.
• 7/30/2026 – ARM had its price target lowered by TD Cowen from $475.00 to $350.00. They now have a “buy” rating on the stock.
• 7/30/2026 – ARM had its “buy” rating reaffirmed by Needham & Company LLC. They now have a $255.00 price target on the stock.
• 7/22/2026 – ARM had its price target lowered by Wells Fargo & Company from $410.00 to $350.00. They now have an “overweight” rating on the stock.
• 7/21/2026 – ARM had its price target raised by Susquehanna from $300.00 to $320.00. They now have a “positive” rating on the stock.
• 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.

Insider Activity at ARM

In other news, insider William Abbey sold 6,566 shares of ARM stock in a transaction on Monday, June 1st. The shares were sold at an average price of $402.72, for a total value of $2,644,259.52. Following the completion of the sale, the insider owned 20,563 shares in the company, valued at $8,281,131.36. The trade was a 24.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Laura Kathleen Bartels sold 11,306 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $392.70, for a total transaction of $4,439,866.20. Following the transaction, the chief accounting officer owned 12,135 shares in the company, valued at $4,765,414.50. The trade was a 48.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 24,372 shares of company stock worth $9,231,514.

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.