Market Cap
$308.2B
ARM
ARM HOLDINGS PLC /UK
$315.71 ▲ +7.99%
Prev close $292.34Market cap$308.2B
ConsensusBuy
12-mo target$288.71 (-8.6%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (6 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Artificial IntelligenceSemiconductors
Snapshot
The big-picture read on ARM right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Buy (60%)
Inst. Holders
50 funds
Inst. Value
$42.0B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $45.4M sell
Insider Net $
-$45.4M
Social Sentiment
44° Neutral
SEC Reports
12
Price chart 30d +34.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: ARM — 58.0% short (0.8M / 1.3M)
Short: 761,570 | Exempt: 1,090 | TRF Vol: 1,312,645 | Short Ratio: 58.0% | Off-exchange volume (dark
Sep 21, 2026 Insider
Child Jason sold 10,400 shares
Chief Financial Officer @ $300.00 ($3.1M)
Sep 14, 2026 Insider
Abbey William was granted 17,288 shares
Chief Commercial Officer
Sep 9, 2026 Insider
Aug 27, 2026 SEC Haas Rene A. was granted 425,000 shares
Chief Executive Officer
Jason Child, an officer of Arm Holdings, filed a Form 144 notice of intent to sell 10,400 American Depositary Shares, va
144 — Impact 2/10
Arm Holdings filed a 6-K furnishing materials for its 2026 Annual General Meeting scheduled for September 9, 2026. The a
6-K — Impact 2/10
Jun 30, 2026 Inst.
DZ BANK AG Deutsche — TRIM
6,504,147 shares ($2.3B)
Jun 30, 2026 Inst.
Capital World Investors — NEW
4,330,875 shares ($1.5B)
Analyst ratings buy % +7.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
60% rate it Buy or better · 45 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 31, 2026 | Rosenblatt | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Jul 30, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 22, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 22 | 16 | 1 | 1 | 60% | |
| Aug 1, 2026 | 5 | 23 | 15 | 1 | 1 | 62% | |
| Jul 1, 2026 | 5 | 23 | 14 | 1 | 1 | 64% | |
| Jun 1, 2026 | 5 | 23 | 14 | 1 | 1 | 64% | |
| May 1, 2026 | 6 | 23 | 14 | 1 | 1 | 64% | |
| Apr 1, 2026 | 6 | 24 | 13 | 1 | 1 | 67% | |
| Mar 1, 2026 | 6 | 21 | 14 | 2 | 1 | 61% | |
| Feb 1, 2026 | 6 | 21 | 13 | 3 | 1 | 61% |
Price targets
Where 40 covering analysts think ARM trades over the next 12 months.
$288.71 -8.6% upside Sell
Current$315.71 Low$125.00 Median$278.60 High$500.00 40 analysts
$125.00$500.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood -6.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
44°
Neutral
BearishNeutralBullish
Recent posts
Have you ever liked a company so much that you bought its stock despite thinking it was overpriced?
▲ 1 · 💬 5· ⚡ 0.9
Risk transfer will eventually hit a wall,too much spending, I don't buy Gartner's forecasts....
▲ 1 · 💬 7· ⚡ 0.5
ARM Stock Rally Ahead of Meta Connect: Can $2B+ AGI CPU Demand Sustain It?
▲ 1 · 💬 2· ⚡ 0.5
Is Qualcomm actually capable of building a $15B+ data-center business, or are we underestimating Nvidia/Broadcom/hyperscaler competition?
▲ 37 · 💬 32· ⚡ 6.6
773 paper positions across 177 tickers, biggest name 1.8 percent. I went looking for concentration risk and found no opinion at all
▲ 1 · 💬 2· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 10 neutral · avg impact 3.1/10.
NEUTRAL1442/10
Jason Child, an officer of Arm Holdings, filed a Form 144 notice of intent to sell 10,400 American D
Aug 27, 2026
NEUTRAL6-K2/10
Arm Holdings filed a 6-K furnishing materials for its 2026 Annual General Meeting scheduled for Sept
Aug 11, 2026
MIXEDINST-CLUSTER5/10
A significant institutional cluster in ARM shows 38 buyers accumulating $82.9M net versus 17 sellers
Jun 12, 2026
NEUTRALCLUSTER2/10
Two senior ARM insiders — the Chief Commercial Officer and Chief Accounting Officer — sold a combine
Jun 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: ARM — 58.0% short (0.8M / 1.3M)
Short: 761,570 | Exempt: 1,090 | TRF Vol: 1,312,645 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: ARM — 56.5% short (1.0M / 1.8M)
Short: 995,450 | Exempt: 2,906 | TRF Vol: 1,761,014 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
options_unusual
Unusual Put: ARM $360 2027-01-15 — $63.6M premium
Vol: 7,502 vs OI: 141 (53.2x). Price: $85.40, IV: 72%, Delta: -0.60. Direction: OPENING
Sep 29, 2026
short_volume
Short Volume: ARM — 63.0% short (1.8M / 2.9M)
Short: 1,825,126 | Exempt: 99,926 | TRF Vol: 2,897,597 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: ARM — 60.1% short (2.5M / 4.2M)
Short: 2,520,576 | Exempt: 130,085 | TRF Vol: 4,192,942 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.47 | $0.44–$0.49 | 21.4% | +0.3% | 24↑ 1↓ | $1.4B | 27 |
| Next Q | $0.55 | $0.47–$0.67 | 28.2% | -0.1% | 13↑ 7↓ | $1.5B | 27 |
| Current FY | $2.22 | $2.04–$2.38 | 25.6% | -0.3% | 27↑ 4↓ | $6.0B | 39 |
| Next FY | $3.05 | $2.65–$3.69 | 37.4% | -0.2% | 15↑ 13↓ | $8.2B | 40 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.474 | — |
| 7d ago | $0.473 | +0.000 |
| 30d ago | $0.472 | +0.002 |
| 60d ago | $0.437 | +0.037 |
| 90d ago | $0.434 | +0.039 |
Institutional ownership
Which big funds own ARM (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $42.0B total value (118,372,088 shares) as of 2026-Q2. Top holders: Erste, Invesco, SUSQUEHANNA. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| Invesco Ltd. | 12,816,588 | $4.5B | 10.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,099,400 | $3.2B | 7.7% | DOUBLED +108.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,445,200 | $3.0B | 7.1% | DOUBLED +108.4% |
| JANE STREET GROUP, LLC | 7,079,600 | $2.5B | 6.0% | — |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,504,147 | $2.3B | 5.5% | TRIM -30.6% |
| CITADEL ADVISORS LLC | 5,345,100 | $1.9B | 4.5% | TRIM -41.9% |
| Capital World Investors | 4,330,875 | $1.5B | 3.7% | NEW |
| JANE STREET GROUP, LLC | 4,311,800 | $1.5B | 3.6% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,094,696 | $1.5B | 3.5% | DOUBLED +333.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | TRIM | 9,376,278 | 6,504,147 | -30.6% | $2.3B |
| Capital World Investors | NEW | — | 4,330,875 | — | $1.5B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 945,152 | 4,094,696 | +333.2% | $1.5B |
| FMR LLC | ADD | 2,449,030 | 4,062,977 | +65.9% | $1.4B |
| GOLDMAN SACHS GROUP INC | ADD | 1,629,861 | 2,922,908 | +79.3% | $1.0B |
| Capital Research Global Investors | TRIM | 4,218,729 | 2,401,422 | -43.1% | $851.4M |
| MORGAN STANLEY | TRIM | 4,463,815 | 2,158,428 | -51.6% | $765.3M |
| Capital International Investors | ADD | 1,165,530 | 2,050,241 | +75.9% | $726.8M |
| BlackRock, Inc. | ADD | 1,242,684 | 2,035,975 | +63.8% | $721.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 3,824,345 | 1,873,306 | -51.0% | $664.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$45.4M — $0.00 bought, $45.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Child Jason | Chief Financial Officer | SELL | 10,400 | $300.00 | $3.1M |
| Sep 14, 2026 | Abbey William | Chief Commercial Officer | AWARD | 17,288 | — | — |
| Sep 9, 2026 | Haas Rene A. | Chief Executive Officer | AWARD | 425,000 | — | — |
| Aug 31, 2026 | Haas Rene A. | Chief Executive Officer | AWARD | 64 | $108.33 | $6.9K |
| Aug 27, 2026 | Child Jason | Chief Financial Officer | SELL | 10,400 | $255.33 | $2.7M |
| Aug 17, 2026 | Bartels Laura Kathleen | Chief Accounting Officer | TAX W/H | 856 | $271.43 | $232.3K |
| Aug 17, 2026 | Bartels Laura Kathleen | Chief Accounting Officer | EXERCISE | 862 | — | — |
| Aug 17, 2026 | Bartels Laura Kathleen | Chief Accounting Officer | EXERCISE | 819 | — | — |
| Aug 7, 2026 | Sine Jeffrey | Director | GIFT | 9,572 | — | — |
| Jun 2, 2026 | Bartels Laura Kathleen | Chief Accounting Officer | SELL | 11,306 | $392.70 | $4.4M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ARM.
Shares short
15,521,694
Settlement Sep 15, 2026
Change vs prior
-7.3%
Semi-monthly cycle
Days to cover
3.9
At avg daily volume
Of shares outstanding
≈1.5%
Estimate — not % of float
All ARM filing & press-release reports (12)
- 144 reportAug 27, 2026
- 6-K reportAug 11, 2026
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportJun 4, 2026
- CLUSTER reportMay 26, 2026
- 20-F reportMay 26, 2026
- CLUSTER reportMay 22, 2026
- CLUSTER reportMay 21, 2026
- 144 reportMay 20, 2026
- CLUSTER reportMay 19, 2026
- 144 reportApr 22, 2026
- 6-K reportApr 21, 2026