ARM Holdings plc ($ARM) Stock Forecast: Down 5.2% Today

What is ARM Holdings plc?

ARM Holdings PLC (ARM) is a technology giant known for its chip design and licensing business. The company recently made a significant pivot in its business strategy by moving into manufacturing its own chips, particularly focusing on AI workloads.

Why is ARM Holdings plc going down?

ARM stock is down 5.2% on Mar 30, 2026 19:26

• The bearish movement in ARM's stock today can be attributed to:
• Insider selling activity: The filing of a Form 144 indicating the proposed sale of a significant number of American Depositary Shares (ADS) by an insider might have raised concerns among investors, leading to a negative sentiment.
• Market reaction to revenue projections: Despite positive developments like the company's new AGI CPU chip and optimistic revenue forecasts, there might have been profit-taking by investors who saw the recent surge in stock price as an opportunity to sell and lock in gains.
• Analyst outlook discrepancy: While some analysts are bullish on ARM with a new Buy rating and positive revenue projections, others with different ratings could have caused uncertainty and volatility in the stock price.

ARM Price Chart

ARM Technical Analysis

ARM News

New Buy Rating for ARM Holdings PLC ADR (ARM), the Technology Giant

Wells Fargo analyst Joseph Quatrochi has initiated a Buy rating for ARM Holdings PLC ADR (ARM) with a price target of $165.00. This positive outlook is supported by RBC Capital, while Deutsche Bank maintained a Hold rating. ARM recently reported a quarterly revenue of $1.24 billion, but insider sentiment on the stock is currently negative due to increased selling activity.

https://www.theglobeandmail.com/investing/markets/stocks/ARM/pressreleases/975083/new-buy-rating-for-arm-holdings-plc-adr-arm-the-technology-giant/

[144] ARM HOLDINGS PLC /UK SEC Filing

ARM Holdings PLC (NASDAQ: ARM) filed a Form 144, reporting the proposed sale of 10,640 American Depositary Shares (ADS) by Jason E. Child for $1,365,005.60 on February 18, 2026. This filing also detailed earlier restricted stock vesting entries from May 2024, August 2024, November 2024, and February 2025. The document provides comprehensive details regarding the securities to be sold, their acquisition, and previous sales by the same individual.

https://www.stocktitan.net/sec-filings/ARM/144-arm-holdings-plc-uk-sec-filing-7b18a12fa056.html

Arm jumps 16% as company expects revenue windfall from new chip, a 'significant shift'

Arm's shares surged after CEO Rene Haas announced projections that the company's new AGI CPU chip, designed for AI inference in data centers, will generate $15 billion in annual revenue by 2031. This revenue forecast, six times Arm's 2025 annual revenue, led to a positive market surprise, with Citi analysts calling it the "most significant shift in the company's history." Meta, OpenAI, Cloudflare, and SAP are among the first customers for the new chip.

https://www.cnbc.com/2026/03/25/arm-stock-chip-revenue-agi-cpu.html

ARM stock price surges today after chip designer announces biggest pivot in its 35-year history

Arm Holdings (Nasdaq: ARM) stock is surging after the company announced a significant shift from designing chips to manufacturing its own, specifically for AI workloads. This pivot, the biggest in Arm's 35-year history, will see the company produce the Arm AGI CPU for AI data centers, moving beyond its traditional licensing model. This strategic move aims to provide more choices for partners within the Arm compute platform, focusing on high-performance, power-efficient computing for agentic AI infrastructure.

https://www.fastcompany.com/91515773/arm-holdings-stock-price-today-ai-semiconductor-chip-biggest-pivot-in-company-history

Arm jumps as Wall Street praises chip push, $25B revenue outlook (ARM:NASDAQ)

Arm Holdings saw its shares jump by 12% as Wall Street analysts lauded its new data center-focused CPUs and an updated sales forecast. The company projects significant revenue increases, with $1 billion from the new CPU line in fiscal years 2027 and 2028, and a total of $25 billion by 2031. Analysts noted the CPU's suitability for AI and hyperscaler demands due to its power efficiency and high core count, despite potential risks like gross margin dilution and channel partner conflicts.

https://seekingalpha.com/news/4568432-arm-jumps-as-wall-street-praises-chip-push-25b-revenue-outlook

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ARM Holdings plc Price History

24.01.2026 - ARM Stock was up 5.2%

• Despite worries about overvaluation, ARM Holdings demonstrated a strong bullish movement today.
• Telemark Asset Management LLC decreased its holdings in ARM, however, the company revealed robust quarterly earnings and a significant year-over-year revenue increase.
• BofA maintained a Neutral rating on ARM while raising its price objective following strong Q4 earnings and growth projections.
• The mixed options sentiment and slightly bearish movement in ARM's shares could be influenced by concerns regarding the company's elevated valuation and the impact of Nvidia's exit from its Arm stake.

06.02.2026 - ARM Stock was down 5.5%

• Despite an initially positive start, ARM Holdings PLC faced a notable decrease of 5.00% on March 3rd. This decline was influenced by Nvidia divesting its stake, prompting profit-taking and market apprehensions.
• The current investigation by Malaysia's anti-graft agency into a $279 million deal with ARM Holdings has fueled investor uncertainty and a pessimistic outlook on the stock.
• Analysts have raised concerns about ARM's lofty valuation, a potential slowdown in smartphone sales, and the sizable licensing revenue contribution from SoftBank, all contributing to the stock's downward trend.
• Although institutional investors such as NZS Capital LLC and Quantbot Technologies LP have increased their holdings in ARM, overall market sentiment remains cautious due to multiple factors impacting the company's growth potential.

30.02.2026 - ARM Stock was down 5.2%

• The bearish movement in ARM's stock today can be attributed to:
• Insider selling activity: The filing of a Form 144 indicating the proposed sale of a significant number of American Depositary Shares (ADS) by an insider might have raised concerns among investors, leading to a negative sentiment.
• Market reaction to revenue projections: Despite positive developments like the company's new AGI CPU chip and optimistic revenue forecasts, there might have been profit-taking by investors who saw the recent surge in stock price as an opportunity to sell and lock in gains.
• Analyst outlook discrepancy: While some analysts are bullish on ARM with a new Buy rating and positive revenue projections, others with different ratings could have caused uncertainty and volatility in the stock price.

20.02.2026 - ARM Stock was up 5.8%

• ARM Holdings stock surged by 12.8% following an upgrade from HSBC, shifting its rating from Reduce to Buy and raising the price target to $205 due to the company's emerging role as a key supplier of CPU architecture for AI servers.
• Record-breaking revenues drove a 5.7% increase in the stock's value.
• Despite the positive developments, BofA maintained a Neutral rating on ARM Holdings, suggesting a cautious stance on the stock's performance.
• The stock's upward trajectory coincided with a corruption investigation in Malaysia, underscoring potential legal and reputational risks that investors should weigh alongside the company's prominence in AI chip design.

20.02.2026 - ARM Stock was up 7.9%

• ARM's stock surged by 5.7% following record-breaking revenues, indicating a positive investor sentiment towards the company's financial performance.
• Analysts' bullish sentiments and price targets for ARM suggest a positive outlook on the company's growth potential and market position in the technology sector.
• Comments on ARM highlight its importance in the semiconductor industry, particularly in AI systems, and suggest that the stock may be undervalued given its promising business outlook.
• The acquisition of a significant number of ARM shares by Lansdowne Partners UK LLP further demonstrates confidence in ARM's performance and future prospects, contributing to the bullish market movement.

03.02.2026 - ARM Stock was down 5.1%

• ARM Holdings PLC stock saw a decrease of 3.56% and 3.01% due to various reasons:
• General market caution and geopolitical tensions related to the U.S. and Iran impacted market sentiment, influencing ARM's stock adversely.
• Worries regarding ARM's high valuation and predictions of decelerating royalty growth caused investor hesitancy and selling activity.
• The prolonged weakness in ARM's stock, persisting below its 200-day moving average, outweighed short-term support levels, indicating investor doubts.
• Despite the company's robust ecosystem and dominant position in the industry, today's bearish movement reflects the market's attention towards potential risks and uncertainties surrounding ARM's future growth prospects.

10.02.2026 - ARM Stock was up 6.0%

• ARM's bullish movement today can be attributed to the expansion of new AI partnerships, particularly in the edge and automotive sectors, which are enhancing its market reach and potential for future earnings.
• Despite concerns about overvaluation, highlighted by recent analysis, the positive quarterly earnings results and strong guidance for Q4 2026 have bolstered investor confidence in ARM's growth prospects.
• The reduction in stakes by investment management groups may have initially caused some uncertainty, but the overall sentiment remains optimistic, with analysts maintaining a "Moderate Buy" rating and raising price targets based on ARM's strong position in the AI-driven CPU market.
• The slight decline in ARM's stock price on March 6th was likely a result of investors re-evaluating the premium valuation and growth expectations, amidst broader market volatility in the tech sector. However, the fundamental strength of ARM's revenue and net profit within the industry continues to support its long-term growth potential.

10.02.2026 - ARM Stock was up 6.3%

• First Trust Advisors LP and other institutional investors notably increased their positions in ARM Holdings, reflecting a growing confidence in the company's future outlook and performance.
• Despite a rise in short interest in ARM Holdings, the company's robust quarterly earnings report surpassing analyst expectations likely triggered a short squeeze, resulting in a bullish market trend.
• Although there were initial concerns about mixed share price performance and potential overvaluation raised by Simply Wall St, the market was reassured by positive quarterly earnings and strong Q4 guidance, leading to the bullish movement.
• The dip in ARM Holdings' stock price on March 6th, following strong Q3 results, was likely a temporary setback attributed to investors re-evaluating the company's value and growth prospects amidst broader market tech sector volatility.

17.02.2026 - ARM Stock was up 5.9%

• Notable institutional investors, including Lansdowne Partners UK LLP and Banco Bilbao Vizcaya Argentaria S.A., significantly boosted their holdings in ARM, showing strong confidence in the company's outlook.
• ARM released robust quarterly earnings, surpassing estimates with $0.43 EPS and $1.24 billion revenue, prompting favorable ratings from analysts and a target price agreement of $160.81.
• Despite concerns about potential overvaluation and margin compression due to increased R&D expenditures, market sentiment was bolstered by new investments from firms like Capula Management Ltd and Hyperion Asset Management Ltd.
• The uptick in ARM's stock price can be attributed to heightened institutional interest, impressive quarterly performance, and differing expert opinions on the stock's near-term prospects, driving bullish momentum in the market.

25.02.2026 - ARM Stock was up 14.0%

• ARM's stock saw a 3.79% increase, signaling a strong bullish trend.
• The rise in ARM's stock price is linked to its strategic move into in-house chip manufacturing with the Arm AGI CPU, focusing on the AI sector.
• Partnering with Meta Platforms Inc. and the potential for $15 billion in annual sales within five years have attracted investors and analysts, boosting the stock price.
• ARM's reaffirmation of financial guidance and future prospects during the "Arm Everywhere" event strengthened investor confidence in the company's growth potential, contributing to the positive market response.

04.02.2026 - ARM Stock was up 5.7%

• Positive investor sentiment, with two major players increasing their stakes in ARM, is driving the bullish movement in the stock, expressing confidence in the company's growth prospects and recent strong quarterly earnings.
• Initial concerns over the investigation involving ARM Holdings and the Malaysian government have seemingly been disregarded by the market.
• ARM's stock saw a 5.00% decline on March 3rd, likely due to profit-taking after a stake divestment by Nvidia, as well as market worries regarding ARM's high valuation, potential smartphone sales slowdown, and royalty growth.
• Analysts' average price target of $160.81 for ARM Holdings points to a positive outlook, backed by its strong market position and technological advancements.

12.02.2026 - ARM Stock was down 5.1%

• Despite strong Q3 earnings and optimistic Q4 guidance, ARM witnessed a bearish trend, potentially influenced by increased short interest and bearish sentiment among investors.
• The reduction in stake by Capital World Investors and the rise in short interest indicate a lack of confidence in ARM's future performance, contributing to the downward movement in the stock price.
• While strategic partnerships and technological advancements have driven positive momentum previously, the current market sentiment appears more focused on the increased short positions and bearish outlook on ARM Holdings PLC.
• The broader semiconductor industry's upturn and ARM's robust financial performance may have been overshadowed by the significant increase in short interest, leading to the bearish movement in the stock despite positive underlying factors.