ARM Holdings plc ($ARM) Stock Forecast: Up 5.8% Today

What is ARM Holdings plc?

ARM Holdings, a semiconductor company specializing in microprocessor research and development, particularly for digital products, experienced a significant bullish movement today.

Why is ARM Holdings plc going up?

ARM stock is up 5.8% on Mar 20, 2026 15:15

• 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.

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Arm Holdings Stock Surges After HSBC's Buy Upgrade To $205

Arm Holdings (NASDAQ: ARM) shares surged after HSBC upgraded its rating from Reduce to Buy and raised the price target significantly from $90 to $205. The upgrade is based on HSBC's view that Arm's shift into a key supplier of CPU architecture for AI servers presents a "game-changing" opportunity that the market currently undervalues. Technical indicators suggest strong momentum, with the stock trading above its 20-day and 100-day SMAs.

https://www.benzinga.com/trading-ideas/movers/26/03/51378651/arm-holdings-stock-surges-after-hsbcs-buy-upgrade-to-205

HSBC Upgrades ARM Holdings ADR to Buy From Reduce, Adjusts Price Target to $205 From $90

HSBC has upgraded ARM Holdings ADR from Reduce to Buy, significantly increasing its price target for the stock to $205 from the previous $90. This adjustment reflects a more positive outlook from the bank on the semiconductor company's future performance. The article also provides a brief company profile for Arm Holdings, highlighting its specialization in microprocessor research and development, particularly for digital products and its primary revenue streams from royalties and licenses.

https://www.marketscreener.com/news/hsbc-upgrades-arm-holdings-adr-to-buy-from-reduce-adjusts-price-target-to-205-from-90-ce7e5edfdd89f626

Arm Holdings (ARM) Is Up 12.8% After Malaysia Probe Collides With AI Chip Leadership Narrative – What's Changed

Arm Holdings is facing a corruption investigation in Malaysia regarding a government chip design deal, while simultaneously seeing increased recognition for its AI chip leadership and a 12.8% stock increase. This article explores how both the legal scrutiny and its growing importance in the AI sector could influence Arm's investment profile. Investors need to weigh the potential legal and reputational risks against the company's strong position in AI chip design and its embedded architecture across various computing uses.

https://simplywall.st/stocks/us/semiconductors/nasdaq-arm/arm-holdings/news/arm-holdings-arm-is-up-128-after-malaysia-probe-collides-wit

Arm Holdings (ARM) jumps 5.7% as revenues break records

This article states that Arm Holdings (ARM) experienced a 5.7% increase in its stock value, driven by record-breaking revenues. However, the article provides no further details on the specific financial figures, the duration of the record-breaking period, or the factors contributing to this growth.

https://www.msn.com/en-us/money/companies/arm-holdings-arm-jumps-57-as-revenues-break-records/ar-AA1VNh4s?ocid=BingNewsVerp&apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1

BofA Retains a Neutral Rating on Arm Holdings plc (ARM)

BofA has reiterated its Neutral rating on Arm Holdings plc (ARM). The analyst's decision suggests a cautious but not overtly negative outlook for the company's stock. Further details would typically include financial analysis or market commentary.

http://www.msn.com/en-us/money/companies/bofa-retains-a-neutral-rating-on-arm-holdings-plc-arm/ar-AA1WN4iE?apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1

Trending Today

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.

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.

18.01.2026 - ARM Stock was up 5.8%

• ARM Holdings' stock experienced a strong bullish movement today, driven by several key factors:
• The company reported strong Q3 2025 results, with significant revenue and net income, showcasing its financial performance and growth potential.
• ARM's investment in a new Austin AI lab, supported by a Texas grant, demonstrates its commitment to enhancing semiconductor technology and expanding its presence in the U.S.
• Despite concerns about overvaluation and potential risks from rising R&D costs, the overall sentiment towards ARM Holdings seems to be positive, with a decrease in short interest indicating a potentially more bullish outlook among investors.

18.01.2026 - ARM Stock was up 5.4%

• The company unveiled intentions to add more than 320 new jobs and infuse $71 million into expanding its Austin campus, with financial backing from the Texas Semiconductor Innovation Fund. This development likely instilled greater confidence in the company's growth trajectory among investors.
• Despite a 2.57% decrease in shares, option traders are displaying a somewhat bearish outlook on ARM Holdings PLC. The heightened implied volatility and interest in downside protection suggest a degree of investor caution.
• ARM's strategic focus on semiconductor failure analysis and expansion initiatives could be interpreted as moves to fortify its position in the semiconductor sector, potentially influencing the positive market momentum witnessed today.

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.