ARM
ARM HOLDINGS PLC /UK
$380.81
+11.27%
$405.2B
No data for this timeframe.
Vol
Market Cap$405.2B
Cap SizeMega Cap
Analyst ConsensusBuy (64%)
Inst. Holders50 funds
Inst. Value$12.8B
Inst. Activity30 buys / 20 sells
Insider Activity0B / 18S
Insider Net $-$44.6M
Reddit Sentiment68° Warm
SEC Reports10
Recent Activity
Jun 12, 2026
SEC
A significant institutional cluster in ARM shows 38 buyers accumulating $82.9M net versus 17 sellers reducing by $420.3M
INST-CLUSTER — Impact 5/10
Jun 4, 2026
SEC
Two senior ARM insiders — the Chief Commercial Officer and Chief Accounting Officer — sold a combined $5.45M in open-mar
CLUSTER — Impact 2/10
Jun 3, 2026
options_unusual
Unusual Call: ARM $480 2026-07-17 — $12.5M premium
Vol: 5,233 vs OI: 5,889 (0.9x). Price: $23.80, IV: 104%, Delta: 0.32. Direction: UNKNOWN
Jun 2, 2026
Insider
Bartels Laura Kathleen sold 11,306 shares
Chief Accounting Officer @ $392.70 ($4.4M)
Jun 1, 2026
Insider
Abbey William sold 2,644 shares
Chief Commercial Officer @ $383.73 ($1.0M)
May 28, 2026
Insider
Abbey William sold 4,200 shares
Chief Commercial Officer @ $343.81 ($1.4M)
May 26, 2026
SEC
Five ARM insiders, including the CFO, CCO, CLO, Chief People Officer, and Chief Architect, sold a total of $22.96M in op
CLUSTER — Impact 3/10
Inst.
DZ BANK AG Deutsche — DOUBLED
9,376,278 shares ($1.4B)
Price Targets
$257.30
-32.4% upside
Strong Sell
Current $380.81
Low $125.00
Median $255.00
High $500.00
37 analysts
$125.00
$500.00
Analyst Ratings
5Strong Buy
23Buy
14Hold
1Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 11, 2026 | B of A Securities | MAINTAIN | Neutral → Neutral |
| Jun 4, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Jun 1, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| Jun 1, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.40 | $0.35 — $0.42 | 14% YoY | 29 |
| Next Q | $0.43 | $0.38 — $0.51 | 11% YoY | 26 |
| Current FY | $2.17 | $1.90 — $2.42 | 23% YoY | 36 |
| Next FY | $3.07 ▲ +1.6% | $2.52 — $3.51 | 41% YoY | 34 |
Latest Reports
MIXED
INST-CLUSTER
5/10
A significant institutional cluster in ARM shows 38 buyers accumulating $82.9M net versus 17 sellers reducing by $420.3M
Jun 12, 2026
NEUTRAL
CLUSTER
2/10
Two senior ARM insiders — the Chief Commercial Officer and Chief Accounting Officer — sold a combined $5.45M in open-mar
Jun 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| DZ BANK AG Deutsche | $1.4B | DOUBLED |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3B | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1B | — |
| MORGAN STANLEY | $675.3M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Bartels Laura | SELL | $4.4M |
| Jun 1, 2026 | Abbey William | SELL | $1.0M |
| May 28, 2026 | Abbey William | SELL | $1.4M |
| May 22, 2026 | Abbey William | SELL | $703.4K |
| May 21, 2026 | Eaton Charlotte | SELL | $1.1M |
Reddit Sentiment
68°▼
Warm
Bearish
Neutral
Bullish
50 institutional holders with $12.8B total value (84,924,761 shares) as of 2026-Q1. Top holders: Erste, DZ, SUSQUEHANNA. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,376,278 | $1.4B | 11.0% | DOUBLED +339.9% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,287,900 | $1.3B | 9.8% | — |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,508,400 | $1.1B | 8.8% | — |
| 5 | MORGAN STANLEY | 4,463,815 | $675.3M | 5.3% | — |
| 6 | Capital Research Global Investors | 4,218,729 | $638.1M | 5.0% | DOUBLED +133.7% |
| 7 | SCHRODER INVESTMENT MANAGEMENT GROUP | 3,824,345 | $578.5M | 4.5% | DOUBLED +102.2% |
| 8 | BARCLAYS PLC | 3,769,900 | $570.3M | 4.4% | — |
| 9 | CITADEL ADVISORS LLC | 3,550,400 | $537.1M | 4.2% | — |
| 10 | Invesco Ltd. | 2,952,231 | $446.6M | 3.5% | — |
| 11 | CITADEL ADVISORS LLC | 2,692,200 | $407.3M | 3.2% | — |
| 12 | FMR LLC | 2,449,030 | $370.5M | 2.9% | ADD +41.5% |
| 13 | Sustainable Growth Advisers, LP | 2,007,159 | $303.6M | 2.4% | — |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1,655,703 | $250.5M | 1.9% | — |
| 15 | PEAK6 LLC | 1,651,500 | $249.8M | 1.9% | TRIM -69.0% |
| 16 | GOLDMAN SACHS GROUP INC | 1,629,861 | $246.6M | 1.9% | — |
| 17 | FRANKLIN RESOURCES INC | 1,551,049 | $234.6M | 1.8% | — |
| 18 | GOLDMAN SACHS GROUP INC | 1,436,500 | $217.3M | 1.7% | — |
| 19 | Mubadala Investment Co PJSC | 1,376,960 | $208.3M | 1.6% | — |
| 20 | BlackRock, Inc. | 1,242,684 | $188.0M | 1.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | DOUBLED | 2,131,259 | 9,376,278 | +339.9% | $1.4B | 2026-Q1 |
| Capital Research Global Investors | DOUBLED | 1,805,110 | 4,218,729 | +133.7% | $638.1M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | DOUBLED | 1,891,310 | 3,824,345 | +102.2% | $578.5M | 2026-Q1 |
| FMR LLC | ADD | 1,730,574 | 2,449,030 | +41.5% | $370.5M | 2026-Q1 |
| Capital International Investors | NEW | — | 1,165,530 | — | $176.3M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 72,508 | 945,152 | +1203.5% | $143.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 47,274 | 924,723 | +1856.1% | $139.9M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | NEW | — | 767,534 | — | $116.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 2,345,553 | 706,252 | -69.9% | $106.8M | 2026-Q1 |
| Artisan Partners Limited Partnership | TRIM | 1,243,137 | 669,054 | -46.2% | $101.2M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 271,175 | 454,220 | +67.5% | $68.7M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | DOUBLED | 100,143 | 361,706 | +261.2% | $54.7M | 2026-Q1 |
| Nuveen, LLC | NEAR_EXIT | 1,364,101 | 303,909 | -77.7% | $46.0M | 2026-Q1 |
| 1832 Asset Management L.P. | NEW | — | 300,000 | — | $45.4M | 2026-Q1 |
| Clear Street Group Inc. | ADD | 122,733 | 200,879 | +63.7% | $30.4M | 2026-Q1 |
| Centiva Capital, LP | DOUBLED | 10,802 | 186,321 | +1624.9% | $28.2M | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | NEW | — | 173,336 | — | $26.2M | 2026-Q1 |
| CIBC WORLD MARKET INC. | TRIM | 181,976 | 131,971 | -27.5% | $20.0M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | TRIM | 205,433 | 116,595 | -43.2% | $17.6M | 2026-Q1 |
| HighTower Advisors, LLC | DOUBLED | 22,755 | 93,688 | +311.7% | $14.2M | 2026-Q1 |
| PEAK6 LLC | TRIM | 301,275 | 93,460 | -69.0% | $14.1M | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | DOUBLED | 36,859 | 90,773 | +146.3% | $13.7M | 2026-Q1 |
| Allianz Asset Management GmbH | DOUBLED | 37,330 | 89,177 | +138.9% | $13.5M | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 26,745 | 77,696 | +190.5% | $11.8M | 2026-Q1 |
| NEOS Investment Management LLC | ADD | 55,503 | 71,843 | +29.4% | $10.9M | 2026-Q1 |
13 unique insiders with 50 transactions. Net insider value: -$44.6M ($0.00 bought, $44.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Bartels Laura Kathleen | Chief Accounting Officer | SELL | 11,306 | $392.70 | $4.4M |
| Jun 1, 2026 | Abbey William | Chief Commercial Officer | SELL | 2,644 | $383.73 | $1.0M |
| May 28, 2026 | Abbey William | Chief Commercial Officer | SELL | 4,200 | $343.81 | $1.4M |
| May 22, 2026 | Abbey William | Chief Commercial Officer | SELL | 2,300 | $305.82 | $703.4K |
| May 21, 2026 | Eaton Charlotte Claire | Chief People Officer | SELL | 4,000 | $282.77 | $1.1M |
| May 21, 2026 | Eaton Charlotte Claire | Chief People Officer | SELL | 2,805 | $288.10 | $808.1K |
| May 21, 2026 | Abbey William | Chief Commercial Officer | SELL | 4,655 | $287.03 | $1.3M |
| May 20, 2026 | Eaton Charlotte Claire | Chief People Officer | SELL | 3,100 | $252.25 | $782.0K |
| May 20, 2026 | Child Jason | Chief Financial Officer | SELL | 31,920 | $226.54 | $7.2M |
| May 20, 2026 | Abbey William | Chief Commercial Officer | SELL | 5,069 | $257.18 | $1.3M |
| May 19, 2026 | Abbey William | Chief Commercial Officer | SELL | 10,887 | $224.14 | $2.4M |
| May 19, 2026 | Collins Spencer | Chief Legal Officer | SELL | 40,941 | $215.00 | $8.8M |
| May 18, 2026 | Grisenthwaite Richard Roy | Chief Architect | SELL | 24,339 | $209.15 | $5.1M |
| May 15, 2026 | JACOBS PAUL E | Director | EXERCISE | 2,141 | — | — |
| May 15, 2026 | JACOBS PAUL E | Director | AWARD | 1,531 | — | — |
| May 15, 2026 | Collins Spencer | Chief Legal Officer | AWARD | 10,668 | — | — |
| May 15, 2026 | Collins Spencer | Chief Legal Officer | EXERCISE | 4,184 | — | — |
| May 15, 2026 | SOHN YOUNG | Director | AWARD | 1,531 | — | — |
| May 15, 2026 | SOHN YOUNG | Director | EXERCISE | 2,141 | — | — |
| May 15, 2026 | Collins Spencer | Chief Legal Officer | TAX W/H | 36,310 | $209.16 | $7.6M |
| May 15, 2026 | SOHN YOUNG | Director | TAX W/H | 429 | $209.16 | $89.7K |
| May 15, 2026 | Haas Rene A. | Chief Executive Officer | AWARD | 51,952 | — | — |
| May 15, 2026 | Haas Rene A. | Chief Executive Officer | TAX W/H | 143,316 | $209.16 | $30.0M |
| May 15, 2026 | Schooler Rosemary | Director | EXERCISE | 2,141 | — | — |
| May 15, 2026 | Schooler Rosemary | Director | AWARD | 1,531 | — | — |
| May 15, 2026 | Collins Spencer | Chief Legal Officer | AWARD | 15,716 | — | — |
| May 15, 2026 | Eaton Charlotte Claire | Chief People Officer | EXERCISE | 2,200 | — | — |
| May 15, 2026 | Eaton Charlotte Claire | Chief People Officer | AWARD | 5,612 | — | — |
| May 15, 2026 | DYKSTRA KAREN E | Director | AWARD | 1,531 | — | — |
| May 15, 2026 | Sine Jeffrey | Director | AWARD | 1,531 | — | — |
| May 15, 2026 | Sine Jeffrey | Director | EXERCISE | 2,141 | — | — |
| May 15, 2026 | Child Jason | Chief Financial Officer | AWARD | 11,909 | — | — |
| May 15, 2026 | Eaton Charlotte Claire | Chief People Officer | TAX W/H | 3,672 | $209.16 | $768.0K |
| May 15, 2026 | Child Jason | Chief Financial Officer | EXERCISE | 4,670 | — | — |
| May 15, 2026 | Eaton Charlotte Claire | Chief People Officer | AWARD | 8,044 | — | — |
| May 15, 2026 | Child Jason | Chief Financial Officer | TAX W/H | 37,950 | $209.16 | $7.9M |
| May 15, 2026 | Child Jason | Chief Financial Officer | AWARD | 14,842 | — | — |
| May 15, 2026 | FISHER RONALD D | Director | AWARD | 1,531 | — | — |
| May 15, 2026 | Grisenthwaite Richard Roy | Chief Architect | AWARD | 5,217 | — | — |
| May 15, 2026 | Grisenthwaite Richard Roy | Chief Architect | EXERCISE | 2,046 | — | — |
| May 15, 2026 | Grisenthwaite Richard Roy | Chief Architect | TAX W/H | 21,301 | $209.16 | $4.5M |
| May 15, 2026 | Grisenthwaite Richard Roy | Chief Architect | AWARD | 6,648 | — | — |
| May 15, 2026 | Bartels Laura Kathleen | Chief Accounting Officer | EXERCISE | 3,588 | — | — |
| May 15, 2026 | Bartels Laura Kathleen | Chief Accounting Officer | TAX W/H | 3,383 | $209.16 | $707.6K |
| May 15, 2026 | Bartels Laura Kathleen | Chief Accounting Officer | AWARD | 16,645 | — | — |
| May 11, 2026 | Collins Spencer | Chief Legal Officer | SELL | 836 | $207.77 | $173.7K |
| Apr 22, 2026 | Child Jason | Chief Financial Officer | SELL | 21,280 | $180.00 | $3.8M |
| Apr 14, 2026 | Haas Rene A. | Chief Executive Officer | SELL | 5,646 | $160.57 | $906.6K |
| Mar 26, 2026 | Haas Rene A. | Chief Executive Officer | SELL | 200 | $163.15 | $32.6K |
| Mar 25, 2026 | Child Jason | Chief Financial Officer | SELL | 21,280 | $148.37 | $3.2M |
10 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 8 neutral. Avg impact: 3.3/10.
MIXED
INST-CLUSTER
5/10
A significant institutional cluster in ARM shows 38 buyers accumulating $82.9M net versus 17 sellers
Jun 12, 2026
NEUTRAL
CLUSTER
2/10
Two senior ARM insiders — the Chief Commercial Officer and Chief Accounting Officer — sold a combine
Jun 4, 2026
NEUTRAL
CLUSTER
3/10
Five ARM insiders, including the CFO, CCO, CLO, Chief People Officer, and Chief Architect, sold a to
May 26, 2026
BULLISH
20-F
7/10
Arm Holdings filed its annual report (20-F) for fiscal year ended March 31, 2026, reporting record r
May 26, 2026
NEUTRAL
CLUSTER
3/10
Five C-suite insiders at ARM sold a total of $23.24M in open-market sales over a 4-day window (May 1
May 22, 2026
NEUTRAL
CLUSTER
3/10
Three ARM insiders (CFO, Chief People Officer, Chief Architect) sold a total of $13.1M in open-marke
May 21, 2026
NEUTRAL
144
2/10
Arm CFO Jason Child filed Form 144 to sell 31,920 American Depositary Shares valued at ~$7.23 millio
May 20, 2026
NEUTRAL
CLUSTER
2/10
Two ARM insiders (Chief Architect and Chief Legal Officer) sold shares totaling $5.26M in open-marke
May 19, 2026
NEUTRAL
144
3/10
Jason Child, an officer of ARM Holdings, filed a Form 144 to sell up to 21,280 American Depositary S
Apr 22, 2026
NEUTRAL
6-K
3/10
Arm Holdings CEO Rene Haas has taken on a part-time role as CEO of SoftBank Group International whil
Apr 21, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (64% buy). Based on 44 analysts: 5 strong buy, 23 buy, 14 hold, 1 sell, 1 strong sell.
Analyst Price Targets
$257.30 mean target
-32.4% upside
Strong Sell (1.88)
$125.00 Low
$500.00 High
| Metric | Value |
|---|---|
| Current Price | $380.81 |
| Target Low | $125.00 |
| Target Mean | $257.30 |
| Target Median | $255.00 |
| Target High | $500.00 |
| # Analysts | 37 |
| Recommendation | Strong Sell (1.88) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.40 | $0.35 | $0.42 | 14.4% | +0.4% | 18↑ 3↓ | $1.3B | 20.0% | 29 |
| Next Q 2026-09-30 |
$0.43 | $0.38 | $0.51 | 10.6% | +0.3% | 12↑ 8↓ | $1.3B | 18.0% | 26 |
| Current FY 2027-03-31 |
$2.17 | $1.90 | $2.42 | 22.6% | +0.3% | 19↑ 12↓ | $6.0B | 21.4% | 36 |
| Next FY 2028-03-31 |
$3.07 | $2.52 | $3.51 | 41.4% | +1.6% | 15↑ 6↓ | $8.0B | 34.0% | 34 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.400 | |
| 7d ago | $0.400 | |
| 30d ago | $0.399 | +0.001 |
| 60d ago | $0.366 | +0.034 |
| 90d ago | $0.386 | +0.014 |
21 analyst firms have rated this stock: 4 upgrades, 2 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 11, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| Jun 4, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Jun 1, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jun 1, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 28, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 18, 2026 | Bernstein | INITIATE | — | Outperform |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 7, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| May 7, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| May 7, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| May 7, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| May 7, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| May 7, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| May 7, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 7, 2026 | Needham | MAINTAIN | Buy | Buy |
| May 6, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 29, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 16, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Apr 9, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Apr 7, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Apr 6, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 1, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 26, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 26, 2026 | Needham | UPGRADE | Hold | Buy |
| Mar 25, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Mar 25, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Deutsche Bank | MAINTAIN | Hold | Hold |
| Mar 25, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 25, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 25, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| Mar 25, 2026 | Raymond James | UPGRADE | Market Perform | Outperform |
| Mar 20, 2026 | HSBC | UPGRADE | Reduce | Buy |
| Feb 5, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 5, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | UBS | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 5, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Feb 5, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Feb 5, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Feb 5, 2026 | Benchmark | REITERATE | Hold | Hold |
| Jan 26, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jan 26, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 23, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 21, 2026 | Susquehanna | UPGRADE | Neutral | Positive |
| Jan 15, 2026 | RBC Capital | INITIATE | — | Outperform |
| Jan 13, 2026 | B of A Securities | DOWNGRADE | Buy | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 7 | 16 | 15 | 3 | 0 | 56% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
68°
Warm
Bearish
Neutral
Bullish
32 mentions
17 bullish
4 bearish
30 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 11, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 11, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 10, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 9, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 4, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 4, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 3, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 1, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 29, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| May 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 29, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 29, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 28, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
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▲ 1
💬 0
⚡ 0.5
The ultimate list
▲ 1
💬 0
⚡ 0.5
ARM- advanced robbery machine
▲ 1
💬 0
⚡ 0.5
ARM up 97% in a month genuinely trying to understand if this is fundamentals or just momentum
▲ 1
💬 0
⚡ 0.5
Anyone see big potential in QCOM
▲ 3
💬 1
⚡ 0.3
This Stock Market is not real Take 2 $ARM
▲ 1
💬 0
⚡ 0.5
AMD, ARM, MU, SanDisk
▲ 1
💬 0
⚡ 0.4
AMD, ARM, MU, Sandisk
▲ 1
💬 0
⚡ 0.4
ARM and HOOD gain over 1 million
▲ 1
💬 0
⚡ 0.2
ARM and HOOD gain over 1 million gain
▲ 1
💬 0
⚡ 0.5
ARM - Going up quietly
▲ 1
💬 0
⚡ 0.5
Vicor ($VICR) is quietly becoming an IPO licensing business with near-100% gross margins. Is the ARM comparison justified?
▲ 1
💬 0
⚡ 0.5
eye knew dew write?
▲ 1
💬 1
⚡ 0.5
Jun 3, 2026
options_unusual
Unusual Call: ARM $480 2026-07-17 — $12.5M premium
Vol: 5,233 vs OI: 5,889 (0.9x). Price: $23.80, IV: 104%, Delta: 0.32. Direction: UNKNOWN
May 29, 2026
options_unusual
Unusual Call: ARM $250 2026-08-21 — $72.9M premium
Vol: 6,014 vs OI: 6,378 (0.9x). Price: $120.75, IV: 94%, Delta: 0.84. Direction: UNKNOWN
May 29, 2026
options_unusual
Unusual Call: ARM $300 2026-08-21 — $81.6M premium
Vol: 9,106 vs OI: 1,274 (7.1x). Price: $90.20, IV: 94%, Delta: 0.73. Direction: OPENING
May 27, 2026
options_unusual
Unusual Call: ARM $270 2026-08-21 — $98.1M premium
Vol: 13,209 vs OI: 359 (36.8x). Price: $74.46, IV: 92%, Delta: 0.71. Direction: OPENING
May 27, 2026
options_unusual
Unusual Call: ARM $170 2026-08-21 — $73.3M premium
Vol: 5,005 vs OI: 15,761 (0.3x). Price: $143.75, IV: 98%, Delta: 0.94. Direction: UNKNOWN
May 22, 2026
options_unusual
Unusual Call: ARM $250 2026-08-21 — $49.2M premium
Vol: 6,306 vs OI: 378 (16.7x). Price: $75.02, IV: 91%, Delta: 0.74. Direction: OPENING
May 21, 2026
options_unusual
Unusual Call: ARM $250 2026-08-21 — $40.9M premium
Vol: 6,065 vs OI: 378 (16x). Price: $66.59, IV: 88%, Delta: 0.71. Direction: OPENING
May 21, 2026
options_unusual
Unusual Call: ARM $250 2026-06-18 — $4.5M premium
Vol: 953 vs OI: 3,741 (0.3x). Price: $47.13, IV: 93%, Delta: 0.73. Direction: UNKNOWN
May 21, 2026
options_unusual
Unusual Call: ARM $280 2026-05-22 — $5.8M premium
Vol: 5,418 vs OI: 2,796 (1.9x). Price: $10.85, IV: 142%, Delta: 0.56. Direction: OPENING
May 19, 2026
options_unusual
Unusual Call: ARM $170 2026-08-21 — $27.6M premium
Vol: 5,004 vs OI: 10,738 (0.5x). Price: $53.25, IV: 79%, Delta: 0.77. Direction: UNKNOWN
May 16, 2026
options_unusual
Unusual Call: ARM $170 2026-08-21 — $27.7M premium
Vol: 5,060 vs OI: 5,725 (0.9x). Price: $54.95, IV: 79%, Delta: 0.77. Direction: UNKNOWN
May 15, 2026
options_unusual
Unusual Call: ARM $170 2026-08-21 — $29.7M premium
Vol: 5,003 vs OI: 5,725 (0.9x). Price: $58.90, IV: 79%, Delta: 0.79. Direction: UNKNOWN
May 14, 2026
short_volume
Short Volume: ARM — 68.0% short (2.4M / 3.5M)
Short: 2,382,215 | Exempt: 6,576 | TRF Vol: 3,503,884 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ARM — 55.7% short (2.3M / 4.1M)
Short: 2,302,286 | Exempt: 4,859 | TRF Vol: 4,130,807 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: ARM — 56.4% short (1.9M / 3.3M)
Short: 1,868,062 | Exempt: 2,126 | TRF Vol: 3,309,979 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)