ARM
Arm Holdings plc · Technology · Semiconductors
$307.49
+5.18% today · -0.91% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- ARM +5.18% on the last session vs SPY +0.74%: +4.4 pts of stock-specific move.
- Aftermath, big gain (Oct 2): After its 29 big gains in the past 5 years, ARM typically gained 1.2% over the next day (median) and was higher 55% of the time; half the outcomes fell between -2.2% and +4.1%. An ordinary day: +0.2%. Among S&P 500 stocks after big gains, that ranks #185 of 500.
- 0 Reddit mentions in the past 24 hours, 85% positive over the week.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Meta Analyst score · Buy (+0.71)
Every firm's latest rating in the past year, each weighted by its age (a 3-month-old call counts half as much as today's), blended with the consensus of 43 analysts (+0.81, counted like 1.5 fresh ratings). 23 firms, 11 with a call in the past 3 months.
| Firm | Latest rating | Date | Weight |
|---|---|---|---|
| Rosenblatt | Buy | Jul 31, 2026 | 5% |
| Needham | Buy | Jul 30, 2026 | 5% |
| Guggenheim | Buy | Jul 30, 2026 | 5% |
| Wells Fargo | Overweight | Jul 30, 2026 | 5% |
| TD Cowen | Buy | Jul 30, 2026 | 5% |
| RBC Capital | Outperform | Jul 30, 2026 | 5% |
| Morgan Stanley | Equal-Weight | Jul 30, 2026 | 5% |
| UBS | Buy | Jul 30, 2026 | 5% |
| Susquehanna | Positive | Jul 21, 2026 | 5% |
| Keybanc | Overweight | Jul 14, 2026 | 5% |
| HSBC | Hold downgrade | Jul 14, 2026 | 5% |
| B of A Securities | Neutral | Jun 23, 2026 | 4% |
Mean target
$288.70
-6.1% upside
Median target
$278.60
-9.4% upside
Target range
125.00–500.00
low to high
Analysts
43
as of Oct 5
Price vs. targets
Low $125
Mean $289
High $500
Now $307.49
Consensus
Strong buy 8Buy 21Hold 12Sell 2Strong sell 0
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Jul 31, 2026 | Rosenblatt | Lowered target | Buy | $270.00 → $250.00 |
| Jul 30, 2026 | Needham | Reiterated | Buy | $255.00 |
| Jul 30, 2026 | Guggenheim | Reiterated | Buy | $255.00 |
| Jul 30, 2026 | Wells Fargo | Lowered target | Overweight | $350.00 → $280.00 |
| Jul 30, 2026 | TD Cowen | Lowered target | Buy | $475.00 → $350.00 |
| Jul 30, 2026 | RBC Capital | Lowered target | Outperform | $475.00 → $340.00 |
| Jul 30, 2026 | Morgan Stanley | Raised target | Equal-Weight | $202.00 → $212.00 |
| Jul 30, 2026 | UBS | Lowered target | Buy | $360.00 → $320.00 |
| Jul 22, 2026 | Wells Fargo | Lowered target | Overweight | $410.00 → $350.00 |
| Jul 21, 2026 | Susquehanna | Raised target | Positive | $300.00 → $320.00 |
| Jul 20, 2026 | UBS | Lowered target | Buy | $470.00 → $360.00 |
| Jul 14, 2026 | Keybanc | Raised target | Overweight | $300.00 → $430.00 |
| Jul 14, 2026 | HSBC | Downgrade | Buy → Hold | $255.00 → $315.00 |
| Jun 24, 2026 | UBS | Raised target | Buy | $260.00 → $470.00 |
| Jun 24, 2026 | TD Cowen | Raised target | Buy | $265.00 → $475.00 |
| Jun 23, 2026 | B of A Securities | Raised target | Neutral | $335.00 → $460.00 |
| Jun 18, 2026 | New Street Research | Downgrade | Buy → Neutral | — |
| Jun 11, 2026 | B of A Securities | Raised target | Neutral | $245.00 → $335.00 |
| Jun 4, 2026 | Mizuho | Raised target | Outperform | $425.00 → $500.00 |
| Jun 1, 2026 | Mizuho | Raised target | Outperform | $360.00 → $425.00 |
| Jun 1, 2026 | Wells Fargo | Raised target | Overweight | $255.00 → $410.00 |
| Jun 1, 2026 | Barclays | Raised target | Overweight | $250.00 → $360.00 |
| May 28, 2026 | Mizuho | Raised target | Outperform | $290.00 → $360.00 |
| May 18, 2026 | Bernstein | Initiated | Outperform | $300.00 |
| May 8, 2026 | Barclays | Raised target | Overweight | $200.00 → $250.00 |
| May 7, 2026 | Needham | Raised target | Buy | $200.00 → $255.00 |
| May 7, 2026 | Morgan Stanley | Raised target | Equal-Weight | $191.00 → $202.00 |
| May 7, 2026 | B of A Securities | Raised target | Neutral | $180.00 → $245.00 |
| May 7, 2026 | Mizuho | Raised target | Outperform | $255.00 → $290.00 |
| May 7, 2026 | Rosenblatt | Raised target | Buy | $175.00 → $270.00 |
| May 7, 2026 | Keybanc | Raised target | Overweight | $170.00 → $300.00 |
| May 7, 2026 | Evercore ISI Group | Raised target | Outperform | $227.00 → $326.00 |
| May 7, 2026 | Guggenheim | Raised target | Buy | $240.00 → $255.00 |
| May 7, 2026 | Wells Fargo | Raised target | Overweight | $220.00 → $255.00 |
| May 7, 2026 | Goldman Sachs | Raised target | Sell | $125.00 → $150.00 |
| May 7, 2026 | RBC Capital | Raised target | Outperform | $175.00 → $260.00 |
| May 7, 2026 | TD Cowen | Raised target | Buy | $165.00 → $265.00 |
| May 7, 2026 | UBS | Raised target | Buy | $245.00 → $260.00 |
| May 6, 2026 | Mizuho | Raised target | Outperform | $230.00 → $255.00 |
| May 5, 2026 | UBS | Raised target | Buy | $175.00 → $245.00 |
Source: Yahoo Finance analyst data, collected daily.