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Arm Jumps as AI Chip Stocks Rebound and Investors Reassess Recent Results

Investivoq PriceTracker

Arm Holdings plc (ARM) is up 11.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a broader rebound in AI and semiconductor stocks, helped by renewed confidence around data-center spending. Arm also seems to be benefiting from investors revisiting its recent quarterly results, which showed strong licensing growth, rising data-center exposure, and increasing confidence in its new CPU business.

Details:

  • Arm’s November 4 shareholder letter showed record quarterly revenue of $1.44 billion, up 27% year over year, with license and other revenue rising 50%.
  • Data-center royalties doubled from a year earlier, and the company said Arm-based server share at top hyperscalers moved above 50% in 2025 and could exceed 60% by the end of 2026.
  • Management said confidence increased in achieving up to $2 billion of revenue from Arm AGI CPU across fiscal 2027 and 2028, with purchase orders extending through calendar 2027.
  • Today’s gain also looks like part of a wider AI-stock recovery after fresh signs that demand tied to AI infrastructure remains strong, which likely lifted sentiment across chip names including Arm.

    • Sources:

    Arm Newsroom, SEC, AP News

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $ARM Insider Trading Activity

    ARM Insider Trades

    $ARM insiders have traded $ARM stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.

    Here’s a breakdown of recent trading of $ARM stock by insiders over the last 6 months:

    • JASON CHILD (Chief Financial Officer) has made 0 purchases and 3 sales selling 52,720 shares for an estimated $13,006,588.
    • WILLIAM ABBEY (Chief Commercial Officer) has made 0 purchases and 8 sales selling 40,677 shares for an estimated $11,359,471.
    • SPENCER COLLINS (Chief Legal Officer) sold 40,941 shares for an estimated $8,802,315
    • RICHARD ROY GRISENTHWAITE (Chief Architect) sold 24,339 shares for an estimated $5,090,501
    • LAURA KATHLEEN BARTELS (Chief Accounting Officer) sold 11,306 shares for an estimated $4,439,866
    • CHARLOTTE CLAIRE EATON (Chief People Officer) has made 0 purchases and 4 sales selling 14,905 shares for an estimated $4,176,575.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $ARM Hedge Fund Activity

    We have seen 474 institutional investors add shares of $ARM stock to their portfolio, and 447 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • INVESCO LTD. added 9,864,357 shares (+334.1%) to their portfolio in Q2 2026, for an estimated $3,497,605,061
    • CAPITAL WORLD INVESTORS added 4,330,875 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,535,598,348
    • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 3,149,544 shares (+333.2%) to their portfolio in Q2 2026, for an estimated $1,116,733,816
    • DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 2,872,131 shares (-30.6%) from their portfolio in Q2 2026, for an estimated $1,018,371,488
    • MORGAN STANLEY removed 2,305,387 shares (-51.6%) from their portfolio in Q2 2026, for an estimated $817,421,068
    • SCHRODER INVESTMENT MANAGEMENT GROUP removed 1,951,039 shares (-51.0%) from their portfolio in Q2 2026, for an estimated $691,779,898
    • FMR LLC removed 1,884,854 shares (-46.4%) from their portfolio in Q3 2026, for an estimated $545,966,809

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $ARM Price Targets

    Multiple analysts have issued price targets for $ARM recently. We have seen 7 analysts offer price targets for $ARM in the last 6 months, with a median target of $460.0.

    Here are some recent targets:

    • Timothy Arcuri from UBS set a target price of $470.0 on 06/24/2026
    • Krish Sankar from TD Cowen set a target price of $475.0 on 06/24/2026
    • Vivek Arya from B of A Securities set a target price of $460.0 on 06/23/2026
    • Vijay Rakesh from Mizuho set a target price of $500.0 on 06/04/2026
    • Joe Quatrochi from Wells Fargo set a target price of $410.0 on 06/01/2026
    • Tom O'Malley from Barclays set a target price of $360.0 on 06/01/2026
    • David Dai from Bernstein set a target price of $300.0 on 05/18/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.