ARM Holdings Market Sentiment

Market sentiment signals for ARM Holdings (ARM): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Jul 31, 2026	Rosenblatt	Kevin Cassidy—	-19.6%	$270 → $250	Maintained	Buy
Jul 30, 2026	UBS	Timothy Arcuri—	+2.9%	$360 → $320	Maintained	Buy
Jul 30, 2026	Morgan Stanley	Lee Simpson—	-31.8%	$202 → $212	Maintained	Equal-Weight
Jul 30, 2026	RBC Capital	Srini Pajjuri—	+9.3%	$475 → $340	Maintained	Outperform
Jul 30, 2026	TD Cowen	Krish Sankar—	+12.6%	$475 → $350	Maintained	Buy
Jul 30, 2026	Wells Fargo	Joe Quatrochi—	-9.9%	$350 → $280	Maintained	Overweight
Jul 30, 2026	Guggenheim	John Difucci—	-18.0%	$255 → $255	Maintained	Buy
Jul 30, 2026	Needham	Charles Shi—	-18.0%	$255 → $255	Maintained	Buy
Jul 22, 2026	Wells Fargo	Joe Quatrochi—	+12.6%	$410 → $350	Maintained	Overweight
Jul 21, 2026	Susquehanna	Chris Rolland—	+2.9%	$300 → $320	Maintained	Positive
Jul 20, 2026	UBS	Timothy Arcuri—	+15.8%	$470 → $360	Maintained	Buy
Jul 14, 2026	HSBC	Frank Lee—	+1.3%	$255 → $315	Downgrade	Buy→Hold
Jul 14, 2026	Keybanc	John Vinh—	+38.3%	$300 → $430	Maintained	Overweight
Jun 24, 2026	TD Cowen	Krish Sankar—	+52.8%	$265 → $475	Maintained	Buy
Jun 24, 2026	UBS	Timothy Arcuri—	+51.2%	$260 → $470	Maintained	Buy
Jun 23, 2026	B of A Securities	Vivek Arya—	+47.9%	$335 → $460	Maintained	Neutral
Jun 18, 2026	New Street Research	Pierre Ferragu—	—	—	Downgrade	Buy→Neutral
Jun 11, 2026	B of A Securities	Vivek Arya—	+7.7%	$245 → $335	Maintained	Neutral
Jun 4, 2026	Mizuho	Vijay Rakesh—	+60.8%	$425 → $500	Maintained	Outperform
Jun 1, 2026	Barclays	Tom O'Malley—	+15.8%	$250 → $360	Maintained	Overweight
Jun 1, 2026	Wells Fargo	Joe Quatrochi—	+31.9%	$255 → $410	Maintained	Overweight
Jun 1, 2026	Mizuho	Vijay Rakesh—	+36.7%	$360 → $425	Maintained	Outperform
May 28, 2026	Mizuho	Vijay Rakesh—	+15.8%	$290 → $360	Maintained	Outperform
May 18, 2026	Bernstein	David Dai—	-3.5%	$300	Initiate	Outperform
May 8, 2026	Barclays	Tom O'Malley—	-19.6%	$200 → $250	Maintained	Overweight