bLong Financial LLC Acquires New Position in ARM Holdings PLC Sponsored ADR $ARM

bLong Financial LLC acquired a new stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) in the first quarter, HoldingsChannel.com reports. The fund acquired 1,710 shares of the company’s stock, valued at approximately $259,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. FWL Investment Management LLC acquired a new stake in shares of ARM in the second quarter valued at approximately $34,000. Mcguire Capital Advisors Inc. acquired a new position in ARM during the fourth quarter worth $30,000. Strategic Investment Solutions Inc. IL boosted its stake in ARM by 238.1% during the third quarter. Strategic Investment Solutions Inc. IL now owns 284 shares of the company’s stock worth $40,000 after buying an additional 200 shares during the last quarter. WFA of San Diego LLC purchased a new stake in ARM in the 2nd quarter valued at $49,000. Finally, Navalign LLC purchased a new stake in ARM in the 4th quarter valued at $33,000. 7.53% of the stock is currently owned by institutional investors and hedge funds.

ARM Stock Performance

NASDAQ ARM opened at $347.71 on Friday. The firm has a 50 day simple moving average of $288.40 and a 200-day simple moving average of $181.99. ARM Holdings PLC Sponsored ADR has a one year low of $100.02 and a one year high of $452.70. The firm has a market cap of $371.38 billion, a price-to-earnings ratio of 413.94, a PEG ratio of 13.04 and a beta of 3.78.

ARM (NASDAQ:ARM) last announced its quarterly earnings data on Wednesday, April 1st. The company reported $0.60 earnings per share for the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. The firm had revenue of $1.49 billion during the quarter. Equities analysts predict that ARM Holdings PLC Sponsored ADR will post 1.12 EPS for the current fiscal year.

Analysts Set New Price Targets

ARM has been the topic of several analyst reports. The Goldman Sachs Group lifted their price target on ARM from $125.00 to $150.00 and gave the stock a “sell” rating in a report on Thursday, May 7th. Jefferies Financial Group set a $290.00 price objective on shares of ARM in a report on Thursday, May 21st. Mizuho raised their price objective on shares of ARM from $425.00 to $500.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Barclays lifted their target price on shares of ARM from $250.00 to $360.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Finally, Guggenheim boosted their target price on shares of ARM from $240.00 to $255.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Nineteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $279.83.

ARM News Summary

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm shares rebounded after analyst price-target increases, suggesting Wall Street still sees upside despite the recent selloff. Arm Holdings Stock Rebounds After PT Hikes
• Positive Sentiment: Optimism around AI CPU demand remains a support for the long-term bull case, with coverage highlighting Arm as a potential winner in the next AI wave. AMD and Arm Emerge as Key Winners in the Next AI Wave
• Positive Sentiment: Commentary around Masayoshi Son’s comments that Arm could be worth far more over time reinforced enthusiasm for the company’s AI and CPU market opportunity. Masayoshi Son Says ARM’s Valuation Could Soar Over 10X From $391B
• Neutral Sentiment: Several market articles debated whether Arm is still a buy near recent levels and compared it with AMD in the AI data-center race; these pieces add attention but do not change fundamentals by themselves. Is Arm Holdings a Buy Near $347? Arm Holdings vs Advanced Micro Devices
• Neutral Sentiment: Short-interest data did not show a meaningful change, so it is unlikely to be a major factor in the stock’s move.
• Negative Sentiment: Arm extended losses after a sharp drop tied to a broader selloff in high-growth AI stocks, with investors taking profits and worrying about valuation. Arm stock slides despite Wall Street upgrades as AI CPU optimism grows
• Negative Sentiment: Another article highlighted a recent double-digit drawdown as a possible sign of continued profit-taking after Arm’s huge year-to-date run. Arm Stock Is Up 235% in 2026

Insider Buying and Selling

In other news, insider William Abbey sold 10,887 shares of the stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $224.14, for a total value of $2,440,212.18. Following the sale, the insider directly owned 43,353 shares in the company, valued at approximately $9,717,141.42. This trade represents a 20.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jason Child sold 31,920 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $226.54, for a total value of $7,231,156.80. Following the completion of the sale, the chief financial officer owned 174,232 shares in the company, valued at approximately $39,470,517.28. The trade was a 15.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 248,205 shares of company stock worth $57,741,572 over the last three months.

ARM Profile

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.