BlueCrest Capital Management Ltd Acquires New Stake in Arm Holdings PLC Sponsored ADR $ARM

BlueCrest Capital Management Ltd acquired a new stake in shares of Arm Holdings PLC Sponsored ADR (NASDAQ:ARM) in the second quarter, Holdings Channel reports. The firm acquired 3,832 shares of the company’s stock, valued at approximately $1,359,000.

Several other hedge funds have also added to or reduced their stakes in the stock. GAMMA Investing LLC grew its stake in shares of ARM by 18.7% in the second quarter. GAMMA Investing LLC now owns 406 shares of the company’s stock worth $144,000 after acquiring an additional 64 shares during the last quarter. Allworth Financial LP grew its position in ARM by 2.9% during the 2nd quarter. Allworth Financial LP now owns 2,269 shares of the company’s stock valued at $804,000 after purchasing an additional 65 shares during the last quarter. CreativeOne Wealth LLC grew its position in ARM by 5.0% during the 4th quarter. CreativeOne Wealth LLC now owns 1,830 shares of the company’s stock valued at $200,000 after purchasing an additional 87 shares during the last quarter. AdvisorNet Financial Inc increased its stake in ARM by 6.2% during the 1st quarter. AdvisorNet Financial Inc now owns 1,681 shares of the company’s stock valued at $254,000 after purchasing an additional 98 shares in the last quarter. Finally, TD Waterhouse Canada Inc. raised its holdings in ARM by 0.5% in the second quarter. TD Waterhouse Canada Inc. now owns 18,674 shares of the company’s stock worth $6,309,000 after buying an additional 102 shares during the last quarter. 7.53% of the stock is owned by institutional investors.

Insider Buying and Selling at ARM

In other news, CFO Jason Child sold 10,400 shares of the stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $255.33, for a total transaction of $2,655,432.00. Following the transaction, the chief financial officer directly owned 163,832 shares of the company’s stock, valued at $41,831,224.56. This represents a 5.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Trending Headlines about ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: New mobile platform targets AI and premium gaming growth. Arm unveiled its Mobile Compute Subsystem 2, featuring upgraded CPU cores, AI-focused graphics, neural rendering, ray reconstruction and frame-generation capabilities. The technology could help Arm capture more value from next-generation Android devices and make smartphones capable of more desktop-class gaming and AI workloads. Arm Unveils New CSS for Mobile 2 Platform With AI-Powered Graphics and CPU Upgrades
• Positive Sentiment: Arm is broadening its AI opportunity beyond smartphones. The company previewed compute innovations spanning data centers, edge devices and agentic-AI applications. Its Neoverse CSS N4 reportedly doubles the core ceiling and adds support for LPDDR6 and PCIe Gen 7, potentially improving Arm’s competitiveness in AI servers and infrastructure. Arm Refreshes For Agentic AI Arm Neoverse CSS N4
• Positive Sentiment: Broad partner adoption supports long-term reach. More than 80 partners are involved across Arm’s ecosystem, while the company’s architecture continues to expand into AI, robotics and edge computing. This increases potential licensing and royalty opportunities as customers deploy Arm-based chips in more markets. Arm Extends AI Reach From Data Centers To Edge Devices
• Neutral Sentiment: Management highlighted major future opportunities. CEO Rene Haas said AI could accelerate cancer research and humanoid-robot adoption, but these comments are long-term and do not immediately change revenue or earnings expectations. AI will help find cure for cancer
• Negative Sentiment: Valuation and monetization concerns remain. Arm trades at a demanding valuation, and ecosystem spending or partner adoption does not automatically translate into royalty revenue. Analysts and investors may therefore question whether the company’s growth can justify its premium price. Arm’s Rise Hides a $200 Billion Robot Bet
• Negative Sentiment: Industry constraints could delay AI demand. Haas warned that chip shortages and data-center bottlenecks are limiting AI deployment, potentially slowing near-term customer ramps despite strong long-term demand. Arm’s CEO warns chip shortage hampers AI cancer research

ARM Stock Up 1.0%

Shares of ARM stock opened at $264.23 on Thursday. The company has a 50 day moving average price of $268.07 and a 200-day moving average price of $241.70. Arm Holdings PLC Sponsored ADR has a 52 week low of $100.02 and a 52 week high of $452.70. The firm has a market capitalization of $282.22 billion, a PE ratio of 272.40, a P/E/G ratio of 7.75 and a beta of 3.89.

ARM (NASDAQ:ARM) last issued its quarterly earnings data on Thursday, July 30th. The company reported $0.45 earnings per share for the quarter, beating analysts’ consensus estimates of $0.40 by $0.05. ARM had a net margin of 20.25% and a return on equity of 12.24%. The company had revenue of $1.29 billion for the quarter, compared to the consensus estimate of $1.26 billion. During the same quarter in the prior year, the firm earned $0.35 earnings per share. The firm’s revenue for the quarter was up 22.4% compared to the same quarter last year. Analysts anticipate that Arm Holdings PLC Sponsored ADR will post 1.15 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on ARM shares. Rosenblatt Securities dropped their target price on shares of ARM from $270.00 to $250.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Mizuho boosted their price objective on shares of ARM from $425.00 to $500.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. Barclays upped their price objective on ARM from $250.00 to $360.00 and gave the company an “overweight” rating in a research report on Monday, June 1st. Benchmark began coverage on ARM in a research note on Thursday, July 16th. They set a “hold” rating on the stock. Finally, Guggenheim reissued a “buy” rating and issued a $255.00 target price on shares of ARM in a report on Thursday, July 30th. Nineteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $305.72.

ARM Profile

Arm Holdings plc is a semiconductor and software intellectual property company headquartered in Cambridge, England. Rather than manufacturing chips, Arm develops processor architectures and technology designs that it licenses to semiconductor companies, device manufacturers and other technology businesses for use in their own products.

Arm’s portfolio includes central processing unit (CPU) architectures and processor cores, graphics processing units (GPUs), systems IP, interconnect technology, security solutions and related software and development tools.