Arm Holdings PLC Sponsored ADR $ARM Stock Bought by Zevenbergen Capital Investments LLC

Zevenbergen Capital Investments LLC increased its position in Arm Holdings PLC Sponsored ADR (NASDAQ:ARM) by 3.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 62,945 shares of the company’s stock after buying an additional 1,980 shares during the period. Zevenbergen Capital Investments LLC’s holdings in ARM were worth $18,233,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Syntax Research Inc. acquired a new position in ARM during the first quarter worth $30,000. Evelyn Partners Investment Management Services Ltd bought a new position in shares of ARM in the 1st quarter valued at approximately $30,000. Allied Private Wealth LLC acquired a new stake in ARM in the 2nd quarter worth approximately $71,000. CX Institutional acquired a new stake in ARM in the 3rd quarter worth approximately $58,000. Finally, Cassaday & Co Wealth Management LLC bought a new stake in ARM during the first quarter worth approximately $40,000. 7.53% of the stock is owned by institutional investors.

Insider Buying and Selling at ARM

In related news, CFO Jason Child sold 10,400 shares of the stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $300.00, for a total transaction of $3,120,000.00. Following the completion of the sale, the chief financial officer owned 153,442 shares in the company, valued at $46,032,600. This trade represents a 6.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Key Headlines Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Arm shares have rebounded 11.5% over the past month and are up nearly 177% this year, supported by the company’s role as a key chip-architecture provider for major AI platforms. Demand for Arm’s flagship CPU reportedly exceeded management’s expectations, reinforcing the long-term AI and data-center growth story. Wall Street May Be Underestimating Arm’s AI Opportunity
• Positive Sentiment: The Qualcomm dispute highlights Arm’s significant negotiating leverage: the outcome could influence royalty payments tied to Qualcomm chips that use Arm architecture and potentially improve Arm’s future licensing economics if the company prevails. Qualcomm Vs Arm: Day 2 Exposes The Leverage That Architectures Bring
• Neutral Sentiment: Comparisons with Marvell Technology focus investor attention on how AI-related revenue trends may translate into actual growth for semiconductor companies, with Arm’s licensing model offering substantial upside but making results dependent on customer chip volumes and adoption. ARM vs. Marvell Technology: What Revenue Trends Tell Investors
• Negative Sentiment: Arm is trading at approximately 43.54 times forward sales, raising concerns that substantial AI growth is already reflected in the stock price. One valuation model places fair value at $284.70, below the reported market price, suggesting limited near-term upside and a demanding entry point. ARM Stock Rebounds 11.5% in a Month: Is it a Buy Right Now?
• Negative Sentiment: Arm and Qualcomm are in federal trial over alleged breaches of chip-licensing agreements involving billions of dollars in potential royalties. An unfavorable ruling could restrict royalty collection, affect Arm’s licensing structure, or create uncertainty around future Qualcomm-related revenue. Arm Holdings Heads To Trial Over Billions in Royalty Payments
• Negative Sentiment: Valve confirmed that Steam for Linux remains unsupported on Arm-based hardware, a setback for broader consumer software adoption, although the issue is less significant than Arm’s AI and data-center opportunities. Valve Confirms Steam for Linux on ARM Hardware Is Still Unsupported

ARM Trading Down 6.5%

NASDAQ ARM traded down $19.08 on Thursday, reaching $275.29. The company’s stock had a trading volume of 6,155,592 shares, compared to its average volume of 7,662,977. The firm has a market cap of $294.03 billion, a PE ratio of 283.81, a price-to-earnings-growth ratio of 8.97 and a beta of 3.78. Arm Holdings PLC Sponsored ADR has a 52 week low of $100.02 and a 52 week high of $452.70. The business has a 50-day moving average price of $269.58 and a 200 day moving average price of $265.87.

ARM (NASDAQ:ARM) last released its quarterly earnings data on Thursday, July 30th. The company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.40 by $0.05. ARM had a return on equity of 12.24% and a net margin of 20.25%.The company had revenue of $1.29 billion for the quarter, compared to analyst estimates of $1.26 billion. During the same period in the prior year, the company posted $0.35 EPS. The company’s revenue 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 fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. KeyCorp boosted their price objective on shares of ARM from $300.00 to $430.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 14th. Royal Bank Of Canada decreased their target price on ARM from $475.00 to $340.00 and set an “outperform” rating for the company in a research note on Thursday, July 30th. Needham & Company LLC reaffirmed a “buy” rating and issued a $255.00 price target on shares of ARM in a research report on Thursday, July 30th. Guggenheim restated a “buy” rating and issued a $255.00 price objective on shares of ARM in a research note on Thursday, July 30th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a research note on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, ARM presently has an average rating of “Moderate Buy” and an average price target of $303.32.

ARM Company Profile

Arm Holdings plc (NASDAQ: ARM) is a semiconductor and software design company that develops intellectual property used to create energy-efficient computing products. Arm does not generally manufacture chips; instead, it licenses processor architectures, CPU cores, graphics technologies and related system IP to semiconductor companies and original equipment manufacturers, which incorporate them into their own products.

The company’s offerings include the Cortex family of CPUs for mobile, consumer, automotive and embedded applications; Neoverse platforms for cloud and data-center infrastructure; Mali graphics processing units; and Ethos neural processing units designed for artificial intelligence and machine-learning workloads.