Arm Holdings PLC /uk (ARM)
- Analysts37
- Implied upside+15.7%
- Target range$125.00 to $500.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | June 4, 2026 | FORM 4 |
| 4 | June 3, 2026 | FORM 4 |
| 4 | June 1, 2026 | FORM 4 |
| 4 | May 26, 2026 | FORM 4 |
| SD | May 26, 2026 | SD |
| IRANNOTICE | May 26, 2026 | IRANNOTICE |
| 20-F | May 26, 2026 | 20-F |
| 4 | May 22, 2026 | FORM 4 |
Our ARM coverage
10 articles
The Close, July 14: IBM lost a quarter of its value, and SK Hynix's Nasdaq stock jumped 27%
IBM lost about a quarter of its value in a single session after a weak preliminary report, and the damage spread across enterprise software. SK Hynix's brand-new Nasdaq stock went the other way, jumping 27% on a day chips broadly rallied.
Inflation fell for the first time since 2020, the Kospi closed green, and IBM still crashed 23% (July 14, 2026)
June CPI fell 0.4%, the first monthly decline since 2020, and chips bounced. Then IBM missed on preliminary results, lost roughly 23%, and dragged Workday, ServiceNow and Adobe down with it. CleanSpark jumped 8% on a $6.6 billion AI data center lease, and the Kospi closed green before the CPI number even existed.
Chips got smoked today. Tomorrow's CPI report at 8:30am decides what happens next.
Arm, Coherent, Micron, AMD and Nvidia fell between 3.5% and 7.5% Monday while Microsoft, Apple and Amazon finished green. The selling stayed inside crowded AI infrastructure names. Tuesday's 8:30am CPI report could send the same stocks sharply either way, and the real risk isn't even in the data yet.
Inside the AI hardware stack, from Nvidia's chips to the grid that powers them
An AI data center is seven layers of hardware: GPUs, memory, storage, CPUs, networking, manufacturing, and power. Here's the full map, with the public companies behind each layer and where the bottlenecks actually are.
Micron (MU), Nebius (NBIS) and chip stocks jump on Hyperliquid's weekend tape
Real markets are closed for July 4th, but tech and chip stocks are trading green right now on Hyperliquid's 24/7 stock perpetuals. Micron, Marvell and Nebius lead the bounce, and the S&P 500 and Nasdaq perpetuals are up too. Here is the full read, and why Monday could look nothing like this.
Chips had their third worst day of 2026 and the S&P barely noticed (MU, INTC)
The S&P 500 closed within a whisker of flat on July 1 and the chip trade still had its third worst day of the year. Micron fell 10.5 percent, Intel lost 9 percent, and Meta gained almost 9 percent on the other side. Here is the damage report.
Frequently asked questions
What do analysts expect for ARM?
37 analysts cover Arm Holdings PLC /uk (ARM). The consensus rating is Buy and the average price target is $300.73, in a range of $125.00 to $500.00.
Are insiders buying or selling ARM?
We have no qualifying Form 4 insider purchases or sales on record for Arm Holdings PLC /uk (ARM). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see ARM SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed June 4, 2026.