Arm Holdings PLC /uk (ARM)
NasdaqGS · Price as of
- Profitability20/20
Profitable and growing: $1.04B net income over the last four reported quarters, up from $802.0M the year before.
- Insider buying vs selling8/20
Insiders are sellers only: 19 sells worth $44.4M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative.
- Dilution and offerings15/15
Share count up 0.7% in a year with no new offering filings. Minimal dilution.
- Analysts40
- Implied upside+9.2%
- Target range$125.00 to $500.00
- EPS expected$0.47 +21%
- A year ago$0.39
- Revenue expected$1.38B +21%
- Estimate range$0.44 to $0.49
ARM closed at $264.79 on Sep 11, down 2.6% since Aug 12. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 48% of the 52-week range ($104.55 to $439.46).
Insider buying and selling at Arm Holdings PLC /uk (ARM)
The most recent Form 4 on record for Arm Holdings PLC /uk (ARM) is May 20, 2026, when Jason Child, Chief Financial Officer, sold $7.2M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Spencer Collins · Chief Legal Officer | Sell | $8.8M | May 19, 2026 | Red flag |
| Jason Child · Chief Financial Officer | Sell | $7.2M | May 20, 2026 | Routine |
| Richard Roy Grisenthwaite · Chief Architect | Sell | $5.1M | May 18, 2026 | Worth a look |
| Spencer Collins · Chief Legal Officer | Sell | $11.0M | May 11, 2026 | Red flag |
| Rene A. Haas · Chief Executive Officer | Sell | $5.1M | March 25, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Child Jason · Officer | $2.7M | August 27, 2026 | Executed | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | September 10, 2026 | FORM 4 |
| 6-K | September 10, 2026 | 6-K |
| 4 | August 31, 2026 | FORM 4 |
| 144 | August 27, 2026 | View on EDGAR |
| 4 | August 18, 2026 | FORM 4 |
| 4 | August 11, 2026 | FORM 4 |
| 6-K | August 10, 2026 | 6-K |
| 6-K | July 29, 2026 | 6-K |
ARM news
All 14 articles
Articles that mention ARM without it being the main subject.
China aimed a $137 billion state fund at AI and robots. Korea tripled its AI budget. The US still has no robotics strategy.
China's state venture fund is aimed at about $137 billion for AI, robotics and advanced manufacturing and Beijing added more than $20 billion in subsidies in six months. Korea already has the world's most automated factories and tripled its AI budget anyway. Washington's flagship robotics institute runs on about $30 million.
I let Claude AI trade $100 on Robinhood week 9: it wrote down why indie Semiconductor (INDI) was a bad buy, then bought it
Claude AI flagged the indie Semiconductor (INDI) setup as the shape of most of its past losses, bought it anyway, and was stopped out 23 hours later. Both stops fired within two seconds of Tuesday's open as chip stocks sold off. The account is down about a third.
About $25 billion of Microsoft's (MSFT) AI budget is memory getting more expensive. Wednesday says whether that grew.
Microsoft told investors in April it would spend about $190 billion on capital projects this year. Around $25 billion of that increase bought nothing new, it was the same buildout at a higher price after memory costs rose. Microsoft reports Wednesday after the close, two hours after the Fed decision.
Frequently asked questions
When does ARM report earnings?
Arm Holdings PLC /uk (ARM) is scheduled to report quarterly results on November 4, 2026. The 29-analyst consensus is $0.47 per share on revenue of $1.38B for the quarter ending September 30, 2026, against $0.39 and $1.14B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for ARM?
40 analysts cover Arm Holdings PLC /uk (ARM). The consensus rating is Buy. The average price target is $289.21, in a range of $125.00 to $500.00.
Are insiders buying or selling ARM?
We track Form 4 filings for Arm Holdings PLC /uk (ARM). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see ARM SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed September 10, 2026.