ARM stock forecast after Friday's 4.7% rebound

Price targets reflect educated guesses, though their underlying inputs remain public. CapitalSnitch does not publish price targets or predictions.

Four main factors matter most for ARM right now. These include analyst views, the upcoming earnings report, past performance by Arm Holdings plc against estimates, and historical price swings.

The chart below tracks ARM daily closing prices from May 13, 2026 to Nov. 6, 2026. Over that period, the stock dropped 21.1%, falling from $221.21 to $174.62. It hit a high of $439.46 on June 18, 2026 and a low of $166.72 on Nov. 5, 2026. Red circles show weeks when insiders sold shares on the open market across 6 weeks, with larger circles indicating larger dollar amounts. The absence of green diamonds means no insider bought shares on the open market during this window.

ARM analyst consensus

Wall Street coverage includes 45 analysts tracking ARM. Among them, 27 rate it a buy, 16 rate it a hold, and 2 rate it a sell, creating a consensus rating of Hold. Ratings remain largely unchanged over three months.

ARM earnings track record

Arm Holdings plc beat analyst estimates in all 4 of the last 4 quarters.

The table below shows the ARM earnings track record. The quarter ending June 30, 2026 delivered the highest surprise at +10.8%, while March 31, 2026 brought the lowest at +2.1%. June 30, 2027 ranks 2 of 4.

Next ARM earnings

Expected on Feb. 2, 2027 (86 days from now).

How much ARM has swung before

Over the last three years, ARM experienced 5 drops of 20% or more from a peak. The deepest drop reached 62.1%.

Also worth knowing about ARM

Live ARM data, updated every 30 minutes: ARM insider trades, ownership and filings →

What would change the picture for ARM

These specific events and levels warrant attention. None of them represents a prediction.

• The next earnings report arrives on Feb. 2, 2027, 86 days away. Arm Holdings plc beat estimates in all 4 of the last 4 quarters, averaging a surprise of +6.5%. A miss would break that pattern.
• Insiders made no open-market purchases over the last 90 days. Any new purchase by an executive or director would be the first in at least three months, appearing on SEC Form 4 within two business days.
• The average analyst score moved from 3.68 to 3.64 over three months on a scale where 5 is strong buy and 1 is strong sell. A run of downgrades after earnings usually shows up here first.
• A close above $439.46 would mark a new 52-week high, standing 151.7% above the latest close of $174.62. A close below $104.55 would establish a new 52-week low, falling 40.1% below it.
• Revenue rose 23.8% year over year in the quarter ending Sep 2026, maintaining a steady trend. At a P/E of 198.4, a growth slowdown would matter more than at a lower valuation multiple.
• Dilution risk remains low for now. Filing a new shelf registration (S-3) or a prospectus supplement (424B) for an offering would raise it.

ARM history: what happened after similar moves

Since 2023, ARM fell 36.6% or more in a month 1 time (separate episodes, not counting the current one). Three months later it was higher in 1 of 1 cases; the median change was +28.1%.

Past moves don't predict the next one; they show how volatile the stock has been.

Questions people also ask

What is ARM's 52-week high and low?

Over the past year, ARM closed as high as $439.46 and as low as $104.55. At $174.62 on Nov. 6, 2026, the stock sits 60.3% below its high and 67.0% above its low. More →

When does Arm Holdings plc report earnings next?

The next earnings report is expected on Feb. 2, 2027, which is 86 days from now. Arm Holdings plc beat the average estimate in all 4 of the last 4 reports.

Are ARM insiders buying or selling?

Insiders sold $5.8 million of ARM on the open market in 90 days and bought none. Sales are often routine (taxes, diversification, pre-planned plans); purchases with their own money are the stronger signal.

Does ARM pay a dividend?

Arm Holdings plc reported no dividend payments in its SEC filings over the last 12 months.

Who is the largest shareholder of ARM?

Among investment managers filing Form 13F, Invesco Ltd. reported the largest ARM position at $4.5 billion. Overall, 955 institutions reported holding ARM for Q2 2026.

Is Arm Holdings plc issuing new shares?

Dilution risk reads low with a score of 10/100. The share count rose 0.9% in a year.

Dates to watch for ARM

Insider trades can come any day: they must be filed on Form 4 within two business days.

Key terms on this page

P/E ratio

Price divided by the last 12 months of earnings per share. A P/E of 20 means investors pay $20 for each $1 of yearly profit. It is only defined when the company is profitable.

Form 4

The SEC form a company's officers, directors and 10% owners must file within two business days of buying or selling its stock.

Open-market trade

A purchase or sale on the exchange at the market price, paid with the insider's own money (code P or S on Form 4), as opposed to option exercises, grants or gifts.

Form 13F

A quarterly SEC report listing the U.S. stock holdings of every investment manager with more than $100 million. It is due 45 days after each quarter ends, so it shows positions with a delay.

Dilution

When a company issues new shares, each existing share owns a smaller piece of the company. Common sources: stock offerings, convertible debt and large stock-based pay.

52-week high / low

The highest and lowest daily closing price over the past year (about 252 trading days).

Analyst consensus

The average of Wall Street analysts' ratings (strong buy to strong sell). Analysts skew positive, so a hold is often read as a cautious view.

Where these numbers come from

Every number on this page is computed from the data when the page is refreshed (usually daily); nothing is typed in by hand. This is information, not investment advice.

• Price tracks daily close through Nov. 6, 2026. Changes cover 5, 21 and 63 trading days, while the 52-week range uses the last 252 closes.
• Insider trade data comes from SEC Form 4 filings for the last 90 days. It counts only open-market purchases (code P) and sales (code S), excluding option exercises, grants, gifts, and filings with data errors.
• Analyst ratings show current counts from 45 analysts compared with figures from three months ago.
• Earnings dates and estimates rely on a market-data calendar. The data compares reported EPS against expected figures for the last 4 quarters.
• Valuation and growth: revenue, earnings, margins and share counts from the company's SEC filings (XBRL data, latest quarter Sep 2026); P/E and price/sales use the latest close.
• Fund ownership figures derive from SEC Form 13F filings for Q2 2026.
• Dilution scores run from 0-100 based on share-count changes and offering-related SEC filings over two years. Tracked documents include shelf registrations, prospectus supplements, and convertible notes.
• History: 21-trading-day moves over about three years of daily closes, counted once per episode.