Will ARM stock recover after Friday's 4.7% rebound?

ARM is down 47.6% from its 3-month high and 60.3% from its 52-week high. No one can say if it will climb back. The stock's own history offers useful context.

Below are ARM's past drops of 20% or more, the depth of each fall, and how long the recovery took.

The chart below tracks ARM's daily closing price from May 13, 2026 to Nov. 6, 2026. Over that stretch it is down 21.1%, from $221.21 to $174.62, with a high of $439.46 on June 18, 2026 and a low of $166.72 on Nov. 5, 2026. Each red circle marks a week in which company insiders sold shares on the open market (6 weeks in this period; bigger circles mean more money). There are no green diamonds: no insider bought on the open market in this window.

ARM's past 20%+ drops and recoveries

The table below shows ARM's past 20%+ drops and recoveries. Sept. 15, 2023 has the highest drop (-21.2%). June 18, 2026 has the lowest (-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 are the specific events and levels to watch. None of them is a prediction.

• The Feb. 2, 2027 earnings report is 86 days away. Arm Holdings plc beat estimates in all 4 of the last 4 quarters, with an average surprise of +6.5%. A miss would break that pattern.
• Insider buying: none on the open market in 90 days. A purchase by an executive or director would be the first in at least three months. It would appear on SEC Form 4 within two business days.
• Analyst ratings: the average score moved from 3.68 to 3.64 over three months. The scale runs from 5 for strong buy to 1 for strong sell. A run of downgrades after earnings usually appears here first.
• Price levels: a close above $439.46 would set a new 52-week high, 151.7% above the latest close of $174.62. A close below $104.55 would set a new 52-week low, 40.1% below it.
• Growth: revenue rose 23.8% year over year in the quarter ending Sep 2026, a steady trend. At a P/E of 198.4, a slowdown would matter more than at a lower multiple.
• New shares: dilution risk is low now. A new shelf registration (S-3) or 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

Do analysts think ARM is a buy?

27 of the 45 analysts covering Arm Holdings plc rate it a buy or strong buy. The consensus is Hold. Ratings describe analysts' views, not a guarantee, and they change after earnings. More →

When does Arm Holdings plc report earnings next?

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

Does ARM pay a dividend?

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

Is Arm Holdings plc issuing new shares?

Dilution risk reads low (10/100). The share count rose 0.9% in a year.

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.

Who is the largest shareholder of ARM?

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

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: daily closing prices run through Nov. 6, 2026. Changes use 5, 21 and 63 trading days. The 52-week range uses the last 252 closes.
• Insider trades: SEC Form 4 filings cover the last 90 days. Only open-market purchases (code P) and sales (code S) count. Option exercises, grants, gifts and filings with data errors are left out.
• Analyst ratings: counts of current ratings from 45 analysts, compared with three months ago.
• Earnings dates and estimates: a market-data calendar shows reported versus expected EPS for the last 4 quarters.
• Valuation and growth: revenue, earnings, margins and share counts come from the company's SEC filings (XBRL data, latest quarter Sep 2026). P/E and price/sales use the latest close.
• Fund ownership: SEC Form 13F filings cover Q2 2026.
• Dilution: share-count changes and offering-related SEC filings (shelf registrations, prospectus supplements, convertible notes) are tracked over two years and scored 0-100.
• History: 21-trading-day moves across about three years of daily closes, counted once per episode.