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Overview
Smart money at a glance
Filings to Sep 26, 2026Net selling: insiders sold $5.8M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$5.8M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 7 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 25- Open
- $319.23
- 52-wk high
- $452.70
- High
- $326.00
- 52-wk low
- $100.02
- Low
- $303.65
- Prev close
- $306.34
- Mkt cap
- $327.17B
- P/E
- 319.1x
- Volume
- 9.56M
- Fwd P/E
- 151.5x
- Beta
- 3.89
- P/S
- 63.5x
- P/B
- 41.2x
- Profit margin
- +20.3%
- Op margin
- +7.6%
- ROE
- +13.4%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ARM filings
Are insiders buying or selling Arm Holdings plc American Depositary Shares (ARM) stock?
Net selling: insiders sold $5.8M and bought $0 of ARM stock on the open market in the 90 days to Sep 26, 2026, according to SEC Form 4 filings. $5.8M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Child, Jason (Chief Financial Officer), who sold $5.8M. The latest filing was on Sep 23, 2026.
Which members of Congress have traded ARM recently?
None. No member of Congress disclosed a ARM trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this ARM smart-money data?
This summary uses filings available on Sep 26, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 2 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (1)
- BO
Bank of America
$325.3M
added
Sells/Trims (2)
- BA
Balyasny
$135.3M
trimmed
- BR
Bridgewater
$88.0M
trimmed
What insiders are doing
What Congress is doing
Sells (2)
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings came in 11.1% above what analysts expected.
Earnings per share
$0.18 expected
Reports Nov 4, 2026, in 39 days
EPS expected
$0.44 to $0.49
Revenue expected
26 analysts
Last 30 days
Analysts raising estimates
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $1.14B | $1.24B | $1.49B | $1.29B |
| Cost of what it sold | $29.0M | $72.0M | $103.0M | $36.0M |
| Gross profit | $1.11B | $1.17B | $1.39B | $1.25B |
| What it spent | ||||
| Research and development | $691.0M | $737.0M | $698.0M | $838.0M |
| Sales and admin | $252.0M | $284.0M | $320.0M | $317.0M |
| Other operating costs | — | -$42.0M | -$71.0M | — |
| Total operating expenses | $943.0M | $979.0M | $947.0M | $1.16B |
| What was left | ||||
| Operating profit | $163.0M | $191.0M | $440.0M | $98.0M |
| Profit before tax | $302.0M | $228.0M | $481.0M | $253.0M |
| Tax | $64.0M | $5.0M | $168.0M | -$17.0M |
| Net profit | $238.0M | $223.0M | $313.0M | $270.0M |
| EBITDA | $357.0M | $291.0M | $552.0M | $173.0M |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Tone of tracked coverage
Arm Holdings: The Narrative Can't Justify The Current Share Price (NASDAQ:ARM)
NeutralSep 22Arm Holdings PLC Stock (ARM) Moved Up by 3.19% on Sep 22: A Full Analysis
BullishSep 22Arm Stock Surges As Meta’s Muse Reportedly Fuels CPU Rally — Meta Is Lead Partner On AGI CPU
BullishSep 22ARM Stock Extends AI Rally As Wall Street Hikes Targets
BullishSep 22Arm Holdings (NASDAQ: ARM) executive may unload a multimillion-dollar stake
NeutralSep 22ARM HOLDINGS PLC (NASDAQ: ARM) Grants Abbey William 17,288 Derivative Securities, Representing 26.5% of His Total Holdings
Leans bullishSep 18Jim Cramer Says Selling Arm Holdings (ARM) Early Was a “Big Mistake”
Leans bullishSep 18Arm Holdings (ARM): AI Infrastructure and CPU Demand Drive Upbeat Outlook
BullishSep 10
Macro
31 macro signals shaping ARM right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results