UBS Rates ARM buy, $470 Price Target

On June 24, 2026, UBS reiterated its buy rating on Arm Holdings plc (NasdaqGS:ARM), setting a price target of $470. This analyst action keeps Arm Holdings in the spotlight as investors assess its growth potential.

Other Institutional Activity in Arm Holdings

Several institutional investors have made notable changes to their positions in Arm Holdings. DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main, increased its holdings by 7,245,019 shares, ending with 9,376,278 shares valued at approximately $1.42 billion, marking a 339.9% increase. Morgan Stanley added 680,809 shares, bringing its total to 4,463,815 shares worth about $675.3 million, an 18% increase. Capital Research Global Investors also boosted its stake by 2,413,619 shares, now holding 4,218,729 shares valued at $638.1 million, a 133.7% rise. Schroder Investment Management Group increased its position by 1,933,035 shares, totaling 3,824,345 shares valued at $578.5 million, a 102.2% increase. Invesco Ltd. added 525,381 shares, reaching 2,952,231 shares worth approximately $446.6 million, a 21.6% increase.

Arm Holdings plc Stock Up 50.0%

Shares of NasdaqGS:ARM traded near $370.5 on Wednesday. Arm Holdings has a market capitalization of about $433.8 billion. The company sports a high P/E ratio of 491.2, reflecting investor expectations for future growth. Its forward P/E is 132.2, and it has a beta of 3.79, indicating high volatility. The stock's 52-week range is between $100.02 and $452.7, with a 50-day moving average of $264.53 and a 200-day moving average of $167.83. Arm's financial health is strong, with a current ratio of 6.00 and a quick ratio of 5.83, alongside a debt-to-equity ratio of 5.93.

Recent Earnings

Arm Holdings reported revenue of $4.92 billion, showing a growth of 20.1%. The company achieved a net margin of 18.4% and a return on equity of 11.95%. Earnings per share came in at $0.83. The next earnings report is expected on July 29, 2026.

Insider Buying and Selling at Arm Holdings plc

Recent insider transactions at Arm Holdings include sales by Chief Accounting Officer Laura Kathleen Bartels, who sold 11,306 shares on June 2, 2026, at an average price of $392.70. Chief Commercial Officer William Abbey sold shares on multiple occasions, including 6,566 shares on June 1 at $402.72, and 4,200 shares on May 28 at $343.81. Chief People Officer Charlotte Claire Eaton sold 7,805 shares on May 21 at $290.01.

Analysts Set New Price Targets

On June 24, 2026, UBS maintained its buy rating on Arm Holdings with a price target of $470. B of A Securities, on June 23, maintained a hold rating with a $460 target. Mizuho, on June 4, kept a buy rating and set a target of $500. Barclays maintained a buy rating on June 1 with a target of $360, while Wells Fargo also maintained a buy rating with a $410 target.

About Arm Holdings

Arm Holdings plc is a technology company based in Cambridge, United Kingdom. It specializes in designing and licensing semiconductor intellectual property, including CPUs and GPUs. Arm's products are used by semiconductor companies and original equipment manufacturers across various industries, such as smartphones, consumer electronics, and automotive. The company operates globally, with a significant presence in the United States, China, and Japan. Arm Holdings is a subsidiary of SoftBank Group Corp and is led by CEO Rene Anthony Andrada Haas.

Bottom Line

UBS's reiterated buy rating and $470 target highlight the ongoing interest in Arm Holdings. The company's substantial market cap and high P/E ratio reflect its growth potential. Investors should note that analyst ratings are backward-looking and reflect past performance and expectations.