ArmARM
About: Arm Holdings is the IP owner and developer of the ARM architecture, which is used in 99% of the world's smartphone CPU cores, and it also has high market share in other battery-powered devices like wearables, tablets, or sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped.
Employees: 8,330
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
44% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 171
1.05% more ownership
Funds ownership: 6.03% [Q4 2024] → 7.09% (+1.05%) [Q1 2025]
9% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 97
6% more call options, than puts
Call options by funds: $3.62B | Put options by funds: $3.41B
2% more capital invested
Capital invested by funds: $7.81B [Q4 2024] → $7.96B (+$152M) [Q1 2025]
2% less funds holding
Funds holding: 628 [Q4 2024] → 618 (-10) [Q1 2025]
14% less funds holding in top 10
Funds holding in top 10: 14 [Q4 2024] → 12 (-2) [Q1 2025]
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Morgan Stanley Lee Simpson | 20%upside $194 | Overweight Maintained | 28 Jul 2025 |
Wells Fargo Joe Quatrochi | 8%upside $175 | Overweight Maintained | 21 Jul 2025 |
UBS Timothy Arcuri | 14%upside $185 | Buy Maintained | 21 Jul 2025 |
Exane BNP Paribas David O'Connor | 30%upside $210 | Outperform Upgraded | 16 Jul 2025 |
Goldman Sachs James Schneider | 1%downside $160 | Neutral Initiated | 10 Jul 2025 |
Financial journalist opinion
Based on 22 articles about ARM published over the past 30 days









