6 Top Analysts Upgrade ARM HOLDINGS PLC /UK Price Targets
6 raises inside 7 days
Price targets move in herds, which is exactly why a cluster of raises inside a week is worth separating from a single analyst changing their mind. Here is who moved, by how much, and what the people inside the company were doing at the same time.
| Analyst | New target | Upside % |
|---|---|---|
| Charles Shi | $255.00 | +53% |
| David O'Connor | $270.00 | +61.9% |
| Frank Lee | $215.00 | +29% |
| Joe Quatrochi | $255.00 | +53% |
| Srini Pajjuri | $300.00 | +79.9% |
| Tom O\'Malley | $325.00 | +94.9% |
The upgrades
6 analysts raised targets on ARM in the last 7 days, the most recent on November 5th, 2026.
The new targets run from $215.00 to $325.00, against a share price of $166.72.
A target is a published opinion with a number attached. It commits the analyst to something checkable, which is more than most commentary does.
| Analyst | New target | Upside % |
|---|---|---|
| Charles Shi | $255.00 | +53% |
| David O'Connor | $270.00 | +61.9% |
| Frank Lee | $215.00 | +29% |
| Joe Quatrochi | $255.00 | +53% |
| Srini Pajjuri | $300.00 | +79.9% |
| Tom O\'Malley | $325.00 | +94.9% |
What insiders did over the same period
Over six months the filings record $0 of open-market buying and $21.04 million of selling by company insiders.
Insiders were net sellers, which puts their money on the other side of the upgrades. Sales can be scheduled under a 10b5-1 plan and are not necessarily a view on value.
Analysts publish opinions; insiders publish transactions. When the two disagree it is worth knowing which one has money behind it.
- September 21st, 2026sellChild Jason · CFO$3.12 millionForm 4
- August 27th, 2026sellChild Jason · CFO$2.66 millionForm 4
- June 2nd, 2026sellBartels Laura Kathleen · Other$4.44 millionForm 4
- June 1st, 2026sellAbbey William · Other$1.01 millionForm 4
- June 1st, 2026sellAbbey William · Other$1.63 millionForm 4
- May 28th, 2026sellAbbey William · Other$1.44 millionForm 4
- May 22nd, 2026sellAbbey William · Other$703,386Form 4
- May 21st, 2026sellAbbey William · Other$1.34 millionForm 4
- May 21st, 2026sellEaton Charlotte Claire · Other$808,121Form 4
- May 21st, 2026sellEaton Charlotte Claire · Other$1.46 millionForm 4
- May 21st, 2026sellEaton Charlotte Claire · Other$1.13 millionForm 4
- May 20th, 2026sellAbbey William · Other$1.30 millionForm 4
- September 21st, 2026sellChild Jason · CFO$3.12 millionForm 4
- August 27th, 2026sellChild Jason · CFO$2.66 millionForm 4
- June 2nd, 2026sellBartels Laura Kathleen · Other$4.44 millionForm 4
- June 1st, 2026sellAbbey William · Other$1.01 millionForm 4
- June 1st, 2026sellAbbey William · Other$1.63 millionForm 4
- May 28th, 2026sellAbbey William · Other$1.44 millionForm 4
- May 22nd, 2026sellAbbey William · Other$703,386Form 4
- May 21st, 2026sellAbbey William · Other$1.34 millionForm 4
- May 21st, 2026sellEaton Charlotte Claire · Other$808,121Form 4
- May 21st, 2026sellEaton Charlotte Claire · Other$1.46 millionForm 4
- May 21st, 2026sellEaton Charlotte Claire · Other$1.13 millionForm 4
- May 20th, 2026sellAbbey William · Other$1.30 millionForm 4
The bottom line
A wave of raises tells you sentiment moved. The filings tell you whether anyone inside the building agreed. Not investment advice. Summarized from public SEC Form 4 and congressional disclosure data and analyst ratings data.