Arm (ARM) Downgraded by BofA on Smartphone and Royalty Headwinds [Yahoo! Finance]
Arm Holdings plc - American Depositary Shares (ARM)
Company Research
Source: Yahoo! Finance
stock from Buy to Neutral and lowered the price target to $120 from $145. The rating downgrade comes ahead of ARM's third quarter fiscal year 2026 results on Feb. 4. BofA has flagged near-term smartphone unit headwinds (memory cost), increasing reliance on SoftBank in licensing, and royalty slowdown (only about 10% of royalties) for the stock. Global smartphone shipments could decline at a low single-digit rate year-over-year, compared with LSD in CY25. This will likely be driven by higher memory costs and supply constraints, which would be a headwind to Arm's Client business that accounts for more than half of royalty revenue. Despite all these factors, the firm continues to like ARM's potential in data center over the long-term. “For ARM, we flag revenue slowdown (both royalties/licensing) and increasing SoftBank reliance into CY26. Particularly, global smartphone units could decline LSD YoY (vs. up LSD in CY25) on increased memory costs and supply constraints, a headwind to
Show less
Read more
Impact Snapshot
Event Time:
ARM
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
ARM alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
ARM alerts
High impacting Arm Holdings plc - American Depositary Shares news events
Weekly update
A roundup of the hottest topics
ARM
News
- Jim Cramer on Arm Holdings: “I Would Hold It” [Yahoo! Finance]Yahoo! Finance
- ARM (NASDAQ:ARM) was upgraded by analysts at Royal Bank Of Canada to a "moderate buy" rating.MarketBeat
- Why BofA Just Turned Neutral on Arm Holdings plc (ARM) [Yahoo! Finance]Yahoo! Finance
- ARM (NASDAQ:ARM) is now covered by analysts at Royal Bank Of Canada. They set an "outperform" rating on the stock.MarketBeat
- Arm Holdings: Expect More Pressure As The Market Is Losing Patience [Seeking Alpha]Seeking Alpha
ARM
Earnings
- 11/5/25 - Beat
ARM
Sec Filings
- 12/31/25 - Form 144
- 11/28/25 - Form 144
- 11/19/25 - Form 144
- ARM's page on the SEC website