On Feb 05 2026, New Street upgraded Arm Holdings plc American Depositary Shares (ARM) to Buy, the core change in the latest ARM analyst rating. The upgrade came with no firm price target in the bulletin, and the stock showed an immediate pullback of -3.12% (‑$3.37) in early trading. This ARM analyst rating shift matters because it signals fresh conviction from a visible boutique research shop and changes the tone of sell‑side coverage for investors weighing ARM exposure.
ARM analyst rating: upgrade details from New Street
New Street raised its view on Arm to Buy on Feb 05 2026. The public note was distributed via media and summarized by TheFly source. New Street did not attach a new price target in the publication, and the firm shifted its recommendation from Neutral to Buy.
Immediate market reaction and price context for ARM
Following the upgrade the shares moved lower intraday, showing a -3.12% (‑$3.37) change from the referenced level, reflecting short‑term profit taking and heavy index flows. Arm’s market capitalization stands at $117,643,521,331, a reminder that analyst shifts can influence large cap positioning and ETF inclusion decisions.
What the ARM upgrade means for investors
An upgrade to Buy from New Street raises the buy‑side signal and may prompt active managers to re‑examine weightings. Without a price target, investors should treat the call as a view on medium‑term fundamentals rather than a short‑term valuation trigger. Investors should combine this ARM analyst rating with company guidance and macro trends in semiconductors before adjusting positions.
Historical analyst coverage and where this upgrade fits
Arm has attracted broad coverage since its U.S. listing, with firms cycling between Neutral and Buy as AI and chip demand forecasts changed. New Street’s move adds one more Buy into that mix and nudges consensus toward a more optimistic stance. This ARM analyst rating change is notable because it comes from an independent research shop that follows the semiconductor ecosystem closely.
Price targets, missing details, and next catalysts for ARM
The New Street note did not publish a numeric price target, leaving a data gap for price‑target‑driven investors. Key upcoming catalysts include Arm’s earnings cadence, licensing updates, and macro hardware spending trends. For reference and ongoing price quotes see MarketWatch coverage of ARM source.
Meyka AI view and practical trading considerations
Meyka AI rates ARM with a grade of B+. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Traders should note the upgrade increases the probability of further buy‑side interest, but they should size exposure carefully given valuation and cyclical risks.
Final Thoughts
New Street’s Feb 05 2026 upgrade of Arm to Buy is a clear positive in the ARM analyst rating landscape, but it arrives without a published price target. The immediate -3.12% move shows the market can react counterintuitively at first. For investors the upgrade raises conviction, but it should not be the sole decision factor. Combine this ARM analyst rating with Arm’s upcoming earnings, licensing updates, and sector momentum. Meyka AI rates ARM with a grade of B+. This grade reflects comparative performance to the S&P 500, sector trends, growth metrics, and analyst consensus. These grades are not guarantees and do not constitute financial advice. For ongoing coverage and quotes use our Meyka stock page for ARM and the cited market sources
FAQs
What exactly changed in the ARM analyst rating on Feb 05 2026?
New Street upgraded Arm Holdings plc American Depositary Shares (ARM) from Neutral to Buy on Feb 05 2026. The note did not include a firm price target.
How did the market react to the ARM upgrade?
Shares moved lower initially, down -3.12% (‑$3.37) from the referenced level, reflecting short‑term flows and positioning despite the upgrade in the ARM analyst rating.
Did New Street set a new ARM price target with the upgrade?
No. New Street published the upgrade without a numeric ARM price target, so investors must use other valuation inputs to assess upside and risk for ARM.
What does Meyka AI’s grade mean for ARM?
Meyka AI rates ARM B+, based on S&P 500 comparison, sector performance, financial growth, key metrics, and analyst consensus. This is a probabilistic view, not financial advice.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
