Downgrading ARM from buy to hold as the stock price has doubled, making its valuation too expensive despite strong fundamentals.
Source Post
Should You Buy ARM Stock Right Now?
May 18, 2026
The creator previously upgraded ARM Holdings (ARM) to a buy in March 2026 at around $130 per share, and the stock has since risen to over $212. While acknowledging the company's revenue growth and expansion into new categories, the creator is now downgrading ARM to a hold due to its significantly increased valuation, which has nearly doubled on a forward P/E and P/OCF basis and appears overvalued even on a discounted cash flow model.
Linked Mentions
Tickers discussed in this post
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.