Arm Holdings Stock (NASDAQ: ARM) News Today: Goldman Downgrade, AI Momentum, and Fresh 2026 Forecasts (Dec. 18, 2025)
Arm Holdings plc shares fell 5.4% to $114.58 early Thursday after Goldman Sachs downgraded the stock to “Sell,” citing limited exposure to the AI cycle and rising R&D costs. The move follows broader volatility in AI-related stocks and comes amid new geopolitical tensions in the semiconductor sector. Arm reported fiscal Q2 revenue of $1.14 billion, up 34% year over year.