Arm Fell 4.88% on Tuesday, Shed $8 Billion in Market Value in 3 Days

Dow Jones2023-09-20

After a strong debut, investor interest in Arm Holdings PLC has faded, as the semiconductor design company's stock was headed for a third-straight loss on Tuesday.

The stock fell 4.88% on Tuesday and has shed 13.24% over the past three sessions.

The company, which went public four sessions ago, closed its first day at $63.59, or 24.7% above where the initial public offering priced at $51 a share. That was also well above where the stock first traded around noon that day, at $56.10.

But with the pullback, the stock was last trading 0.9% below its debut price, but was still 9.1% above the IPO price.

With about 1.03 billion shares outstanding after the IPO, the stock's decline the past three days has erased about $8.18 billion in market capitalization, knocking the market cap down to $57.07 billion.

The reception from Wall Street analysts hasn't been very enthusiastic. Of the four analysts surveyed by FactSet, who have already started coverage of Arm as they were not part of the IPO, only one was bullish, while two were neutral and one was bearish. The average price target is $51.75, or about 7.0% below current levels and just 1.5% above the IPO price.

The pullback in Arm's stock comes as another high-profile IPO debuted with a bang Tuesday. Shares of Maplebear Inc., which is doing business as Instacart, gained 12.33% on Tuesday.

Meanwhile, investor interest in the broader IPO market has also faded recently, relative to the broader stock market. The Renaissance IPO ETF IPO has declined 1.2% over the past three months, while the S&P 500 index SPX has edged up 0.3%.

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