Price (90d)
$33.15Signal Score (90d)
107Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $1.81B | $889.42M | $2.10 |
| 2024 | $1.35B | $284.30M | $0.70 |
| 2023 | $1.02B | $210.00M | $0.53 |
| 2022 | $821.20M | $37.10M | $0.09 |
| 2021 | $823.60M | $-66.70M | $-0.17 |
Social Signal Score
Earnings
Wed, Oct 28(in 2 months)
Consensus estimate $0.47 per share
Typical surprise +3.0% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$0.59 vs $0.52beat
- Wed, Apr 29$0.54 vs $0.54beat
- Wed, Feb 18$0.54 vs $0.49beat
- Wed, Oct 29$0.37 vs $0.37beat
- Wed, Jul 30$0.34 vs $0.33beat
- Wed, Apr 30$0.14 vs $0.19miss
Estimates and results for AGI via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $3.11
- Implied price
- $55.94
- Return from $33.36
- 10.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $27.81 — -16.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -7.2% | -3.0% | 0.6% | 3.8% | 6.6% |
| 3.0% | -2.5% | 2.0% | 5.8% | 9.1% | 12.0% |
| 8.0% | 2.3% | 6.9% | 10.9% | 14.4% | 17.5% |
| 13.0% | 7.0% | 11.9% | 16.0% | 19.7% | 22.9% |
| 18.0% | 11.7% | 16.8% | 21.2% | 25.0% | 28.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (1)
- Newsseekingalpha.com·7d ago·Neutral
Arm Holdings: Capitalizing On The Agentic AI Beyond IP Licensing Arm Holdings is rated a Strong Buy, positioned to capitalize on the surging AI and AGI CPU market. ARM's AGI CPU demand has doubled QoQ, with secured capacity for over $2 billion in orders and major partners like Meta and Oracle. Management targets $25 billion in revenue by FY31, but I expect ARM could capture 15-20% AGI CPU share, implying $33–44 billion in revenue potential.
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