Price
No data yet.
Social Signal Score
Analyst Ratings
27 analystsRevenue
$1.29B+86.27%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Rene Anthony Andrada Haas
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 9,584
- Beta
- 3.79
- Country
- GB
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 78.72
Financials
Revenue
$1.29B+86.3%Net Income
$270.00M+20.0%EBITDA
$173.00M-47.3%Free Cash Flow
$694.00MEPS (diluted)
$0.25+13.6%Shares Outstanding (diluted)
1.08B+5.1%Operating Expenses
$1.16BCash & Debt
$3.89BReturn of Capital
$0.00Revenue by Segment (annual)
$4.92BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $4.92B | $904.00M | $0.85 |
| 2025 | $4.01B | $792.00M | $0.75 |
| 2024 | $3.23B | $306.00M | $0.30 |
| 2023 | $2.68B | $524.00M | $0.51 |
| 2022 | $2.70B | $549.00M | $0.54 |
| 2021 | $2.03B | $388.00M | $0.38 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ARM's reported EPS growth of 17.5% a year over 5 years.
- EPS in 5 years
- $1.91
- Implied price
- $34.35
- Return from $307.49
- -35.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $17.08 — -94.4% 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 |
|---|---|---|---|---|---|
| 7.5% | -45.6% | -43.1% | -41.0% | -39.1% | -37.5% |
| 12.5% | -43.0% | -40.4% | -38.2% | -36.3% | -34.6% |
| 17.5% | -40.5% | -37.8% | -35.5% | -33.5% | -31.7% |
| 22.5% | -38.0% | -35.2% | -32.7% | -30.6% | -28.8% |
| 27.5% | -35.5% | -32.5% | -30.0% | -27.8% | -25.9% |
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.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (40)
- News247wallst.com·19h ago·Neutral
The Highest-Beta Name in Big Tech Just Ran. Here's the Risk Arm just posted a 187% year-to-date run on the back of real AI demand, but a beta of 3.89 turns every market hiccup into a violent swing, and the stock has already priced in a lot of good news.
View source ↗ - Newsfool.com·4d ago·Neutral
Arm vs. Credo Technology Group: Which Tech Stock Is a Better Buy in 2026? Arm provides the energy-efficient compute architecture powering nearly all of the world's smartphones. Credo Technology Group is experiencing explosive growth by providing high-speed connectivity solutions for AI data centers.
View source ↗ - News247wallst.com·5d ago·Positive
Arm Is Betting on a World Where Everything Needs a Chip Arm's stock has surged 160% this year and its first in-house chip already has billions in orders, yet one hard number keeps analysts from calling it a buy.
View source ↗ - Newszacks.com·5d ago·Neutral
ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now? AppLovin pairs faster growth, rising profitability and a lower forward P/E with AI-driven ad tech, while Arm expands deeper into cloud and AI infrastructure.
View source ↗ - Newsfxempire.com·6d ago·Positive
Arm Holdings Forecast: Pullback Tests Support After Bullish Breakout ARM's first pullback after its double-bottom breakout puts $268–$276 support in focus before a potential advance toward $410.
View source ↗ - News247wallst.com·6d ago·Negative
Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher Chip stocks are clawing back ground after a sharp selloff in the prior session, and Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is leading the recovery. Arm stock is up 5% to $298.
View source ↗ - Newsfool.com·7d ago·Positive
Arm vs. Marvell Technology: Which AI Chip Stock Is a Better Buy in 2026? Arm says its architecture has held more than 99% of the smartphone application processor market for years, and its data center royalties more than doubled in its latest quarter. Marvell's revenue grew 37% in its latest quarter, and management expects growth to speed up through the rest of fiscal 2027.
View source ↗ - News247wallst.com·7d ago·Negative
Arm Sinks 9% as Chip Selloff Deepens; Qualcomm Drops 6%, Marvell Slides 5% Chip stocks are under pressure across the group, and Arm Holdings (NASDAQ:ARM | ARM Price Prediction) is the worst performer among large semiconductor names. Arm stock is down 9% to $282.
View source ↗ - Newsbenzinga.com·11d ago·Neutral
Arm Stock Rises on Possible Continued Momentum From Meta's Muse AI Launch Arm Holdings plc (NASDAQ:ARM) shares are trading higher on possible continued momentum tied to demand for its CPU designs following Meta's Muse AI agent launch.
View source ↗ - News247wallst.com·11d ago·Negative
Prediction: Arm Is Our Top Pick With 83% Upside Driven by Data Center Royalty Boom Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era.
View source ↗ - Newsfool.com·12d ago·Positive
Arm vs. Taiwan Semiconductor Manufacturing: Which Chip Stock Is a Better Buy in 2026? Arm designs the blueprints for nearly all smartphone chips, capturing royalties on every device sold. Taiwan Semiconductor Manufacturing dominates the production of high-end chips, acting as the essential factory for the world's tech leaders.
View source ↗ - News247wallst.com·12d ago·Positive
ARM Vs. AMD: Who Is Going to Win the Agentic AI CPU Revival War? AMD and Arm both just posted earnings that position them as the backbone of agentic AI computing, but their paths into the same data center could not be more different.
View source ↗ - Newszacks.com·13d ago·Neutral
3 Trending AI Stocks to Watch: ARM, AMD, and CRWV Three stocks firmly tied to the AI infrastructure buildout, Arm Holdings ARM, Advanced Micro Devices AMD, and CoreWeave CRWV, have all been drawing extra investor attention lately.
View source ↗ - Newsinvezz.com·14d ago·Positive
Why is ARM stock surging 15% on Monday? Arm Holdings shares surged more than 15% on Monday as a broad recovery in artificial intelligence stocks lifted the semiconductor sector, while falling US Treasury yields and declining crude prices eased some of the pressure on growth-oriented technology shares. The rally extended a sharp rebound in Arm stock, which has gained more than 27% over the past five trading sessions.
View source ↗ - Newsfool.com·16d ago·Neutral
Better Artificial Intelligence Stock: Arm Holdings vs. SK Hynix Arm specializes in energy-efficient chip designs that power the global smartphone and expanding AI infrastructure markets. SK Hynix dominates the high-bandwidth memory space, providing essential components for the world's most advanced AI processors.
View source ↗ - Newsfool.com·17d ago·Positive
Is Arm Holdings Still a Hidden Winner of the AI Chip Race? Arm doesn't build chips; it licenses designs and collects a royalty on every unit shipped. Nvidia, Amazon, Microsoft, and Alphabet all build Arm-based CPUs for their data centers.
View source ↗ - News247wallst.com·18d ago·Positive
Volatility Aside, ARM's AI Thesis Is Untouched ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?
View source ↗ - Newsfool.com·18d ago·Neutral
Why Arm Stock Popped Today Arm is strengthening its global supply chain network. A lucrative opportunity to satisfy the world's growing need for data center processors awaits.
View source ↗ - Newsinvestopedia.com·18d ago·Positive
Arm's CEO Says the Chip Designer Is Even More Confident in Hitting $2B AI Chip Sales Target. The Stock Is Rallying Bullish comments from Arm Holdings' chief executive last night are helping its stock rank among the Nasdaq's top gainers today.
View source ↗ - Newsinvezz.com·18d ago·Neutral
Arm stock jumps 7% as CEO signals confidence in $2B CPU demand Arm Holdings stock gained 7% on Thursday after CEO Rene Haas said he was increasingly confident the company could meet Wall Street's higher revenue expectations for its new data-centre chip, the AGI CPU. Haas made the comments during an interview with CNBC's Jim Cramer on Wednesday, saying he was “more confident” about achieving $2 billion in demand for the chip than he was during Arm's July earnings call.
View source ↗ - News247wallst.com·18d ago·Negative
Arm's CEO Says Demand Is ‘Off the Charts.' The Problem Is Nobody Can Build Chips Fast Enough Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets.
View source ↗ - Newscnbc.com·19d ago·Neutral
Arm CEO says he's more confident its new AI chip can meet a loftier $2B revenue goal Arm Holdings CEO Rene Haas said Wednesday he is increasingly confident the chip designer can secure enough supply to meet $2 billion in customer demand. "So what we said in the earnings call I think was May timeframe that we had visibility to $2 billion, and what we said in the last earnings call was that our confidence to achieve that $2 billion number had increased from May to July," Haas said.
View source ↗ - Newszacks.com·19d ago·Positive
ARM Stock Declines 39% in 3 Months: Is This a Buying Opportunity? Arm Holdings' 39% three-month slide contrasts with expanding cloud AI opportunities, but cyclicality and a 36.47X sales multiple temper upside.
View source ↗ - Newsfool.com·21d ago·Neutral
Arm Stock Is Down More Than 40%. Here's Why I'm Staying on the Sidelines. Arm's fiscal first-quarter revenue rose 22% year over year to $1.29 billion, split between licensing fees and per-chip royalties. The main processors in smartphones generated about 43% of Arm's royalty revenue in fiscal 2026.
View source ↗ - News247wallst.com·21d ago·Positive
Prediction: Arm Could Be the Picks-and-Shovels Winner of the AI Boom Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a stock already swinging between $223 and $420.
View source ↗ - Newsinvezz.com·22d ago·Negative
Arm stock falls 7% as AI selloff, valuation risks hit chip designer Arm Holdings shares fell 7% in premarket trading Monday as a broad risk-off move hit technology and semiconductor stocks. A sharp drop in the Nasdaq Composite added pressure to high-multiple companies in the chip design space.
View source ↗ - Newsfool.com·24d ago·Neutral
Arm vs. Credo Technology Group: Which Semiconductor Stock Is a Better Buy in 2026? Arm dominates the global market for energy-efficient chip architecture used in smartphones and data centers. Credo Technology Group is delivering explosive growth by providing high-speed connectivity solutions for cloud infrastructure.
View source ↗ - News247wallst.com·27d ago·Neutral
Arm's Biggest Growth Driver May Not Be Smartphones Anymore Arm's smartphone empire built one of tech's most recognizable businesses, but the company's next billion-dollar bet is pointing somewhere else entirely, and the valuation debate it has sparked puts bulls and bears in direct conflict.
View source ↗ - Newstheguardian.com·28d ago·Neutral
AI will help find cure for cancer ‘within our lifetimes', says Arm Holdings chief Rene Haas also claims artificial intelligence could pave way for widespread use of humanoid robots within five years
View source ↗ - Newszacks.com·32d ago·Neutral
Can ARM's AGI CPU Push Unlock $15B in Revenues by FY'31? Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.
View source ↗ - Newsfool.com·34d ago·Positive
ARM vs. Sandisk: Comparing Steady Historical Revenue Generation Against Rapid Sequential Revenue Expansion Sandisk shows a larger overall revenue base and a faster growth trajectory than ARM. Over the past eight quarters, Sandisk's quarterly revenue has sky rocketed, while ARM's revenue has maintained a more stable pattern featuring minor sequential variations.
View source ↗ - Newsfool.com·34d ago·Neutral
Why Arm Holdings Stock Fell on Tuesday CFO Jason Child sold more than 10,000 shares of Arm stock. However, the sale represented only a small part of his overall holdings.
View source ↗ - Newszacks.com·35d ago·Positive
ARM vs. NVDA: Which AI Chip Designer is Worth Investing in? NVIDIA's faster growth, integrated AI platform, strong cash generation and lower valuation make it the stronger investment choice over Arm Holdings.
View source ↗ - News247wallst.com·35d ago·Negative
Wall Street May Be Sleeping on This Massive AI CPU Opportunity Arm has quietly captured the CPU backbone of the AI data center buildout, yet its current price tells a strikingly different story than its growth numbers do. Here is what Wall Street keeps missing.
View source ↗ - Newszacks.com·38d ago·Neutral
ARM's Expanding AI Growth Opportunity Goes Beyond Market Hype Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.
View source ↗ - Newszacks.com·41d ago·Negative
ARM's 93X Earnings Multiple Overshadows Its Growth Potential Arm Holdings targets 21% revenue and 23% adjusted EPS growth, but its 93X-plus earnings multiple leaves little room for execution missteps.
View source ↗ - News247wallst.com·48d ago·Negative
ARM Stock: The $2 Billion AI Signal Investors Shouldn't Ignore Arm Holdings (NASDAQ:ARM | ARM Price Prediction) story is straightforward: a licensing business is turning into a data center silicon business.
View source ↗ - Newsmarketbeat.com·53d ago·Negative
Asian Market Circuit Breakers Hit Stocks, Not AI Demand Trading halts on South Korea's stock exchange or flash crashes across Japanese benchmark indices frequently send panic signals through global technology markets. Automated algorithms respond instantly, dumping equities tied to the global electronics hardware supply chain.
View source ↗ - News247wallst.com·53d ago·Negative
Great Company, Full Price: What Arm's Numbers Say About the Next 1 Year Arm Holdings (NASDAQ:ARM | ARM Price Prediction) just delivered its third consecutive year of more than 20% revenue growth, with CEO Rene Haas emphasizing Arm as the compute platform for the AI era.
View source ↗ - Newsfool.com·55d ago·Neutral
ARM Holdings Stock Analysis: Buy or Sell? Arm Holdings (ARM +0.40%) has taken investors on a roller coaster ride in 2026.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $0.48 per share
Typical surprise +5.8% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$0.45 vs $0.40beat
- Wed, May 6$0.60 vs $0.58beat
- Wed, Feb 4$0.43 vs $0.41beat
- Wed, Nov 5$0.39 vs $0.33beat
- Wed, Jul 30$0.35 vs $0.34beat
- Wed, May 7$0.55 vs $0.52beat
Estimates and results for ARM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ARM officers and directors.
- Bought
- —
- Sold
- $44.9m
0 trades
18 trades
- Child Jasonsold
- Child Jasonsold
- Bartels Laura Kathleensold
- Abbey Williamsold
- Abbey Williamsold
- Abbey Williamsold
- Eaton Charlotte Clairesold
- Eaton Charlotte Clairesold
82 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Cleo Fieldshouse · LA06 · disclosed Dec 18, 2025 (7d later)Sell$50,001 - $100,000
- Jonathan Jacksonhouse · IL01 · disclosed Oct 16, 2025 (44d later)Sell$1,001 - $15,000
- Jonathan Jacksonhouse · IL01 · disclosed Aug 26, 2025 (40d later)Buy$1,001 - $15,000
- Cleo Fieldshouse · LA06 · disclosed Aug 7, 2025 (22d later)Buy$50,001 - $100,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.