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Arm Holdings plc (ARM)

172.55 +5.83 (+3.50%)
As of 10:34:07 AM EST. Market Open.
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ARM Q2 2027 earnings call
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What's happening with ARM?

19m ago
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Arm’s fiscal Q2 results showed strong revenue and licensing growth, but investors focused on slower royalty growth, rising expenses, and a premium valuation. Management raised confidence in up to $2 billion of AGI CPU revenueacross fiscal 2027–2028, while today’s shares are up 3.23% on a full-day basisas of November 6, 2026.

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  • Previous Close 166.72
  • Open 177.35
  • Bid 168.00 x 100
  • Ask 172.00 x 100
  • Day's Range 170.65 - 177.62
  • 52 Week Range 100.02 - 452.70
  • Volume 2,137,811
  • Avg. Volume 5,040,978
  • Market Cap (intraday) 184.629B
  • Beta (5Y Monthly) 3.94
  • PE Ratio (TTM) 198.33
  • EPS (TTM) 0.87
  • Earnings Date Feb 3, 2027
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 290.70
  • Morningstar Rating Rating available with Stock Picks access

Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT, embedded systems, cloud data centers, networking, automotive, and robotics. It provides its products and services in the United States, China, Japan, Taiwan, Korea, and internationally. The company was founded in 1990 and is based in Cambridge, United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.

www.arm.com

9,584

Full Time Employees

March 31

Fiscal Year Ends

Technology

Sector

Semiconductors

Industry

Recent News

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Performance Overview

Trailing total returns as of 11/6/2026, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

ARM
55.65%
MSCI WORLD (^990100-USD-STRD)
7.17%

1-Year Return

ARM
7.72%
MSCI WORLD (^990100-USD-STRD)
9.82%

3-Year Return

ARM
222.58%
MSCI WORLD (^990100-USD-STRD)
64.33%

5-Year Return

ARM
207.58%
MSCI WORLD (^990100-USD-STRD)
46.90%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY27
Revenue 1.44B
Earnings 130M
Profit Margin 9.01%

Q3

FY26

Q4

FY26

Q1

FY27

Q2

FY27

0
500M
1B
10.0%
12.0%
14.0%
16.0%
18.0%
20.0%

Analyst Insights

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Analyst Price Targets

125.00
290.70 Average
172.55 Current
500.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 11/6/2026
Analyst UBS
Rating Action Maintains
Rating Buy
Price Action Lowers
Price Target 320 -> 270

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    17.13%

  • Return on Assets (ttm)

    5.50%

  • Return on Equity (ttm)

    11.35%

  • Revenue (ttm)

    5.46B

  • Net Income Avi to Common (ttm)

    936M

  • Diluted EPS (ttm)

    0.87

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    3.62B

  • Total Debt/Equity (mrq)

    5.50%

  • Levered Free Cash Flow (ttm)

    1.14B

Company Insights

Research Reports

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