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Arm Holdings plc (ARM)

211.18 +0.86 (+0.41%)
At close: May 1 at 4:00:05 PM EDT
211.60 +0.42 (+0.20%)
After hours: May 1 at 7:59:42 PM EDT
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News headlines Arm Holdings has experienced significant momentum, with a 45% surgein the past month driven by strong earnings and positive analyst upgrades. Upcoming earnings on May 6 could further influence its valuation amid ongoing AI demand and royalty growth challenges.

Arm Holdings has experienced significant momentum, with a 45% surgein the past month driven by strong earnings and positive analyst upgrades. Upcoming earnings on May 6 could further influence its valuation amid ongoing AI demand and royalty growth challenges.

Updated 6m ago · Powered by Yahoo Scout
  • Previous Close 210.32
  • Open 208.00
  • Bid 210.68 x 200
  • Ask 211.65 x 400
  • Day's Range 207.16 - 216.32
  • 52 Week Range 100.02 - 237.68
  • Volume 4,934,880
  • Avg. Volume 7,564,877
  • Market Cap (intraday) 224.273B
  • Beta (5Y Monthly) 3.34
  • PE Ratio (TTM) 277.87
  • EPS (TTM) 0.76
  • Earnings Date May 6, 2026
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est 171.98

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. The company is involved in the licensing, marketing, research, and development of microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. It also offers arm central processing units, accelerators, system IP products, and compute platform products, as well as development tools and software. The company's products are used in various markets, such as automotive, computing infrastructure, consumer technologies, and Internet of things. It operates in the United States, the People's Republic of China, Taiwan, the Republic of Korea, and internationally. Arm Holdings plc has a strategic collaboration with International Business Machines Corporation. The company was founded in 1990 and is headquartered in Cambridge, the United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.

www.arm.com

8,330

Full Time Employees

March 31

Fiscal Year Ends

Technology

Sector

Semiconductors

Industry

Performance Overview: ARM

Trailing total returns as of 5/2/2026, which may include dividends or other distributions. Benchmark is MSCI WORLD (^990100-USD-STRD) .

YTD Return

ARM
90.49%
MSCI WORLD (^990100-USD-STRD)
5.50%

1-Year Return

ARM
83.00%
MSCI WORLD (^990100-USD-STRD)
25.50%

3-Year Return

ARM
276.43%
MSCI WORLD (^990100-USD-STRD)
66.75%

5-Year Return

ARM
276.43%
MSCI WORLD (^990100-USD-STRD)
0.00%

Earnings Trends: ARM

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 1.24B
Earnings 457M

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
200M
400M
600M
800M
1B
1B

Analyst Insights: ARM

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Top Analyst

Keybanc
80/100
Latest Rating
Overweight

Analyst Price Targets

95.00 Low
171.98 Average
211.18 Current
240.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 4/29/2026
Analyst Wells Fargo
Rating Action Maintains
Rating Overweight
Price Action Raises
Price Target 175 -> 220

Statistics: ARM

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Valuation Measures

Annual
As of 5/1/2026
  • Market Cap

    224.27B

  • Enterprise Value

    221.19B

  • Trailing P/E

    281.57

  • Forward P/E

    103.09

  • PEG Ratio (5yr expected)

    2.54

  • Price/Sales (ttm)

    48.26

  • Price/Book (mrq)

    28.76

  • Enterprise Value/Revenue

    47.35

  • Enterprise Value/EBITDA

    200.17

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    17.15%

  • Return on Assets (ttm)

    5.88%

  • Return on Equity (ttm)

    11.27%

  • Revenue (ttm)

    4.67B

  • Net Income Avi to Common (ttm)

    801M

  • Diluted EPS (ttm)

    0.76

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    3.54B

  • Total Debt/Equity (mrq)

    5.91%

  • Levered Free Cash Flow (ttm)

    824.75M

Compare To: ARM

Select to analyze similar companies using key performance metrics; select up to 4 stocks.

Company Insights: ARM

Fair Value

211.18 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports: ARM

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  • Arm: Launches CPU Business as It Wants More of the Pie; Fair Value Estimate to $135 From $80

    Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world’s smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.

    Rating
    Price Target
  • Arm: Launches CPU Business as It Wants More of the Pie; Fair Value Estimate to $135 From $80

    Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world’s smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.

    Rating
    Price Target
  • Arm: Launches CPU Business as It Wants More of the Pie; Fair Value Estimate to $135 From $80

    Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world’s smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.

    Rating
    Price Target
  • Arm: Launches CPU Business as It Wants More of the Pie; Fair Value Estimate to $135 From $80

    Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world’s smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.

    Rating
    Price Target

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