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ARM Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
216.470
Open
204.770
VWAP
208.54
Vol
3.30M
Mkt Cap
226.26B
Low
202.561
Amount
687.56M
EV/EBITDA(TTM)
193.01
Total Shares
1.06B
EV
223.32B
EV/OCF(TTM)
146.53
P/S(TTM)
46.28
Arm Holdings plc is a United Kingdom-based company. The Company is engaged in the design of central processing units (CPUs) and compute platforms for semiconductor chips. It develops and licenses CPU products and related technology. Its cloud and data center solutions include Arm AGI CPU and Arm Neoverse Compute Subsystems. The Arm Agentic Generalized Infrastructure (AGI) CPU is a production-ready system on a chip (SoC) for artificial intelligence (AI) data centers, delivering compute at scale. The Arm Neoverse Compute Subsystems (CSS) are pre-validated, performance-optimized compute platforms designed to accelerate infrastructure silicon development. The Company's primary markets include smartphone applications, processors and other chips used in mobile phones, consumer electronics, networking equipment, cloud and data center servers, automotive applications, Internet of Things (loT) and other embedded computing devices.
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Events Timeline

(ET)
2026-05-07
16:30:00
Major Averages Close Lower, McDonald's Reports Growth
select
2026-05-07
12:00:00
Major Averages Little Changed as Oil Prices Decline Reflect Optimism
select
2026-05-07
09:00:00
Futures Rise on Declining Oil Prices
select

News

Fool
9.5
05-11Fool
PinnedArm Holdings Stock Volatility Post Q4 Earnings Report
  • Market Opportunities and Risks: Arm Holdings anticipates a potential growth in the data center CPU market to $100 billion, aiming for a 15% market share, despite facing supply chain and smartphone sales risks.
  • Strong Financial Performance: In fiscal Q4, Arm's revenue rose 20% year-over-year to $1.49 billion, with licensing revenue increasing 25% to $819 million, indicating robust demand for its next-generation architecture.
  • Future Outlook: Arm projects fiscal Q1 revenue to reach $1.26 billion, a 20% year-over-year increase, and forecasts CPU revenue to hit $15 billion by 2031, showcasing long-term growth potential.
  • Competitive Advantage: Arm holds nearly 100% market share in data processing units (DPUs) and SmartNICs, and despite challenges from rising memory costs, it is poised to benefit from increasing demand for AI chips.
NASDAQ.COM
8.5
05-11NASDAQ.COM
PinnedArm Holdings Anticipates Surge in Data Center CPU Demand
  • Market Demand Outlook: Arm Holdings anticipates the data center CPU market will reach $100 billion in the coming years, aiming for a 15% market share, reflecting the company's strong confidence in future growth.
  • Strong Financial Performance: In fiscal Q4, Arm's revenue grew 20% year-over-year to $1.49 billion, with licensing revenue increasing 25% to $819 million, indicating robust demand for its next-generation architecture driving overall business growth.
  • Positive Future Guidance: Arm expects fiscal Q1 revenue to reach $1.26 billion, a 20% year-over-year increase, and forecasts CPU revenue to hit $15 billion by 2031, showcasing the company's strategic positioning in technology innovation and market expansion.
  • Supply Chain Challenges: Despite the promising outlook for the data center CPU market, Arm faces challenges related to supply constraints, particularly in component supply and foundry capacity, which could impact its future revenue growth.
Fool
7.5
14:06 PMFool
AI Drives Semiconductor Industry Growth
  • Surging Market Demand: McKinsey predicts that by 2030, AI inference will account for over 50% of computing power in data centers, reflecting the urgent demand from enterprises and consumers for AI integration, thereby driving sustained growth in the semiconductor industry.
  • Arm's Market Potential: Arm Holdings anticipates over $2 billion in customer demand for its AGI CPU in fiscal years 2027 and 2028, indicating strong competitiveness in the AI inference market and the potential to generate $15 billion in annual revenue over the next five years.
  • Technological Innovation and Partnerships: Arm's collaboration with Meta Platforms on the AGI CPU promises to save up to $10 billion in data center capital expenditures while delivering double the computing performance of AMD and Intel's x86 processors, further solidifying its market position.
  • Optimistic Financial Outlook: Arm's revenue increased by 23% to $4.92 billion in fiscal 2026, with expectations of reaching $25 billion by fiscal 2031, indicating robust growth potential, and projected earnings per share rising to $9.00, suggesting a 51% upside in stock price.
CNBC
7.5
12:03 PMCNBC
SoftBank Injects Over $450 Million into Graphcore for AI Expansion
  • Funding Injection: SoftBank has injected over $450 million into Graphcore, aiming to continue its significant investments in AI infrastructure and hardware, demonstrating its strong confidence in the AI sector.
  • Share Issuance: Graphcore issued a single share valued at $457 million on April 10, with the funds allocated for the development of its AI chips and systems, further advancing the company's progress in AGI.
  • Strategic Collaboration: Since acquiring Graphcore in 2024, SoftBank has collaborated with the company to develop artificial general intelligence (AGI) and plans to continue providing funding support over the next year, enhancing its competitive edge in the AI market.
  • Global Expansion Plans: Graphcore announced plans to invest up to £1 billion in establishing a new AI campus in Bengaluru, India, and is hiring hundreds of roles across AI, silicon, software, and systems engineering to support its global business growth.
Newsfilter
7.5
11:41 AMNewsfilter
SoftBank Invests $457 Million in Graphcore AI Chip Company
  • Investment Confirmation: SoftBank has confirmed an investment of $457 million into AI chip company Graphcore, following its acquisition in 2024, which underscores SoftBank's ongoing commitment to AI infrastructure and hardware, aiming to enhance its competitive position in the market.
  • AGI Collaboration Plan: At the time of acquisition, SoftBank stated that Graphcore would collaborate on developing artificial general intelligence (AGI), a goal that, if achieved, would enable AI to match or surpass human intelligence, potentially driving significant industry transformation.
  • Future Funding Expectations: A Graphcore spokesperson indicated that this funding represents only a portion of the anticipated financial support from SoftBank this year, suggesting a deepening collaboration between the two companies that may accelerate Graphcore's commercialization efforts.
  • Global Strategic Expansion: SoftBank's investments in AI have exceeded tens of billions of dollars, and in addition to Graphcore, it is involved in the $500 billion Stargate project with OpenAI and Oracle, highlighting its strategic positioning and influence in the global AI market.
CNBC
7.5
05-11CNBC
Markets Underestimate Long-Term AI Memory Chip Demand
  • Long-Term Demand Outlook: Several Wall Street banks believe that the market is underestimating the long-term need for memory chips in AI buildout, with Micron Technology's shares expected to gain over 30% from current levels, significantly boosting investor confidence.
  • Price Target Increase: DA Davidson has raised Micron's price target to $1,000, with analyst Gil Luria noting that memory chip demand will exceed market expectations, particularly in the infrastructure for large language models, creating a virtuous cycle.
  • Changing Market Dynamics: Deutsche Bank has also set a $1,000 price target, asserting that Micron will benefit from changing cyclical dynamics in the sector, with expectations for its shares to be re-rated higher due to strong fundamentals.
  • Data Center Growth: According to Barclays' analysis, data center capacity is expected to double between 2025 and 2030, and despite the increase in capacity, demand remains strong, which is anticipated to continue driving rent growth and low vacancy rates.
Wall Street analysts forecast ARM stock price to rise
24 Analyst Rating
Wall Street analysts forecast ARM stock price to rise
19 Buy
4 Hold
1 Sell
Strong Buy
Current: 0.000
sliders
Low
120.00
Averages
160.58
High
201.00
Current: 0.000
sliders
Low
120.00
Averages
160.58
High
201.00
Morgan Stanley
Lee Simpson
Equal Weight
maintain
$191 -> $202
AI Analysis
2026-05-07
New
Reason
Morgan Stanley
Lee Simpson
Price Target
$191 -> $202
AI Analysis
2026-05-07
New
maintain
Equal Weight
Reason
Morgan Stanley analyst Lee Simpson raised the firm's price target on Arm to $202 from $191 and keeps an Equal Weight rating on the shares. Arm's fiscal Q4 beat on the top and bottom line, but royalties were "weak at only" $671M and Q1 guidance was "marginally ahead" of expectations, the analyst tells investors in a post-earnings note. CPU demand appears strong, but guidance is "prudent reflecting supply as the gating factor," the analyst added.
RBC Capital
Outperform
maintain
$175 -> $260
2026-05-07
New
Reason
RBC Capital
Price Target
$175 -> $260
2026-05-07
New
maintain
Outperform
Reason
RBC Capital raised the firm's price target on Arm to $260 from $175 and keeps an Outperform rating on the shares. The company's Q4 results and outlook were a bit better as Data Center Royalties revenue more than doubled and were partially offset by weaker Android volumes, the analyst tells investors in a research note. RBC adds that it sees room for meaningful upside potential as supply situation eases, and the firm views ARM as an outsized beneficiary from AgenticAI-driven CPU growth.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ARM
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Valuation Metrics

The current forward P/E ratio for Arm Holdings PLC (ARM.O) is 97.09, compared to its 5-year average forward P/E of 75.06. For a more detailed relative valuation and DCF analysis to assess Arm Holdings PLC's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
75.06
Current PE
97.09
Overvalued PE
89.86
Undervalued PE
60.26

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
67.80
Current EV/EBITDA
86.61
Overvalued EV/EBITDA
93.36
Undervalued EV/EBITDA
42.24

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
29.00
Current PS
28.65
Overvalued PS
35.89
Undervalued PS
22.12

Financials

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Whales Holding ARM

S
Schroder Investment Management North America Inc.
Holding
ARM
+75.75%
3M Return
S
Simplex Trading, LLC
Holding
ARM
+67.62%
3M Return
S
SoftBank Group Corp.
Holding
ARM
+60.03%
3M Return
M
Mubadala Investment Company PJSC
Holding
ARM
+51.45%
3M Return
C
Cathay Securities Investment Trust Co., LTD
Holding
ARM
+31.57%
3M Return
D
Defiance ETFs, LLC
Holding
ARM
+28.86%
3M Return

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Frequently Asked Questions

What is Arm Holdings PLC (ARM) stock price today?

The current price of ARM is 206.575 USD — it has decreased -2.86

What is Arm Holdings PLC (ARM)'s business?

Arm Holdings plc is a United Kingdom-based company. The Company is engaged in the design of central processing units (CPUs) and compute platforms for semiconductor chips. It develops and licenses CPU products and related technology. Its cloud and data center solutions include Arm AGI CPU and Arm Neoverse Compute Subsystems. The Arm Agentic Generalized Infrastructure (AGI) CPU is a production-ready system on a chip (SoC) for artificial intelligence (AI) data centers, delivering compute at scale. The Arm Neoverse Compute Subsystems (CSS) are pre-validated, performance-optimized compute platforms designed to accelerate infrastructure silicon development. The Company's primary markets include smartphone applications, processors and other chips used in mobile phones, consumer electronics, networking equipment, cloud and data center servers, automotive applications, Internet of Things (loT) and other embedded computing devices.

What is the price predicton of ARM Stock?

Wall Street analysts forecast ARM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARM is160.58 USD with a low forecast of 120.00 USD and a high forecast of 201.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Arm Holdings PLC (ARM)'s revenue for the last quarter?

Arm Holdings PLC revenue for the last quarter amounts to 1.49B USD, increased 20.06

What is Arm Holdings PLC (ARM)'s earnings per share (EPS) for the last quarter?

Arm Holdings PLC. EPS for the last quarter amounts to 0.29 USD, increased 45.00

How many employees does Arm Holdings PLC (ARM). have?

Arm Holdings PLC (ARM) has 9584 emplpoyees as of May 12 2026.

What is Arm Holdings PLC (ARM) market cap?

Today ARM has the market capitalization of 226.26B USD.