ARM Earnings

ARM reported its FY2026Q3 earnings on 2026-02-04, showcasing a revenue of 0.00 against an estimate of 1.00B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.21 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following ARM's FY2026Q3 earnings announcement on 2026-02-04, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, ARM's stock price tends to shift by an average of -2.28% in the 10 days leading up to earnings and +4.76% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate ARM’s annual revenue to reach 1.00B, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 2.26% and EPS estimates Revise Upward by 9.89% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between ARM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 2.26%, while EPS estimates moved Revise Upward by 9.89% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ARM's stock price typically moves by -2.28% in the 10 days before its earnings and +4.76% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 0.00 and revenue of 1.00B.

The earnings call summary reveals strong financial performance with significant year-on-year growth in revenue, operating income, and EPS. The Q&A section highlights strategic positioning in the AI market, partnerships with major tech companies, and a promising acquisition. Despite some vague responses, the overall sentiment is positive due to robust demand, improved margins, and optimistic guidance. The strong growth in royalties and licensing, alongside strategic investments in R&D and AI, further supports a positive outlook. The lack of market cap data suggests a potentially strong stock price reaction.