Arm Holdings is executing a robust growth strategy, with revenue accelerating 22.4% YoY in 2027Q1 to $1.3B, driven by strong royalty collections and an asset-light model that yields gross margins above 97%. The company's balance sheet remains fortress-like, wi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 22.4% YoY in 2027Q1, reaching $1.3B, with gross margin expanding to 97.2%, though operating margin fell to 7.6% from 29.5% in the prior quarter due to elevated R&D and SBC costs.
Arm's compute platforms are integral to advanced AI applications, with Armv9 adoption and AI-specific IP momentum driving demand.
Q3 FY2026 revenue surged 26% to $1.242B, with royalty revenue up 27% to $737M, highlighting robust financial performance.
Arm's high-margin licensing business and secular growth remain intact, supporting long-term profitability.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $0.45+12.5% vs $0.40 | $1.3B+2.1% vs $1.3B |
Q2 2026 May 6, 2026 | $0.60+3.4% vs $0.58 | $1.5B+1.1% vs $1.5B |
Q1 2026 Feb 4, 2026 | $0.43+4.9% vs $0.41 | $1.2B+1.2% vs $1.2B |
Q4 2025 Nov 5, 2025 | $0.39+18.6% vs $0.33 | $1.1B+7.0% vs $1.1B |
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.
Arm Holdings (ARM), the processor-architecture and silicon company, extended its Muse-fueled run as Wall Street focused on the massive CPU footprint needed to k
Autonomous agents are powered by inference, which requires a higher proportion of CPU-based computing. Intel, AMD, and Arm all stand to benefit from higher CPU demand.
Arm's CEO cited the same customer demand figure in July and September, yet the stock reacted in completely opposite ways. What shifted between those two moments could redefine how the entire chip industry prices silicon.
Benchmark ARM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arm Holdings plc American Depositary Shares (ARM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $333.20 | $354.52B | 392.00 | 22.79% | 18.37% | 11.95% | — | |
| $33.36 | $929.39M | -75.82 | 2.49% | -9.48% | -3.42% | — | |
| $409.24 | $78.36B | 50.90 | 15.12% | 11.43% | 3.57% | — | |
| $302.95 | $83.56B | 74.62 | 14.12% | 23.61% | 22.88% | — | |
| $198.27 | $208.18B | 39.57 | 13.66% | 21.01% | 37.33% | — | |
| $123.86 | $624.75B | -2102.89 | -0.47% | -19.79% | -9.58% | — |
Arm Holdings plc American Depositary Shares (ARM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Get notified when ARM posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Arm Holdings plc American Depositary Shares (ARM) stock FAQ — growth, dividends, profitability & financials explained
Arm Holdings plc American Depositary Shares (ARM) reported $5.16B in revenue for fiscal year 2026. This represents a 91% increase from $2.70B in 2022.
Arm Holdings plc American Depositary Shares (ARM) grew revenue by 22.8% over the past year. This is strong growth.
Yes, Arm Holdings plc American Depositary Shares (ARM) is profitable, generating $1.04B in net income for fiscal year 2026 (18.4% net margin).
Arm Holdings plc American Depositary Shares (ARM) has a return on equity (ROE) of 12.0%. This is reasonable for most industries.
Arm Holdings plc American Depositary Shares (ARM) generated $1.47B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
