US · Technology · Semiconductors
EPS came in at 0.20 against a street estimate of 0.18 — a beat of 11.1%.
Analysts rate Arm Holdings plc American Depositary Shares a buy (29 buy, 12 hold, 2 sell out of 43) with an average price target of $290.70.
CONFIDENT ARM delivered record Q1 FY27 revenue ($1.29B, +22% YoY) on strong data center AI and licensing. AGI CPU demand doubled to $2B+; supply confidence increased. Smartphone royalties face headwinds from memory inflation, but cloud AI overperformance offsets. Q1 FY27 No geographic breakdown provided by management. Analysts probed smartphone weakness (memory inflation, unit declines) vs. cloud AI upside, AGI CPU supply bottlenecks, and competitive positioning vs. proprietary hyperscaler accelerators. Management emphasized cloud AI overperformance will offset smartphone headwinds and reiterated no single-point supply failure risk on AGI CPU. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Amvescap Plc. | 1.20% |
| DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 0.61% |
| Capital World Investors | 0.41% |
| Arrowstreet Capital Limited Partnership | 0.38% |
| FMR Inc | 0.38% |
| The Goldman Sachs Group Inc | 0.27% |
| Van Eck Associates Corporation | 0.24% |
| Capital Research Global Investors | 0.22% |
| Document | Date |
|---|---|
| Current report (6-K) · Q2 FY2027 HEADLINE NUMBERS • FY2026 revenue was $4,920 million, up from $4,007 million in 2025. • Operating costs rose to $4,098 million from $3,076 million, | 2026-09-18 |
| Current report (6-K) · Q2 FY2027 HEADLINE NUMBERS • Arm Holdings held its 2026 annual general meeting on September 9, 2026. • Shareholders approved all 14 proposals, with each propo | 2026-09-10 |
| Current report (6-K) · Q2 FY2027 HEADLINE NUMBERS • Arm Holdings will hold its 2026 Annual General Meeting on 9 September 2026 at 3:00 p.m. British Summer Time. • The meeting will t | 2026-08-10 |
| Quarterly results (6-K) · Q1 FY2027 HEADLINE NUMBERS • Q1 fiscal 2027 revenue was $1,289 million, up from $1,053 million in Q1 fiscal 2026, a 22% increase. • Revenue from external cust | 2026-07-29 |
| Annual report FY2026 (20-F) HEADLINE NUMBERS • Arm Holdings plc filed its annual Form 20-F for the fiscal year ended March 31, 2026. • The company had 1,064,055,252 ordinary sh | 2026-05-26 |
| Annual report FY2025 (20-F) | 2025-05-28 |
| Annual report FY2024 (20-F) | 2024-05-29 |
Readable in the app.
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Arm Holdings plc American Depositary Shares — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.