ARM Holdings PLC

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

ARM reports stellar Q4 results, eyes $4B revenue, and automotive growth

ARM's Q4 2024 showcased remarkable revenue growth, strong partnerships, and a promising outlook for future expansion and market leadership.
While facing challenges such as delayed bookings and lower volume expectations, ARM's strategic strengths and growth opportunities position them well for continued success.
With a focus on innovation, market diversification, and revenue growth targets, ARM remains confident in its growth trajectory and market positioning.

ARM reports record Q1 earnings, eyes growth in AI and partnerships

ARM Holdings PLC delivered impressive financial performance in Q1 2025, marked by record revenue growth and strong guidance for the upcoming quarters.
The company's strategic focus on key growth drivers like AI, v9 adoption, and smartphone royalties positions it well for sustained success in diverse markets.
While facing challenges in addressing analyst inquiries and maintaining growth momentum, ARM remains poised to capitalize on opportunities through strategic partnerships and market expansion.

ARM surpasses revenue expectations, poised for growth amid AI demand

ARM Holdings PLC demonstrated strong performance in royalty revenue growth and exceeded revenue expectations in Q2 2025.
While facing challenges such as declining licensing revenue and ongoing litigation, ARM's future outlook remains positive driven by AI demand.
Opportunities lie in leveraging technological advancements like Armv9 adoption and expanding into new markets to sustain growth and market leadership.

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Arm Holdings Plc operates as a holding company, which engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm is expected to detail its new data center strategy at the end of this month. Nvidia has been the clear leader in high-performance computing growth, but there are opportunities for other semiconductor specialists.

Why Arm Stock Jumped Today

Tenable Holdings Inc

Arm Holdings and Tenable are two technology companies with leading market shares, but their stock prices are moving in opposite directions. Arm Holdings' high forward P/E ratio is a reason for concern, whereas Tenable is getting closer to profitability.

2 Tech Stocks Heading in Opposite Directions So Far in 2024

SoftBank's $600 million acquisition of UK chipmaker Graphcore has had a trickle-down impact for two of its investors. Chrysalis Investments has confirmed it will receive $56 million of the acquisition proceeds, which is a 25% premium to the stake's current carrying value.

Graphcore backers get most of their cash back

SoftBank Group Corp

SoftBank has acquired UK-based chipmaker Graphcore as part of its significant investment in artificial intelligence. Graphcore, founded in 2016, will join SoftBank's portfolio alongside Arm Holdings PLC (NASDAQ:ARM).

Arm Holdings backer SoftBank swoops in for UK chipmaker Graphcore

Palantir Technologies

Rishi Jaluria at RBC Capital Markets expects Palantir shares to plunge 67%, and Javier Correonero at Morningstar thinks Arm shares will fall 64%. Palantir has been recognized as a leader among AI/ML platform providers by certain industry observers, but others question its place in the AI value chain.

2 Popular Artificial Intelligence (AI) Stocks to Sell Before They Plunge 64% and 67%, According to Certain Wall Street Analysts

Given the recent surge in Arm Holdings (ARM) shares, we evaluate the stock's current position to determine whether it presents a good investment opportunity at this time.

Arm Holdings (ARM) Hits 52-Week High: What's Next for Investors?

Taiwan Semiconductor Manufacturing

Arm stock and Nvidia chipmaker Taiwan Semiconductor are among the best global stocks to buy and watch on the stock market today.

Nvidia Chipmaker Taiwan Semi, Arm Stock Among Best Global Stocks To Watch

Arm Holdings (NASDAQ: ARM ) has more than tripled in valued since its Sept. 14 initial public offering.

Dear ARM Stock Fans: Mark Your Calendar for July 31

ARM is expanding its presence in AI data centers, with projected revenue reaching $13 billion by 2028, representing 27% of the market. ARM's Neoverse platform offers high-performance computing and AI capabilities, challenging Intel and AMD in the data center sector. In the PC edge AI market, ARM's relationship with Apple and the integration of Armv9 architecture in future M-series chips will be a catalyst for ARM.

Arm Holdings: A Complementary Investment To Nvidia

Cava Group, Inc.

Viking Therapeutics

Investing requires patience and a long time horizon to generate sizable profits. It's no secret that the most successful investors are people such as Warren Buffett, who are infinitely patient and hold stocks in their portfolios for decades.

3 Overlooked Giants-in-the-Making for Patient Investors

U.K.-based semiconductor company Arm Holdings plc NASDAQ: ARM stock is up 141% year-to-date (YTD). The artificial intelligence (AI) revolution is driving big gains as it becomes more apparent that Arm will continue to be a large benefactor from AI tailwinds.

Arm Holdings Stock Soars: Powering the Edge AI Revolution with v9

Arm Holdings rose 35.8% in June 2024, driven by the AI boom and an improving economy. Inclusion in the important Nasdaq-100 Index also reinforces Arm's growing stature in the tech ecosystem.

Why Arm Holdings Stock Soared 36% Last Month

CrowdStrike

The tech sector witnessed record highs on Tuesday, driven by continued interest in companies focused on artificial intelligence (AI). However, there are concerns about overvalued stocks as investors show exuberance around certain companies' prospects.

3 Overvalued Stocks Set for a Brutal Reality Check

Arm stock: The artificial intelligence chip leader is above its latest buy point after recent gains.

Arm Stock: This AI Chip Leader Rallies Above Its Latest Buy Point

SoftBank Group Corp SFTBF SFTBY hit a 24-year high of 11,190.00 Japanese yen per share.

Masayoshi Son's Shift From 'Defense' To 'Offense' Worked As Arm, AI Drive SoftBank Stock To 24-Year High

Intel

Arm's shares have more than tripled since the company's IPO last year. Intel's shares have declined amid concerns about its long-term growth.

Better Chip Stock: Arm Holdings vs. Intel

Astera Labs Inc

Rubrik Inc

It's no secret that catching a stock early has the potential to promise investors massive gains over a long-term time horizon. It's always difficult to identify the IPOs with solid fundamentals that will continue to grow year-on-year.

3 Early-Stage Tech Plays That Could Create Generational Wealth

Leading semiconductor designer ARM Holdings (NASDAQ: ARM ) stock remains a top chip pick many investors are watching right now. To some, this company appears to be significantly overvalued, with a price-earnings ratio of 568-times and a high PEG ratio of 6.9.

ARM Stock Analysis: Too Hot to Handle or Too Good to Miss?

NVIDIA

SoundHound AI Inc

Nvidia's market capitalization has leaped from $360 billion to $3.1 trillion over the past 18 months. Two of the stocks Nvidia bought have already soared.

Nvidia Owns 4 Artificial Intelligence (AI) Stocks, and These 2 Have Soared the Most

SoftBank shares closed at a record high of 11,190.00 Japanese yen on Thursday, eclipsing the previous intraday high of 11,000 yen reached on Feb. 15, 2000. The Japanese giant has been given a boost by the public market success of British chip designer Arm, in which it has a majority stake.

SoftBank stock hits its first record high in 24 years — Arm and AI helped it get there

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Announces Earnings Release Date for First Quarter Fiscal Year Ended 2025.

Arm Announces Earnings Release Date for First Quarter Fiscal Year Ended 2025

Quarterly filed 13Fs allow investors to track what stocks top-tier billionaire investors have been buying and selling. In the March-ended quarter, eight successful billionaire asset managers sent shares of artificial intelligence (AI) leader Nvidia to the chopping block.

Forget Nvidia: Prominent Billionaires Are Selling It and Buying These 2 Hypergrowth Stocks Instead

A couple of years ago, many American investors probably had never heard of British chip designer Arm (NASDAQ: ARM ), which has become a Wall Street darling on the artificial intelligence hardware trend. Ignore the temptation to jump in now; it's too late as ARM stock is grossly overvalued.

ARM Stock Price Prediction: Why Investors Could See a $160 to Sub-$100 Plunge

Arista Networks

Arm Holdings could sink 29% over the next 12 months if analysts are right. Despite strong prospects for its AI Platform product, Wall Street thinks Palantir Technologies stock could fall 15%.

Wall Street Thinks These High-Flying Artificial Intelligence (AI) Stocks Are Headed Lower (Hint: Nvidia Isn't 1 of Them)

Arm Holdings has a significant opportunity as Neoverse is adopted across the hyperscalers to bolster data retrieval with lower power requirements. ARM anticipates significant growth opportunities beyond smartphone market with ARMv9 adoption with more content/chip and CSS chips. ARM CPU + Nvidia GPU may navigate hyperscalers away from the x86 for CPU, allowing for ARM to take on new market share.

News for ARM Holdings PLC Stock (ARM)