Arm Holdings plc American Depositary Shares logo

Arm Holdings plc American Depositary Shares

ARM

NASDAQTechnologySemiconductors

Previous close

$243.32

−$7.40 · -2.95%

Aug 21, 4:00 PM ET

ARM company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Sell

Trim exposure — unfavorable risk-reward

Valuation

10

Overpriced

Momentum

49

Neutral

Sentiment

60

Mixed

Risk resilience

26

High Risk

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Company profile

Company website

Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies. These foundational innovations are crucial for semiconductor manufacturers and original equipment manufacturers (OEMs) to develop their own products. The company's diverse portfolio encompasses microprocessors, comprehensive system intellectual property (IP) solutions, graphics processing units (GPUs), physical IP alongside its associated system IPs, various software offerings, development tools, and an array of supplementary services. Its technology underpins a wide spectrum of industries, including the automotive sector, advanced computing infrastructure, consumer electronics, and the burgeoning Internet of Things (IoT) landscape. Established in 1990, Arm Holdings plc maintains its corporate headquarters in Cambridge, United Kingdom. With a significant global footprint, Arm conducts operations across the United States, the People's Republic of China, Taiwan, South Korea, and numerous other international regions. Currently, Arm Holdings plc functions as a subsidiary entity of Kronos II LLC.

Industry
Semiconductors
Sector
Technology
Headquarters
GB
CEO
Rene Anthony Andrada Haas
Listed since
Sep 14, 2023
Employees
9,584

Market position

Day range

Current $243.32

52-week range

Current $243.32

Open
$252.9
Previous close
$250.72
Volume
3.69M
0.4× average
Average volume
9.26M
Average daily volume
Market cap
259.87B USD
Beta
3.91
Market reference 1
50-day average
$302.36
-19.53% below average
200-day average
$197.14
+23.43% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
158.21B USD
P/E (TTM)
250.85×
P/B (TTM)
30.06×
P/S (TTM)
50.4×
EV / EBITDA
112.53×
Earnings yield
0.56%
Free cash flow yield
0.61%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
95.35%
Operating margin
17.30%
Net margin
20.25%
Return on equity
10.91%
Return on assets
8.45%
Return on invested capital
7.29%

Financial health

Debt / equity
0.06×
Current ratio

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends104%67%31%-6%Gross margin, FY2022: 91.86%Gross margin, FY2023: 92.72%Gross margin, FY2024: 92.76%Gross margin, FY2025: 94.86%Gross margin, FY2026: 92.48%Operating margin, FY2022: 25.16%Operating margin, FY2023: 25.31%Operating margin, FY2024: 3.06%Operating margin, FY2025: 20.64%Operating margin, FY2026: 18.46%Net margin, FY2022: 20.31%Net margin, FY2023: 19.56%Net margin, FY2024: 9.46%Net margin, FY2025: 19.77%Net margin, FY2026: 18.37%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 91.86%. Gross margin FY2023 92.72%. Gross margin FY2024 92.76%. Gross margin FY2025 94.86%. Gross margin FY2026 92.48%. Operating margin FY2022 25.16%. Operating margin FY2023 25.31%. Operating margin FY2024 3.06%. Operating margin FY2025 20.64%. Operating margin FY2026 18.46%. Net margin FY2022 20.31%. Net margin FY2023 19.56%. Net margin FY2024 9.46%. Net margin FY2025 19.77%. Net margin FY2026 18.37%.

Income trends

Revenue

4.92B USD+22.79%

Operating income

908M USD+9.79%

Net income

904M USD+14.14%
Income trends across reported periods5.4B USD3.47B USD1.55B USD−383.1M USDRevenue, FY2022: 2.7B USDRevenue, FY2023: 2.68B USDRevenue, FY2024: 3.23B USDRevenue, FY2025: 4.01B USDRevenue, FY2026: 4.92B USDOperating income, FY2022: 680M USDOperating income, FY2023: 678M USDOperating income, FY2024: 99M USDOperating income, FY2025: 827M USDOperating income, FY2026: 908M USDNet income, FY2022: 549M USDNet income, FY2023: 524M USDNet income, FY2024: 306M USDNet income, FY2025: 792M USDNet income, FY2026: 904M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 2.7B USD. Revenue FY2023 2.68B USD. Revenue FY2024 3.23B USD. Revenue FY2025 4.01B USD. Revenue FY2026 4.92B USD. Operating income FY2022 680M USD. Operating income FY2023 678M USD. Operating income FY2024 99M USD. Operating income FY2025 827M USD. Operating income FY2026 908M USD. Net income FY2022 549M USD. Net income FY2023 524M USD. Net income FY2024 306M USD. Net income FY2025 792M USD. Net income FY2026 904M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue4.92B USD4.01B USD3.23B USD2.68B USD2.7B USD
Cost of goods sold370M USD206M USD234M USD195M USD220M USD
Gross profit4.55B USD3.8B USD3B USD2.48B USD2.48B USD
Research and development2.78B USD2.01B USD1.93B USD1.08B USD945M USD
Selling, general, and administrative866M USD965M USD968M USD726M USD858M USD
Operating expenses3.64B USD2.97B USD2.9B USD1.81B USD1.8B USD
Interest income111M USD116M USD110M USD42M USD2M USD
Depreciation and amortization249M USD182.9M USD162M USD170.2M USD176.5M USD
Operating income908M USD827M USD99M USD678M USD680M USD
Net income904M USD792M USD306M USD524M USD549M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
91%
10 beats, 1 miss, 0 met estimates
Average EPS surprise
+5.03%
11 comparable reports
Latest EPS result
0.45
Estimate 0.4 · Beat by 12.50%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.640.520.410.29Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 0.4, estimate 0.342, surprise +16.96%, Beat. Q2 2025, reported May 7, 2025: actual 0.55, estimate 0.525, surprise +4.76%, Beat. Q3 2025, reported Jul 30, 2025: actual 0.35, estimate 0.349, surprise +0.26%, Beat. Q4 2025, reported Nov 5, 2025: actual 0.39, estimate 0.329, surprise +18.65%, Beat. Q1 2026, reported Feb 4, 2026: actual 0.43, estimate 0.41, surprise +4.88%, Beat. Q2 2026, reported May 6, 2026: actual 0.6, estimate 0.58, surprise +3.45%, Beat. Q3 2026, reported Jul 29, 2026: actual 0.45, estimate 0.4, surprise +12.50%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 0.48, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates1.55B1.34B1.13B923.4MQ1 '25MissQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 5, 2025: actual 983M USD, estimate 1.23B USD, surprise -19.88%, Miss. Q2 2025, reported May 7, 2025: actual 1.24B USD, estimate 1.06B USD, surprise +16.89%, Beat. Q3 2025, reported Jul 30, 2025: actual 1.05B USD, estimate 1.06B USD, surprise -0.84%, Miss. Q4 2025, reported Nov 5, 2025: actual 1.14B USD, estimate 1.06B USD, surprise +7.01%, Beat. Q1 2026, reported Feb 4, 2026: actual 1.24B USD, estimate 1.23B USD, surprise +1.23%, Beat. Q2 2026, reported May 6, 2026: actual 1.49B USD, estimate 1.47B USD, surprise +1.13%, Beat. Q3 2026, reported Jul 29, 2026: actual 1.29B USD, estimate 1.26B USD, surprise +2.08%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 1.38B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

27 ratings
Strong buy00%
Buy1970%
Hold622%
Sell27%
Strong sell00%

Recent analyst actions

12 institutions

ARM news

ARM peers

ETFs holding ARM

Funds reporting this stock among their holdings, ordered by reported position size.

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