Arm Holdings plc /Uk (ARM): price, analyst ratings, earnings and fundamentals
Updated 16 September 2026, 08:02 ET
Arm Holdings plc /Uk (ARM) closed at $241.83 on 15 September 2026, up 1.2%. The stock is down 13.5% over one month and up 60.5% over one year. It trades 46.6% below its 52-week high of $452.70. Analysts recorded 17 actions in the last 90 days; the median price target of $320 is 32.3% above the last close. The company last reported on 29 July 2026 for Q1 2027: EPS of $0.45 against an estimate of $0.36, a beat of 25.0%, on revenue of $1.3 billion.
Price and performance
Performance figures use dividend and split adjusted closes over trading sessions, so a one-year move compares the last close with the close 252 sessions earlier. The 52-week range uses the adjusted daily highs and lows of the same window. Read the guide: Momentum, trend and technical indicators.
The live chart with technical indicators is in the app: open ARM in FundSpec.
Analyst ratings
Over the last 90 days FundSpec recorded 17 analyst actions on ARM from 13 firms: 15 maintained or reiterated a view and 2 downgrades. Price targets were 7 raised and 7 lowered. The most recent targets from 17 firms range from $150 to $500, with a median of $320, 32.3% above the last close.
| Date | Firm | Action | Price target |
|---|---|---|---|
| 31 Jul 2026 | Rosenblatt | Maintains Buy | $270.00 to $250.00 |
| 30 Jul 2026 | UBS | Maintains Buy | $360.00 to $320.00 |
| 30 Jul 2026 | Morgan Stanley | Maintains Equal-Weight | $202.00 to $212.00 |
| 30 Jul 2026 | RBC Capital | Maintains Outperform | $475.00 to $340.00 |
| 30 Jul 2026 | TD Cowen | Maintains Buy | $475.00 to $350.00 |
| 30 Jul 2026 | Wells Fargo | Maintains Overweight | $350.00 to $280.00 |
| 30 Jul 2026 | Guggenheim | Reiterates Buy | $255.00 |
| 30 Jul 2026 | Needham | Reiterates Buy | $255.00 |
| 22 Jul 2026 | Wells Fargo | Maintains Overweight | $410.00 to $350.00 |
| 21 Jul 2026 | Susquehanna | Maintains Positive | $300.00 to $320.00 |
A price target is one firm's twelve-month view, and the median across firms is a steadier reading than any single call. Upgrades and downgrades matter more when they change a rating, not only a target. Read the guide: What analyst ratings and price targets actually tell you.
Every action with the firm's history is in Analyst Ratings.
Earnings
The next report is scheduled for 4 November 2026 after the close for Q2 2027, with EPS expected at $0.42 on revenue of $1.4 billion. Arm Holdings plc /Uk beat the EPS estimate in 8 of its last 8 reported quarters.
| Period | Reported | EPS estimate | EPS actual | Surprise | Revenue |
|---|---|---|---|---|---|
| Q1 2027 | 29 Jul 2026 | $0.36 | $0.45 | +25.00% | $1.3B |
| Q4 2026 | 6 May 2026 | $0.54 | $0.60 | +11.11% | $1.5B |
| Q3 2026 | 4 Feb 2026 | $0.33 | $0.43 | +30.30% | $1.2B |
| Q2 2026 | 5 Nov 2025 | $0.26 | $0.39 | +50.00% | $1.1B |
| Q1 2026 | 30 Jul 2025 | $0.28 | $0.35 | +25.00% | $1.1B |
| Q4 2025 | 7 May 2025 | $0.52 | $0.55 | +5.77% | $1.2B |
| Q3 2025 | 5 Feb 2025 | $0.34 | $0.39 | +14.71% | $983.0M |
| Q2 2025 | 6 Nov 2024 | $0.26 | $0.30 | +15.38% | $844.0M |
An earnings surprise is the reported EPS against the consensus estimate on the day. The price reaction depends as much on guidance and on what was already priced in as on the surprise itself. Read the guide: Earnings season: estimates, surprises and price reaction.
Estimates, confirmed dates and alerts for every company are in Earnings.
Fundamentals
On a trailing twelve month basis the company shows revenue growth of N.A., a gross margin of N.A., an operating margin of N.A. and a return on equity of N.A..
Margins and returns say how much of each dollar of sales becomes profit and how hard the balance sheet is working; leverage and liquidity say how much room the company has when conditions turn. Read the guide: A practical guide to discounted cash flow valuation.
Fair value, peer multiples and the full statement history are in the app: open ARM in FundSpec.
SEC filings
The latest filing is a 20-F from 26 May 2026.
| Filed | Form | Document |
|---|---|---|
| 26 May 2026 | 20-F | View on sec.gov |
| 28 May 2025 | 20-F | View on sec.gov |
| 29 May 2024 | 20-F | View on sec.gov |
Company profile
- Exchange
- Nasdaq
- Sector
- Manufacturing
- Industry
- Electronic Equipment
- Chief executive
- Rene Haas
- Website
- www.arm.com
- SEC CIK
- 0001973239
Arm is the industry leader of CPUs. We architect, develop, and license high-performance, low-cost, and energy-efficient CPU products and related technology, on which many of the world’s leading semiconductor companies and OEMs rely to develop their products. Accordingly, prior to this offering, SoftBank Group beneficially owns substantially all of our outstanding shares. Our registered office is 110 Fulbourn Road, Cambridge, Cambridgeshire, CB1 9NJ, U.K., and the telephone number at that office is +44 (1223) 400 400. The principal office for Arm Inc., our U.S. subsidiary, is located at 120 Rose Orchard Way, San Jose, CA.
Sector and peers
Arm Holdings plc /Uk is part of the Manufacturing sector, which FundSpec tracks across 1 company.
Companies in the same industry by market capitalization:
SKHY SK hynix Inc.ALAB Astera Labs, Inc.CBRS Cerebras Systems Inc.
Put two of them side by side in Compare.
In FundSpec: the fair value estimate, the momentum reading, relative valuation against sector and industry peers, unusual options activity and AI model signals for ARM are available to subscribers, with the same screen in the iOS and Android apps.
Open ARM in FundSpec