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ARM Arm Holdings plc American Depositary Shares

USTechnology
$327.87+9.20%ClosedMarket Cap: $348.85B

As of 2026-07-09 16:00

Why ARM matters now

Arm Holdings plc American Depositary Shares (ARM) is a US stock in Technology. The latest InvestLog snapshot shows $327.87 with +9.20% on the session and $348.85B in market capitalization; recent performance reads 1-month +96.93% and YTD +302.03%.

The latest financial table shown here is Q4 2026, with revenue of $1.49B, net income of $313.0M, and EPS of $0.29. Investors can compare that operating picture with valuation signals such as P/E 197.43 and FCF yield 0.2%.

InvestLog's latest related AI research is a AI Supply Chain note titled "ARM Arm AI supply-chain watch: CPU IP". The latest indexable market news headline is "Why Arm Holdings Stock Soared 224.4% Through The First Half Of 2026" from The Motley Fool.

Additional event context on this page matters because analyst consensus is Buy with a median target of $190.00; recent insider activity includes Bartels Laura Kathleen filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

197.43

PEG

P/B

56.38

P/S

95.04

EV/EBITDA

330.93

DCF Value

$7.03

FCF Yield

0.2%

Div Yield

0.0%

Margins & Returns

Gross Margin

94.6%

Operating Margin

18.3%

Net Margin

18.4%

ROE

11.9%

ROA

8.4%

ROIC

7.2%

Financials

PeriodRevenueNet IncomeEPS
Q4 2026$1.49B$313.0M$0.29
FY 2026$4.92B$904.0M$0.85
Q3 2026$1.24B$223.0M$0.21
Q2 2026$1.14B$238.0M$0.22

Analyst Ratings

Consensus

Buy

Target (Consensus)

$271.00

Target (Median)

$190.00

Target Range

$130.00 - $500.00

Strong Buy: 7Buy: 22Hold: 10Sell: 2Strong Sell: 0
New Street ResearchNeutral
2026-06-18
B of A SecuritiesNeutral
2026-06-11
MizuhoOutperform
2026-06-04
BarclaysOverweight
2026-06-01
Wells FargoOverweight
2026-06-01

Trading Activity

Insider Trades

Bartels Laura Kathleenofficer: Chief Accounting Officer
Sell2026-06-04
Abbey Williamofficer: Chief Commercial Officer
Sell2026-06-01
Abbey Williamofficer: Chief Commercial Officer
Sell2026-05-26
Eaton Charlotte Claireofficer: Chief People Officer
Sell2026-05-22
Eaton Charlotte Claireofficer: Chief People Officer
Sell2026-05-22

Company Info

Sector

Technology

Industry

Semiconductors

Country

GB

Exchange

Beta

3.79

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.