ARM Arm Holdings plc American Depositary Shares
USTechnologyAs of 2026-08-24
Why ARM matters now
Arm Holdings plc American Depositary Shares (ARM) is a US stock in Technology. The latest InvestLog snapshot shows $238.78 with -1.87% on the session and $255.02B 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 Options Activity note titled "ARM options: estimated premium turnover $40M; largest line ARM261016P00270000 $9M (expires 2026-10-16)". The latest indexable market news headline is "Advanced Micro Devices vs. Arm Holdings: Comparing Revenue Trends Between These Artificial Intelligence Companies" 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
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| 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
Trading Activity
Insider Trades
Related AI Research
ARM options: estimated premium turnover $40M; largest line ARM261016P00270000 $9M (expires 2026-10-16)ARM 期权异动：所扫描合约成交权利金估算约 $40M；最大合约 ARM261016P00270000 约 $9M（2026-10-16 到期）
On August 14, 2026, Arm Holdings (ARM) posted concentrated options activity and volatility skew: total option volume reached 38,844 contracts, with total premium turnover of ~$40.2026年8月14日，ARM美国存托股票的期权市场出现集中成交与偏 skew 信号：当日到期的平价期权隐含波动幅度为3.2%，期权总成交量38,844张合约，总溢价成交额约4004.5万美元，占当日标的股票成交额的3.1%。其中看涨期权成交量26,552张、看跌期权12,292张，看涨看跌成交量比为2.16。
ARM earnings call: guidance, demand, margins, analyst Q&AArm (ARM) 电话会要点：指引、需求、利润率、分析师问答
Jason Child: We expect our non-GAAP operating expense to be approximately $780 million and our non-GAAP EPS to be $0.47, plus or minus $0.04.贾森·蔡尔德表示：我们预计非GAAP营业费用约为7.8亿美元，非GAAP每股收益为0.47美元，上下浮动0.04美元。
ARM earnings release — EPS beat +12.5% · revenue beat +2.1%Arm (ARM) 财报发布 — EPS 高于预期+12.5% · 营收 高于预期+2.1%
Arm reported EPS $0.45 vs $0.40 estimate and revenue $1.3B vs $1.3B estimate.Arm 公布财报：EPS $0.45 vs $0.40 预期，营收 $1.3B vs $1.3B 预期。
Related Stocks
Latest News
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.