Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.
| Revenue (TTM) | $4.92B |
| Gross Profit (TTM) | $4.80B |
| EBITDA | $1.06B |
| Operating Margin | 29.50% |
| Return on Equity | 11.90% |
| Return on Assets | 5.78% |
| Revenue/Share (TTM) | $4.64 |
| Book Value | $7.79 |
| Price-to-Book | 40.64 |
| Price-to-Sales (TTM) | 65.18 |
| EV/Revenue | 67.8 |
| EV/EBITDA | 288.33 |
| Quarterly Earnings Growth (YoY) | 47.90% |
| Quarterly Revenue Growth (YoY) | 20.10% |
| Shares Outstanding | $1.07B |
| Float | $142.61M |
| % Insiders | 0.07% |
| % Institutions | 96.05% |
Volatility is currently contracting
ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.
CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/odrefapr and a replay of the conference call c.
Semis put in a powerful performance in Q2 2026 thanks to things going its way, which more than made up for what happened in Q1 2026. It is not the only thing that matters, but if semis are to add to gains in H2 2026, AI will need to keep driving growth forward. The AI thesis remains intact, but recent developments leave open the possibility the thesis could still turn out to be flawed.
ARM posts another quarter of solid revenue growth, with rising licensing activity and a growing royalty base reflecting sustained demand for its chip architecture.
Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.
Leveraged single-stock ETFs tied to chip and AI winners soared as Wall Street wrapped up a strong first half of 2026.
The first half of the year is over, and it may surprise some investors that European stocks are nearly at parity with U.S. stocks. The tale of the tape as of June 30 tells the story:
ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.
The AI boom promised to create a new generation of market winners.
Arm (NASDAQ:ARM | ARM Price Prediction) has been one of the wildest rides in semiconductors this year, and the question on every shareholder's mind is whether the current run still has gas in the tank.
