Arm Holdings plc American Depositary Shares (ARM)

Arm Holdings Q2 beat driven by licensing and royalty gains

Arm Holdings PLC (NASDAQ:ARM) reported solid quarterly results for the fiscal second quarter and issued upbeat guidance, reflecting continued growth in licensing and royalty revenues across devices and data centres. For the September quarter, revenue rose 34% year-over-year to $1.14 billion, above analyst expectations of $1.06 billion.

Arm Holdings Stock Before Q2 Earnings: To Buy or Not to Buy?

ARM's Q2 results are expected to show strong royalty and licensing gains, but after a 38% rally, investors may want to wait for a better entry point.

Can These 5 Electronics Stocks Hit Earnings Targets This Season?

Generative AI, cloud services and EV demand set the stage for a pivotal Q3 earnings season in electronics stocks like AOSL, ARM, QCOM, SKYT and MKSI.

MVST vs. Arm Holdings: Which Tech Growth Stock is the Better Placed?

Microvast's solid-state battery innovation and ARM's chip architecture leadership highlight two paths in tech growth.

Fiserv cuts annual revenue forecast as merchant arm growth slows, shares slump

Fiserv lowered its annual revenue forecast for the second consecutive quarter on Wednesday, as the payments firm grapples with slowing growth in its merchant business.

Why Stocks Are Set to Melt Up Despite Investor Fear

Despite investor fears, US stocks are primed to melt up into the historically strong fourth quarter. Easing trade fears, a Dovish Fed, and robust earnings are bullish tailwinds for stocks into year-end.

Arm Holdings: A Brilliant Business In A Dangerous Bubble

Arm Holdings plc is a brilliant but risky play. It's a highly profitable chip IP licensor with 97% gross margins. Strong results, structural red flags - revenue and royalties grow, yet tiny float and SoftBank control limit stability. ARM stock's valuation is detached from reality - trades far above peers like AMD and Nvidia, driven by sentiment, not earnings.

ARM Skyrockets 17% in a Month: Should You Board the Train?

ARM's 17% surge highlights its dominance in mobile chips and AI, but China risks and high valuations urge investor caution.

Chip Stock Pops on Newly Penned Meta Partnership

Shares of Arm Holdings PLC - ADR (NASDAQ:ARM) are up 2.1% to trade at $174.26 at last glance, after the chip giant made a deal with Facebook parent Meta Platforms (META) to manage discovery and personalization across its apps.

Cramer's Stop Trading: Arm Holdings PLC

Jim Cramer breaks down why he's keeping an eye on shares of Arm Holdings.

Meta taps Arm Holdings to power AI recommendations across Facebook, Instagram

Meta Platforms said it is partnering with chip tech provider Arm Holdings to power the systems that drive personalization across its apps, including Facebook and Instagram, as companies rush to upgrade the chip technology underpinning their services.

Top Stock Movers Now: AMD, Arm, Levi Strauss, and More

The major U.S. equities indexes dropped sharply Friday afternoon, wiping out early gains after President Trump threatened "massive" tariffs on Chinese goods in response to China's move to tighten rare earths export curbs. The Dow, S&P 500, and Nasdaq all lost over 1%.

Arm Holdings' Lofty Valuation Raises Short-Term Caution

ARM's towering valuation and rising R&D costs spark short-term caution, even as its AI and mobile chip dominance stay intact.

October Marks Start of Q4 Rally. These 2 Stocks Are Ready to Run Higher

Qualcomm bets on Arm's latest chip blueprint in AI push - report

Qualcomm Inc (NASDAQ:QCOM, ETR:QCI) has turned to Arm Holdings' newest chip architecture in its latest flagship processors, according to a Reuters exclusive. The move underscores how even bruising lawsuits don't stop business when technology advantages are at stake.

Exclusive: Qualcomm shifts chips to newer Arm tech as competition with Apple, MediaTek heats up

Qualcomm has shifted its flagship chips to the latest generation of Arm Holdings' computing architecture with new features aimed at better AI performance, sources familiar with the matter said, a move that could boost Arm's revenues and help Qualcomm's chips compete against offerings from MediaTek and Apple.

Semiconductor Stock Could Stage a Short-Term Breakout

Semiconductor stock Arm Holdings PLC (NASDAQ:ARM) has seen choppy price action since its late-July bear gap, most recently pulling back to $140.

COHR vs. ARM: Which Tech Growth Stock Offers More Upside Now?

Coherent's data center surge and transceiver breakthroughs put it ahead of Arm, which faces and RISC-V threats.

ARM's Powerful Lumex Launch Poised to Accelerate AI Leadership

Arm's Lumex platform delivers 5x faster AI with efficiency gains, strengthening its edge in the battle for on-device AI dominance.

Beyond Nvidia: Can Arm Stock Hit $210 Next Year?

Nvidia (NASDAQ:NVDA) is a generational performer and the stock still has plenty of room to run, even as a $4.32 trillion company.

India's Haldia Petrochemicals trading arm plans to scale up in Asia, sources say

HPL Global, the Singapore unit of India's Haldia Petrochemicals, plans to boost its trade volume by 30% to up to 2 million metric tons and double the number of traders in 2026, two industry sources familiar with the matter said on Wednesday.

ARM's 11% Rise in Three Months: Should You Buy, Hold, or Sell?

ARM lags peers despite recent gains, with China risks, earnings downgrades and steep valuation shaping its outlook.

ARM vs. APP: Which AI-Exposed Tech Stock is a Better Buy Right Now?

AppLovin's AI-fueled Axon 2 and soaring profitability give APP a stronger near-term edge over ARM's steadier chip-driven growth.

Arm Holdings Faces Market Scrutiny Over Steep Valuation

ARM's 15% slide, lofty multiples, and earnings downgrades fuel caution despite mobile dominance and AI inroads.

Arm Holdings: The Switzerland Of The Chip World No More?

Arm Holdings plc stock has been trading down since the Q1 '26 report, which disappointed not only on outlook but also on the new transition to designing its own processors. We think this will be a costly near-term endeavor but a long-term success, more so as smartphone end demand recovers in 2026. Arm is projected to reach 50% share of the CPU market, according to the CEO, with a superior adoption rate noted by Bank of America.

Arm Holdings' Meltdown Is Warranted - Growth Pains Ahead

ARM's renewed growth efforts are likely to be rather expensive, attributed to the intensified R&D investments and the speculative M&A activities. This is on top of the potentially prolonged monetization cadence and the intense market competition, as the company lags its more successful legacy chip peers. While ARM's future potential may be immense, we are already seeing growth pains in its impacted profit margins/ adj EPS, with it well negating the higher royalty opportunities.

Arm Holdings Shares Up 15% in 2025: Is it Time to Buy, Hold, or Sell?

China headwinds, CPU venture risks, and a steep valuation premium temper Arm Holdings' AI and IoT momentum.

Commscope shares soar 70% on $10.5bn cable arm buyout deal

Commscope shares surged nearly 70% in early trading on Monday after Amphenol announced it would acquire the company's Connectivity and Cable Solutions business for $10.5 billion in cash. The deal will expand Amphenol's presence in the data communications market, particularly in areas linked to artificial intelligence and advanced data centre infrastructure.

Arm CEO Discusses 'Conscious Decision' to Invest Heavily

Arm CEO Rene Haas says the company has invested more aggressively than anticipated. Haas discusses how that investment impacted the chip designer's second-quarter earnings with Ed Ludlow on "Bloomberg Tech.

Arm's Soft Q2 Guidance Sinks Stock, But This News Is Even More Troubling

Key Points in This Article: Arm Holdings‘ (ARM) turned in a solid fiscal first quarter, but weak Q2 guidance is triggering a 12% drop in ARM stock.