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) | $5.16B |
| Gross Profit (TTM) | $5.03B |
| EBITDA | $1.06B |
| Operating Margin | 7.60% |
| Return on Equity | 13.40% |
| Return on Assets | 5.42% |
| Revenue/Share (TTM) | $4.85 |
| Book Value | $8.08 |
| Price-to-Book | 30.02 |
| Price-to-Sales (TTM) | 52.22 |
| EV/Revenue | 49.59 |
| EV/EBITDA | 221.16 |
| Quarterly Earnings Growth (YoY) | 108.30% |
| Quarterly Revenue Growth (YoY) | 22.40% |
| Shares Outstanding | $1.07B |
| Float | $142.62M |
| % Insiders | 0.07% |
| % Institutions | 96.22% |
Volatility is currently contracting
Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.
Sandisk shows a larger overall revenue base and a faster growth trajectory than ARM. Over the past eight quarters, Sandisk's quarterly revenue has sky rocketed, while ARM's revenue has maintained a more stable pattern featuring minor sequential variations.
NVIDIA's faster growth, integrated AI platform, strong cash generation and lower valuation make it the stronger investment choice over Arm Holdings.
Arm has quietly captured the CPU backbone of the AI data center buildout, yet its current price tells a strikingly different story than its growth numbers do. Here is what Wall Street keeps missing.
Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.
Arm Holdings targets 21% revenue and 23% adjusted EPS growth, but its 93X-plus earnings multiple leaves little room for execution missteps.
International Business Machines TodayIBMInternational Business Machines$232.53 +1.49 (+0.64%) As of 11:00 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$199.19▼$332.46Dividend Yield2.91%P/E Ratio20.61Price Target$265.40Add to WatchlistThe physical constraints of artificial intelligence (AI) are forcing a reckoning in the data center.
Arm Holdings (NASDAQ:ARM | ARM Price Prediction) story is straightforward: a licensing business is turning into a data center silicon business.
After a steep July sell-off, investors are chipping in again.
Trading halts on South Korea's stock exchange or flash crashes across Japanese benchmark indices frequently send panic signals through global technology markets. Automated algorithms respond instantly, dumping equities tied to the global electronics hardware supply chain.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on ARM and any ticker you trade — then tracks every position and per-strategy win rate.
