Added to YB: 2026-08-28
Pitch date: 2026-08-26
ARM [neutral]
Arm Holdings plc
-0.03%
current return
Author Info
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Company Info
Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.
Market Cap
$268.2B
Pitch Price
$255.46
Price Target
N/A
Dividend
N/A
EV/EBITDA
209.17
P/E
256.26
EV/Sales
51.35
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Arm Holdings: Cloud AI delivering upside potential
ARM (earnings): Arm’s cloud AI and licensing momentum continues to offset handset weakness. First-quarter FY2027 revenue of $1.29B modestly beat consensus, data-center royalties more than doubled, and lower operating expenses drove an 11% operating-income beat and $0.45 adjusted EPS versus $0.40 expected. Second-quarter revenue guidance was 3% above consensus, while management expects FY2027 licensing growth to accelerate to 25-30%.
Read full article (1 min)