ARM HOLDINGS PLC /UK
No SEC Form 4 filings for $ARM in the last 30 days.
See all $ARM insider activity →Arm Holdings shares rose about 4% to around $12.02 by 12:45 p.m. ET Thursday. Bank of America analyst Vivek Arya revised his 2030 CPU sales outlook to $210B from $170B, citing AI trends. Arya expects Arm to gain market share faster than peers, implying faster-than-36% annual growth. Arm’s licensing model supports high margins.
Arm Holdings reported Q1 FY27 EPS of $0.25 vs $0.40 expected, while revenue beat by 1.7%. Operating margin fell to 7% from 11% YoY. The article cites a $287.79 consensus target and models $278.04 base, $426.49 bull, $221.63 bear, and assesses the $450 goal as requiring a 234x forward P/E.
U.S. stock index futures rose as oil prices retreated on hopes for a U.S.-Iran deal. Rate futures priced a 25 bp hike chance at 51.9%. Investors await U.S. existing home sales and July CPI forecasts (+3.4% headline, +2.5% core). Pre-market movers included SMCI, LITE, CRWV earnings and Riot Platforms (+16%) after a deal tied to Anthropic; Upwork fell over -19%.
Over the past 7 days, alphai's AI scored 13 news stories mentioning ARM (ARM HOLDINGS PLC /UK). Coverage has skewed bullish: 5 bullish, 7 neutral, and 1 bearish.
Recent ARM coverage spans market movers, financial news and earnings.
The article links Arm’s intraday pop to a BofA CPU market growth upgrade and a faster Arm market-share gain thesis, supporting higher long-run earnings expectations.
The article frames a near-term earnings miss and margin compression against a longer-dated AGI CPU demand pipeline, plus a key legal overhang tied to Qualcomm.
ARM is participating in a sector-wide pre-market bid rather than a company-specific disclosure.
Consolidation risk is elevated, but the cited pivot support makes it a candidate for range trading or selective adds.
Near-term risk-off in semis appears driven by macro inflation expectations from a WTI spike, pressuring ARM alongside peers.
alphai scores every news story that mentions ARM with an AI model for sentiment and relevance, and aggregates insider trades from ARM HOLDINGS PLC /UK's SEC EDGAR Form 4 filings. Figures refresh continuously.
Arm Holdings shares rose about 4% to around $12.02 by 12:45 p.m. ET Thursday. Bank of America analyst Vivek Arya revised his 2030 CPU sales outlook to $210B from $170B, citing AI trends. Arya expects Arm to gain market share faster than peers, implying faster-than-36% annual growth. Arm’s licensing model supports high margins.
3 min readArm Holdings reported Q1 FY27 EPS of $0.25 vs $0.40 expected, while revenue beat by 1.7%. Operating margin fell to 7% from 11% YoY. The article cites a $287.79 consensus target and models $278.04 base, $426.49 bull, $221.63 bear, and assesses the $450 goal as requiring a 234x forward P/E.
6 min readU.S. stock index futures rose as oil prices retreated on hopes for a U.S.-Iran deal. Rate futures priced a 25 bp hike chance at 51.9%. Investors await U.S. existing home sales and July CPI forecasts (+3.4% headline, +2.5% core). Pre-market movers included SMCI, LITE, CRWV earnings and Riot Platforms (+16%) after a deal tied to Anthropic; Upwork fell over -19%.
7 min readInvesting.com says AI hardware stocks are diverging by performance and technical setup. Marvell and Arm are up about 145% and 138% YTD, while Super Micro and CoreWeave lag at about 5% and 22%. The piece cites earnings catalysts: Super Micro Q4 EPS $1.70 vs $0.62-$0.96 consensus and FY2027 revenue guidance $65-$72B; CoreWeave Q2 beat and is up premarket. It outlines three trading tiers and playbooks.
6 min readWTI crude oil (CLU26) jumped over 5% as Iran and Oman stayed short of a deal to reopen the Strait of Hormuz, with Iran linking reopening to US sanctions, force withdrawal, asset release and compensation. Trump said he would seek compensation from Iran. US rate-hike odds rose; stocks fell, with energy up and airlines, homebuilders down.
5 min readPoint2 Technology, an AI data center interconnect firm, raised a $136M Series B led by LB Investment, with prior backers including Nvidia, Molex, and Bosch Ventures, plus Arm and unnamed participants. The company will expand teams and scale its e-Tube RF connectivity technologies for rack-scale AI compute. Partners include Keysight and Foxconn.
2 min readArm reported fiscal Q1 2027 results ended June 30, 2026. Total revenue rose 22% year over year to $1.29 billion, driven by record licensing and royalty revenue, including data center royalties more than doubling. Arm said demand for its Arm AGI CPU exceeds $2 billion across FYE27 and FYE28, with shipments of Arm Neoverse surpassing 1.5 billion cores.
6 min readThe article reviews the week’s market backdrop and a US and global economic calendar (CPI, PPI, retail sales, jobs, sentiment). It cites S&P 500 and Nasdaq record closes and discusses specific stocks and crypto, including Palantir ($PLTR) and Nvidia, plus Bitcoin and Oracle, with distance-from-high and consensus target figures for some names.
7 min readArm Holdings (ARM) shares are down about 36% from their 52-week high after a strong rally, with weakness attributed to profit-taking and concerns over softer smartphone demand. In fiscal Q1, revenue rose 22% YoY to $1.29B, with royalty revenue up 22% to $715M. The article cites AI-driven growth and new Arm AGI CPU/Neoverse demand.
7 min readArm Holdings (NASDAQ: ARM) says it will develop its own server chips, citing data center CPU growth. In fiscal Q1, revenue rose 22% to $1.29B, with license revenue up 23% to $574M and royalty revenue up 22% to $715M. It guided fiscal Q2 revenue near $1.38B and adjusted EPS of $0.43 to $0.51.
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