ARM HOLDINGS PLC /UK
Arm is headquartered in Cambridge, United Kingdom. It architects, develops and licenses compute platforms and related software, tools and services to semiconductor companies, original equipment manufacturers, cloud service providers and other organizations that design chips. Its offerings include CPU intellectual property, graphics and neural processing accelerators, system intellectual property, compute subsystem products, development tools and software, and the Arm AGI CPU, its first production silicon product. Arm makes money primarily by charging customers fees to license its intellectual property, then collecting per-unit royalties on substantially every chip shipped using its products. Royalties are typically based on a percentage of a chip’s average selling price or a fixed fee per unit, and generally increase with the number of Arm products in the chip. Arm’s compute platform is used in smartphones, consumer electronics, industrial and embedded devices, vehicles, data centers and networking equipment.
No SEC Form 4 filings for $ARM in the last 30 days.
See all $ARM insider activity →Arm Holdings reports fiscal Q2 earnings on Nov. 4. The company expects $1.38B in revenue and $0.47 in non-GAAP EPS, with analysts predicting slightly higher EPS. Data-center royalties doubled year-over-year in Q1, while operating margin increased to 41.2%.
Arm Holdings reported Q2FY26 revenue up 21% YoY to $1.38B. A jury found Arm breached its licensing agreement with Qualcomm, awarding $2 in damages. Arm's stock fell 2.75% on the news. Key earnings reports include McDonald's, Novo Nordisk, Uber, and Qualcomm, with mixed revenue growth expectations.
Arm (ARM) shares fell 1.2% ahead of earnings, with investors focusing on royalty mix. Royalties made up 55.5% of Q2 revenue. The company expects Q3 revenue of $1.33B-$1.43B, with low-teens royalty growth. Earnings are due November 4. The stock trades at a high P/E of 208.75.
Over the past 7 days, AlphAI's AI scored 21 news stories mentioning ARM (ARM HOLDINGS PLC /UK). Coverage has skewed bearish: 4 bullish, 4 neutral, and 13 bearish.
Recent ARM coverage spans earnings, market movers and technology.
Earnings release with modest revenue growth and higher operating margin.
The modest legal verdict limits immediate downside, but the modest damages and pending royalty suspension request keep pressure on the stock.
Shares fell 1.2% on concerns that the royalty‑heavy mix may not sustain growth.
The stock is under pressure due to Intel's weak guidance and pre‑emptive sell‑off ahead of Arm's own report.
Positive sentiment as Arm expands its AI automotive footprint.
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 reports fiscal Q2 earnings on Nov. 4. The company expects $1.38B in revenue and $0.47 in non-GAAP EPS, with analysts predicting slightly higher EPS. Data-center royalties doubled year-over-year in Q1, while operating margin increased to 41.2%.
2 min readArm Holdings reported Q2FY26 revenue up 21% YoY to $1.38B. A jury found Arm breached its licensing agreement with Qualcomm, awarding $2 in damages. Arm's stock fell 2.75% on the news. Key earnings reports include McDonald's, Novo Nordisk, Uber, and Qualcomm, with mixed revenue growth expectations.
3 min readArm (ARM) shares fell 1.2% ahead of earnings, with investors focusing on royalty mix. Royalties made up 55.5% of Q2 revenue. The company expects Q3 revenue of $1.33B-$1.43B, with low-teens royalty growth. Earnings are due November 4. The stock trades at a high P/E of 208.75.
2 min readArm Holdings (ARM) fell 9.97% to $205.97 on October 30, ahead of its earnings report, after Intel's warning. Options expect a 10.5% move. Analysts forecast $1.38B revenue and $0.48 EPS for Q3. Licensing revenue is guided up 30%, with ACV growing 13% YoY. The stock has a mid-target price of ~$1,405, implying a 582% total return.
2 min readECARX (NASDAQ:ECX) and Arm signed a non-binding MoU to jointly develop AI computing platforms for mobility and cross-industry uses. The agreement covers R&D, performance optimization, and cybersecurity. The partnership builds on their existing collaboration through SiEngine, which has deployed millions of automotive-grade chips. ECARX provides solutions for over 12 million vehicles and partners with 18 global automakers.
2 min readA Delaware jury found Arm breached its license with Qualcomm and interfered with its deal with Meta, awarding Qualcomm $2 in damages. The case's financial impact hinges on a judge's decision on whether Qualcomm must pay Arm royalties for five years, potentially worth billions. Arm and Qualcomm both claim partial victory, with Arm appealing previous rulings.
2 min readArm is expanding beyond IP licensing to selling server CPUs for AI applications, targeting growth in China. The company is diversifying its business model, according to DIGITIMES.
1 min readArm Holdings ADR stock fell 11.8% after Intel's weak Q4 2026 outlook, which impacted the semiconductor sector. Intel forecasted $15B-$16B revenue and $0.25 EPS, missing expectations. Arm's CFO's share sale and a Qualcomm royalty dispute added to pressure. The NASDAQ, S&P 500, and Dow Jones also declined. Arm's stock dropped to $201.81 from $228.77.
2 min readIntel led a broad semiconductor sector selloff, with the Philadelphia Semiconductor Index down over 7%. Intel fell 28.33%, while other chipmakers like Qualcomm, SanDisk, and AMD saw declines ranging from 9.64% to 11.30%. Semiconductor equipment suppliers also dropped, with losses between 5.67% and 7.04%. The leveraged semiconductor fund SOXL fell over 24%.
2 min readDan Ives of Yorkville Ives noted AI's disruption in tech earnings, with Amazon (AMZN), Intel (INTC), and SanDisk (SNDK) shares declining after their quarterly results. U.S. equities fell, with the Nasdaq-100 tracking QQQ down 2.69%. INTC dropped over 30%, its worst day since 1979. Ives expects AI spending to pay off by 2027, citing cloud growth and capital expenditure as key metrics.
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