NASDAQ · ARM
Arm Holdings plc American Depositary Shares
Technology · Semiconductors
$254.18▼ 3.80% ($10.05)at close
After hours$252.28▼ 0.75%7:57 PM ET
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 64.9% over the last year. Revenue grew 25.12% over the trailing twelve months. Operating margin moved from 18.35% to 17.3%. Free cash flow grew 124.35% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/E range (64th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 17.3% — continued expansion would be needed to justify the premium. Revenue growth of 25.12% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Performance
Return analysis
Company profile
Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
19
Buy
6
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 4, 2026
Q4 FY26 · EPS est $0.48 · Revenue est $1.38B
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