Arm Holdings plc American Depositary Shares(ARM)

$332.51—

Ask SA Chart

Arm Holdings plc American Depositary Shares(ARM)

NASDAQ

$332.51—

Ask SA Chart Studio

ARM(ARM)

ARM

9/23/26

Arm Holdings plc American Depositary Shares (ARM)

Wednesday

3:22 PM

ThesisArm's strategic partnerships and expansion into high-growth markets like AI and automotive are driving positive sentiment among investors…

Revenue Outlook

Metric	FY2026	FY2027E	FY2028E
Revenue	$4.9B	$6.1B	$8.3B
Rev. Growth	+22.8%	+23.5%	+36.1%
EPS	$0.85	$2.23	$3.07
EPS Growth	+13.3%	+162%	+37.6%
P/E	—	—	—

★ Analysts see FY2028 revenue reaching $8.3B — +36.1% growth in a single year.

Why Revenue Could Accelerate

01Arm's recent partnership with a leading automotive manufacturer to supply chips for electric vehicles could increase revenue by an estimated 15% over the next two years.
02The launch of Arm's new architecture designed for AI applications is expected to capture a significant share of the growing AI chip market, potentially increasing market share by 10%.
03Increased demand for IoT devices is projected to drive a 20% increase in royalty revenue over the next year.
04A potential acquisition of a smaller semiconductor firm could enhance Arm's technology portfolio and lead to operational synergies, with an estimated cost savings of 5% on R&D expenses.
05AI infrastructure buildout
06Automotive electrification
07Adoption rates of Arm-based chips in mobile and IoT devices
08Partnerships with major semiconductor manufacturers like Qualcomm and NVIDIA

FY2026 Snapshot

Revenue: $4.9B
Rev. Growth: +22.8%
Gross Margin: 92.5%
Op. Margin: 18.5%
Net Margin: 18.4%
Net Income: $904M
NI Growth: +14.1%
EPS: $0.85

ARM Chart

No chart data

My Notes

"Management emphasized, 'Our focus on AI and automotive applications positions us well for sustained growth.'"
Moat: Arm's extensive ecosystem and established relationships with major manufacturers create a durable competitive advantage.
growth - investors are drawn to Arm's high revenue growth potential in expanding markets like IoT and automotive.
Interest rates affect Arm indirectly; higher rates may slow consumer spending on electronics, impacting demand…
Watch on earnings: Global semiconductor sales growth rate, Adoption rate of Arm architecture in new devices, Market share in automotive semiconductor applications.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $6.1B to $8.3B as arm's recent partnership with a leading automotive manufacturer to supply chips for electric vehicles could increase.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Strategy Focus List

Continuous multi-factor scoring & catalyst forensics

Market Movers

Today's biggest gainers and losers

Metric

FY2026

FY2027E

FY2028E

P/E

—

Why Revenue Could Accelerate

01Arm's recent partnership with a leading automotive manufacturer to supply chips for electric vehicles could increase revenue by an estimated 15% over the next two years.

02The launch of Arm's new architecture designed for AI applications is expected to capture a significant share of the growing AI chip market, potentially increasing market share by 10%.

03Increased demand for IoT devices is projected to drive a 20% increase in royalty revenue over the next year.

04A potential acquisition of a smaller semiconductor firm could enhance Arm's technology portfolio and lead to operational synergies, with an estimated cost savings of 5% on R&D expenses.

05AI infrastructure buildout

06Automotive electrification

07Adoption rates of Arm-based chips in mobile and IoT devices

08Partnerships with major semiconductor manufacturers like Qualcomm and NVIDIA

My Notes

"Management emphasized, 'Our focus on AI and automotive applications positions us well for sustained growth.'"

Moat: Arm's extensive ecosystem and established relationships with major manufacturers create a durable competitive advantage.

growth - investors are drawn to Arm's high revenue growth potential in expanding markets like IoT and automotive.

Interest rates affect Arm indirectly; higher rates may slow consumer spending on electronics, impacting demand…

Watch on earnings: Global semiconductor sales growth rate, Adoption rate of Arm architecture in new devices, Market share in automotive semiconductor applications.