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ARM logo

Arm Holdings plc Stock Price

NasdaqGS:ARM Community·US$282.2b Market Cap
  • 7 Narratives written by author
  • 4 Comments on narratives written by author
  • 669 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ARM Share Price Performance

US$254.18
99.48 (64.31%)
​
US$286.79
Fair Value
US$254.18
99.48 (64.31%)
11.4% undervalued intrinsic discount
US$286.79
Fair Value
Price US$254.18
AnalystConsensusTarget US$286.79
HedgeY US$430.00
Goran_Damchevski US$39.16
Mon, 10 Aug 26
Fair ValueUS$286.79
Share Pricen/a

ARM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$286.79 11.4% undervalued intrinsic discount

ARM: Future AI Partnerships And Market Expansion Will Drive Measured Upside

2users have liked this narrative
0users have commented on this narrative
312users have followed this narrative
HE
HedgeY
HedgeY's
Fair Value
·
Fair Value US$430 40.9% undervalued intrinsic discount

The Architecture Layer of AI Computing - But Priced Like the Future Already Arrived?

10users have liked this narrative
2users have commented on this narrative
44users have followed this narrative
GO
Goran_Damchevski
Goran_Damchevski's
Fair Value
·
Fair Value US$39.16 549.1% overvalued intrinsic discount

Patent Expirations And Competition May Limit ARM’s Market Share

12users have liked this narrative
12users have commented on this narrative
14users have followed this narrative
ARM logo
Arm Holdings
40.9% undervalued intrinsic discount

The Architecture Layer of AI Computing - But Priced Like the Future Already Arrived?

View narrative
HE
HedgeY
Emerging Author
HedgeY
Published 15 Jul
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ARM logo
Arm Holdings
263.1% overvalued intrinsic discount

ARM Holdings: Strong Fundamentals Anchor Long-Term Value, While Short-Term Bubble Dynamics Offer Tactical Play

View narrative
JA
jaikhom
jaikhom
Published 2 Oct 2025
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ARM logo
Arm Holdings
549.1% overvalued intrinsic discount

Patent Expirations And Competition May Limit ARM’s Market Share

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GO
Goran_Damchevski
Goran_Damchevski
Published 19 Oct 2023
Read Narrative
ARM logo
Arm Holdings
17.0% overvalued intrinsic discount

Arm Holdings capitalizes on AI boom to reach fair value of $217.25

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M_
M_Kabesh
M_Kabesh
Published 2 Feb 2025
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ARM logo
Arm Holdings
11.4% undervalued intrinsic discount

ARM: Future AI Partnerships And Market Expansion Will Drive Measured Upside

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 10 Aug
Read Narrative
ARM logo
Arm Holdings
44.5% undervalued intrinsic discount

AI And IoT Trends Will Expand Global Licensing Horizons

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AN
AnalystHighTarget
AnalystHighTarget
Updated 24 Aug
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ARM logo
Arm Holdings
103.3% overvalued intrinsic discount

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

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AN
AnalystLowTarget
AnalystLowTarget
Updated 12 Jul
Read Narrative

Trending Discussion

MA
ARM logo

Does that $430 including a potential split or no. Right now i own 21 shares on a average of $109.14 and longing it.

0
|
0

Recently Updated Narratives

HE
HedgeY
ARM logo

The Architecture Layer of AI Computing - But Priced Like the Future Already Arrived?

Fair Value: US$430 40.9% undervalued intrinsic discount
44 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
JA
jaikhom
ARM logo

ARM Holdings: Strong Fundamentals Anchor Long-Term Value, While Short-Term Bubble Dynamics Offer Tactical Play

Fair Value: US$70 263.1% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
M_
M_Kabesh
ARM logo

Arm Holdings capitalizes on AI boom to reach fair value of $217.25

Fair Value: US$217.25 17.0% overvalued intrinsic discount
12 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

1 Risk
2 Rewards
View Full Analysis

Arm Holdings plc Key Details

US$5.2b

Revenue

US$127.0m

Cost of Revenue

US$5.0b

Gross Profit

US$4.0b

Other Expenses

US$1.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 04, 2026
0.98
97.54%
20.25%
0%
View Full Analysis

About ARM

Founded
1990
Employees
9584
CEO
Rene Anthony Andrada Haas
WebsiteView website
www.arm.com

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. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT, embedded systems, cloud data centers, networking, automotive, and robotics. It provides its products and services in the United States, China, Japan, Taiwan, Korea, and internationally. The company was founded in 1990 and is based in Cambridge, United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.

Recent ARM News & Updates

Seeking Alpha • Sep 09

Arm Refreshes For Agentic AI

Summary Arm Holdings has announced a series of agentic AI-focused enhancements to its range of IP offerings at its Arm Everywhere event in China. These newest changes build on the company’s efforts to design not just individual chip architecture advancements, but system-wide capabilities as well. Unlike many others, Arm’s technology is a critical enabler for many other companies’ efforts as well. As a result, the impact of the changes that Arm announced has a significantly larger effect than those of other individual companies. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 24

ARM: AI Data Center CPU Demand Will Drive Next Phase Of Upside

Analysts have adjusted the Arm Holdings fair value estimate from $500.00 to about $457.74, as lower assumed future P/E multiples offset higher modeled revenue growth and profit margins in light of recent price target revisions and updated views on the AI and data center opportunity. Analyst Commentary Recent Street research on Arm Holdings highlights a mix of enthusiasm around the company’s role in AI and data center computing, alongside a recalibration of fair values as analysts update their models for royalties, CPU opportunities, and sector valuation multiples.

Recent updates

No updates

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