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Fabless·ARM
Arm Holdings plc
NASDAQ · GB
CPU architecture and IP supplier for cloud, edge, mobile, and custom silicon designs.
AI relevance
Compute IP layer for AI CPUs, accelerators, and edge SoCs.
Price
$439.46
Change
+20.58 (+4.91%)
Market cap
$467.6B
52w range
$100–$453
Exchange
NASDAQ
Country
GB
Jason's Chips
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Price chart
ARM market performance
Daily close for Arm Holdings plc
- Latest close
- $439.5
- Range move
- +$293.4 (+200.9%)
- Range high
- $439.5
- Range low
- $104.5
- Latest volume
- 34.2M
- Source
- FMP EOD
Downloads
CSVExports
Download statements, ratios, chart data, and transcript indexes.
Income statement
6 annual rowsRevenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.
Balance sheet
5 annual rowsCash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.
Cash flow
6 annual rowsOperating cash flow, capital expenditures, and free cash flow.
Key metrics
6 annual rowsEnterprise value, valuation multiples, returns, yields, and cash conversion.
Ratios
6 annual rowsMargins, liquidity ratios, valuation ratios, leverage, and per-share metrics.
Chart data
692 rowsFive years of daily close and volume data powering the company chart.
Transcript list
11 rowsAvailable earnings-call transcript dates by fiscal year and quarter.
StreetBuy
Analyst expectations
Rating consensus27 ratings
Strong buy
0
Buy
20
Hold
5
Sell
2
Strong sell
0
Annual estimates
| Period | Revenue avg | Revenue range | EPS avg | EPS range | EBITDA avg | EBIT avg | Net income avg | SG&A avg | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 2027-03-31 | $5.99B | $5.84B - $6.15B | $2.18 | $1.92 - $2.42 | $1.55B | $1.22B | $2.32B | $1.56B | 21 rev / 18 EPS |
| 2028-03-31 | $8.06B | $7.49B - $9.05B | $3.03 | $2.80 - $3.46 | $2.09B | $1.65B | $3.23B | $2.10B | 21 rev / 21 EPS |
| 2029-03-31 | $10.58B | $9.72B - $11.32B | $3.95 | $3.53 - $4.30 | $2.75B | $2.16B | $4.22B | $2.76B | 10 rev / 9 EPS |
| 2030-03-31 | $15.50B | $14.24B - $16.58B | $5.50 | $4.92 - $6.00 | $4.02B | $3.17B | $5.88B | $4.05B | 10 rev / 9 EPS |
| 2031-03-31 | $27.19B | $24.97B - $29.08B | $9.63 | $8.61 - $10.50 | $7.05B | $5.56B | $10.28B | $7.10B | 12 rev / 13 EPS |
Quarterly estimates
| Period | Revenue avg | Revenue range | EPS avg | EPS range | EBITDA avg | EBIT avg | Net income avg | SG&A avg | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-30 | $1.26B | $1.25B - $1.27B | $0.40 | $0.39 - $0.42 | $327.6M | $258.1M | $430.3M | $329.6M | 17 rev / 19 EPS |
| 2026-09-30 | $1.34B | $1.31B - $1.37B | $0.44 | $0.38 - $0.56 | $348.4M | $274.5M | $470.7M | $350.5M | 16 rev / 17 EPS |
| 2026-12-31 | $1.52B | $1.47B - $1.59B | $0.55 | $0.53 - $0.59 | $394.0M | $310.4M | $591.0M | $396.4M | 15 rev / 7 EPS |
| 2027-03-31 | $1.87B | $1.80B - $1.95B | $0.78 | $0.74 - $0.82 | $483.8M | $381.1M | $831.6M | $486.7M | 11 rev / 7 EPS |
| 2027-06-30 | $1.66B | $1.60B - $1.73B | $0.57 | $0.55 - $0.61 | $430.0M | $338.8M | $612.7M | $432.6M | 8 rev / 7 EPS |
| 2027-09-30 | $1.82B | $1.76B - $1.90B | $0.67 | $0.64 - $0.71 | $472.0M | $371.8M | $715.3M | $474.8M | 8 rev / 10 EPS |
| 2027-12-31 | $2.05B | $1.98B - $2.14B | $0.80 | $0.76 - $0.84 | $531.3M | $418.6M | $851.7M | $534.5M | 15 rev / 7 EPS |
| 2028-03-31 | $2.43B | $2.35B - $2.55B | $1.04 | $0.99 - $1.10 | $631.3M | $497.3M | $1.11B | $635.1M | 10 rev / 11 EPS |
Price target history
| Window | Targets | Average target |
|---|---|---|
| Last month | 4 | $456.25 |
| Last quarter | 7 | $375.00 |
| Last year | 18 | $245.28 |
| All time | 45 | $170.36 |
Sources: StreetInsider, TheFly, Benzinga
Latest grade actions
| Date | Firm | Action | Previous | New |
|---|---|---|---|---|
| 2026-06-18 | New Street Research | Downgrade | Buy | Neutral |
| 2026-06-11 | B of A Securities | Maintain | Neutral | Neutral |
| 2026-06-04 | Mizuho | Maintain | Outperform | Outperform |
| 2026-06-01 | Mizuho | Maintain | Outperform | Outperform |
| 2026-06-01 | Barclays | Maintain | Overweight | Overweight |
| 2026-06-01 | Wells Fargo | Maintain | Overweight | Overweight |
| 2026-05-28 | Mizuho | Maintain | Outperform | Outperform |
| 2026-05-08 | Barclays | Maintain | Overweight | Overweight |
Historical rating snapshots
| Date | Strong buy | Buy | Hold | Sell | Strong sell |
|---|---|---|---|---|---|
| 2026-06-01 | 7 | 22 | 10 | 2 | 0 |
| 2026-05-01 | 7 | 21 | 10 | 2 | 1 |
| 2026-04-01 | 8 | 20 | 11 | 1 | 1 |
| 2026-03-01 | 8 | 20 | 12 | 2 | 1 |
| 2026-02-01 | 6 | 20 | 13 | 3 | 1 |
| 2026-01-01 | 6 | 19 | 14 | 4 | 1 |
| 2025-12-01 | 5 | 16 | 15 | 4 | 0 |
| 2025-11-01 | 5 | 16 | 15 | 3 | 0 |
FinancialsFY 2026
Financials
Income statement annual
| Period | Revenue | Gross profit | Gross margin | R&D | Operating income | EBITDA | Net income | EPS |
|---|---|---|---|---|---|---|---|---|
| FY 2026 | $4.92B | $4.55B | 92.5% | $2.78B | $908.0M | $1.41B | $904.0M | $0.85 |
| FY 2025 | $4.01B | $3.80B | 94.9% | $2.01B | $827.0M | $902.9M | $792.0M | $0.75 |
| FY 2024 | $3.23B | $3.00B | 92.8% | $1.93B | $99.0M | $374.0M | $306.0M | $0.30 |
| FY 2023 | $2.68B | $2.48B | 92.7% | $1.08B | $678.0M | $841.2M | $524.0M | $0.51 |
| FY 2022 | $2.70B | $2.48B | 91.9% | $945.0M | $680.0M | $962.5M | $549.0M | $0.54 |
| FY 2021 | $2.03B | $1.79B | 88.4% | $768.0M | $242.0M | $876.8M | $388.0M | $0.38 |
Cash flow annual
| Period | Operating cash flow | Capex | Free cash flow |
|---|---|---|---|
| FY 2026 | $1.52B | $575.0M | $979.0M |
| FY 2025 | $397.0M | $239.0M | $178.0M |
| FY 2024 | $1.09B | $92.0M | $947.0M |
| FY 2023 | $739.0M | $93.0M | $646.0M |
| FY 2022 | $458.0M | $75.0M | $383.0M |
| FY 2021 | $1.23B | $165.0M | $1.07B |
Balance sheet annual
| Period | Cash + ST inv. | Receivables | Inventory | PP&E | Assets | Debt | Net debt | Liabilities | Equity |
|---|---|---|---|---|---|---|---|---|---|
| FY 2026 | $3.60B | $2.47B | $0 | $1.15B | $10.70B | $457.0M | -$2.29B | $2.42B | $8.29B |
| FY 2025 | $2.83B | $1.90B | $0 | $714.0M | $8.93B | $356.0M | -$1.73B | $2.09B | $6.84B |
| FY 2024 | $2.92B | $1.13B | $0 | $420.0M | $7.93B | $226.0M | -$1.70B | $2.63B | $5.29B |
| FY 2023 | $2.21B | $1.17B | $0 | $391.0M | $6.87B | $219.0M | -$1.33B | $2.81B | $4.05B |
| FY 2022 | $1.64B | $1.29B | $0 | $417.0M | $6.51B | $261.0M | -$743.0M | $2.96B | $3.55B |
Annual ratios and key metrics
| Period | Gross margin | Op margin | Net margin | Current | Quick | ROE | ROIC | EV / sales | EV / EBITDA | FCF yield | R&D / rev. | Cash cycle |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2026 | 92.5% | 18.5% | 18.4% | 6.0x | 6.0x | 10.9% | 7.3% | 32.2x | 112.5x | 0.6% | 56.4% | 104d |
| FY 2025 | 94.9% | 20.6% | 19.8% | 5.2x | 5.2x | 11.6% | 10.3% | 27.6x | 122.3x | 0.2% | 50.1% | 61d |
| FY 2024 | 92.8% | 3.1% | 9.5% | 2.8x | 2.8x | 5.8% | 1.5% | 39.8x | 344.1x | 0.7% | 59.8% | 87d |
| FY 2023 | 92.7% | 25.3% | 19.6% | 2.6x | 2.6x | 12.9% | 9.6% | 22.8x | 72.5x | 1.0% | 40.3% | 37d |
| FY 2022 | 91.9% | 25.2% | 20.3% | 2.2x | 2.2x | 15.5% | 11.4% | 22.8x | 64.0x | 0.6% | 35.0% | 80d |
| FY 2021 | 88.4% | 11.9% | 19.1% | 0.0x | 0.0x | 0.0% | 0.0% | 0.0x | 0.0x | 1.7% | 37.9% | 0d |
Annual growth
| Period | Revenue | Gross profit | R&D | Op income | Net income | EPS | FCF | Capex | Cash + ST inv. | Inventory | Assets | Debt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FY 2026 | +22.8% | +19.7% | +38.2% | +9.8% | +14.1% | +13.3% | +450.0% | -148.9% | +27.5% | 0.0% | +19.8% | +28.4% |
| FY 2025 | +23.9% | +26.7% | +4.0% | +735.4% | +158.8% | +150.0% | -81.2% | -53.1% | -3.4% | 0.0% | +12.7% | +57.5% |
| FY 2024 | +20.7% | +20.7% | +78.9% | -85.4% | -41.6% | -41.2% | +46.6% | -53.8% | +32.0% | 0.0% | +15.5% | +3.2% |
| FY 2023 | -0.9% | +0.0% | +14.3% | -0.3% | -4.6% | -5.6% | +68.7% | -24.0% | +35.5% | 0.0% | +5.5% | -16.1% |
| FY 2022 | +33.3% | +38.6% | +23.0% | +181.0% | +41.5% | +42.1% | -64.1% | +54.5% | 0.0% | 0.0% | 0.0% | 0.0% |
| FY 2021 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
SegmentsFY 2026
Revenue Mix
Latest product mixFY 2026 · $4.92B
Royalty$2.61B · 53.1%
License And Other Revenue$2.31B · 46.9%
Latest geography mixFY 2026 · $4.92B
UNITED STATES$1.76B · 35.8%
CHINA$874.0M · 17.8%
JAPAN$825.0M · 16.8%
TAIWAN$695.0M · 14.1%
KOREA, REPUBLIC OF$392.0M · 8.0%
Other Countries$373.0M · 7.6%
Product revenue annual
| Period | Total | Royalty | License And Other Revenue |
|---|---|---|---|
| FY 2026 | $4.92B | $2.61B | $2.31B |
| FY 2025 | $4.01B | $2.17B | $1.84B |
| FY 2024 | $3.23B | $1.80B | $1.43B |
Geography revenue annual
| Period | Total | UNITED STATES | CHINA | TAIWAN | Other Countries | KOREA, REPUBLIC OF | JAPAN |
|---|---|---|---|---|---|---|---|
| FY 2026 | $4.92B | $1.76B | $874.0M | $695.0M | $373.0M | $392.0M | $825.0M |
| FY 2025 | $4.01B | $1.72B | $749.0M | $629.0M | $589.0M | $324.0M | -- |
| FY 2024 | $3.23B | $1.41B | $697.0M | $522.0M | $293.0M | $308.0M | -- |
Transcripts11 on file
Transcripts
Events
Events
Next earnings
2026-07-29EPS est $0.40
Latest news
- Better AI Semiconductor Stock: Arm vs. Intel
The Motley Fool · 2026-06-21
- Advanced Micro Devices vs. Arm Holdings: Which AI CPU Stock Is the Better Buy?
Fool - Investing News · 2026-06-18