Arm Holdings PLC ARM

One builds the chips; the other licenses the blueprint. Their vastly different business models and risk profiles demand different investor strategies.

Arm delivered record quarterly revenue and an earnings beat, while demand for its new AGI CPU surpassed $2 billion across fiscal 2027 and 2028.

IPO Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with Anton Nicholas, Chief Executive Officer of ICR. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed […]

Arm delivered solid results, but all eyes are on its upcoming AGI CPU chip.

Arm Holdings has surged 110.5% year to date, yet the broader valuation checks currently lean expensive rather than cheap for a stock that is closely linked to expectations around AI and high performance computing. Year to date, the share price gain of 110.5% sets a high bar for what future growth will need to deliver to support the current valuation. Arm's growing role in AI servers and data centers can support optimism on future royalties. However, any slowdown in end markets such as...

Rosenblatt analyst Kevin Cassidy maintains ARM Holdings (NASDAQ:ARM) with a Buy and lowers the price target from $270 to $250.

Arm Holdings is riding AI-driven growth across cloud, edge and automotive markets, but execution and elevated expectations remain central to its outlook.

2026-07-31. The following slide deck was published by Arm Holdings plc in conjunction with their 2027 Q1 earnings call.

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa

Arm reversed its initial after-hours decline as AI demand outweighed expectations for weaker smartphone royalties.