A ARM

Arm Holdings plc.

SEMICONDUCTORS · TECHNOLOGY

Arm Holdings plc is a premier technology firm renowned for its pioneering CPU architecture designs, which serve as essential building blocks for semiconductor manufacturers and original equipment manufacturers (OEMs) in diverse electronic devices. Leveraging a vast portfolio of cutting-edge technolo...

$239.01

-9.74% ($25.78)

Volume 6.47M

52W High $452.70

52W Low $100.02

Market Cap $251.00B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.22

Whisper EPS

$0.22

1.9% above consensus

Last Quarter

$0.20

Current Streak

2 Beats

Avg Surprise (4Q)

-2.35%

Next Earnings Report

Reports in 49 days

Report Date Nov 4, 2026

Whisper Spread +1.91%

Consensus Estimate

$0.22

Official analyst average

Whisper Number

$0.22

What traders expect

Bullish Sentiment: The whisper number is 1.9% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q2 2026 Jul 29, 2026

1-Day: +7.40%

5-Day: +6.30%

Q1 2026 May 6, 2026

1-Day: -10.11%

5-Day: -10.39%

Q1 2026 May 5, 2026

1-Day: +13.63%

Q4 2025 Feb 4, 2026

1-Day: +5.70%

5-Day: +18.79%

Revenue & Financial Performance

Revenue Whisper

$1.32B

TWN Proprietary Estimate

Last Quarter Revenue

$1.29B

+22.4% YoY

Gross Margin

97.2%

Net Margin: 21.0%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q2'26	$1.29B	+22.4%	97.2%	7.6%	$270.0M
Q1'26	$1.49B	+20.1%	93.1%	29.5%	$313.0M
Q4'25	$1.24B	+26.4%	94.2%	15.4%	$223.0M
Q3'25	$1.14B	+34.5%	97.4%	14.4%	$238.0M
Q2'25	$1.05B	+12.1%	94.3%	10.2%	$130.0M
Q1'25	$1.24B	+33.7%	95.8%	33.0%	$210.0M
Q4'24	$983.0M	+19.3%	94.8%	17.8%	$252.0M
Q3'24	$844.0M	+4.7%	93.6%	7.6%	$107.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q2 2026	Jul 29, 2026	$0.18	$0.18	$0.20	+11.11%	Beat
Q1 2026	May 6, 2026	$0.58	$0.61	$0.60	+3.45%	Missed
Q1 2026	May 5, 2026	$0.37	$0.39	$0.29	-21.62%	Missed
Q4 2025	Feb 4, 2026	$0.41	$0.44	$0.43	+4.88%	Missed
Q3 2025	Nov 5, 2025	$0.15	$0.35	$0.15	+0.00%	Missed
Q2 2025	Jul 30, 2025	$0.35	$0.38	$0.35	+0.00%	Missed
Q1 2025	May 7, 2025	$0.52	$0.57	$0.55	+5.77%	Missed
Q4 2024	Feb 5, 2025	$0.34	$0.37	$0.39	+14.71%	Beat
Q3 2024	Nov 6, 2024	$0.26	$0.29	$0.30	+15.38%	Beat
Q2 2024	Jul 31, 2024	$0.35	$0.19	$0.40	+14.29%	Beat
Q1 2024	May 8, 2024	$0.31	$0.35	$0.36	+16.13%	Beat
Q4 2023	Feb 7, 2024	$0.25	$0.29	$0.29	+16.00%	Met