Arm Holdings Plc ADR ARM

$307.49 +15.15 (5.18%)

Valuation

Market cap
312,242,208,000
Revenue TTM
$4,920,000,000
Net income TTM
$904,000,000
PE ratio
314.85
Forward PE
251.39
Profit margin
18.37%
Debt to equity
0.00

Trading

Volume
5,892,400
Avg volume
5,233,508
Day's range
$303.12 – $318.36
Shares out
1,068,079,000
Stochastic %K
49%
Beta
3.78
Analysts
Strong Sell
Price target
$292.72

Price

Company profile

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 p...

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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.

Industry
Semiconductors
Sector
Technology
Phone
44 1223 400 400
Website
https://www.arm.com
Address
110 Fulbourn Road, Cambridge, United Kingdom

Latest news

Stocktwits

KryptonResearch14 Oct 3, 7:29 PM
$ARM Update on the AGI CPU supply thread: CEO Rene Haas said this week the supply constraints are easing and he expects to capture the full 2 billion dollars of identified customer demand. The rewind: in July Arm disclosed more than 2 billion dollars of customer demand lined up for fiscal 2027 to 2028, but said it could only secure supply for a little over half of it. That gap was the open question. Management now says it is closing. The other leg is Nvidia's Open Agent Safety Platform, announced last Monday. OpenShell runs agents on Arm CPUs; Nvidia's Sentry monitoring layer runs on BlueField-4 hardware carrying 64 Arm Neoverse V2 cores. Arm sits on both sides of the agent stack. The tape took a week to decide what that is worth: down 7.6% on the announcement Monday, up about 5% Friday. Tracking into November earnings: the supply catch-up has to show up in the FQ2 numbers.
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zebriod Oct 3, 6:33 PM
$SFTBY $ARM Why does Softbank not monetize 20% of its ARM and Intel positions through systematic options strategies and use all net premium proceeds for share repurchases? Seems so obvious.
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zebriod Oct 3, 2:46 PM
$ARM $SFTBY SFTBY represents 0.5 shares of SoftBank Group Corp. (Tokyo: 9984). Since 1 SFTBY = 0.5 Tokyo shares, the gross underlying NAV per SFTBY share is ~$38 to $40/share.
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zebriod Oct 3, 2:35 PM
$META $ARM $SFTBY ¥36T MC for SoftBank Group listed in Tokyo at 6310/share ARM alone, after the known ARM financing, is worth roughly: ¥42T. So the market is effectively saying: “I'll give you ARM for ¥36T and everything else — including OpenAI — for free.”
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zebriod Oct 3, 2:26 PM
$SFTBY $ARM SoftBank is not really a mysterious Japanese conglomerate. At today's valuations it is essentially: ~¥44T ARM ~¥17–18T OpenAI ~¥1.6T Intel ~¥4T SoftBank Corp. ~¥15T everything else ~¥82T less debt. Lets use 14T as a End Sep estimate ~¥68T And the shares are currently worth only about ¥36T in Tokyo (6,310 × ~5.7B shares) (approx $40. SFTBY = 1/2 a share). The October 2 close was ¥6,310. Yahoo Finance So yes — the NAV discount is real and very large, but the market is also being asked to trust two enormous marks: ARM at ~$328B and OpenAI at ~$852B. 68T assts for 36T seems a very good discount to get exposure to openAI
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Invest2live Oct 2, 9:45 PM
$ARM
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TalkMarkets Oct 2, 8:02 PM
#Arm Stock Jumps 5% As #Nvidia #AI Platform Role Boosts Chip Demand Outlook $ARM Also Mentions: $NVDA https://talkmarkets.com/article/arm-stock-jumps-5-as-nvidia-ai-platform-role-boosts-chip-demand-outlook
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SuperGreenToday Oct 2, 6:47 PM
$ARM Share Price: $306.91 Contract Selected: Oct 23, 2026 $305 Calls Buy Zone: $17.13 – $21.16 Target Zone: $31.71 – $38.76 Potential Upside: 75% ROI Time to Expiration: 20 Days | Updates via https://fxcapta.com/stockinfo/
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