ARM Stock Rebounds 11.5% in a Month: Is it a Buy Right Now?
ARM Holdings' 11.5% monthly rebound reflects AI and data-center growth, but its 43.54X forward sales multiple raises entry-point concerns.
Stock Taper 
ARM
$266.28
▼ DOWN 3.27% (-9.01)
KEY STATISTICS
Market Cap$291.88 B
52w High$452.70
52w Low$100.02
Dividend Yield—
Frequency—
P/E150.44
Volume4.25M
Shares Out.1.07B
COMPANY
LEADERSHIP
CHIEF EXECUTIVE
Rene Anthony Andrada Haas
ABOUT
SECTOR
Technology
WENT PUBLIC
September 14, 2023
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
9,584
PRICE TARGET
Target High$641.00
Target Low$210.00
Target Median$320.00
Target Consensus$363.15
UPCOMING EARNINGS
DateNov 4, 2026
DayWednesday
Rev. Est.$1.38B
NOV
4
WED
ETFS HOLDING THIS STOCK
ETFS HOLDING
189
LISTED HERE
10
RANKED BY POSITION SIZE
INSTITUTIONAL OWNERSHIP
SHARES OWNED
4.48%
HOLDERS
1,166
TOP 8 OF 1,166 · RANKED BY POSITION SIZE
PRICE
$266.28 ▼ DOWN 3.27% (−$9.01)About Arm Holdings plc American Depositary Shares
https://www.arm.com ↗Arm Holdings develops and licenses CPU products, IPs, and related technologies for semiconductor and OEM companies across diverse markets worldwide.
INDUSTRY
Semiconductors
A PRODUCT ARM HOLDINGS PLC AMERICAN DEPOSITARY SHARES IS KNOWN FOR
Arm Compute Subsystem (CSS) for Client
Arm's Compute Subsystem (CSS) for Client, featuring Cortex-X925 CPU and Immortalis-G925 GPU on 3nm, is a validated platform optimized for AI-driven consumer devices, enhancing performance, efficiency, and accelerating partner time-to-market.
Arm Holdings plc American Depositary Shares in 2025
SENTIMENT: − NEGATIVE
ANALYST CALL · JULY 31, 2025
Arm Holdings' Stock Plummets After Disappointing Guidance and Hints of Major Strategic Shift
On July 31, 2025, Arm Holdings' stock fell by 11.57% after the company provided a weaker-than-expected earnings forecast for its fiscal second quarter. Compounding investor concerns were comments from CEO Rene Haas during the earnings call suggesting a potential move into developing its own processors, a significant departure from its historically successful and asset-light intellectual property licensing model.
BUSINESS MODEL · Q2-Q3 2025 · IN PROGRESS
Arm Holdings Pivots from IP Licensing to In-House Chip Development, Targeting AI and Data Center Markets
In a fundamental strategic shift, Arm Holdings announced its intention to move beyond its traditional and highly successful intellectual property licensing model to developing its own processors and chip solutions. This major change is aimed at capturing a larger portion of the rapidly growing AI and data center markets by offering complete semiconductor solutions, a significant departure from its historical role as a neutral technology provider to other chipmakers.
Latest News
EARLIER COVERAGE
Wall Street May Be Underestimating Arm's AI Opportunity
The 24/7 Wall St. price target for Arm Holdings (NASDAQ:ARM | ARM Price Prediction) is $284.70. That sits 5.9% below the current price of $302.56, and our model sets that target with high confidence.
ARM vs. Marvell Technology: What Revenue Trends for These Artificial Intelligence Companies Tell Investors
Marvell has widened its revenue lead over the past two years, but ARM's latest quarter shows signs of acceleration that could narrow the gap.
Arm Stocks Fall as Microsoft Brings Agentic AI to Laptops
Arm Holdings (ARM), the processor-architecture licensor, faces a fresh test of its Windows ambitions as Microsoft prepares to detail Surface Laptop Ultra and Nv
ARM & HAMMER™ BAKING SODA ROCKET DAY BLASTS OFF FOR YEAR THREE, INSPIRING THE NEXT GENERATION OF INNOVATORS
Annual nationwide educational celebration returns October 8 with hands-on science, baking soda rocket launches and real-world STEAM inspiration for students across the country EWING TOWNSHIP, N.J., Oct. 7, 2026 /PRNewswire/ -- ARM & HAMMER™ Baking Soda will celebrate its third annual Baking Soda Rocket Day on October 8, bringing students together for a nationwide celebration of hands-on STEAM (Science, Technology, Engineering, Arts, and Math) learning, exploration and discovery.
The Highest-Beta Name in Big Tech Just Ran. Here's the Risk
Arm just posted a 187% year-to-date run on the back of real AI demand, but a beta of 3.89 turns every market hiccup into a violent swing, and the stock has already priced in a lot of good news.
Arm Announces Earnings Release Date for Second Quarter Fiscal Year Ending 2027
CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the second quarter of fiscal year 2027 on Wednesday, Nov. 4, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 Greenwich Mean Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/zyzi4u5w/ and a replay of the conference call.
Astera Labs vs. Arm: Which Semiconductor Stock Is a Better Buy in 2026?
Astera Labs specializes in high-speed connectivity solutions specifically designed for high-performance artificial intelligence infrastructure. Arm provides the foundational architecture used in almost every smartphone and an increasing number of energy-efficient data center processors.
Arm Stocks Surge Nearly 8% as Agentic AI Reprices CPU Royalties
Arm Holdings (ARM), the processor-architecture and computing-platform company, outlined how its technology supports both AI agents and the security systems watc
October FOMC: Why the Fed Will Pause
Monitoring the Fed's next policy shift remains crucial as market liquidity dictates equity momentum.
SHOWING 2–10 OF 14
RATINGS SNAPSHOT
Overall rating: B-
Discounted Cash Flow2
Return On Equity3
Return On Assets4
Debt To Equity3
Price To Earnings1
Price To Book1
Overall Score2
MOST RECENT ANALYST GRADES
GRADE SUMMARY
BUY 6
OVERWEIGHT 4
OUTPERFORM 4
HOLD 3
NEUTRAL 2
EQUAL WEIGHT 1
POSITIVE 1
SELL 1
22 GRADES IN THE LAST 12 MONTHS
SECTORS PEERS
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 QCOM | $182.30 | COMPARE |
TRADES BY CONGRESS
HOUSE TRADES
Cleo Fields
Sale (Full)
2025-12-11
Jonathan Jackson
Sale (Full)
2025-09-02
INSIDER TRADES
★
OFFICER: CHIEF FINANCIAL OFFICER
Child Jason
Sale · 10.4K shares
2026-09-21
★
OFFICER: CHIEF COMMERCIAL OFFICER
Abbey William
Purchase · 17.3K shares
2026-09-14
★
DIRECTOR, OFFICER: CHIEF EXECUTIVE OFFICER
Haas Rene A.
Purchase · 425.0K shares
2026-09-09
★
DIRECTOR, OFFICER: CHIEF EXECUTIVE OFFICER
Haas Rene A.
Purchase · 64 shares
2026-08-31