Added to YB: 2025-08-04
Pitch date: 2025-07-31
ARM [neutral]
Arm Holdings plc
-5.15%
current return
Author Info
No bio for this author
Company Info
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.
Market Cap
$161.6B
Pitch Price
$138.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
219.27
P/E
231.26
EV/Sales
38.62
Sector
Semiconductors and Semiconductor Equipment
Category
N/A
Arm $ARM Q1 2026 Financial Report Analysis
ARM (earnings update): Q1 revenue miss at $1.053B, below $1.06B est & weak Q2 guidance ($1.06B midpoint vs $1.07B expected). Royalty rev strong at $585M (+25% YoY) shows Armv9 success, but licensing rev down 1% YoY to $468M. FCF low at $150M raises earnings quality concerns. 39.1% non-GAAP op margin.
Read full article (4 min)