US · Technology · Semiconductors
EPS came in at 0.20 against a street estimate of 0.18 — a beat of 11.1%.
Analysts rate Arm Holdings plc American Depositary Shares a buy (28 buy, 10 hold, 2 sell out of 40) with an average price target of $289.20.
CONFIDENT ARM delivered record Q1 FY27 revenue ($1.29B, +22% YoY) on strong data center AI and licensing. AGI CPU demand doubled to $2B+; supply confidence increased. Smartphone royalties face headwinds from memory inflation, but cloud AI overperformance offsets. Q1 FY27 No geographic breakdown provided by management. Analysts probed smartphone weakness (memory inflation, unit declines) vs. cloud AI upside, AGI CPU supply bottlenecks, and competitive positioning vs. proprietary hyperscaler accelerators. Management emphasized cloud AI overperformance will offset smartphone headwinds and reiterated no single-point supply failure risk on AGI CPU. 2026-07-29…
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| Fund | Stake |
|---|---|
| DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main | 0.88% |
| Amvescap Plc. | 0.55% |
| Morgan Stanley - Brokerage Accounts | 0.42% |
| Capital World Investors | 0.41% |
| FMR Inc | 0.23% |
| Capital Research Global Investors | 0.22% |
| Van Eck Associates Corporation | 0.21% |
| Capital Research & Mgmt Co - Division 3 | 0.19% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Arm Holdings plc American Depositary Shares — free to start.
Google PlayApp StoreData updated 2026-09-18.