Arm Holdings 향후 성장

Future 기준 점검 6/6

Arm Holdings (는) 각각 연간 36.6% 및 26.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.8% 로 예상됩니다.

핵심 정보

36.6%

이익 성장률

35.15%

EPS 성장률

Semiconductor 이익 성장	25.8%
매출 성장률	26.6%
향후 자기자본이익률	26.83%
애널리스트 커버리지	Good
마지막 업데이트	07 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • May 05

Arm Holdings Stock May Plunge Following Results (Technical Analysis)

Summary Arm Holdings plc is set to report Q4 results on May 6 after market close. Consensus expects EPS growth of 5.8% to $0.58 and revenue up 18.5% to $1.4 billion. Despite anticipated lackluster results, ARM has more than doubled from February lows. Options positioning suggests bullish sentiment, with traders betting on further ARM stock upside post-earnings. Read the full article on Seeking Alpha

내러티브 업데이트 • May 04

ARM: AI Data Center CPU Hopes Will Eventually Confront Execution Risk

Analysts have lifted the fair value estimate for Arm Holdings by about $23.89 to $171.98. This reflects recent price target increases across several firms that cite stronger long term revenue assumptions, modestly higher future P/E expectations and ongoing AI related CPU opportunities, even as some also flag risks through mixed rating changes and discount rate adjustments.

새 내러티브 • Apr 24

Arm Holdings (ARM): AGI CPU Deployment and Data Center Dominance Will Define the Next Silicon Era

Arm Holdings (ARM) , the architect of the world’s most ubiquitous compute platform, enters the trading session on Friday, April 24, 2026 , amidst a historic market recalibration. The company is currently operating at a fever pitch ahead of its Q4 FY2026 earnings release scheduled for Wednesday, May 6, 2026.

내러티브 업데이트 • Apr 20

ARM Holdings: Strong Fundamentals Anchor Long-Term Value, While Short-Term Bubble Dynamics Offer Tactical Play

ARM Holdings continues to benefit from its irreplaceable role in the global semiconductor ecosystem—powering everything from smartphones to AI edge devices. Based on a forward earnings framework anchored to the 10-year U.S. Treasury yield , the stock’s intrinsic fair value is estimated at $70 per share.

내러티브 업데이트 • Sep 04

AI Data Centers And IoT Will Transform Markets

Analysts remain divided on Arm Holdings, with bulls citing strong market expansion and AI-driven revenue growth while bears caution against the stock's demanding valuation and macro risks, ultimately leaving the consensus price target unchanged at $152.59. Analyst Commentary Bullish analysts cited Arm’s expanding market penetration and growing content offerings, expecting the company to extract a larger share of value across new and existing markets.

Seeking Alpha • Apr 28

Arm Holdings: Earnings Growth Doesn't Show The Whole Picture

Summary Arm Holdings, a major player in semiconductor architecture, has seen increased market share and revenue from their new Armv9 architecture despite economic volatility. Trade wars have impacted ARM's stock, but their unique business model, based on architecture royalties, provides resilience. Financial analysis shows ARM shares are trading at a premium, with a cost of equity at 12.6%, driven by high volatility, leading to a "Hold" rating. With a price target of $100.10, ARM's strong business model is offset by high valuations and market uncertainties, making it less attractive compared to peers. Read the full article on Seeking Alpha

Seeking Alpha • Apr 22

ARM: Perils Of Future Growth Speculation

Summary After warning of pending risks regarding ARM's valuation, the stock is down by more than 40% in a matter of months. On a relative basis, ARM still appears overpriced as shareholders are taking unnecessary risks. GAAP profitability and economies of scale remains yet another risk for long-term shareholders. I anticipate ARM to continue to deliver sub-par returns on a risk-adjusted basis. Read the full article on Seeking Alpha

새 내러티브 • Apr 08

V9 And CSS Technologies Will Advance AI Integration

Strong AI demand and strategic partnerships drive revenue growth across diverse markets, enhancing Arm's overall revenue streams and market position.

Seeking Alpha • Mar 15

Arm Holdings' Selloff Is Here, Warranting An Upgrade To Opportunistic Buy

Summary The bursting AI bubble and market wide correction has already triggered ARM's deep selloff and much more compelling entry points. The same has been observed in its cheaper valuations and double digits upside potential over the next few years, thanks to its high growth/ profitable growth cadence. Combined with its robust multi-year RPOs, expanding hyperscalers partnerships, and growing demand for custom silicon, we believe that ARM's investment thesis is a lot more interesting here. This is especially since ARM is expected to "serve as the CPU of choice" for Stargate along with NVDA's Blackwell, triggering its robust 2026 growth prospects. These reasons are also why we are upgrading ARM to a Buy, with numerous caveats for an improved margin of safety. Read the full article on Seeking Alpha

Seeking Alpha • Feb 16

Arm Holdings: Severe Overvaluation And Weaker Market Outlook

Summary Arm Holdings' Q3 FY25 earnings show solid revenue growth, but flat Armv9 adoption and unsustainable royalty growth raise concerns. ARM's high P/S ratio of 40.98x and structural smartphone market challenges suggest overvaluation and potential for significant stock price decline. Competition from Huawei and Qualcomm, along with rising used smartphone sales, threatens ARM's royalty revenue and market position. Potential AI and cloud computing growth, particularly through partnerships like NVIDIA's Project DIGITS, could counterbalance the bearish outlook but don't alter current valuation concerns. Read the full article on Seeking Alpha

Seeking Alpha • Feb 06

Arm Holdings Earnings: Bullish Thesis Hits A Wall

Summary Arm Holdings plc's stock is richly priced, but its growth potential and ability to innovate are questionable, raising concerns about its valuation. Despite being a favorite among investors, Arm has failed to raise its guidance, casting doubt on its growth narrative. Arm's valuation at 69x next year's non-GAAP EPS is exorbitant, especially given its lack of positive surprises and revenue raises. While projects like Stargate could boost its future, I'm not convinced Arm justifies its premium price without tangible progress. Read the full article on Seeking Alpha

Seeking Alpha • Jan 30

Arm Holdings: China Pops The AI Spending Bubble

Summary Arm Holdings' valuation is at risk due to China's DeepSeek AI tool, which could reduce demand for AI chips and infrastructure spending. Arm's high P/E ratio and inflated valuation are unsustainable, especially with recent weak revenue growth despite the AI boom. The company's heavy R&D spending and partnerships with tech giants can't justify its current valuation amid potential declines in AI chip demand. The new AI "Space Race" between the U.S. and China warrants caution for investors. Read the full article on Seeking Alpha

Seeking Alpha • Jan 23

Arm Holdings: Beware Of Project Stargate Speculation

Summary The hype around Project Stargate is gaining momentum, but the benefits for shareholders of the parties involved are still uncertain. The market's reaction to the news was very positive with ARM's stock skyrocketing by as much as 16%. I explain why this movement was exaggerated and why the ARM stock is unlikely to deliver satisfactory returns over the coming year. Read the full article on Seeking Alpha

Seeking Alpha • Dec 21

ARM Holdings: Overhyped Stock With Limited Upside

Summary ARM Holdings has made significant advances in AI, automotive, and mobile chip technology but faces financial and valuation challenges, leading to a "sell" recommendation. While revenue grew 39% YoY in Q1 2024 and profitability improved, a 52% QoQ drop in EBITDA raises concerns. The company's fiscal 2025 revenue guidance projects 18-27% growth. ARM's forward P/E, PEG, and EV/EBITDA ratios indicate the stock is overvalued compared to competitors, making it an unattractive investment. Technical analysis shows low trading volume and weakening momentum, reinforcing the "sell" recommendation despite ARM's long-term technological potential. Read the full article on Seeking Alpha

새 내러티브 • Nov 21

Narrative update from Goran Damchevski

ARM is guiding for a 22% growth midpoint over FYE 2024.

Seeking Alpha • Nov 17

Arm's AI Catalysts Are Robust, But Near-Term Pressures Remain

Summary Arm Holdings benefits from strong AI spending, but sluggish smartphone shipments could hinder royalty revenue growth, impacting the stock's 71% YTD increase. Armv9 and CSS architectures are driving royalty revenue growth, but slower v9 adoption and smartphone market weakness are near-term challenges. Despite robust fundamentals and potential in AI data centers and automotive markets, Arm's stock is expected to remain range-bound until smartphone markets improve. I maintain a Hold rating on Arm, with a slight price target increase, anticipating growth catalysts to kick in next year. Read the full article on Seeking Alpha

Seeking Alpha • Nov 06

Arm Holdings Q2: Demand For Armv9 Exceeds Expectations

Summary I reiterate a “Sell” rating on Arm Holdings plc, citing overvaluation despite strong adoption of v9 chips and a one-year price target of $105 per share. Arm's revenue grew 4.7% with 13.1% ACV growth, driven by strong demand for Armv9 across smartphones, PCs, and data centers. Hyperscalers like Alphabet and Amazon are adopting Arm-based CPUs for cost-effective, high-performance computing, boosting Arm's relevance in cloud and AI markets. Despite growth prospects in high-growth areas, Arm's stock trades at over 100x FY26 free cash flow, an unsustainable multiple for a semiconductor company. Read the full article on Seeking Alpha

Seeking Alpha • Oct 14

Arm Holdings: The Predictability Risks For Long-Term Investors

Summary Predictability of future earnings is rarely a feature of semiconductor stocks, but Arm Holdings plc is an extreme case in that regard. Recent share price performance is heavily influenced by speculations about the future, and this creates significant risks for investors. Investors buying ARM at current levels should have their eyes on Nvidia and demand for its Generative AI chips. Read the full article on Seeking Alpha

새 내러티브 • Sep 24

Power-Efficient Technologies And AI Capabilities Spark Revenue Surge And Market Expansion

Arm's focus on power-efficient computing and AI technology shows promising growth in licensing revenue from partnerships with major cloud providers.

Seeking Alpha • Sep 19

Navigating ARM Holdings' Valuation And Risks Amid The AI Revolution

Summary The stock has a high valuation relative to its industry peers, indicating high market expectations for future performance. The company is at high risk of losing its China revenue. ARM has solid switching cost and network effect moats. One of its biggest growth tailwinds is Artificial Intelligence, which should drive the adoption of its higher-royalty chip design v9. Read the full article on Seeking Alpha

Seeking Alpha • Sep 12

Arm Holdings: Watch Those iPhone 16 Shipments

Summary Arm Holdings benefits from increased iPhone 16 shipments, leveraging its V9 chip technology, which boosts royalty revenues and supports strong growth projections. Despite Arm's growth potential in smartphones, data centers, and autos, the stock appears fully valued, leading to a Hold rating. Arm's revenue is projected to grow at a 27% CAGR through FY26, with operating margins expanding, but current stock pricing suggests a 13-15% downside. Cyclical slowdowns in the semiconductor market and potential declines in iPhone demand could impact Arm's growth outlook, necessitating close monitoring of these factors. Read the full article on Seeking Alpha

Seeking Alpha • Aug 20

ARM: Bad Stock, Increasing Competition (Rating Downgrade)

Summary Arm shares have surged due to market enthusiasm around their strategic patent and product portfolio for AI computing. Despite a recent pullback in shares, analysts defend Arm's long-term potential, but I think the stock is overvalued. Arm's strong chip designs for AI computing face competition risks and the stock is currently priced for perfection, making it a strong sell. Read the full article on Seeking Alpha

새 내러티브 • Aug 15

Narrative update from Goran Damchevski

Valuation Upgrade: Despite The Established Market Share, ARM Continues To Find New Growth AvenuesDatacenter And AI Chip Adoption Drive Growth Above ExpectationsIn Q1’25 Arm grew revenues by 39% YoY to

Seeking Alpha • Aug 07

Arm Holdings: Options Play Remains The Way To Go On This

Summary We had suggested a method to avoid giving into your FOMO and offering to buy Arm Holdings at $13.50 in our previous article. We now look at the Q1-2025 results and tell you why there are things to worry about. The high implied volatility makes multiple option trades possible, and that is the best way to play this. Read the full article on Seeking Alpha

Seeking Alpha • Aug 01

Arm Holdings Earnings: Chipping Away At Investors' Patience

Summary Arm Holdings designs energy-efficient microprocessors for electronic devices, but the stock dropped 8% after unchanged fiscal 2025 guidance. Arm's revenue growth rates point to 27% CAGR, but stock valuation at 60x next year's EPS is considered a high premium. Arm's prospects in AI, cloud computing, and smartphones are strong, but challenges in IoT and networking markets make valuation rich and require patience from investors. Read the full article on Seeking Alpha

Seeking Alpha • Jul 24

Arm Holdings: Even With Optimistic Assumptions, The Stock Is Grossly Overvalued

Summary ARM Holdings is due to report Q1 '25 earnings soon. The company's financial health is solid with $3B in cash and no debt, but operating margins have contracted significantly. ARM's valuation is grossly overvalued due to the AI hype, with an intrinsic value of $67 a share, leading to a hold rating. Read the full article on Seeking Alpha

Seeking Alpha • Jul 18

Arm Holdings: Surprise Potential For Q1 (Rating Upgrade)

Summary ARM Holdings is experiencing significant top line growth due to the AI boom in the semiconductor industry. Strong demand for Arm's processor and semiconductor designs in Data Centers are driving revenue growth. Arm's business performance in Q1 could reasonably result in a beat-and-raise quarter. While I was wrong about Arm in the past, the valuation is still a bit of concern to me. Read the full article on Seeking Alpha

Seeking Alpha • Jul 08

Arm Holdings: A Complementary Investment To Nvidia

Summary ARM is expanding its presence in AI data centers, with projected revenue reaching $13 billion by 2028, representing 27% of the market. ARM's Neoverse platform offers high-performance computing and AI capabilities, challenging Intel and AMD in the data center sector. In the PC edge AI market, ARM's relationship with Apple and the integration of Armv9 architecture in future M-series chips will be a catalyst for ARM. In the smartphone market, ARM continues to dominate, powering over 95% of smartphones worldwide. Read the full article on Seeking Alpha

Seeking Alpha • Jul 01

Arm Holdings Has Significant Upside Potential With Arm Neoverse

Summary Arm Holdings has a significant opportunity as Neoverse is adopted across the hyperscalers to bolster data retrieval with lower power requirements. ARM anticipates significant growth opportunities beyond smartphone market with ARMv9 adoption with more content/chip and CSS chips. ARM CPU + Nvidia GPU may navigate hyperscalers away from the x86 for CPU, allowing for ARM to take on new market share. Read the full article on Seeking Alpha

Seeking Alpha • Jun 11

Arm Holdings: Solid Growth Ahead But Stock Is Overvalued; Initiate With 'Sell'

Summary ARM dominates the smartphone processor market and is expected to expand into the PC market, partnering with major hyperscalers and GPU providers. ARM's v9 chip adoption in smartphones and AI PCs, along with growth in cloud computing chips, are driving growth prospects. Despite the positive outlook, the stock is overvalued; initiating a 'Sell' rating with a $90 price target. Encourage investors to wait for future dips before considering ownership. Read the full article on Seeking Alpha

Seeking Alpha • Jun 04

Computex Chronicles Part 3: Arm Unveils New Architectures And AI Libraries

Summary At Computex, Arm Holdings provided some historical context on the role that the company has played in the computing industry for the last several decades. CEO Haas detailed the company’s new KleidiAI software libraries, designed to provide a middleware-like set of capabilities that translate between popular AI frameworks like Pytorch and Arm-native platforms and silicon. SVP and GM of the Client Business Chris Bergey also talked about Arm’s new client IP products and the extension of their Compute Subsystem (CSS) concept to the world of client devices. Onthe GPU side, the company’s latest Immortalis-G925 offers a 37% increase ingraphics performance and up to 34% for GPU-powered AI applications. Read the full article on Seeking Alpha

Seeking Alpha • May 17

Arm Holdings: High Valuation Is Deserved

Summary Arm Holdings is a semiconductor company known for its Acorn RISC Machine architecture, dominating the smartphone CPU market. Having dominance in the smartphone CPU market allows the company to enjoy sky-high gross margin, which is aggressively reinvested back into business. ARM has significantly improved its revenue mix in recent years and has robust potential to disrupt a huge data center industry with its ARM architecture for CPUs. The valuation is sky-high, but not unrealistic. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGS:ARM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
3/31/2029	10,357	3,009	3,206	3,834	13
3/31/2028	7,920	2,055	2,872	3,194	32
3/31/2027	5,960	1,287	1,807	2,191	35
3/31/2026	4,898	987	1,231	1,828	35
12/31/2025	4,671	801	959	1,522	N/A
9/30/2025	4,412	830	1,138	1,580	N/A
6/30/2025	4,121	699	657	1,019	N/A
3/31/2025	4,007	792	158	397	N/A
12/31/2024	3,694	806	626	806	N/A
9/30/2024	3,535	641	525	693	N/A
6/30/2024	3,497	424	759	914	N/A
3/31/2024	3,233	306	947	1,090	N/A
12/31/2023	2,938	85	762	906	N/A
9/30/2023	2,838	180	901	1,007	N/A
6/30/2023	2,662	404	763	856	N/A
3/31/2023	2,679	524	646	739	N/A
3/31/2022	2,703	676	383	458	N/A
3/31/2021	2,027	544	1,068	1,233	N/A

애널리스트 향후 성장 전망

수입 대 저축률: ARM 의 연간 예상 수익 증가율(36.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: ARM 의 연간 수익(36.6%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: ARM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: ARM 의 수익(연간 26.6%)이 US 시장(연간 11.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: ARM 의 수익(연간 26.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ARM의 자본 수익률은 3년 후 26.8%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/05/07 09:39
종가	2026/05/07 00:00
수익	2025/12/31
연간 수익	2025/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Arm Holdings plc는 56명의 분석가가 다루고 있습니다. 이 중 35명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Janco Venter	Arete Research Services LLP
Brett Simpson	Arete Research Services LLP
Alex Pound	Arete Research Services LLP

Arm Holdings 향후 성장

Future 기준 점검 6/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 28% to US$217

Price target increased by 8.1% to US$161

Price target decreased by 7.7% to US$149

Price target increased by 7.2% to US$153

Consensus EPS estimates fall by 21%

Arm Holdings plc Provides Earnings Guidance for the Second Quarter of 2026

Recent updates

Price target increased by 28% to US$217

New minor risk - Share price stability

Arm Holdings Stock May Plunge Following Results (Technical Analysis)

Arm Holdings Stock Surges as AI CPU Launch and Meta Partnership Drive New Growth Outlook

ARM: AI Data Center CPU Hopes Will Eventually Confront Execution Risk

Arm Holdings (ARM): AGI CPU Deployment and Data Center Dominance Will Define the Next Silicon Era

ARM: AI Data Center Workloads Will Drive Next Leg Of Upside

ARM: AI Data Center Hype Will Struggle To Support Premium Earnings Multiple

CEO & Director notifies of intention to sell stock

Price target increased by 8.1% to US$161

Arm Holdings plc Expands Compute Platform to Silicon Products

ARM: AI CPU Inference And PC Design Wins Will Drive Future Upside

ARM: Physical AI And Data Center CPUs Will Drive Future Upside

ARM: Physical AI And Robotics Expansion Will Drive Future Upside

Executive VP & CFO notifies of intention to sell stock

ARM: AI Licensing And Physical AI Will Drive Future Upside Potential

Price target decreased by 7.7% to US$149

ARM: AI Licensing And Royalty Momentum Will Drive Future Upside Potential

ARM: AI Licensing Royalties And Physical AI Expansion Will Drive Durable Upside

Insufficient new directors

ARM: AI Licensing And Royalties Will Drive Durable Future Upside

Arm Holdings plc to Report Q4, 2026 Results on May 06, 2026

ARM Risks Mount As AI-Driven Royalties May Not Justify Premium Multiple

ARM: Expanding AI Initiatives Will Drive Rising Licensing And Royalty Momentum

ARM: Future AI Momentum Will Drive Licensing and Royalty Expansion

Second quarter 2026 earnings: EPS and revenues exceed analyst expectations

ARM: Future AI Partnerships And Market Expansion Will Drive Measured Upside

AI Data Centers And IoT Will Transform Markets

Executive VP & CFO notifies of intention to sell stock

Arm Holdings plc to Report Q2, 2026 Results on Nov 05, 2025

ARM Holdings: Strong Fundamentals Anchor Long-Term Value, While Short-Term Bubble Dynamics Offer Tactical Play

Executive VP & CFO notifies of intention to sell stock

AI Data Centers And IoT Will Transform Markets

Cadence Design Systems, Inc. (NasdaqGS:CDNS) completed the acquisition of Artisan Foundation IP Business from Arm Holdings plc (NasdaqGS:ARM).

Price target increased by 7.2% to US$153

Arm Holdings plc, Annual General Meeting, Sep 09, 2025

Consensus EPS estimates fall by 21%

First quarter 2026 earnings: EPS misses analyst expectations

Arm Holdings plc Provides Earnings Guidance for the Second Quarter of 2026

Price target increased by 7.7% to US$146

Arm Holdings plc to Report Q1, 2026 Results on Jul 30, 2025

Full year 2025 earnings: EPS misses analyst expectations

Price target decreased by 8.9% to US$135

Arm Holdings: Earnings Growth Doesn't Show The Whole Picture

ARM: Perils Of Future Growth Speculation

Cadence Design Systems, Inc. (NasdaqGS:CDNS) entered into a definitive agreement to acquire Artisan Foundation IP Business from Arm Holdings plc (NasdaqGS:ARM).

New minor risk - Share price stability

Arm Holdings plc to Report Q4, 2025 Results on May 07, 2025

V9 And CSS Technologies Will Advance AI Integration

Arm Reportedly Sought to Acquire Alphawave for AI Chip Tech

Arm Holdings' Selloff Is Here, Warranting An Upgrade To Opportunistic Buy

Arm Holdings: Severe Overvaluation And Weaker Market Outlook

Price target increased by 7.1% to US$159

Arm Holdings plc Provides Earnings Guidance for the Fourth Quarter and Fiscal Year 2025

Price target increased by 8.2% to US$158

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

Arm Holdings Earnings: Bullish Thesis Hits A Wall

Arm Holdings: China Pops The AI Spending Bubble

Arm Holdings: Beware Of Project Stargate Speculation

Arm Holdings plc Announces Appointment of Eric Hayes as Executive Vice President, Operations

SoftBank Group's Arm Reportedly Explores Potential Deal for Ampere

Arm Holdings plc to Report Q3, 2025 Results on Feb 05, 2025

ARM Holdings: Overhyped Stock With Limited Upside

Narrative update from Goran Damchevski

Arm's AI Catalysts Are Robust, But Near-Term Pressures Remain

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Arm Holdings plc Appoints Charlotte Eaton as Chief People Officer

Arm Holdings Q2: Demand For Armv9 Exceeds Expectations

Arm Holdings: The Predictability Risks For Long-Term Investors