ARM Share Price Performance
US$302.71
167.17 (123.34%)
76.0% overvalued intrinsic discount
US$171.98
Fair Value
Price US$302.71
AnalystConsensusTarget US$171.98
AnalystHighTarget US$237.73
Goran_Damchevski US$39.16
Fair ValueUS$171.98
Share Pricen/a
Arm Holdings plc Stock Price
- 6 Narratives written by author
- 14 Comments on narratives written by author
- 557 Fair Values set on narratives written by author
ARM Community Narratives
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Fair Value
·Fair Value US$171.98 76.0% overvalued intrinsic discount
ARM: Future AI Partnerships And Market Expansion Will Drive Measured Upside
2users have liked this narrative
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283users have followed this narrative
AN
Fair Value
·Fair Value US$237.73 27.3% overvalued intrinsic discount
AI And IoT Trends Will Expand Global Licensing Horizons
1users have liked this narrative
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20users have followed this narrative
GO
Fair Value
·Fair Value US$39.16 673.0% overvalued intrinsic discount
Patent Expirations And Competition May Limit ARM’s Market Share
12users have liked this narrative
12users have commented on this narrative
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ARM Holdings: Strong Fundamentals Anchor Long-Term Value, While Short-Term Bubble Dynamics Offer Tactical Play
ARM sits at the center of modern chips used in everything from phones to new AI devices, which helps explain why long-term believers keep showing up. But the stock has started trading more on excitement than day-to-day business reality, making it powerful on the way up and fragile if the mood shifts.Read more
Patent Expirations And Competition May Limit ARM’s Market Share
Arm powers many of the chips inside everyday devices, but its biggest advantage could start to fade as key protections run out and rivals copy the playbook. Add SoftBank’s heavy control and likely selling, and the stock may face headwinds even if demand for smart devices and tech-heavy cars keeps rising.Read more
GO
US$39.16
673.0% overvalued intrinsic discount
Fair Value
Revenue
16% p.a.
Profit Margin
28%
Future PE
31x
Price in 2029
US$54.92
Arm Holdings capitalizes on AI boom to reach fair value of $217.25
Arm Holdings plc (ARM), currently trading at $159.55 per share, has experienced significant growth, driven by its energy-efficient chip designs that dominate the mobile phone market and its strategic involvement in artificial intelligence (AI) infrastructure projects. The company's recent designation as a technology partner in a $500 billion AI infrastructure project has further boosted its market position.Read more
M_
US$217.25
39.3% overvalued intrinsic discount
Fair Value
Revenue
18.3% p.a.
Profit Margin
18.13%
Future PE
261.6x
Price in 2030
US$351.27
ARM: Future AI Partnerships And Market Expansion Will Drive Measured Upside
Key Takeaways Custom silicon adoption and rising royalty rates are driving substantial royalty and earnings growth, while premium IP boosts per-chip monetization. Broadening AI, IoT, and edge market reach, plus a large developer ecosystem, ensures recurring revenue, earnings stability, and sustainable margin expansion.Read more
AN
US$171.98
76.0% overvalued intrinsic discount
Fair Value
Revenue
26.81% p.a.
Profit Margin
30.78%
Future PE
87.17x
Price in 2029
US$236.94
AI And IoT Trends Will Expand Global Licensing Horizons
Key Takeaways Explosive revenue and margin growth expected due to accelerating data center adoption, higher royalty rates, and advancement in customizable chip solutions. Dominance in edge AI, vast software ecosystem, and expansion into subsystems position Arm for durable, compounding high-margin earnings across multiple industries.Read more
AN
US$237.73
27.3% overvalued intrinsic discount
Fair Value
Revenue
35.07% p.a.
Profit Margin
32.78%
Future PE
93.78x
Price in 2029
US$328.08
In-house Chip Design And RISC-V Will Undermine Licensing Revenue
Key Takeaways Rising in-house chip design by key clients and open-source adoption threaten Arm's traditional licensing and royalty-based revenue streams. Increased R&D spending and changing market dynamics could squeeze margins, while geopolitical tensions risk limiting access to critical growth markets.Read more
AN
US$99.75
203.5% overvalued intrinsic discount
Fair Value
Revenue
18.47% p.a.
Profit Margin
35.83%
Future PE
53.43x
Price in 2029
US$137.86
Trending Discussion
Recently Updated Narratives
JA
ARM Holdings: Strong Fundamentals Anchor Long-Term Value, While Short-Term Bubble Dynamics Offer Tactical Play
Fair Value: US$70 332.4% overvalued intrinsic discount
5 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
M_
Arm Holdings capitalizes on AI boom to reach fair value of $217.25
Fair Value: US$217.25 39.3% overvalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
GO
Patent Expirations And Competition May Limit ARM’s Market Share
Fair Value: US$39.16 673.0% overvalued intrinsic discount
11 fair values setusers have set this as their fair value
12 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Arm Holdings plc Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 29, 2026
- 0.85
- 97.54%
- 18.37%
- 0%
About ARM
- Founded
- 1990
- Employees
- 9584
- CEO
- WebsiteView website
Arm Holdings plc architects, developers, licensing, marketing, research and development of central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and other related services in the United States, People’s Republic of China, Japan, Taiwan, Republic of Korea, and internationally. 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. The company was founded in 1990 and is headquartered in Cambridge, the United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.
