Arm Holdings plc

NasdaqGS:ARM Stock Report

Market Cap: US$138.9b

Arm Holdings Future Growth

Future criteria checks 5/6

Arm Holdings is forecast to grow earnings and revenue by 31.1% and 18.1% per annum respectively. EPS is expected to grow by 30.4% per annum. Return on equity is forecast to be 27.2% in 3 years.

Key information

31.1%

Earnings growth rate

30.4%

EPS growth rate

Semiconductor earnings growth26.9%
Revenue growth rate18.1%
Future return on equity27.2%
Analyst coverage

Good

Last updated18 Dec 2024

Recent future growth updates

Recent updates

ARM Holdings: Overhyped Stock With Limited Upside

Dec 21

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

Nov 17

Arm Holdings Q2: Demand For Armv9 Exceeds Expectations

Nov 06

Arm Holdings: The Predictability Risks For Long-Term Investors

Oct 14

Navigating ARM Holdings' Valuation And Risks Amid The AI Revolution

Sep 19

Arm Holdings (NASDAQ:ARM) Will Want To Turn Around Its Return Trends

Sep 17
Arm Holdings (NASDAQ:ARM) Will Want To Turn Around Its Return Trends

Arm Holdings: Watch Those iPhone 16 Shipments

Sep 12

ARM: Bad Stock, Increasing Competition (Rating Downgrade)

Aug 20

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

Aug 07

Arm Holdings Earnings: Chipping Away At Investors' Patience

Aug 01

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

Jul 24

Arm Holdings: Surprise Potential For Q1 (Rating Upgrade)

Jul 18

Arm Holdings: A Complementary Investment To Nvidia

Jul 08

Arm Holdings Has Significant Upside Potential With Arm Neoverse

Jul 01

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

Jun 11

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

Jun 04

There May Be Reason For Hope In Arm Holdings' (NASDAQ:ARM) Disappointing Earnings

May 21
There May Be Reason For Hope In Arm Holdings' (NASDAQ:ARM) Disappointing Earnings

Arm Holdings: High Valuation Is Deserved

May 17

Some Shareholders Feeling Restless Over Arm Holdings plc's (NASDAQ:ARM) P/S Ratio

May 05
Some Shareholders Feeling Restless Over Arm Holdings plc's (NASDAQ:ARM) P/S Ratio

ARM Q4 Preview: Cure To AI Energy Shortage?

Apr 26

Arm Holdings: Sell On Valuation And Income Statement Analysis

Apr 05

Arm Stock: AI Chip Favorite Is Overpriced

Mar 26

ARM: Everything You Need To Know About The Lock-Up Expiry (Rating Upgrade)

Mar 12

Arm's Share Price Has Gotten Ahead Of Operating Growth

Feb 26

Arm Holdings: Approaching An Nvidia Moment, Consensus Estimates Are Too Low

Feb 15

Arm Holdings' Earnings: Showering Profits

Feb 08

Beyond The Surface: What Led Me To Buy Arm Holding

Feb 02

Arm Holdings' Upcoming Earnings: High Growth Expectations In A Tough Market

Jan 18

Earnings and Revenue Growth Forecasts

NasdaqGS:ARM - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/20275,9921,9842,5432,76226
3/31/20264,9251,4341,9392,09237
3/31/20253,94786168480237
9/30/20243,535641525693N/A
6/30/20243,497424759914N/A
3/31/20243,2333069471,090N/A
12/31/20232,93885762906N/A
9/30/20232,8381809011,007N/A
6/30/20232,662404763856N/A
3/31/20232,679524646739N/A
3/31/20222,703676383458N/A
3/31/20212,0275441,0681,233N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ARM's forecast earnings growth (31.1% per year) is above the savings rate (2.6%).

Earnings vs Market: ARM's earnings (31.1% per year) are forecast to grow faster than the US market (15.2% per year).

High Growth Earnings: ARM's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: ARM's revenue (18.1% per year) is forecast to grow faster than the US market (9.1% per year).

High Growth Revenue: ARM's revenue (18.1% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: ARM's Return on Equity is forecast to be high in 3 years time (27.2%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:24
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Arm Holdings plc is covered by 50 analysts. 37 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alex PoundArete Research Services LLP
Janco VenterArete Research Services LLP
Carlos Javier Treviño PeinadorBanco Santander