Arm Holdings plc

NasdaqGS:ARM Stock Report

Market Cap: US$121.7b

Arm Holdings Management

Management criteria checks 3/4

Arm Holdings' CEO is Rene Anthony Andrada Haas, appointed in Feb 2022, has a tenure of 3.92 years. total yearly compensation is $24.46M, comprised of 5.5% salary and 94.5% bonuses, including company stock and options. directly owns 0.033% of the company’s shares, worth $40.32M. The average tenure of the management team and the board of directors is 3 years and 3.3 years respectively.

Key information

Rene Anthony Andrada Haas

Chief executive officer

US$24.5m

Total compensation

CEO salary percentage5.52%
CEO tenure3.9yrs
CEO ownership0.03%
Management average tenure3yrs
Board average tenure3.3yrs

Recent management updates

Recent updates

Arm Holdings: Long-Term Winner, Short-Term Consolidation Likely

Dec 01

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.

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

Apr 28

ARM: Perils Of Future Growth Speculation

Apr 22

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.

Arm Holdings plc's (NASDAQ:ARM) 30% Share Price Plunge Could Signal Some Risk

Apr 05
Arm Holdings plc's (NASDAQ:ARM) 30% Share Price Plunge Could Signal Some Risk

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

Mar 15

Arm Holdings: Severe Overvaluation And Weaker Market Outlook

Feb 16

Arm Holdings (NASDAQ:ARM) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Feb 13
Arm Holdings (NASDAQ:ARM) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Arm Holdings plc's (NASDAQ:ARM) Share Price Not Quite Adding Up

Feb 07
Arm Holdings plc's (NASDAQ:ARM) Share Price Not Quite Adding Up

Arm Holdings Earnings: Bullish Thesis Hits A Wall

Feb 06

Arm Holdings: China Pops The AI Spending Bubble

Jan 30

Arm Holdings: Beware Of Project Stargate Speculation

Jan 23

ARM Holdings: Overhyped Stock With Limited Upside

Dec 21
User avatar

Narrative update from Goran Damchevski

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

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
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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.

Navigating ARM Holdings' Valuation And Risks Amid The AI Revolution

Sep 19

Arm Holdings: Watch Those iPhone 16 Shipments

Sep 12

ARM: Bad Stock, Increasing Competition (Rating Downgrade)

Aug 20
User avatar

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

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

Arm Holdings: High Valuation Is Deserved

May 17
User avatar

Narrative update from Goran Damchevski

Arm’s Q424 revenue was $928M, up 47% YoY. Annual revenue was $3.233B, up by 21% from last year.

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
User avatar

Narrative update from Goran Damchevski

ARM’s IPO lock up ends on the 12th of March, and SoftBank will be able to start selling its 90% stake of 930M ARM shares. My hypothesis is that management will be initially aggressive on buybacks to d

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

CEO Compensation Analysis

How has Rene Anthony Andrada Haas's remuneration changed compared to Arm Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$830m

Jun 30 2025n/an/a

US$699m

Mar 31 2025US$24mUS$1m

US$792m

Dec 31 2024n/an/a

US$806m

Sep 30 2024n/an/a

US$641m

Jun 30 2024n/an/a

US$424m

Mar 31 2024US$70mUS$1m

US$306m

Compensation vs Market: Rene Anthony Andrada's total compensation ($USD24.46M) is above average for companies of similar size in the US market ($USD13.45M).

Compensation vs Earnings: Rene Anthony Andrada's compensation has been consistent with company performance over the past year.

CEO

Rene Anthony Andrada Haas (63 yo)

3.9yrs
Tenure
US$24,457,000
Compensation

Mr. Rene Anthony Andrada Haas is Non-Executive Director of AstraZeneca PLC from January 1, 2025. Mr. Haas is the Chief Executive Officer & Director of ARM Limited since February 8, 2022. He is Director at...

Leadership Team

NamePositionTenureCompensationOwnership
Rene Anthony Andrada Haas
CEO & Director3.9yrsUS$24.46m0.033%
$ 40.3m
Jason Child
Executive VP & CFO3.2yrsno datano data
Eric Hayes
Executive Vice President of Operations1yrno datano data
Laura Bartels
Chief Accounting Officerno datano datano data
Jeffrey Kvaal
VP & Head of Investor Relationsno datano datano data
Spencer Collins
Executive VP3.3yrsno datano data
Ami Badani
Chief Marketing Officer2.2yrsno datano data
Charlotte Eaton
Chief People Officer1.2yrsno datano data
Richard Grisenthwaite
Executive VP & Chief Architect3.8yrsno datano data
William Abbey
Executive VP & Chief Commercial Officer2.8yrsno datano data
Drew Henry
Executive Vice President of Strategy & Ecosystemno datano datano data
Christopher Bergey
Senior VP & GM of Client Line of Businessno datano datano data
3.0yrs
Average Tenure
55yo
Average Age

Experienced Management: ARM's management team is considered experienced (3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Rene Anthony Andrada Haas
CEO & Director3.9yrsUS$24.46m0.033%
$ 40.3m
Masayoshi Son
Chairman7.8yrsno datano data
Paul Jacobs
Independent Director3.1yrsUS$320.00k0.00070%
$ 852.1k
Young Sohn
Independent Director1.3yrsUS$185.00kno data
Karen Dykstra
Independent Director3.3yrsUS$350.00k0.0011%
$ 1.3m
Jeffrey Sine
Director3.3yrsUS$330.00k0.00070%
$ 852.1k
Ronald Fisher
Director7.8yrsUS$332.00k0.0034%
$ 4.1m
Rosemary Schooler
Independent Director3.1yrsUS$232.00k0.00070%
$ 852.1k
3.3yrs
Average Tenure
67.5yo
Average Age

Experienced Board: ARM's board of directors are considered experienced (3.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/04 02:39
End of Day Share Price 2026/01/02 00:00
Earnings2025/09/30
Annual Earnings2025/03/31

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.

Analysis Model and Snowflake

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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 Github.

Analyst Sources

Arm Holdings plc is covered by 59 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
Janco VenterArete Research Services LLP
Brett SimpsonArete Research Services LLP
Alex PoundArete Research Services LLP