Arm (ADR)
Licenses reusable compute platforms and earns royalties as customer chips ship.
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Profile
Licenses CPU, GPU and systems IP, compute subsystems, software and tools, earning access fees and per-chip royalties as customer silicon ships. Reusable architectures span mobile, embedded, automotive and data-center computing, while revenue remains concentrated among major customers and materially tied to mobile-device shipments.
Licenses CPU, GPU and systems IP, compute subsystems, software and design tools to chipmakers, device manufacturers and cloud providers. License fees provide access to the technology, while royalties accrue as customer chips ship.
Extends reusable architectures through Cortex for application, real-time and microcontroller workloads, Mali graphics, and Neoverse infrastructure designs. Software compatibility and ecosystem reuse let one platform serve smartphones, IoT devices, vehicles, data centers and networking equipment. An announced Arm-designed data-center CPU remains in development.
Serves a global customer base, with access to a meaningful share of revenue from China depending on Arm China. Royalties remain materially tied to mobile-device shipments, and revenue is concentrated among the largest customers. SoftBank controls the issuer, while compute subsystems and production silicon can place Arm in competition with existing licensees.
Company facts
Key statistics
Year to date +108% · Average volume (30d) 4.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Raymond James | Reiterate | Outperform | $160 | $641 | |
| Jul 31, 2026 | Rosenblatt Securities | Target | $180 | $250 | ||
| Jul 30, 2026 | New Street | Upgrade | Neutral | Buy | $260 | |
| Jul 30, 2026 | Guggenheim | Reiterate | Buy | $255 | ||
| Jul 30, 2026 | Wells Fargo | Reiterate | Overweight | $70 | $280 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q1 FY27 | $0.40 | $0.45 | +12.5% | $1.26B | $1.29B | +2.1% | +7.40% |
| May 6, 2026Q4 FY26 | $0.58 | $0.60 | +3.4% | $1.47B | $1.49B | +1.1% | −10.11% |
| Feb 4, 2026Q3 FY26 | $0.41 | $0.43 | +4.9% | $1.23B | $1.24B | +1.2% | +5.70% |
| Nov 5, 2025Q2 FY26 | $0.33 | $0.15 | −54.4% | $1.12B | $1.14B | +1.6% | −1.21% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.24B | $1.05B | $1.14B | $1.24B | $1.49B | $1.29B | |
| Gross profit | $1.19B | $993.0M | $1.11B | $1.17B | $1.39B | $1.25B | |
| Operating income | $410.0M | $107.0M | $163.0M | $191.0M | $440.0M | $98.0M | |
| Net income | $210.0M | $130.0M | $238.0M | $223.0M | $313.0M | $270.0M | |
| Diluted EPS | $0.20 | $0.12 | $0.22 | $0.21 | $0.29 | $0.25 | |
| Gross margin | 95.8% | 94.3% | 97.4% | 94.2% | 93.1% | 97.2% | |
| Operating margin | 33.0% | 10.2% | 14.4% | 15.4% | 29.5% | 7.6% |
Fiscal years (4-quarter sums)FY23 $2.68B · FY24 $3.23B · FY25 $4.01B · FY26 $4.92B
Revenue by product · FY26
Revenue by geography · FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $3.89B · Total debt $485.0M · Total assets $11.20B · Shareholders' equity $8.63B
Dividends
No dividends on record.
Ownership
Shares outstanding 1.07B · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| SoftBank Group Corp. · director, 10 percent owner: | 922.73M | 86.40% | Form 4 | Mar 18, 2026 |
| Invesco Ltd. | 12.82M | 1.20% | 13F | Aug 14, 2026 |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 6.50M | 0.61% | 13F | Aug 14, 2026 |
| Capital World Investors | 4.33M | 0.41% | 13F | Aug 12, 2026 |
| Arrowstreet Capital, Limited Partnership | 4.09M | 0.38% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 2, 2026 | Laura Kathleen Bartels | officer: Chief Accounting Officer | −11,306 | $392.70 |
| May 28, 2026 | William Abbey | officer: Chief Commercial Officer | −4,200 | $343.81 |
| May 22, 2026 | William Abbey | officer: Chief Commercial Officer | −2,300 | $305.82 |
| May 21, 2026 | Charlotte Claire Eaton | officer: Chief People Officer | −11,805 | $287.56 |
| May 21, 2026 | William Abbey | officer: Chief Commercial Officer | −4,655 | $287.03 |
Peers
- Intel
x86 computing platforms across PCs, data centers, edge systems and AI
- Nvidia
AI, graphics, automotive and data-center silicon platform rival
- AMD
x86 CPU rival across data centers, PCs and embedded systems
- Qualcomm
Integrated Snapdragon platforms for mobile, PC, automotive and edge AI
- GlobalFoundries
Processor and AI IP alternative for physical-AI chip designs
- Cadence Design Systems
Licensable processor, DSP and AI IP for embedded and automotive SoCs
- CEVA
Licensable DSP, edge-AI and wireless-connectivity IP
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arm (ADR) | $239.00 | −0.02% | $255.31B | 246.4 | 100.0 | 49.5 | +22.4% |
| Intel | $89.24 | −0.21% | $451.29B | — | 53.8 | 7.9 | +25.4% |
| Nvidia | $217.88 | +0.15% | $5.27T | 27.5 | 19.6 | 17.4 | +105.9% |
| AMD | $466.05 | +0.10% | $759.17B | 119.4 | 41.6 | 18.4 | +50.1% |
| Qualcomm | $164.28 | +0.07% | $172.40B | 18.7 | 17.7 | 3.9 | −4.0% |
| GlobalFoundries | $44.90 | +0.49% | $24.56B | 35.0 | 20.9 | 3.5 | +5.8% |
| Cadence Design Systems | $329.89 | −3.10% | $93.74B | 67.7 | 39.7 | 16.1 | +24.2% |
| CEVA | $27.25 | +0.52% | $755.5M | — | 39.6 | 6.5 | +13.1% |
| Median | 35.0 | 39.6 | 7.9 | +24.2% |