ARM

Arm Holdings plc ADR (ARM) | Rumor.io

Arm Holdings

ARM

Attention (50-day avg)0.07%

Attention rank (50-day avg)#130

Bullish sentiment (50-day avg)76%

Price to earnings ratio313.5

Market capitalization302.6B

Earnings per share0.99

Dividend yield (TTM)—

Revenue (annual)4.9B

Net income (annual)904M

Social

What share of all stock conversation is about ARM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% -0.14	0.14% -0.02	0.09% +0.03	0.09% 0

Sep 29

ARM Holdings is expected to benefit from the resurgence of CPU demand driven by Agentic AI, which requires large amounts of CPU processing and cannot be replaced by GPUs.
The company's CPU TAM (Total Addressable Market) is expected to expand fourfold, reaching $1370 billion by 2030, with the majority of this growth coming from server CPUs.
The stock price of ARM Holdings has been showing signs of strength, with some analysts predicting it may reach $310 later in the day.

Generated by AI

Sentiment

Of the messages about ARM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	94.57% +0.39	80.36% -13.21	75.31% -8.7	76.24% +12.48
Bearish	5.43% -0.39	19.64% +13.21	24.69% +8.7	23.76% -12.48

Bullish· Sep 22

$ARM's surge is driven by the acceleration of AI demand, which is expected to flow into various sectors, including networking, optics, power, and cooling.
The company's recent market cap gain of $90 billion in a short period is not necessarily a reflection of its underlying fundamentals, and the stock may be due for a pullback.
$ARM's price action is driven by thematic hype, with the stock jumping 46% in a single session and closing above its 50-day moving average, with the RSI nearing overbought territory.

Bearish· Sep 28

The stock has seen a significant drop, with one user mentioning it's one of the biggest drops they've had.
The company's earnings are perceived as "bad", with one user stating it's worth $40 at best based on those earnings.
The rise of RISC-V is seen as a potential threat to ARM's dominance in the industry, with one user stating it will eventually replace ARM.

Generated by AI

Topics

Of the messages about ARM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	0%	17.36%	18.02%	36.11%
Technical Analysis	97.48%	66%	56.55%	20.06%
Announcements	2.52%	16.25%	23.67%	13.03%
Analysts	0%	0.03%	0.82%	28.02%
Earnings	0%	0%	0.03%	2.15%
Controversies	0%	0.36%	0.9%	0.64%

Earnings· May 7

Arm Holdings reported a record quarter with 20% revenue growth, 98% gross margin, and data center AI royalties more than doubling YoY.
The company beat revenue and EPS estimates, with revenue coming in at $1.49B and adj. EPS at $0.60.
Despite the strong earnings, shares fell 8% on supply concerns for AI chips, with analysts citing worries about smartphone demand and the company's ability to meet demand for its AGI CPU.

Analysts· May 22

Analyst consensus has moved decisively bullish on Arm Holdings, with 23 of 28 covering firms carrying a Buy or equivalent rating and an average street price target of $218.35.
Analysts have expressed concerns over Arm's valuation, with a P/E ratio of 351 significantly above the consensus target price of $232.14, indicating potential overvalue.
Goldman Sachs downgraded Arm Holdings to Sell from Neutral due to limited AI cycle exposure, ongoing business model transition, and challenges in gaining traction in non-traditional markets.

Announcements· Jun 1

Arm Holdings plc American Depositary Shares ($ARM) has been connected to Nvidia's next AI architecture cycle, potentially leading to a premium multiple name.
Wells Fargo raised Arm's price target to $410 from $255, citing positive demand tone from AI data center build-outs and increased server CPU demand.
Arm has partnered with CoreWeave to bring up NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, extending the CoreWeave platform's support for NVIDIA hardware.

Controversies· Feb 5

Arm Holdings' $ARM shares dropped 8% after licensing revenue missed estimates, with a record $1.24 billion in total revenue, despite a 26% year-over-year growth.
The company's CEO, Rene Haas, dismissed the recent AI software sales surge as a "microhysteria," stating that AI adoption in businesses is still in its early stages.
Arm Holdings' unique business model as an architecture licensor, rather than a chipmaker, has positioned it as a unique play in the semiconductor industry, with a long-term price target of $168-171, driven by AI royalty acceleration.

Macro· Jun 2

*Jensen Huang predicts Nvidia's Vera CPU platform demand could surpass GPU demand, with Nvidia leaning on Arm technology instead of custom cores, potentially creating a $200B CPU market opportunity by 2030.*
*Arm Holdings' market value has surged 20 years' worth of 2031 profits in just 10 days, driven by the AI sector's perfect execution and increasing demand for Arm-based AI chips.*
*The AI capex cycle is gaining momentum, with Arm and Marvell remaining key beneficiaries, while major tech companies invest heavily in compute capacity, making the bearish case increasingly difficult to ignore.*

Technical Analysis· May 22

$ARM has surged to $298.7 in a remarkably short period, exceeding the predicted timeframe for a bullish thesis.
The stock has shown strong bullish signals, including a breakout with significant volume, confirming buy triggers, and a potential trend reversal.
$ARM's recent price action has been characterized by a sharp 30%+ move over two days, with some analysts expecting a potential trend reversal and others predicting a strong sign to trend over $300.

Generated by AI

Community

Of the messages about ARM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	61.19%	84.03%	84.69%	55.9%
Newcomers	38.81%	15.97%	15.31%	44.1%

Regulars· Sep 29

The price of ARM has been influenced by the anticipation of major AI announcements from the Trump administration, which could impact the company's chip design licensing business.
The recent performance of ARM has been impacted by the market's reaction to the company's reported results, with the stock experiencing a significant decline of -9% on Monday.
The current price of ARM is seen as a bet on uninterrupted growth, and the stock's movement is being driven by the market's questioning of this assumption, rather than sentiment.

Newcomers· Sep 28

Newcomers are buying and holding onto ARM, with some optimistic about the long-term prospects of the company.
There is concern among newcomers about the recent price drop, with some labeling it as a "BS drop" and others seeing it as an opportunity to buy.
Newcomers are focusing on short-term price targets, with some expecting ARM to test $260 in the near term and others seeing $280 as a good entry point.

Generated by AI

News

Arm Stock Surges 5.24% as Agent Safety Needs Two Silicon Layers

17h agoYahoo Finance

What Is Going on With Arm Holdings Stock on Tuesday? - ARM Holdings (NASDAQ:ARM)

Arm Holdings stock surges premarket amid broad semiconductor rally as expanding AI data-center demand and high-performance CPU adoption continue driving bullish momentum.

20h agoBenzinga

Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher

Chip stocks are snapping back after a brutal session, but the recovery is anything but even, with one name surging five times harder than another. What separates the leaders from the laggards reveals something important about where semiconductor money is flowing right now.

21h agoYahoo Finance

Arm (ARM) Stock Looks Overvalued After Its 442% Three Year Run

Arm Holdings has been one of the headline chip stocks in the AI story, and its share price over the past few years now raises a clear question for investors who care about book value. With the stock tied closely to expectations around high performance computing and data center demand, the issue is whether the current market price lines up with the equity sitting on its balance sheet. Over the past 3 years the share price has returned about 4.4x, which puts a lot of emphasis on whether the...

1d agoYahoo Finance

Arm Holdings (ARM) Could Be 34% Undervalued On Its AI Growth Narrative

Arm Holdings (NasdaqGS:ARM) is back in focus as investors digest a sharp pullback in the share price following sector wide pressure on chipmakers and fresh concern around AI model safety. In the short term, momentum has cooled, with a 1-day share price return of 8.70% and a 7-day share price return of 12.25% both moving lower as bond yields, AI safety worries and sector wide selling hit chipmakers. Yet Arm Holdings still carries a 30-day share price return of 18.52%, a year to date share...

1d agoYahoo Finance

Is Arm (ARM) Quietly Becoming the Linchpin of Nvidia’s AI Security and Compute Strategy?

Recently, Arm Holdings outlined how its processor designs underpin Nvidia's new OpenShell AI agent security platform, while also presenting at the 5th Global Memory Innovation Forum in 2026 to highlight its role across next-generation compute and memory ecosystems. By sitting on both the compute and enforcement sides of Nvidia's security architecture, Arm is positioning its IP as a core building block for AI safety-focused chip designs. We'll now explore how Arm's deeper involvement in...

1d agoYahoo Finance

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Arm Holdings plc ADR

Technology
Semiconductors

Arm Holdings plc ADR is a semiconductor intellectual property company that designs, develops, licenses, and markets processor architectures and related computing technologies. Arm Holdings plc ADR provides CPU and GPU IP, neural processing unit accelerators, system IP, compute subsystems, and software tools that chipmakers and device makers use to build energy-efficient processors and system-on-chip products. Its technology is widely used across smartphones, consumer electronics, wearables, embedded devices, automotive systems, industrial IoT, networking equipment, cloud infrastructure, and data center applications. The company serves semiconductor companies, original equipment manufacturers, and cloud service providers through a licensing-based model that supports a broad ecosystem of customized chip designs. Arm Holdings plc ADR plays a central role in the global semiconductor market by supplying foundational architecture and IP rather than manufacturing chips itself.

Website

Location

110 Fulbourn Road

Cambridge, CB1 9NJ

United Kingdom

Social

What share of all stock conversation is about ARM?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.02% -0.14	0.14% -0.02	0.09% +0.03	0.09% 0

Sep 29

ARM Holdings is expected to benefit from the resurgence of CPU demand driven by Agentic AI, which requires large amounts of CPU processing and cannot be replaced by GPUs.
The company's CPU TAM (Total Addressable Market) is expected to expand fourfold, reaching $1370 billion by 2030, with the majority of this growth coming from server CPUs.
The stock price of ARM Holdings has been showing signs of strength, with some analysts predicting it may reach $310 later in the day.

Generated by AI

Sentiment

Of the messages about ARM that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	94.57% +0.39	80.36% -13.21	75.31% -8.7	76.24% +12.48
Bearish	5.43% -0.39	19.64% +13.21	24.69% +8.7	23.76% -12.48

Bullish· Sep 22

$ARM's surge is driven by the acceleration of AI demand, which is expected to flow into various sectors, including networking, optics, power, and cooling.
The company's recent market cap gain of $90 billion in a short period is not necessarily a reflection of its underlying fundamentals, and the stock may be due for a pullback.
$ARM's price action is driven by thematic hype, with the stock jumping 46% in a single session and closing above its 50-day moving average, with the RSI nearing overbought territory.

Bearish· Sep 28

The stock has seen a significant drop, with one user mentioning it's one of the biggest drops they've had.
The company's earnings are perceived as "bad", with one user stating it's worth $40 at best based on those earnings.
The rise of RISC-V is seen as a potential threat to ARM's dominance in the industry, with one user stating it will eventually replace ARM.

Generated by AI

Topics

Of the messages about ARM that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	0%	17.36%	18.02%	36.11%
Technical Analysis	97.48%	66%	56.55%	20.06%
Announcements	2.52%	16.25%	23.67%	13.03%
Analysts	0%	0.03%	0.82%	28.02%
Earnings	0%	0%	0.03%	2.15%
Controversies	0%	0.36%	0.9%	0.64%

Earnings· May 7

Arm Holdings reported a record quarter with 20% revenue growth, 98% gross margin, and data center AI royalties more than doubling YoY.
The company beat revenue and EPS estimates, with revenue coming in at $1.49B and adj. EPS at $0.60.
Despite the strong earnings, shares fell 8% on supply concerns for AI chips, with analysts citing worries about smartphone demand and the company's ability to meet demand for its AGI CPU.

Analysts· May 22

Analyst consensus has moved decisively bullish on Arm Holdings, with 23 of 28 covering firms carrying a Buy or equivalent rating and an average street price target of $218.35.
Analysts have expressed concerns over Arm's valuation, with a P/E ratio of 351 significantly above the consensus target price of $232.14, indicating potential overvalue.
Goldman Sachs downgraded Arm Holdings to Sell from Neutral due to limited AI cycle exposure, ongoing business model transition, and challenges in gaining traction in non-traditional markets.

Announcements· Jun 1

Arm Holdings plc American Depositary Shares ($ARM) has been connected to Nvidia's next AI architecture cycle, potentially leading to a premium multiple name.
Wells Fargo raised Arm's price target to $410 from $255, citing positive demand tone from AI data center build-outs and increased server CPU demand.
Arm has partnered with CoreWeave to bring up NVIDIA Vera Rubin NVL72 on CoreWeave Cloud, extending the CoreWeave platform's support for NVIDIA hardware.

Controversies· Feb 5

Arm Holdings' $ARM shares dropped 8% after licensing revenue missed estimates, with a record $1.24 billion in total revenue, despite a 26% year-over-year growth.
The company's CEO, Rene Haas, dismissed the recent AI software sales surge as a "microhysteria," stating that AI adoption in businesses is still in its early stages.
Arm Holdings' unique business model as an architecture licensor, rather than a chipmaker, has positioned it as a unique play in the semiconductor industry, with a long-term price target of $168-171, driven by AI royalty acceleration.

Macro· Jun 2

*Jensen Huang predicts Nvidia's Vera CPU platform demand could surpass GPU demand, with Nvidia leaning on Arm technology instead of custom cores, potentially creating a $200B CPU market opportunity by 2030.*
*Arm Holdings' market value has surged 20 years' worth of 2031 profits in just 10 days, driven by the AI sector's perfect execution and increasing demand for Arm-based AI chips.*
*The AI capex cycle is gaining momentum, with Arm and Marvell remaining key beneficiaries, while major tech companies invest heavily in compute capacity, making the bearish case increasingly difficult to ignore.*

Technical Analysis· May 22

$ARM has surged to $298.7 in a remarkably short period, exceeding the predicted timeframe for a bullish thesis.
The stock has shown strong bullish signals, including a breakout with significant volume, confirming buy triggers, and a potential trend reversal.
$ARM's recent price action has been characterized by a sharp 30%+ move over two days, with some analysts expecting a potential trend reversal and others predicting a strong sign to trend over $300.

Generated by AI

Community

Of the messages about ARM, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	61.19%	84.03%	84.69%	55.9%
Newcomers	38.81%	15.97%	15.31%	44.1%

Regulars· Sep 29

The price of ARM has been influenced by the anticipation of major AI announcements from the Trump administration, which could impact the company's chip design licensing business.
The recent performance of ARM has been impacted by the market's reaction to the company's reported results, with the stock experiencing a significant decline of -9% on Monday.
The current price of ARM is seen as a bet on uninterrupted growth, and the stock's movement is being driven by the market's questioning of this assumption, rather than sentiment.

Newcomers· Sep 28

Newcomers are buying and holding onto ARM, with some optimistic about the long-term prospects of the company.
There is concern among newcomers about the recent price drop, with some labeling it as a "BS drop" and others seeing it as an opportunity to buy.
Newcomers are focusing on short-term price targets, with some expecting ARM to test $260 in the near term and others seeing $280 as a good entry point.

Generated by AI

Arm Holdings

Social

Sep 29

Bullish· Sep 22

Bearish· Sep 28

Earnings· May 7

Analysts· May 22

Announcements· Jun 1

Controversies· Feb 5

Macro· Jun 2

Technical Analysis· May 22

Regulars· Sep 29

Newcomers· Sep 28

Arm Stock Surges 5.24% as Agent Safety Needs Two Silicon Layers

What Is Going on With Arm Holdings Stock on Tuesday? - ARM Holdings (NASDAQ:ARM)

Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher

Arm (ARM) Stock Looks Overvalued After Its 442% Three Year Run

Arm Holdings (ARM) Could Be 34% Undervalued On Its AI Growth Narrative

Is Arm (ARM) Quietly Becoming the Linchpin of Nvidia’s AI Security and Compute Strategy?

Also Discussed

Arm Holdings plc ADR

Company Information

Location

Arm Stock Surges 5.24% as Agent Safety Needs Two Silicon Layers

What Is Going on With Arm Holdings Stock on Tuesday? - ARM Holdings (NASDAQ:ARM)

Arm Jumps 5% as Chip Selloff Unwinds; Marvell Climbs 4%, Qualcomm Inches Higher

Arm (ARM) Stock Looks Overvalued After Its 442% Three Year Run

Arm Holdings (ARM) Could Be 34% Undervalued On Its AI Growth Narrative

Is Arm (ARM) Quietly Becoming the Linchpin of Nvidia’s AI Security and Compute Strategy?

Also Discussed

Social

Sep 29

Bullish· Sep 22

Bearish· Sep 28

Earnings· May 7

Analysts· May 22

Announcements· Jun 1

Controversies· Feb 5

Macro· Jun 2

Technical Analysis· May 22

Regulars· Sep 29

Newcomers· Sep 28