Arm Holdings plc American Depositary Shares

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206.79-2.4%Up to 600x leverageTrade ARM

What it reported

Reported 94 days ago, on 2026-07-29.

EPS against forecast+12.5%
Revenue against forecast+2.1%
Share price, two sessions+1.5%

Forecast against the result

ForecastReportedSurprise
Revenue1.3B1.3B+22.4% year on year+2.1%
Net income433.4M270.0M+107.7% year on year-37.7%
Earnings per share0.400.45+28.6% year on year+12.5%

Year on year compares the same quarter a year earlier (2025-07-30), not the quarter before.

ARM trades at up to 600x here. At 600x, a 0.17% move against you wipes out the whole margin. This ignores fees, funding and maintenance margin, all of which bring liquidation forward. Your actual liquidation price is the one shown on the order page.

You can hold through the announcement here

ARM is quoted here 24 hours a day and does not stop when the US market closes. On a US exchange the same news only shows up as a gap at the next open.

What the market expects

For the quarter ending 2026-09-30.

EPS forecast18 analysts
0.47
0.460.49
Revenue forecast17 analysts
1.4B
1.3B1.4B
Net income
512.0M
490.7M533.3M
EBITDA
675.8M
650.8M700.9M

Against the same quarter last year (2025-11-05): EPS +21.8%revenue +21.4%

These are third-party analyst forecasts. CoinUnited.io does not produce them and does not choose which analysts are included.

Track record

Next report expected 2026-11-04. Reports quarterly.

Beat estimates 7 of the last 8 quarters. The typical gap is +0.03 per share.

How much it actually moves

±4.2%

Median move across the two sessions around the report, over its last 8 results. On an ordinary two-day stretch it moves 3.2%.

2026-07-29+1.46%

Beat or miss, then up or down

RoseFell
Beat43
Missed10

Counted across 8 results. This is what happened, not what will.

Where analysts put it in 12 months

A different timescale from the rest of this page: these are 12-month views, not the two-day move around a report.

Lowest250.00
Median320.00
Highest641.00
FirmTargetSet onSource
Piper Sandler320.002026-09-09TheFly
Raymond James641.002026-08-25StreetInsider
Rosenblatt Securities250.002026-07-31StreetInsider
New Street260.002026-07-30TheFly
Guggenheim255.002026-07-30StreetInsider
Wells Fargo280.002026-07-30StreetInsider
Jefferies320.002026-07-20StreetInsider
HSBC315.002026-07-14TheFly
UBS470.002026-06-24StreetInsider
Bernstein500.002026-06-17StreetInsider
Needham400.002026-06-16StreetInsider
Mizuho Securities500.002026-06-08StreetInsider

From 12 firms that published a target in the last 180 days, latest call per firm. Targets are set by those firms; CoinUnited.io does not produce or endorse them.

Reported results

ReportedEPS forecastEPS actualSurpriseRevenue surprise
2026-07-290.40.45+12.5%+2.1%
2026-05-060.580.6+3.4%+1.1%
2026-02-040.410.43+4.9%+1.2%
2025-11-050.32870.39+18.6%+7.0%
2025-07-300.340.35+2.9%-0.2%
2025-05-070.520.55+5.8%+0.5%
2025-02-050.340.4+17.6%+3.6%
2024-11-060.250.1-60.0%+4.4%
2024-07-310.340.4+17.6%+3.7%
2024-05-080.30.36+20.0%+7.2%
2024-02-070.250.29+16.0%+8.1%
2023-11-080.260.36+38.5%+9.0%

Also reporting this fortnight in Semiconductors

14 more in Semiconductors

EPS history for ARM runs from 2022-06-30 to 2026-07-29, 12 reports.Reaction history covers its last 8 results, which is as deep as our daily price baseline reaches.