Arm Holdings plc
210.33USD
+0.2300 (+0.11%)
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.48▲ | $0.44 | 24 | 1 |
| Next quarter | $0.55▲ | $0.55 | 13 | 7 |
| Current year | $2.23▲ | $2.18 | 1 | 2 |
| Next year | $3.07▼ | $3.08 | 2 | 1 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.4 | $0.45 | +0.05 (+11.4%) |
| 2026-03-31 | $0.58 | $0.6 | +0.02 (+3.6%) |
| 2025-12-31 | $0.41 | $0.43 | +0.02 (+5.1%) |
| 2025-09-30 | $0.33 | $0.39 | +0.06 (+17.7%) |
213 ratings from 32 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Rosenblatt | Maintained | Buy | $270 $250 | Jul 31, 2026 |
| UBS | Maintained | Buy | $360 $320 | Jul 30, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $202 $212 | Jul 30, 2026 |
| RBC Capital | Maintained | Outperform | $475 $340 | Jul 30, 2026 |
| TD Cowen | Maintained | Buy | $475 $350 | Jul 30, 2026 |
| Wells Fargo | Maintained | Overweight | $350 $280 | Jul 30, 2026 |
| Guggenheim | Reiterated | Buy | $255 | Jul 30, 2026 |
| Needham | Reiterated | Buy | $255 | Jul 30, 2026 |
| Wells Fargo | Maintained | Overweight | $410 $350 | Jul 22, 2026 |
| Susquehanna | Maintained | Positive | $300 $320 | Jul 21, 2026 |
| UBS | Maintained | Buy | $470 $360 | Jul 20, 2026 |
| HSBC | Downgraded from Buy | Hold | $255 $315 | Jul 14, 2026 |
| Keybanc | Maintained | Overweight | $300 $430 | Jul 14, 2026 |
| TD Cowen | Maintained | Buy | $265 $475 | Jun 24, 2026 |
| UBS | Maintained | Buy | $260 $470 | Jun 24, 2026 |
| B of A Securities | Maintained | Neutral | $335 $460 | Jun 23, 2026 |
| New Street Research | Downgraded from Buy | Neutral | — | Jun 18, 2026 |
| B of A Securities | Maintained | Neutral | $245 $335 | Jun 11, 2026 |
| Mizuho | Maintained | Outperform | $425 $500 | Jun 4, 2026 |
| Barclays | Maintained | Overweight | $250 $360 | Jun 1, 2026 |
| Wells Fargo | Maintained | Overweight | $255 $410 | Jun 1, 2026 |
| Mizuho | Maintained | Outperform | $360 $425 | Jun 1, 2026 |
| Mizuho | Maintained | Outperform | $290 $360 | May 28, 2026 |
| Bernstein | Initiated | Outperform | $300 | May 18, 2026 |
| Barclays | Maintained | Overweight | $200 $250 | May 8, 2026 |
38 filings from 12 insiders · 19 buy / 15 sell over 6m
Officers and directors of ARM, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Child JasonOfficer, Chief Financial Officer | Sell | 10.4k | $300.00 | $3.12M | Sep 21, 2026 |
| HAAS RENE AChief Executive Officer | Grant | 64 | $241.91 | $15k | Aug 31, 2026 |
| CHILD JASON EChief Financial Officer | Sell | 10.4k | $255.33 | $2.66M | Aug 27, 2026 |
| BARTELS LAURA KATHLEENOfficer | Other | 1.7k | — | — | Aug 17, 2026 |
| SINE JEFFREY A.Director | Gift | 9.6k | — | — | Aug 7, 2026 |
| BARTELS LAURA KATHLEENOfficer | Sell | 11.3k | $392.70 | $4.44M | Jun 2, 2026 |
| ABBEY WILLIAMOfficer | Sell | 6.6k | $383.73 | $2.64M | Jun 1, 2026 |
| ABBEY WILLIAMOfficer | Sell | 4.2k | $343.81 | $1.44M | May 28, 2026 |
| ABBEY WILLIAMOfficer | Sell | 2.3k | $305.82 | $703k | May 22, 2026 |
| ABBEY WILLIAMOfficer | Sell | 4.7k | $287.03 | $1.34M | May 21, 2026 |
| EATON CHARLOTTE CLAIREOfficer | Sell | 7.1k | $252.25 | $1.91M | May 21, 2026 |
| EATON CHARLOTTE CLAIREOfficer | Sell | 7.8k | $288.10 | $2.26M | May 21, 2026 |
| CHILD JASON EChief Financial Officer | Sell | 31.9k | $226.54 | $7.23M | May 20, 2026 |
| ABBEY WILLIAMOfficer | Sell | 16.0k | $224.14 | $3.74M | May 20, 2026 |
| COLLINS SPENCEROfficer | Sell | 40.9k | $215.00 | $8.80M | May 19, 2026 |
| GRISENTHWAITE RICHARD ROYOfficer | Sell | 24.3k | $209.15 | $5.09M | May 18, 2026 |
| ABBEY WILLIAMOfficer | Sell | 10.2k | $199.00 | $2.15M | May 15, 2026 |
| JACOBS PAUL EDirector | Other | 2.1k | — | — | May 15, 2026 |
| SOHN YOUNG KDirector | Other | 2.1k | — | — | May 15, 2026 |
| CHILD JASON EChief Financial Officer | Other | 9.3k | — | — | May 15, 2026 |
No analyst notes on ARM yet.
Members whose judged calls on ARM have played out most reliably.
No settled calls on ARM yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
40 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 8 | 21 | 13 | 1 | 0 | Buy2.16 |
| 1 mo ago | 8 | 21 | 12 | 1 | 1 | Buy2.21 |
| 2 mo ago | 7 | 20 | 13 | 1 | 1 | Buy2.26 |
| 3 mo ago | 7 | 20 | 11 | 1 | 1 | Buy2.23 |