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ARM

ARM Holdings PLC /uk

NasdaqResearch view

ARM Holdings PLC /uk operates in the Semiconductors & Related Devices industry.

$302.90−1.49%

Oct 5 close · 1D EOD · Databento

TechnologySemiconductors & Related DevicesMega-capSEC EDGAR FY 2026-03-31

What happened

Daily closes · dots are Wire stories

1 story has a settled receipt so far (1 on the Wire). The record starts speaking at three.

What’s next

No earnings release for ARM is on file with the SEC.

DateEventSourceNext close

Aug 24Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center ChipsYahoo FinanceYahoo Finance−1.87%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

What happened · big days

32 big days in a year, and what we hold on each

A big day is a close more than 7.46% from the one before, three times ARM’s median day (2.49%). On 10 of the 32, its peer group moved the same way at least half as far. We show what we hold. We never name a cause.

every other trading daya big day, numbered in the list below±7.46%Hover a bar for its day. Click a big day to open it.

Shaded: since our stories began, Jun 10. Tap a bar for its day.

#DayARMWhat we hold that dayGroup (median of 4) · each

1 Oct 10, 2025−9.29%
Before our storiesgroup −5.8%, moved with ARM
1Oct 10, 2025−9.29%
Before our stories
−5.8% moved with ARMAMD −7.7 · AVGO −5.9 · MU −5.6 · NVDA −4.9
2 Oct 13, 2025+11.07%
Before our storiesgroup +4.5%, did not move with it
2Oct 13, 2025+11.07%
Before our stories
+4.5% did not move with itAVGO +9.9 · MU +6.2 · NVDA +2.8 · AMD +0.7
3 Feb 6, 2026+11.56%
Before our storiesgroup +7.5%, moved with ARM
3Feb 6, 2026+11.56%
Before our stories
+7.5% moved with ARMAMD +8.3 · NVDA +7.9 · AVGO +7.2 · MU +3.1
4 Mar 25, 2026+16.38%
Before our storiesgroup +1.1%, did not move with it
4Mar 25, 2026+16.38%
Before our stories
+1.1% did not move with itAMD +7.3 · NVDA +2.0 · AVGO +0.2 · MU −3.4
5 Mar 31, 2026+10.46%
Before our storiesgroup +5.2%, moved with ARM
5Mar 31, 2026+10.46%
Before our stories
+5.2% moved with ARMNVDA +5.6 · AVGO +5.5 · MU +5.0 · AMD +3.8
6 Apr 22, 2026+12.01%
Before our storiesgroup +5.9%, did not move with it
6Apr 22, 2026+12.01%
Before our stories
+5.9% did not move with itMU +8.5 · AMD +6.7 · AVGO +5.1 · NVDA +1.3
7 Apr 24, 2026+14.76%
Before our storiesgroup +3.7%, did not move with it
7Apr 24, 2026+14.76%
Before our stories
+3.7% did not move with itAMD +13.9 · NVDA +4.3 · MU +3.1 · AVGO +0.7
8 Apr 27, 2026−8.06%
Before our storiesgroup +1.5%, did not move with it
8Apr 27, 2026−8.06%
Before our stories
+1.5% did not move with itAMD −3.8 · AVGO −1.1 · NVDA +4.0 · MU +5.6
9 Apr 28, 2026−7.98%
Before our storiesgroup −3.6%, did not move with it
9Apr 28, 2026−7.98%
Before our stories
−3.6% did not move with itAVGO −4.4 · MU −3.9 · AMD −3.4 · NVDA −1.6
10 May 6, 2026+13.63%
Before our storiesgroup +5.0%, did not move with it
10May 6, 2026+13.63%
Before our stories
+5.0% did not move with itAMD +18.6 · NVDA +5.8 · MU +4.1 · AVGO −0.5
11 May 7, 2026−10.11%
Before our storiesgroup −3.0%, did not move with it
11May 7, 2026−10.11%
Before our stories
−3.0% did not move with itAMD −3.1 · AVGO −3.0 · MU −3.0 · NVDA +1.8
12 May 15, 2026−8.46%
Before our storiesgroup −5.0%, moved with ARM
12May 15, 2026−8.46%
Before our stories
−5.0% moved with ARMMU −6.6 · AMD −5.7 · NVDA −4.4 · AVGO −3.3
13 May 20, 2026+15.05%
Before our storiesgroup +3.2%, did not move with it
13May 20, 2026+15.05%
Before our stories
+3.2% did not move with itAMD +8.1 · MU +4.8 · AVGO +1.6 · NVDA +1.3
14 May 21, 2026+16.16%
Before our storiesgroup −0.1%, did not move with it
14May 21, 2026+16.16%
Before our stories
−0.1% did not move with itMU +4.1 · AMD +0.5 · AVGO −0.8 · NVDA −1.8
15 May 28, 2026+10.76%
Before our storiesgroup +0.9%, did not move with it
15May 28, 2026+10.76%
Before our stories
+0.9% did not move with itAMD +4.5 · AVGO +1.1 · NVDA +0.8 · MU −0.5
16 Jun 1, 2026+15.73%
Before our storiesgroup +4.6%, did not move with it
16Jun 1, 2026+15.73%
Before our stories
+4.6% did not move with itMU +6.6 · NVDA +6.3 · AVGO +3.0 · AMD −1.2
17 Jun 5, 2026−12.84%
Before our storiesgroup −9.4%, moved with ARM
17Jun 5, 2026−12.84%
Before our stories
−9.4% moved with ARMMU −13.3 · AMD −10.9 · AVGO −7.9 · NVDA −6.2
18 Jun 11, 2026+11.32%
Nothing on ARMgroup +5.8%, moved with ARM
18Jun 11, 2026+11.32%
Nothing on ARMNo ARM story, brief or results filing in our record that day
+5.8% moved with ARMMU +11.7 · AMD +8.0 · AVGO +3.6 · NVDA +2.2
19 Jun 12, 2026+11.27%
Nothing on ARMgroup −0.4%, did not move with it
19Jun 12, 2026+11.27%
Nothing on ARMNo ARM story, brief or results filing in our record that day
−0.4% did not move with itAMD +4.7 · NVDA +0.2 · AVGO −0.9 · MU −1.4
20 Jun 15, 2026+8.33%
Nothing on ARMgroup +5.3%, moved with ARM
20Jun 15, 2026+8.33%
Nothing on ARMNo ARM story, brief or results filing in our record that day
+5.3% moved with ARMMU +10.8 · AMD +7.0 · NVDA +3.5 · AVGO +3.1
21 Jun 23, 2026−10.14%
Nothing on ARMgroup −5.0%, did not move with it
21Jun 23, 2026−10.14%
Nothing on ARMNo ARM story, brief or results filing in our record that day
−5.0% did not move with itMU −13.2 · AMD −5.8 · NVDA −4.1 · AVGO −3.1
22 Jul 9, 2026+9.20%
Nothing on ARMgroup +3.9%, did not move with it
22Jul 9, 2026+9.20%
Nothing on ARMNo ARM story, brief or results filing in our record that day
+3.9% did not move with itAMD +5.7 · MU +4.5 · AVGO +3.2 · NVDA −0.7
23 Jul 13, 2026−7.55%
Nothing on ARMgroup −4.1%, moved with ARM
23Jul 13, 2026−7.55%
Nothing on ARMNo ARM story, brief or results filing in our record that day
−4.1% moved with ARMMU −4.3 · AMD −4.2 · AVGO −4.0 · NVDA −3.5
24 Jul 24, 2026−8.14%
Nothing on ARMgroup −3.0%, did not move with it
24Jul 24, 2026−8.14%
Nothing on ARMNo ARM story, brief or results filing in our record that day
−3.0% did not move with itMU −7.0 · AMD −3.3 · AVGO −2.7 · NVDA −0.9
25 Jul 28, 2026−8.11%
Nothing on ARMgroup −4.4%, moved with ARM
25Jul 28, 2026−8.11%
Nothing on ARMNo ARM story, brief or results filing in our record that day
−4.4% moved with ARMMU −8.8 · AMD −8.2 · AVGO −0.6 · NVDA +0.3
26 Jul 29, 2026−8.11%
Nothing on ARMgroup −4.5%, moved with ARM
26Jul 29, 2026−8.11%
Nothing on ARMNo ARM story, brief or results filing in our record that day
−4.5% moved with ARMMU −9.9 · AMD −5.5 · NVDA −3.5 · AVGO −2.8
27 Aug 4, 2026+17.36%
Nothing on ARMgroup +6.8%, did not move with it
27Aug 4, 2026+17.36%
Nothing on ARMNo ARM story, brief or results filing in our record that day
+6.8% did not move with itMU +7.6 · AMD +7.0 · AVGO +6.6 · NVDA +2.6
28 Sep 14, 2026−9.74%
Nothing on ARMgroup −4.6%, did not move with it
28Sep 14, 2026−9.74%
Nothing on ARMNo ARM story, brief or results filing in our record that day
−4.6% did not move with itMU −5.3 · AVGO −4.8 · AMD −4.4 · NVDA −3.4
29 Sep 17, 2026+8.57%
Nothing on ARMgroup +4.0%, did not move with it
29Sep 17, 2026+8.57%
Nothing on ARMNo ARM story, brief or results filing in our record that day
+4.0% did not move with itAMD +6.4 · MU +5.5 · NVDA +2.5 · AVGO +2.3
30 Sep 21, 2026+17.16%
Nothing on ARMgroup +2.5%, did not move with it
30Sep 21, 2026+17.16%
Nothing on ARMNo ARM story, brief or results filing in our record that day
+2.5% did not move with itAMD +9.9 · MU +2.8 · NVDA +2.3 · AVGO +1.4
31 Sep 24, 2026−7.88%
Nothing on ARMgroup +0.2%, did not move with it
31Sep 24, 2026−7.88%
Nothing on ARMNo ARM story, brief or results filing in our record that day
+0.2% did not move with itAVGO −1.3 · NVDA −0.4 · MU +0.8 · AMD +2.4
32 Sep 28, 2026−8.70%
Nothing on ARMgroup −1.8%, did not move with it
32Sep 28, 2026−8.70%
Nothing on ARMNo ARM story, brief or results filing in our record that day
−1.8% did not move with itAMD −3.6 · MU −2.6 · AVGO −0.9 · NVDA +1.7

A story on the same day is not a cause, and a group move is not proof either. Group: the median of NVDA, AVGO, MU and AMD that day, the largest companies in ARM’s SEC industry; “moved with ARM” means the same direction and at least half the size.

The numbers · FY2026, filed

SEC EDGAR

Market cap$327.2B

Revenue$4.9B+22.80%

Net income$904.0M

EPS, diluted$0.85+13.30%

Gross margin97.5%

Operating margin18.3%

Return on equity10.9%

All filed figures

Snapshot

SEC EDGAR · FY 2026-03-31

SectorTechnology

Market Cap$327.2B

Enterprise Value$324.4B

Income$904.0M

Sales$4.9B

Book/sh$7.79

Cash/sh$2.59

Dividend TTM—

Payout—

Employees—

IPO—

Quick Ratio—

Current Ratio6.00

Debt/Eq—

EPS (ttm)$0.85

EPS this Y13.3%

EPS past 3/5Y18.6%

Sales past 3/5Y22.5%

EPS Y/Y TTM13.3%

Sales Y/Y TTM22.8%

Shs Outstand1.06B

ROA8.4%

ROE10.9%

ROIC12.7%

Gross Margin97.5%

Oper. Margin18.3%

Profit Margin18.4%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$2.7B

FY22

$2.7B

FY23

$3.2B

FY24

$4.0B

FY25

$4.9B

FY26

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2022	FY2023	FY2024	FY2025	FY2026
Revenue	$2.7B	$2.7B	$3.2B	$4.0B	$4.9B
Gross Profit	$2.6B	$2.6B	$3.1B	$3.9B	$4.8B
Operating Income	$633.0M	$671.0M	$111.0M	$831.0M	$900.0M
Net Income	$549.0M	$524.0M	$306.0M	$792.0M	$904.0M
Diluted EPS	$0.54	$0.51	$0.29	$0.75	$0.85
Operating Cash Flow	$458.0M	$739.0M	$1.1B	$397.0M	$1.5B
Free Cash Flow	$424.0M	$675.0M	$998.0M	$178.0M	$979.0M

Same industry

ARM against four chip peers, a year at 100

ARM is up 2.0 times in a year. Micron is up 5.7 times and Advanced Micro Devices 3.8. Of these four, NVIDIA (+24.7%) and Broadcom (+5.0%) did less. Weekly closes, Oct 3, 2025 = 100, on a log scale so a 5.7-fold rise and a 5.0% rise both read honestly.

Share this chart

ARM ×2.0. Micron ×5.7, Advanced Micro Devices ×3.8, NVIDIA +24.7%, Broadcom +5.0%. Weekly closes, Oct 3, 2025 = 100, log scale.

Share this chart

End-of-day closes (Databento EOD), the last close of each week. The four peers are the largest US-listed companies by market value in ARM’s SEC industry (Semiconductors & Related Devices) with a year of closes. It shows what the closes did; a move here is not a cause, a forecast or a call.

Same industry

In the screener →

NVDA$5.68T AVGO$1.69T MU$1.21T AMD$1.03T INTC$601.9B AMAT$428.6B TXN$268.3B MRVL$238.2B

Follow the news. Track the move.

ARM story timeline

Company updates and connected market context, with the dated price move attached.

Stories

Direct

ARM direct/Semis

Aug 24

Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center Chips

Arm Holdings is shifting from licensing its architecture toward selling its own data-center chips, marking a move into a more capital- and execution-intensive part of the semiconductor value chain. The strategy could broaden Arm’s revenue opportunity, but it also puts pressure on the company’s exceptionally high gross margin and raises new customer-competition risks.

Since story

+26.9%

2026-08-24 → 2026-10-05

Yahoo Finance · 42d ago

View both sides →