ARM Holdings PLC ADR (ARMN) Stock Price & Analysis

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ARMN Stock Chart & Stats

MX$3,125.01-MX$434.37(-12.20%)

At close: Nov 05

Day’s Range: MXN 3,125.01 - MXN 3,200.00
52-Week Range: MXN 1,755.00 - MXN 7,750.00
Previous Close: MXN 3,559.38
Volume: 1,605
Average Volume (3M): 564
Market Cap: MXN 3.82T
Enterprise Value: MXN 309.42B
Total Cash (Recent Filing): MXN 3.62B
Total Debt (Recent Filing): MXN 500.00M
Price to Earnings (P/E): 191.6
Beta: 0.88
Next Earnings: Feb 03, 2027 (Est.)
EPS Estimate: 10.52
Next Dividend Ex-Date: N/A
Dividend Yield: N/A

Bulls Say, Bears Say

Bulls Say

Platform Ecosystem

Arm’s broad developer ecosystem and massive partner shipment base reinforce its role as a standard platform rather than a single-product supplier. This scale supports recurring licensing and royalty income, lowers adoption friction, and helps extend the architecture into new computing markets.

Profitability And Balance Sheet

Very high gross margins, minimal leverage, and strong operating cash flow give Arm substantial financial flexibility. These qualities support sustained engineering investment, reduce balance-sheet risk, and allow the company to pursue growth opportunities without depending heavily on external financing.

Data Center Expansion

Rapid hyperscaler adoption provides a durable growth avenue beyond mobile devices, with cloud workloads generating recurring per-chip royalties. Increasing share across major platforms can expand Arm’s addressable market and strengthen its strategic position in energy-efficient AI infrastructure.

Bears Say

Smartphone Royalty Pressure

Smartphone-related royalties remain exposed to weaker unit demand, especially in mid- and lower-tier devices. Although higher Armv9 and CSS royalty rates provide some offset, prolonged market pressure could restrain near-term royalty growth and increase dependence on newer businesses.

AGI CPU Margin Risk

Moving into production silicon introduces a lower-margin business than Arm’s traditional IP model, at least initially. If first-generation AGI CPU margins remain below the longer-term 50%-plus target, direct-silicon growth could dilute consolidated profitability while the product scales.

Uneven Cash Conversion

Strong reported cash generation is tempered by free cash flow remaining materially below net income on a trailing basis. Uneven conversion can make internally funded investment less predictable and may reflect working-capital or investment demands that persist as Arm expands its platform.

ARM Holdings PLC ADR News

Arm Holdings Earnings Call Signals Broad AI Momentum

ARM Holdings PLC ADR (($ARM)) has held its Q2 earnings call. Read on for the main highlights of the call. Arm delivered a strongly positive earnings call, highlighted by record

15h agoARM ARMN

Goldman Sachs’ Trading Desk Sees Buyers Disappear During Selloff

Investment bank Goldman Sachs ($GS) is seeing little interest from stock buyers as Thursday’s technology selloff sends major U.S. indexes sharply lower. The Nasdaq 100 (NDX) fell by as much

20h agoGS ARM

Midday Fly By: Qualcomm gives tepid Q1 view, Kimberly-Clark reports mixed Q3

The major averages were sharply lower following yesterday’s broad gains, with the Dow and Nasdaq both falling over 1,000 points, as traders appear to be rotating away from technology names

22h agoGS RL

Arm price target lowered to $300 from $340 at RBC Capital

RBC Capital lowered the firm’s price target on Arm (ARM) to $300 from $340 and keeps an Outperform rating on the shares. The company’s Q2 results and outlook were a

1d agoARM ARMN

Arm price target lowered to $230 from $260 at BofA

BofA lowered the firm’s price target on Arm (ARM) to $230 from $260 and keeps a Neutral rating on the shares. A “modest beat/raise quarter” was mostly driven by stronger

1d agoARM ARMN

Arm price target lowered to $330 from $400 at Mizuho

Mizuho lowered the firm’s price target on Arm (ARM) to $330 from $400 and keeps an Outperform rating on the shares. Published first on TheFly – the ultimate source for

1d agoARM ARMN

Arm price target lowered to $270 from $320 at UBS

UBS analyst Timothy Arcuri lowered the firm’s price target on Arm (ARM) to $270 from $320 and keeps a Buy rating on the shares. Published first on TheFly – the

1d agoARM ARMN

Arm price target lowered to $250 from $350 at TD Cowen

TD Cowen lowered the firm’s price target on Arm (ARM) to $250 from $350 and keeps a Buy rating on the shares. The firm said ARM’s steady progress in addressing

1d agoARM ARMN

Arm price target lowered to $245 from $255 at JPMorgan

JPMorgan lowered the firm’s price target on Arm (ARM) to $245 from $255 and keeps an Overweight rating on the shares. The firm views the company’s fiscal Q2 report as

1d agoARM ARMN

Arm price target lowered to $270 from $320 at Piper Sandler

Piper Sandler analyst David O’Connor lowered the firm’s price target on Arm (ARM) to $270 from $320 and keeps an Overweight rating on the shares. The firm notes the company

1d agoARM ARMN

Arm price target lowered to $255 from $280 at Wells Fargo

Wells Fargo lowered the firm’s price target on Arm (ARM) to $255 from $280 and keeps an Overweight rating on the shares. Arm’s Q2 was relatively mixed as stronger license

1d agoARM ARMN

QCOM vs. ARM: Barclays Rates One Stock Buy, the Other Sell After Earnings

Arm Holdings ($ARM) stock fell more than 4% in pre-market trading on Thursday, while Qualcomm ($QCOM) stock plunged more than 9%. Both stocks came under pressure after their latest quarterly results. Following

1d agoARM QCOM

ARM: AI CPU Upside Tempered by Execution, Supply, and Handset Risks — Hold

ARM Holdings PLC ADR, the Technology sector company, was revisited by a Wall Street analyst today. Analyst Vivek Arya from Bank of America Securities reiterated a Hold rating on the

1d agoARM ARMN

Arm price target lowered to $325 from $360 at Barclays

Barclays analyst Tom O’Malley lowered the firm’s price target on Arm (ARM) to $325 from $360 and keeps an Overweight rating on the shares. The company reported a royalty miss

1d agoARM ARMN

ARMN FAQ

What was ARM Holdings PLC ADR’s price range in the past 12 months?

ARM Holdings PLC ADR lowest stock price was Mex$1755.00 and its highest was Mex$7750.00 in the past 12 months.

What is ARM Holdings PLC ADR’s market cap?

ARM Holdings PLC ADR’s market cap is Mex$3.82T.

When is ARM Holdings PLC ADR’s upcoming earnings report date?

ARM Holdings PLC ADR’s next earnings report is estimated for Feb 03, 2027 (not yet confirmed), which is in 89 days.

How were ARM Holdings PLC ADR’s earnings last quarter?

ARM Holdings PLC ADR released its earnings results on Nov 04, 2026. The company reported Mex$9.738 earnings per share for the quarter, beating the consensus estimate of Mex$8.914 by Mex$0.824.

Is ARM Holdings PLC ADR overvalued?

According to Wall Street analysts ARM Holdings PLC ADR’s price is currently Undervalued.

Does ARM Holdings PLC ADR pay dividends?

ARM Holdings PLC ADR does not currently pay dividends.

What is ARM Holdings PLC ADR’s EPS estimate?

ARM Holdings PLC ADR’s EPS estimate is 10.52.

How many shares outstanding does ARM Holdings PLC ADR have?

ARM Holdings PLC ADR has 1,064,055,300 shares outstanding.

What happened to ARM Holdings PLC ADR’s price movement after its last earnings report?

ARM Holdings PLC ADR reported an EPS of Mex$9.738 in its last earnings report, beating expectations of Mex$8.914. Following the earnings report the stock price went down -12.204%.

Which hedge fund is a major shareholder of ARM Holdings PLC ADR?

Hedge funds hold ARM Holdings PLC ADR shares: hedge funds decreased their holdings by 93.3K shares last quarter.

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

ARM Holdings PLC ADR Stock Smart Score

Outperform

Learn more about TipRanks Smart Score

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Company Description

ARM Holdings PLC ADR

Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies. These foundational innovations are crucial for semiconductor manufacturers and original equipment manufacturers (OEMs) to develop their own products. The company's diverse portfolio encompasses microprocessors, comprehensive system intellectual property (IP) solutions, graphics processing units (GPUs), physical IP alongside its associated system IPs, various software offerings, development tools, and an array of supplementary services. Its technology underpins a wide spectrum of industries, including the automotive sector, advanced computing infrastructure, consumer electronics, and the burgeoning Internet of Things (IoT) landscape. Established in 1990, Arm Holdings plc maintains its corporate headquarters in Cambridge, United Kingdom. With a significant global footprint, Arm conducts operations across the United States, the People's Republic of China, Taiwan, South Korea, and numerous other international regions. Currently, Arm Holdings plc functions as a subsidiary entity of Kronos II LLC.

ARM Holdings PLC ADR (ARMN) Earnings & Revenues

Historic Earnings Reports

ARMN Company Deck

ARMN Earnings Call

Q2 2027

0:00 / 0:00

Earnings Call SentimentPositive

The call was strongly positive, supported by record quarterly revenue, 27% year-over-year growth, 50% licensing growth, doubled data center royalties, improved operating margin, strong cash generation, expanding Arm-based market share, and increased confidence in up to $2 billion of Arm AGI CPU revenue across fiscal 2027 and 2028. The primary challenges were smartphone-related pressure on edge AI royalties, tight supply and cost pressure for the AGI CPU, a first-version gross margin in the high 30%s to low 40% range, and the fact that AGI CPU shipments begin primarily in fiscal Q4 2027. Highlights significantly outweigh the lowlights.

View all MX:ARMN earnings summaries

ARMN Stock 12 Month Forecast

Average Price Target

MXN 5430.71▲(73.78% Upside)

Past 12 Months12 Month ForecastFeb2026Nov2026

HighMXN 8.99K

AverageMXN 5.43K

LowMXN 3.97K

Detailed Analyst Forecast >

Technical Analysis

Overall Consensus

Indicator	Bullish	Neutral	Bearish
Overall Consensus	6	1	15
Technical Analysis	6	1	3
Moving Averages	0	0	12

Technical Analysis >

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Ownership Overview

0.06% Insiders
1.49% Mutual Funds
0.62% Other Institutional Investors
95.61% Public Companies and Individual Investors

Detailed Ownership Overview >

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ARMN Stock Chart & Stats

Bulls Say, Bears Say

Bulls Say

Platform Ecosystem

Profitability And Balance Sheet

Data Center Expansion

Bears Say

Smartphone Royalty Pressure

AGI CPU Margin Risk

Uneven Cash Conversion

ARM Holdings PLC ADR News

Arm Holdings Earnings Call Signals Broad AI Momentum

Goldman Sachs’ Trading Desk Sees Buyers Disappear During Selloff

Midday Fly By: Qualcomm gives tepid Q1 view, Kimberly-Clark reports mixed Q3

Arm price target lowered to $300 from $340 at RBC Capital

Arm price target lowered to $230 from $260 at BofA

Arm price target lowered to $330 from $400 at Mizuho

Arm price target lowered to $270 from $320 at UBS

Arm price target lowered to $250 from $350 at TD Cowen

Arm price target lowered to $245 from $255 at JPMorgan

Arm price target lowered to $270 from $320 at Piper Sandler

Arm price target lowered to $255 from $280 at Wells Fargo

QCOM vs. ARM: Barclays Rates One Stock Buy, the Other Sell After Earnings

ARM: AI CPU Upside Tempered by Execution, Supply, and Handset Risks — Hold

Arm price target lowered to $325 from $360 at Barclays

ARMN FAQ

ARM Holdings PLC ADR Stock Smart Score

Company Description

ARM Holdings PLC ADR

ARM Holdings PLC ADR (ARMN) Earnings & Revenues

ARMN Company Deck

ARMN Earnings Call

Earnings Call Sentiment|Positive

ARMN Stock 12 Month Forecast

Average Price Target

Technical Analysis

Overall Consensus

Similar Stocks

Ownership Overview

Popular Stocks

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Earnings Call SentimentPositive