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ARM NASDAQ GB

Arm Holdings plc - American Depositary Shares

Technology · Semiconductors Website · IPO Sep 2023
$149.11
▼ $-5.96 (-3.84%)
Vol 8.2M
10
Quality Score
ok
Deep Check
2/5 ok
Mkt Cap
$116.0B
P/E
139.7
ROE
12.0%
Margin
18.8%
D/E
0.26
Beta
2.51
52W
$80–$183

Wall Street Consensus

45 analysts · Apr 2026
6
Strong Buy
24
Buy
13
Hold
1
Sell
1
Strong Sell
66.7%
Buy Rating

Price Chart

Earnings

Beat rate: 75.0%
Next Report May 06, 2026
EPS Estimate: $0.59
Quarter EPS Est EPS Act Surprise
Dec 2026 $0.59
Dec 2025 $0.41 $0.43 +$0.02
Sep 2025 $0.34 $0.39 +$0.05
Jun 2025 $0.36 $0.35 $-0.01

Quarterly Revenue & Earnings

Quarter 2024-1… 2025-0… 2025-0… 2025-0… 2025-1…
Revenue $983.0M $1.2B $1.1B $1.1B $1.2B
Net Income $252.0M $210.0M $130.0M $238.0M $223.0M

Fundamentals Trend

Metric 2025-06-30 2025-09-02 2025-10-02 2025-11-03 2025-12-03 2026-01-02
ROE (TTM) 10.6% 10.6% 10.6% 10.6% 12.0% 12.0%
P/E (TTM) 245.10 203.03 214.36 250.66 172.59 139.73
Net Margin 12.3% 17.0% 17.0% 17.0% 18.8% 18.8%
Gross Margin 97.2% 97.1% 97.1% 97.1% 97.4% 97.4%
D/E Ratio 0.30 0.30 0.30 0.30 0.26 0.26
Current Ratio 4.99 4.99 4.99 4.99 5.59 5.59

Key Ratios

ROA (TTM)
9.1%
P/S (TTM)
26.29
P/B
16.5
EPS (TTM)
$0.78
Rev Growth 3Y
+14.0%
52W High
$183.16
52W Low
$80.00
$80.00 52-Week Range $183.16

Financial Health

Free Cash Flow
$181.0M
Net Debt
-$2.3B
Cash
$2.8B
Total Debt
$461.0M
As of Dec 31, 2025

How does ARM compare to Semiconductors peers?

Peer group: Mid-cap Semiconductors ($2B+) · 53 companies

ARM valuation vs Semiconductors peers

P/E ratio
139.7
274% above peers (37.3)
vs Peers
vs Industry
Overvalued
P/S ratio
26.3
222% above peers (8.2)
vs Peers
vs Industry
Overvalued
P/B ratio
16.5
235% above peers (4.9)
vs Peers
vs Industry
Overvalued
Div yield
0% below peers (0.8%)
vs Peers
vs Industry
In line

ARM profitability vs Semiconductors peers

ROE
12.0%
9% above peers (11.0%)
vs Peers
vs Industry
In line
Net margin
18.8%
50% above peers (12.5%)
vs Peers
vs Industry
Below avg
Gross margin
97.4%
92% above peers (50.7%)
vs Peers
vs Industry
Top tier
ROA
9.1%
52% above peers (6.0%)
vs Peers
vs Industry
Below avg

ARM financial health vs Semiconductors peers

D/E ratio
0.3
99% below peers (21.9)
vs Peers
vs Industry
Low debt
Current ratio
5.6
85% above peers (3.0)
vs Peers
vs Industry
Strong liquidity
Beta
2.5
58% above peers (1.6)
vs Peers
vs Industry
More volatile

ARM fundamentals radar

ARM Peer median Industry

ARM profitability vs leverage

Bubble size = market cap · X = net margin · Y = D/E ratio

ARM vs peers: key metrics

Insider Activity

Neutral
Buys
0
Sells
0
HAAS RENE A
Chief Executive Officer · Mar 26
31853 shs
CHILD JASON E
Chief Financial Officer · Mar 25
21280 shs
Last 90 days

Top Holders

Top 5: 1.43%
Goldman Sachs Group Inc
0.37%
$558.4M
Morgan Stanley
0.36%
$545.2M
Sustainable Growth Advisors…
0.25%
$384.6M
Invesco Ltd.
0.23%
$349.8M
Bank of America Corporation
0.22%
$338.1M
As of Dec 31, 2025