ARM Holdings plc ($ARM) Stock Forecast: Up 5.0% Today

What is ARM Holdings plc?

ARM Holdings (ARM) is a prominent semiconductor and software design company recognized for its CPU architecture designs. The company is preparing to reveal its fourth-quarter fiscal 2026 results, with analysts anticipating substantial revenue growth fueled by Royalty and License revenues.

Why is ARM Holdings plc going up?

ARM stock is up 5.0% on May 5, 2026 18:46

• ARM Holdings witnessed notable upward movement today, defying recent challenges and market fluctuations.
• The positive market sentiment is likely due to expectations of strong revenue growth in the upcoming earnings announcement, primarily supported by robust Royalty and License revenues.
• Jim Cramer's endorsement of ARM Holdings on Mad Money possibly influenced the upward trend, spotlighting the company's involvement in CPU architectures and recent rally.
• Despite apprehensions such as profit-taking, insider selling, and competitive pressures, investors appear upbeat about ARM's future potential, particularly in the data center and AI royalties sector.

ARM Price Chart

ARM Technical Analysis

ARM News

Will Top-Line Improvement Aid Arm Holdings' Q4 Earnings?

Arm Holdings (ARM) is set to announce its fourth-quarter fiscal 2026 results on May 8, with expectations of robust revenue growth driven by Royalty and License revenues. The company's architectural compatibility with major operating systems is a key strength. While top-line and operating performance are anticipated to boost EPS, Zacks' model doesn't conclusively predict an earnings beat for ARM this quarter.

https://www.tradingview.com/news/zacks:834643af0094b:0-will-top-line-improvement-aid-arm-holdings-q4-earnings/

Will Top-Line Improvement Aid Arm Holdings' Q4 Earnings?

Arm Holdings (ARM) is set to report its fourth-quarter fiscal 2026 results on May 8, with analysts expecting an 18.2% year-over-year revenue growth to $1.47 billion, driven by strong Royalty and License revenues. The company's EPS is projected to reach 58 cents, marking a 5.5% year-over-year increase. Despite strong growth expectations, Zacks' model does not conclusively predict an earnings beat for ARM due to its 0.00% Earnings ESP and a Zacks Rank #3.

https://www.theglobeandmail.com/investing/markets/stocks/ARM/pressreleases/1691332/will-top-line-improvement-aid-arm-holdings-q4-earnings/

Jim Cramer Calls Arm Holdings a “Real Good One”

Jim Cramer highlighted Arm Holdings (NASDAQ: ARM) on Mad Money, calling it a "real good one" ahead of its earnings. He noted Arm's role in designing CPU architectures and its recent significant rally. While acknowledging Arm's potential, Cramer explained that his trust downgraded it to a "buy into weakness" due to its rapid surge, emphasizing that "price matters."

https://www.insidermonkey.com/blog/jim-cramer-calls-arm-holdings-a-real-good-one-1753431/

Arm Holdings PLC Stock (ARM) Moved Down by 3.35% on May 4: What Signal Does It Send?

Arm Holdings PLC (ARM) stock decreased by 3.35% on May 4, driven by market sentiment, valuation concerns, and significant investor actions ahead of its earnings report. Factors contributing to the decline include profit-taking after a year-to-date rally, TSMC selling its remaining stake, insider selling by Arm's CEO and CFO, and competitive threats from potential alternative chip collaborations. The upcoming Q4 fiscal year 2026 earnings report is highly anticipated, with analysts noting a "challenging setup" due to high expectations and potential moderation in royalty growth.

https://www.tradingkey.com/news/market-movers/261852904-market-movers-arm-20260504

Arm Holdings Stock Forecast | Q4 Earnings in Focus

Arm Holdings' stock is under pressure after TSMC divested its stake, yet upcoming Q4 fiscal year 2026 earnings on May 6, 2026, and the AGI CPU strategy are drawing attention. Analysts have diverging price targets ranging from $150 to $227, reflecting varied assessments of the company's pivot to data center and AI royalties versus its current valuation. ARM’s technical indicators show a constructive near-term trend, but the stock remains sensitive to future earnings guidance and market conditions.

https://capital.com/en-int/market-updates/arm-holdings-stock-forecast-04-05-2026

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ARM Holdings plc Price History

22.03.2026 - ARM Stock was up 10.6%

• ARM's stock experienced a strong bullish movement, reaching a new 52-week peak, driven by several factors:
• Despite concerns about its high valuation, the company's strategic shift towards AI infrastructure and positive analyst sentiment have fueled investor optimism.
• The introduction of the "agentic AI" CPU for AI data centers and key partnerships with industry giants have bolstered confidence in ARM's growth potential.
• Strong quarterly earnings exceeding analyst estimates, increased institutional interest, and notable ecosystem expansion initiatives have further supported the bullish momentum.
• The company's premium valuation, although appearing expensive compared to industry averages, seems justified by its operational efficiency, revenue growth, and strategic partnerships, making it an attractive investment option in the competitive semiconductor market.

22.03.2026 - ARM Stock was up 5.0%

• ARM's stock demonstrated a notable upward trend of 3.83% on April 20, propelled by various significant factors:
• Favorable sentiments from analysts and an overall "Moderate Buy" rating, underscoring optimism about the company's future prospects.
• Launch of the "agentic AI" CPU tailored for AI data centers and strategic alliances with major entities such as SK Telecom, Rebellions, and IBM, presenting opportunities for growth in the AI market.
• Impressive quarterly financial results surpassing analyst projections, indicating strong financial performance and operational efficacy.
• Despite trading at a premium in comparison to industry benchmarks, ARM's robust revenue growth, substantial cash reserves, and competitive positioning relative to rivals like Intel and Applied Optoelectronics validate its valuation, rendering it an enticing investment prospect.

01.04.2026 - ARM Stock was up 5.3%

• ARM stock experienced a strong bullish movement of 3.03% on April 30, driven by robust demand in the artificial intelligence sector and positive analyst upgrades.
• Despite concerns about AI infrastructure spending and geopolitical tensions, ARM's plans to design its own AI chips and its core CPU licensing business are seen as crucial for AI data centers, contributing to the bullish outlook.
• The overbought tech stocks do not seem to have affected ARM's performance, as the company's strategic positioning in AI and positive analyst ratings have propelled its stock upward.
• The market movement could be attributed to investors recognizing ARM's potential in the AI sector and the company's efforts to adapt to the evolving tech landscape, despite external concerns impacting the broader semiconductor market.

30.03.2026 - ARM Stock was up 6.9%

• ARM Holdings' stock displayed a strong bullish trend today, counteracting the recent 8% decline, as investors maintain optimism about the company's performance in the AI and chip market.
• Analysts are closely monitoring ARM's Q4 earnings, with anticipated figures of $0.58 EPS and $1.47 billion in revenue, focusing on management's insights regarding AI demand and royalty patterns.
• Despite the stock's high P/E ratio and considerable valuation, the market sentiment remains favorable towards ARM Holdings, showcasing ongoing enthusiasm for AI technology and semiconductor advancements.
• The introduction of tokenized stock (ARMON) by Ondo Finance also signals a rising interest in offering traditional assets like ARM Holdings shares on the blockchain, providing investors with diverse trading opportunities.

30.03.2026 - ARM Stock was up 5.2%

• ARM stock demonstrated a strong bullish movement amidst recent market volatility and profit-taking occurrences.
• The positive momentum was possibly influenced by technical indicators remaining generally bullish, hinting at a potential healthy reset for future gains.
• Despite TSMC's departure from ARM stake which had previously caused a stock decline, investors retained confidence in ARM's long-term growth prospects.
• Analysts' projections for ARM's upcoming earnings announcement on May 6, focusing on AI demand and royalty trends, might have also played a role in the optimistic market sentiment.

28.03.2026 - ARM Stock was down 6.7%

• The decline in ARM stock today is likely due to profit-taking and a short-term correction following a recent price increase.
• Despite the decrease, analysts hold a positive outlook on ARM's long-term growth potential, particularly with its emphasis on AI chips and data center silicon.
• The market's fluctuation and intraday selloff suggest a temporary setback, but the overall positive trend over longer periods indicates continued investor confidence in ARM's future.
• Endorsements from Jim Cramer and optimistic analyst projections further reinforce the belief in ARM Holdings' strong positioning in the semiconductor and AI sectors, regardless of current market dynamics.

28.03.2026 - ARM Stock was down 7.8%

• The decline in ARM's stock price can be attributed to several factors:
• Profit-taking by investors following a substantial surge in the stock price since early April resulted in a natural pullback.
• Cooling sentiment towards AI and semiconductor stocks in the market also played a role in the decline of ARM's stock.
• Competitive pressure from speculative news about Qualcomm and OpenAI designing custom chips, combined with concerns regarding data center spending, impacted investor trust in ARM.
• Despite favorable analyst ratings and robust technical indicators, worries about the high valuation and insider selling further intensified the selling pressure on the stock.

24.03.2026 - ARM Stock was up 14.7%

• ARM stock witnessed a strong bullish movement, hitting an all-time high.
• This upward trend is linked to the high expectations for the company's Q4 fiscal year 2026 earnings, predicting substantial revenue growth and earnings per share.
• Though the sale of ARM Holdings' CFO, Jason Child's shares amounting to over $3.8 million raised some initial worries, the overall market sentiment remains positive due to the company's strategic partnerships and growth prospects in AI and semiconductor industries.
• Analysts have raised price targets, with Susquehanna International Group setting a new target at $210, reflecting their confidence in ARM's future growth potential outside of smartphone royalties, notwithstanding a few valuation concerns.

24.03.2026 - ARM Stock was up 11.9%

• ARM's stock surged by 8.84% driven by its strategic entry into the AI data center market with the new AGI CPU and partnerships with tech giants like Meta and Google, expanding revenue streams beyond smartphones.
• Despite notable insider selling by the CEO and CFO, market sentiment remains positive, with analysts raising price targets due to advancements in AI CPU technology.
• The CFO's sale of shares, while significant, was part of a pre-arranged trading plan, indicating confidence in the company's future prospects.
• The increase in stake by OVERSEA CHINESE BANKING Corp Ltd reflects growing investor interest in ARM's shift towards in-house silicon for AI workloads despite concerns about overvaluation.

23.03.2026 - ARM Stock was up 7.8%

• Oversea Chinese Banking Corp Ltd significantly increased its stake in ARM Holdings, indicating confidence in the company's future prospects.
• Anticipation for ARM's Q4 earnings report and its strategic shift towards in-house silicon for AI workloads led the stock to achieve an all-time high.
• Analysts have raised price targets and emphasized long-term growth opportunities in AI and advanced computing, contributing to the positive market sentiment.
• The unveiling of ARM's new AGI CPU for AI data centers and its potential to generate substantial revenue drove investor optimism and propelled the stock price upward.

23.03.2026 - ARM Stock was up 10.4%

• ARM Holdings stock experienced a strong bullish movement, hitting an all-time high, driven by several key factors:
• Anticipation for the Q4 fiscal year 2026 earnings report, projecting significant revenue growth and earnings per share.
• Analysts raising price targets, citing long-term growth opportunities in AI and advanced computing despite some concerns about valuation.
• Strategic leadership shift at SoftBank Group Corp, with Arm CEO taking on an expanded role to enhance operational efficiency, boosting investor confidence.
• Despite concerns about overvaluation and a high price-to-earnings ratio, the market remains optimistic about ARM's strategic positioning in key growth markets like AI, contributing to the stock's surge to new peaks.

05.04.2026 - ARM Stock was up 5.0%

• ARM Holdings witnessed notable upward movement today, defying recent challenges and market fluctuations.
• The positive market sentiment is likely due to expectations of strong revenue growth in the upcoming earnings announcement, primarily supported by robust Royalty and License revenues.
• Jim Cramer's endorsement of ARM Holdings on Mad Money possibly influenced the upward trend, spotlighting the company's involvement in CPU architectures and recent rally.
• Despite apprehensions such as profit-taking, insider selling, and competitive pressures, investors appear upbeat about ARM's future potential, particularly in the data center and AI royalties sector.