ARM (ARM) to Release Quarterly Earnings on Wednesday

ARM (NASDAQ:ARM) is projected to issue its Q4 2026 results after the market closes on Wednesday, May 6th. Analysts expect the company to announce earnings of $0.58 per share and revenue of $1.4733 billion for the quarter. Parties can check the company’s upcoming Q4 2026 earning summary page for the latest details on the call scheduled for Wednesday, May 6, 2026 at 5:00 PM ET.

ARM (NASDAQ:ARM) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.02. The business had revenue of $1.24 billion during the quarter, compared to analysts’ expectations of $1.23 billion. ARM had a return on equity of 14.01% and a net margin of 17.15%.The firm’s revenue for the quarter was up 26.3% compared to the same quarter last year. During the same period in the previous year, the company posted $0.39 earnings per share. On average, analysts expect ARM to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

ARM Trading Down 0.0%

Shares of ARM stock opened at $211.10 on Monday. The stock has a market cap of $223.03 billion, a P/E ratio of 281.47, a price-to-earnings-growth ratio of 9.52 and a beta of 3.40. The stock has a 50 day simple moving average of $148.60 and a 200 day simple moving average of $137.34. ARM has a 1 year low of $100.02 and a 1 year high of $237.68.

Analyst Ratings Changes

Several research firms have weighed in on ARM. Bank of America restated a “neutral” rating and set a $120.00 target price on shares of ARM in a research note on Tuesday, January 13th. KeyCorp restated an “overweight” rating on shares of ARM in a research note on Thursday, February 5th. Guggenheim upped their target price on ARM from $201.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday, March 25th. JPMorgan Chase & Co. cut their target price on ARM from $180.00 to $145.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Finally, Benchmark restated a “hold” rating on shares of ARM in a research note on Thursday, February 5th. Eighteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, ARM currently has an average rating of “Moderate Buy” and an average price target of $176.71.

Key Headlines Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Jim Cramer highlighted adding Arm to a portfolio, a high-profile endorsement that can lift retail interest and flows. Jim Cramer Highlights Adding Arm Holdings to the Charitable Trust Portfolio
• Positive Sentiment: Analysts and commentators argue Arm’s May 6 earnings could be a major upside catalyst — rising royalty rates from Armv9 adoption and accelerating AI workloads are cited as drivers toward a potential $250 target. Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate
• Positive Sentiment: Industry roundup shows Arm among strong AI-infrastructure performers in April, reinforcing the narrative that Arm is a beneficiary of the AI capex cycle. ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?
• Neutral Sentiment: Comparisons and sector analyses (e.g., head‑to‑head pieces) provide context but don’t add fresh company‑specific catalysts; useful for valuation and competitive perspective. ARM (NASDAQ:ARM) & Nova (NASDAQ:NVMI) Head-To-Head Comparison
• Negative Sentiment: TSMC sold its remaining Arm shares in a $231M exit — a notable institutional sell that likely contributed to near-term pressure and signals portfolio reshuffling by a major semiconductor customer. TSMC Dumps Arm Stake in $231 Million Exit Move
• Negative Sentiment: Multiple reports cite an ~8% slide from late‑April profit‑taking in the chip/AI rally; headlines frame this as a pullback that could extend if sentiment sours. Arm Holdings (ARM) Stock: Falls 8 – Is the AI Rally Running Out of Steam? Arm Holdings (ARM) Stock Tumbles 8% as Profit-Taking Grips Chip Sector
• Negative Sentiment: Coverage noting a snapped winning streak and warnings of further drops amplify short‑term downside risk from momentum traders and algorithmic flows. After Arm’s stock saw a seven-day winning streak snapped, it’s on track for another sharp drop

Insider Buying and Selling at ARM

In other news, CFO Jason Child sold 21,280 shares of the company’s stock in a transaction on Wednesday, April 22nd. The shares were sold at an average price of $180.00, for a total transaction of $3,830,400.00. Following the completion of the transaction, the chief financial officer directly owned 153,426 shares in the company, valued at approximately $27,616,680. This represents a 12.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Rene A. Haas sold 9,299 shares of the company’s stock in a transaction on Tuesday, April 14th. The stock was sold at an average price of $160.85, for a total transaction of $1,495,744.15. Following the transaction, the chief executive officer owned 273,680 shares of the company’s stock, valued at $44,021,428. This trade represents a 3.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 83,712 shares of company stock valued at $13,614,730 over the last 90 days.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of ARM. Amundi increased its holdings in shares of ARM by 24.8% during the first quarter. Amundi now owns 11,804 shares of the company’s stock worth $1,153,000 after buying an additional 2,345 shares in the last quarter. Empowered Funds LLC increased its holdings in shares of ARM by 28.8% during the first quarter. Empowered Funds LLC now owns 4,887 shares of the company’s stock worth $522,000 after buying an additional 1,094 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of ARM by 9.0% during the second quarter. Schnieders Capital Management LLC. now owns 2,430 shares of the company’s stock worth $393,000 after buying an additional 200 shares in the last quarter. Bank of Nova Scotia acquired a new position in shares of ARM during the second quarter worth $556,000. Finally, State Street Corp increased its holdings in shares of ARM by 14.7% during the second quarter. State Street Corp now owns 441,445 shares of the company’s stock worth $71,399,000 after buying an additional 56,656 shares in the last quarter. 7.53% of the stock is currently owned by institutional investors and hedge funds.

ARM Company Profile

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.