ARM (ARM) Expected to Announce Earnings on Wednesday

ARM (NASDAQ:ARM) is anticipated to post its Q3 2026 results after the market closes on Wednesday, February 4th. Analysts expect ARM to post earnings of $0.41 per share and revenue of $1.2272 billion for the quarter. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. Parties may visit the the company’s upcoming Q3 2026 earning results page for the latest details on the call scheduled for Wednesday, February 4, 2026 at 5:00 PM ET.

ARM (NASDAQ:ARM) last announced its earnings results on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, topping analysts’ consensus estimates of $0.33 by $0.06. The company had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.06 billion. ARM had a net margin of 18.81% and a return on equity of 15.03%. The company’s revenue was up 34.5% on a year-over-year basis. During the same period in the previous year, the firm posted $0.30 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 Price Performance

ARM stock opened at $114.88 on Wednesday. ARM has a fifty-two week low of $80.00 and a fifty-two week high of $183.16. The stock has a market capitalization of $121.37 billion, a P/E ratio of 147.28, a P/E/G ratio of 6.87 and a beta of 4.34. The business has a 50-day moving average of $121.00 and a 200-day moving average of $140.34.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on ARM. The Goldman Sachs Group lowered shares of ARM from a “neutral” rating to a “sell” rating and cut their target price for the stock from $160.00 to $120.00 in a research note on Monday, December 15th. TD Cowen reissued a “buy” rating on shares of ARM in a report on Thursday, November 6th. UBS Group reduced their target price on shares of ARM from $195.00 to $175.00 and set a “buy” rating on the stock in a research note on Monday. KeyCorp increased their price objective on shares of ARM from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Finally, Needham & Company LLC reissued a “hold” rating on shares of ARM in a report on Thursday, November 6th. Sixteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $169.52.

Hedge Funds Weigh In On ARM

Several hedge funds have recently added to or reduced their stakes in the company. Amundi increased its position 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 during the period. Empowered Funds LLC lifted its stake in 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 purchasing an additional 1,094 shares during the last quarter. Schnieders Capital Management LLC. increased its stake 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 valued at $393,000 after buying an additional 200 shares during the period. Bank of Nova Scotia purchased a new stake in shares of ARM in the second quarter worth $556,000. Finally, State Street Corp lifted its stake in shares of ARM by 14.7% in the 2nd quarter. State Street Corp now owns 441,445 shares of the company’s stock worth $71,399,000 after purchasing an additional 56,656 shares during the period. Institutional investors own 7.53% of the company’s stock.

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.