ARM (ARM) Projected to Post Earnings on Wednesday

ARM (NASDAQ:ARM) will likely be posting its Q3 2026 results after the market closes on Wednesday, February 4th. Analysts expect the company to announce 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. Individuals may review the information on the company’s upcoming Q3 2026 earning report for the latest details on the call scheduled for Wednesday, February 4, 2026 at 5:00 PM ET.

ARM (NASDAQ:ARM) last issued its quarterly earnings results on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.06. ARM had a net margin of 18.81% and a return on equity of 15.03%. The company had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.06 billion. During the same period last year, the business earned $0.30 EPS. The business’s quarterly revenue was up 34.5% on a year-over-year basis. 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 2.8%

Shares of ARM stock opened at $105.36 on Monday. The firm’s fifty day moving average price is $119.45 and its two-hundred day moving average price is $139.48. The firm has a market capitalization of $111.31 billion, a P/E ratio of 135.08, a PEG ratio of 6.31 and a beta of 4.35. ARM has a 1 year low of $80.00 and a 1 year high of $183.16.

Institutional Investors Weigh In On ARM

Several hedge funds have recently bought and sold shares of the stock. Moors & Cabot Inc. boosted its holdings in shares of ARM by 5.3% during the third quarter. Moors & Cabot Inc. now owns 2,050 shares of the company’s stock worth $290,000 after acquiring an additional 103 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in ARM by 0.7% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 25,362 shares of the company’s stock worth $3,588,000 after purchasing an additional 185 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in ARM by 9.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,430 shares of the company’s stock valued at $393,000 after purchasing an additional 200 shares during the period. FWL Investment Management LLC acquired a new position in ARM in the 2nd quarter valued at $34,000. Finally, Main Street Financial Solutions LLC increased its position in ARM by 3.7% during the 2nd quarter. Main Street Financial Solutions LLC now owns 8,171 shares of the company’s stock worth $1,322,000 after buying an additional 289 shares during the period. 7.53% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

ARM has been the topic of a number of analyst reports. Morgan Stanley dropped their price objective on ARM from $180.00 to $135.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. Citigroup lowered shares of ARM from a “buy” rating to a “hold” rating in a research report on Tuesday, January 13th. Raymond James Financial began coverage on shares of ARM in a research report on Friday, November 21st. They issued a “hold” rating for the company. KeyCorp boosted their price objective on shares of ARM from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Finally, The Goldman Sachs Group downgraded shares of ARM from a “neutral” rating to a “sell” rating and cut their target price for the company from $160.00 to $120.00 in a research note on Monday, December 15th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $169.52.

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.