Arm Holdings plc (NASDAQ:ARM) will release earnings results for its third quarter, after the closing bell on Wednesday, Feb. 4.Analysts expect the company to report quarterly earnings at 41 cents per share, up from 39 cents per share in the year-ago period. The consensus estimate for Arm's quarterly revenue is $1.23 billion, versus $983 million a year earlier, according to data from Benzinga Pro.On Nov. 5, Arm Holdings reported better-than-expected second-quarter financial results and issued third-quarter g ...

Arm Holdings reports FY2026 Q3 earnings today, Feb. 4, after market close. Wall Street expects earnings of 41 cents per share, representing a 5.1% year-over-year (YOY) increase, on revenue of $1.23 billion, representing 25.7% YOY growth. ...

With Arm Holdings plc’s (ARM) fiscal third-quarter earnings report set to drop after the market close on Feb. 4, investors are bracing for a pivotal update that could reshape sentiment around this high-profile chip architecture designer. ARM shares have experienced weak momentum recently as the broader semiconductor sector oscillates and analysts reassess growth prospects, yet the company’s expanding footprint in artificial intelligence (AI)-enabled designs and new strategic initiatives keep market focus s ...

Arm Holdings plc (NASDAQ:ARM) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. On January 26, UBS analyst Timothy Arcuri lowered the firm’s price target on Arm Holdings plc (NASDAQ:ARM) from $195 to $175 while reaffirming a Buy rating. The revised price target implies a further 66% upside from the current levels. This upside is consistent with the median Wall Street analyst estimate of 61%, based on 43 analysts covering the stock. Astera Labs (ALAB) Soars 19% As AI Boom Boosts Q2 E ...

Market Overview - US stock futures experienced a downturn, particularly in the technology sector, as fears of AI disruption prompted a shift from high-growth tech stocks to value stocks [1] - Nasdaq 100 futures fell by 0.2%, while S&P 500 futures remained flat, and Dow Jones Industrial Average futures increased by 0.1% [1] Technology Sector Performance - The technology sector faced significant selling pressure, with Nvidia and Microsoft each closing over 2% lower, contributing to an overall loss of more than 2% in the S&P 500 tech sector [2] - Advanced Micro Devices (AMD) shares dropped more than 7% following a negative reaction to its first-quarter outlook [3] Earnings Reports and Reactions - Chipotle's stock fell nearly 7% after reporting a decline in customer traffic and warning of potential stagnation in same-store sales growth for 2026 [3] - Enphase Energy (ENPH) saw its stock soar by 20% in premarket trading after exceeding analysts' profit and revenue estimates, although it remains down almost 42% for the year [6] - Super Micro Computers (SMCI) stock jumped 11% after raising its annual revenue forecast due to strong demand for AI servers [4] Upcoming Earnings - Alphabet and Arm Holdings are set to report earnings, with Eli Lilly also highlighted, while Amazon is scheduled to release results on Thursday [4]

Core Viewpoint - Arm Holdings PLC (ARM) shows moderately bullish activity with shares increasing by $1.94, or 1.84%, reaching approximately $107.30 [1] Options Activity - Options volume is relatively light with 15,000 contracts traded, and calls leading puts, resulting in a put/call ratio of 0.22, significantly lower than the typical level of 1.61 [1] - Implied volatility (IV30) has increased by 0.4 points to around 61.46, which is above the 52-week median, indicating an expected daily price movement of $4.15 [1] - The put-call skew has steepened, reflecting heightened demand for downside protection [1] Earnings Outlook - Arm Holdings PLC (ARM) is scheduled to report earnings after the market closes on February 4, 2026 [1] - The options market is pricing in a 50% probability of a price movement exceeding 9.71%, equating to $10.42 [1]

Industry Overview - The global semiconductor industry is experiencing strong demand driven by AI data centers, high-performance computing, 5G implementation, IoT applications, cloud adoption, and automotive electrification [1][12] - The semiconductor market saw a 29.8% year-over-year growth in sales in November 2025, reaching $75.3 billion [2][12] - Robust sales growth is noted across various semiconductor products, including microprocessors, memory chips, and advanced driver assistance systems, with inventory normalization among industrial and automotive customers contributing to sales [3] Company Earnings Expectations - Arm Holdings is expected to report revenues of $1.24 billion for Q3 fiscal 2026, reflecting a 25.7% increase year-over-year, with an earnings estimate of 41 cents per share, a 2.5% increase [7] - FormFactor anticipates revenues of $210.1 million for Q4 2025, indicating a 10.8% increase year-over-year, with an earnings estimate of 35 cents per share, a 29.6% increase [9] - Qualcomm is projected to report revenues of $12.23 billion for Q1 fiscal 2026, a 4.8% increase year-over-year, with an earnings estimate of $3.37 per share, a decrease of 1.17% [11] - Vishay Intertechnology expects revenues of $790 million for Q4 2025, a 10.5% increase year-over-year, with an earnings estimate of 2 cents per share compared to breakeven earnings in the previous year [14] - Amtech Systems is set to report revenues of $19 million for Q1 fiscal 2026, indicating a 22% decline year-over-year, with an earnings estimate of 7 cents per share, a 16.67% increase [16]

Core Insights - Arm Holdings plc (ARM) is set to report its third-quarter fiscal 2026 results on February 4, with earnings expected at 41 cents per share, reflecting a 2.5% year-over-year increase, and revenues projected at $1.24 billion, indicating a 25.7% year-over-year increase [1][5]. Earnings Performance - The company has a strong history of earnings surprises, having exceeded the Zacks Consensus Estimate in all of the last four quarters, with an average earnings surprise of 11.1% [2][3]. - There have been no revisions to the upcoming quarter's earnings estimate in the past 30 days [4]. Revenue Expectations - The expected year-over-year improvement in the company's top line is anticipated to be driven by increases in both Royalty and License revenues, with Royalty revenues estimated at $707 million (a 22% year-over-year decline) and License revenues at $530 million (a 31.5% year-over-year decline) [7]. Stock Performance and Valuation - ARM shares have decreased by 38% over the past three months, yet the stock continues to trade at a high forward price-to-earnings multiple of 48.56x, nearly double the industry average of 26.88, indicating that the stock remains expensive [5][8]. - The company has an Earnings ESP of 0.00% and a Zacks Rank of 3, suggesting a neutral outlook for the upcoming earnings report [6]. Strategic Positioning - Arm Holdings has evolved from a traditional chip designer to a key player in energy-efficient AI computing, with its RISC-based architecture providing superior performance per watt, which is crucial as AI scales under power constraints [10]. - The company benefits from a self-reinforcing ecosystem that connects developers and hardware makers, enhancing software compatibility and adoption speed [11]. - Competitive dynamics show that while NVIDIA competes with Arm in edge and AI workloads, it lacks the mobile scale that Arm possesses, and Qualcomm remains closely tied to Arm through its mobile chip designs [11]. Investment Considerations - Arm Holdings is recognized as a high-quality company with significant exposure to long-term AI and computing trends, but the current valuation limits upside potential, suggesting that investors may want to wait for a more favorable entry point [13].

While most investors are chasing artificial intelligence (AI) chipmakers, the real backbone of the AI revolution may be chip designer Arm Holdings (ARM). Its chip designs power everything from smartphones to hyperscale data centers, positioning it as a key player of the next decade of AI. After delivering its strongest quarter ever, Arm is set to report its third quarter fiscal 2026 earnings on Feb. 4 after the market closes. Is this a good opportunity to grab this AI chip stock now? More News from Barc ...

Arm Holdings plc (NASDAQ:ARM) ranks among the most promising QQQ stocks according to hedge funds. Susquehanna raised Arm Holdings plc (NASDAQ:ARM) from Neutral to Positive on January 21, with a $150 price target. The firm noted two “company-changing initiatives” as major triggers for the upgrade, including the production of an AI XPU ASIC together with SoftBank and Broadcom for OpenAI, as well as a custom server CPU, possibly for Meta, which will be Arm’s first full silicon product. Although details on t ...