ARM (NASDAQ:ARM) Issues Q3 2026 Earnings Guidance

ARM (NASDAQ:ARM) updated its third quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 0.370-0.450 for the period, compared to the consensus EPS estimate of 0.270. The company issued revenue guidance of $1.2 billion-$1.3 billion, compared to the consensus revenue estimate of $1.1 billion.

Wall Street Analyst Weigh In

A number of research firms have commented on ARM. The Goldman Sachs Group began coverage on ARM in a research report on Thursday, July 10th. They issued a “neutral” rating and a $160.00 target price on the stock. Raymond James Financial boosted their price objective on ARM from $140.00 to $165.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Weiss Ratings reiterated a “hold (c)” rating on shares of ARM in a report on Wednesday, October 8th. Needham & Company LLC reiterated a “hold” rating on shares of ARM in a report on Thursday. Finally, KeyCorp boosted their price objective on ARM from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $177.05.

ARM Trading Down 1.2%

ARM traded down $1.93 on Thursday, hitting $158.27. 6,304,805 shares of the company were exchanged, compared to its average volume of 5,313,858. ARM has a twelve month low of $80.00 and a twelve month high of $183.16. The company has a market cap of $167.21 billion, a price-to-earnings ratio of 239.80, a price-to-earnings-growth ratio of 10.10 and a beta of 4.11. The firm has a 50-day moving average price of $154.79 and a two-hundred day moving average price of $143.97.

ARM (NASDAQ:ARM) last released its earnings results on Wednesday, November 5th. The company reported $0.39 EPS for the quarter, topping the consensus estimate of $0.33 by $0.06. ARM had a return on equity of 15.56% and a net margin of 16.96%.The firm had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.06 billion. During the same period in the previous year, the firm posted $0.30 EPS. ARM’s revenue for the quarter was up 34.5% on a year-over-year basis. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. Equities analysts expect that ARM will post 0.9 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Amundi increased its holdings in shares of ARM by 24.8% in the 1st quarter. Amundi now owns 11,804 shares of the company’s stock valued at $1,153,000 after acquiring an additional 2,345 shares during the last quarter. Empowered Funds LLC increased its holdings in shares of ARM by 28.8% in the 1st quarter. Empowered Funds LLC now owns 4,887 shares of the company’s stock valued at $522,000 after acquiring an additional 1,094 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of 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 acquiring an additional 200 shares during the last quarter. Bank of Nova Scotia purchased a new position in shares of ARM in the 2nd quarter valued at about $556,000. Finally, State Street Corp increased its holdings in shares of ARM by 14.7% in the 2nd quarter. State Street Corp now owns 441,445 shares of the company’s stock valued at $71,399,000 after acquiring an additional 56,656 shares during the last quarter. 7.53% of the stock is owned by institutional investors and hedge funds.

About ARM

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries.