ARM (ARM) Projected to Post Quarterly Earnings on Wednesday

ARM (NASDAQ:ARM) is anticipated to announce its Q2 2026 results after the market closes on Wednesday, November 5th. Analysts expect the company to announce earnings of $0.34 per share and revenue of $1.0621 billion for the quarter. Investors may review the information on the company’s upcoming Q2 2026 earningreport for the latest details on the call scheduled for Wednesday, November 5, 2025 at 5:00 PM ET.

ARM (NASDAQ:ARM) last posted its quarterly earnings results on Wednesday, July 30th. The company reported $0.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.34 by $0.01. ARM had a net margin of 16.96% and a return on equity of 15.56%. The business had revenue of $1.05 billion during the quarter, compared to the consensus estimate of $1.06 billion. During the same quarter last year, the firm posted $0.40 EPS. ARM’s revenue was up 12.1% compared to the same quarter last year. 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 3.1%

NASDAQ ARM opened at $173.09 on Wednesday. The company has a fifty day simple moving average of $151.30 and a 200 day simple moving average of $141.31. ARM has a 12-month low of $80.00 and a 12-month high of $183.16. The company has a market cap of $182.87 billion, a P/E ratio of 262.26, a PEG ratio of 11.22 and a beta of 4.10.

Institutional Investors Weigh In On ARM

A number of hedge funds have recently made changes to their positions in ARM. Bank of America Corp DE raised its stake in shares of ARM by 12.8% during the 2nd quarter. Bank of America Corp DE now owns 1,476,743 shares of the company’s stock worth $238,848,000 after purchasing an additional 168,149 shares during the period. Rafferty Asset Management LLC raised its stake in shares of ARM by 31.0% during the 2nd quarter. Rafferty Asset Management LLC now owns 506,874 shares of the company’s stock worth $81,982,000 after purchasing an additional 119,863 shares during the period. Orion Porfolio Solutions LLC bought a new stake in ARM in the 2nd quarter valued at about $9,968,000. State Street Corp raised its stake in 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 period. Finally, Raymond James Financial Inc. raised its stake in ARM by 15.2% in the 2nd quarter. Raymond James Financial Inc. now owns 315,395 shares of the company’s stock valued at $51,012,000 after acquiring an additional 41,708 shares during the period. 7.53% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts recently issued reports on ARM shares. Rosenblatt Securities reissued a “buy” rating and issued a $180.00 price target on shares of ARM in a research report on Thursday, July 31st. BNP Paribas raised shares of ARM from a “neutral” rating to an “outperform” rating and lifted their price target for the company from $110.00 to $210.00 in a research report on Wednesday, July 16th. Raymond James Financial lifted their price target on shares of ARM from $140.00 to $165.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Mizuho raised their price objective on ARM from $160.00 to $180.00 and gave the company an “outperform” rating in a research note on Thursday, July 3rd. Finally, The Goldman Sachs Group started coverage on ARM in a research note on Thursday, July 10th. They set a “neutral” rating and a $160.00 price objective on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $169.33.

ARM Company Profile

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.