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AI 90-DAY FORECAST
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Arm Holdings Plc /Uk (ARM) AI Forecast

Our AI ranks Arm Holdings Plc /Uk outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.

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Arm Holdings Plc /Uk (ARM) Stock Forecast Sept. 25, 2026


Arm Holdings Plc /Uk (ARM) AI Stock Price Forecast & Investment Analysis

Arm Holdings Plc /Uk Stock Price Chart and Technical Analysis

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Arm Holdings Plc /Uk (ARM) - Comprehensive Stock Analysis & Investment Research

Deep dive into Arm Holdings Plc /Uk's business profile, financial performance, AI predictions, and competitive positioning to make informed investment decisions.

Analysis updated on Sept. 25, 2026 (UTC)

Arm Holdings Plc /Uk Investment Summary

When evaluating whether Arm Holdings Plc /Uk (ARM) represents a compelling investment opportunity, investors must consider multiple factors including the company's financial health, market position, growth prospects, and what our AI-powered predictive models suggest about its near-term price trajectory.

Company Profile

Arm Holdings Plc /Uk (ARM) operates within the Manufacturing sector, specifically in the Semiconductors & Related Devices industry. With a market capitalization of $331 billion, the company is classified as a mega-cap stock, typically characterized by high stability and strong institutional backing.

Financial Performance Analysis

Our comprehensive financial analysis covers Arm Holdings Plc /Uk's revenue, profitability metrics, balance sheet strength, and cash flow generation...

AI Price Predictions

Get AI-powered 7-day, 30-day and 90-day price forecasts for Arm Holdings Plc /Uk along with confidence scores and detailed analysis...

Investment Considerations

Expert analysis of whether Arm Holdings Plc /Uk is suitable for your investment objectives, risk tolerance, and time horizon...

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Corporate Identity

Arm Holdings Plc /Uk (Stock Symbol: ARM) is a prominent company operating within the Manufacturing sector, with a specific focus on the Semiconductors & Related Devices industry. The company's shares are publicly traded on the Nasdaq exchange.

Leadership & Workforce

Detailed information about Arm Holdings Plc /Uk's leadership team, workforce size, and organizational structure...

Market Classification

Market capitalization analysis and stock classification (mega-cap, large-cap, mid-cap, small-cap) for Arm Holdings Plc /Uk...

Sector & Industry Analysis

In-depth sector dynamics and industry context for Arm Holdings Plc /Uk...

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Revenue & Growth Analysis

Arm Holdings Plc /Uk generates annual revenues of $5 billion, indicating a well-established business with proven market demand.

Profitability Metrics

Net profit margin, gross margin, and operating margin analysis for Arm Holdings Plc /Uk...

Market Valuation

P/E ratio, price-to-book, and valuation multiples for Arm Holdings Plc /Uk...

Return Metrics

Return on equity (ROE), return on assets (ROA), and capital efficiency for Arm Holdings Plc /Uk...

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AI ANALYSIS AVAILABLE

Unlock Arm Holdings Plc /Uk's AI Price Forecast

Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report

4537 Stocks in the out-of-sample test
73.7% Rebalance periods with a positive net return
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Strategic Market Position

Arm Holdings Plc /Uk strategically competes in the highly dynamic Semiconductors & Related Devices marketplace. As a mega-cap market leader, the company commands significant market influence, enjoying substantial competitive moats including brand recognition, scale economies, and extensive distribution networks. Mega-cap status typically brings advantages in capital access, talent acquisition, and partnership opportunities, while also attracting the highest levels of institutional investor and analyst coverage.

Industry Competitive Landscape

Arm Holdings Plc /Uk competes within the Manufacturing sector, navigating the competitive dynamics and market forces specific to this industry. The company's competitive position depends on its ability to differentiate through product quality, cost efficiency, customer relationships, or other strategic advantages relevant to its specific market segment.

Operational Efficiency

The company demonstrates exceptional operational efficiency, generating $2 billion in free cash flow annually. Year-over-year cash flow growth stands at 105.5%. This substantial cash generation capability provides significant strategic flexibility for acquisitions, share repurchases, dividend growth, or debt reduction—all while maintaining operational investments necessary to defend market position.

Margin & Pricing Power Analysis

The company maintains a gross margin of 97.5%. This reflects strong pricing power and/or low direct production costs relative to revenue. Gross margins are only comparable within an industry, so read this level against the company's peers rather than the market as a whole.

An operating margin of 17.0% shows how efficiently the company converts revenue into operating profit after all operating expenses, including research and development, sales and marketing, and general and administrative costs. This healthy operating margin shows balanced investment in growth functions while maintaining reasonable profitability.

Asset Utilization Efficiency

The asset turnover ratio stands at 0.46x. This is a moderate asset turnover. Lower turnover is expected where the business model requires significant infrastructure, so the ratio should be read against the company's own industry.

Financial Strength & Leverage

The current ratio stands at 5.25. This demonstrates strong short-term liquidity, with current assets significantly exceeding current liabilities. This provides a substantial buffer for meeting near-term obligations and handling unexpected financial needs.

Arm Holdings Plc /Uk (ARM) Fundamental Analysis & Insider Trading Data (Quarterly Financial Reports)

Comprehensive quarterly financial data, earnings trends, insider transactions, and institutional holdings for Arm Holdings Plc /Uk stock analysis.

Deep dive into Arm Holdings Plc /Uk's financial health, valuation metrics, and operational efficiency to make informed investment decisions.

Understanding Valuation Metrics

What these metrics mean: Valuation metrics help determine if Arm Holdings Plc /Uk stock is fairly priced compared to its earnings, assets, and market position.

How to read them: Lower P/E ratios may indicate undervalued stocks, while higher ratios suggest growth expectations. P/B ratio compares market value to book value.

For Arm Holdings Plc /Uk: With a P/E ratio of 317.45, the market highly values future growth prospects.

P/E Ratio 317.45x
P/B Ratio 38.40x
Market Cap $331.42B
EPS $0.98
Book Value/Share $8.08
Revenue/Share $4.83
FCF/Share $1.41
Understanding Profitability Metrics

What these metrics mean: These ratios measure how efficiently Arm Holdings Plc /Uk converts revenue into profit and generates returns for shareholders.

How to read them: Higher ROE/ROA indicate better management efficiency. Margin percentages show profit at different operational levels.

For Arm Holdings Plc /Uk: An ROE of 12.1% shows good shareholder value creation.

ROE 12.1%
ROA 9.3%
ROIC 8.8%
Gross Margin 97.5%
Operating Margin 17.0%
Net Margin 20.3%
EBT Margin 24.5%
Tax Rate 17.4%
Understanding Financial Health Metrics

What these metrics mean: These ratios assess Arm Holdings Plc /Uk's ability to meet short-term obligations and manage debt levels effectively.

How to read them: Current ratio >2 is generally good, Quick ratio >1 shows strong liquidity. Lower D/E ratios indicate conservative debt management.

For Arm Holdings Plc /Uk: A current ratio of 5.25 indicates strong liquidity.

Current Ratio 5.25x
D/E Ratio 0.30x
Financial Leverage 1.30x
Working Capital $5.13B
Understanding Cash Flow Metrics

What these metrics mean: Cash flow metrics reveal Arm Holdings Plc /Uk's ability to generate cash from operations and fund growth initiatives.

How to read them: Positive operating cash flow is crucial. Free cash flow shows money available for dividends, buybacks, or investments.

For Arm Holdings Plc /Uk: Free cash flow of $1506M provides flexibility for shareholder returns and growth investments.

Operating Cash Flow $2.09B
Free Cash Flow $1.51B
Capital Spending -$588M
OCF Growth YoY 105.5%
FCF Growth YoY 123.1%
FCF/Sales 29.2%
CapEx/Sales 11.4%
Understanding Operational Efficiency Metrics

What these metrics mean: These ratios measure how effectively Arm Holdings Plc /Uk uses its assets and manages working capital.

How to read them: Higher turnover ratios indicate efficient asset utilization. Shorter collection periods show effective credit management.

For Arm Holdings Plc /Uk: An asset turnover of 0.46x suggests room for improvement in asset utilization.

Asset Turnover 0.46x
Receivables Turnover 4.6x
Fixed Assets Turnover 5.6x
Days Sales Outstanding 79 days
Understanding Financial Statement Data

What these metrics mean: Key figures from Arm Holdings Plc /Uk's income statement and balance sheet showing absolute financial performance.

How to read them: Revenue shows business scale, while margins indicate profitability. Balance sheet items reveal financial structure.

For Arm Holdings Plc /Uk: With annual revenue of $5156M, Arm Holdings Plc /Uk operates at significant scale.

Income Statement
Total Revenue $5.16B
Operating Income $877M
Net Income $1.04B
R&D Expense $2.96B
SG&A Expense $1.17B
Cost of Goods Sold $127M
Balance Sheet Highlights (USD millions)
Total Current Assets $6.34B (56.6% of assets)
Cash & Short-term Investments $3.06B (27.3% of assets)
Accounts Receivable $1.12B (10.0% of assets)
Total Liabilities $2.57B (22.9% of assets)
Dividend & Shareholder Information
Shares Outstanding 1068M

Latest Arm Holdings Plc /Uk Stock News & Market Analysis

Breaking news, analyst reports, and market updates affecting Arm Holdings Plc /Uk (ARM) stock price and investment outlook.

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Where ARM sits on the market map

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Arm Holdings Plc /Uk Industry Peers - Semiconductors & Related Devices

Companies classified under the same SEC industry code as Arm Holdings Plc /Uk (Semiconductors & Related Devices): 60 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.

Company Ticker Symbol 90-Day AI Forecast (Alpha) Market Cap (USD M) P/E Ratio P/B Ratio
ARM ██% $331.42B 317.5x 38.4x
NVDA ██% $5.41T 28.1x 23.6x
AVGO ██% $1.68T 44.0x 16.9x
AMD ██% $1.03T 160.0x 15.3x
INTC ██% $642.56B x 7.3x
AMAT ██% $384.89B 41.5x 15.0x
TXN ██% $247.17B 40.8x 13.7x
MRVL ██% $227.07B 86.0x 12.3x
ASX ██% $197.05B x x
ADI ██% $190.72B 46.1x 5.7x
MPWR ██% $65.63B 81.6x 16.9x
ALAB ██% $63.26B 171.2x 36.7x
NXPI ██% $58.11B 21.9x 5.3x
CBRS ██% $49.12B x 5.4x
STM ██% $45.84B x 2.6x
MCHP ██% $40.56B 84.8x 6.3x
CRDO ██% $39.65B 73.7x 14.5x
ON ██% $28.48B 45.2x 4.0x
GFS ██% $27.24B x x
Q ██% $25.59B 26.5x 3.5x
TSEM ██% $24.45B x 8.4x
MTSI ██% $21.76B 90.3x 14.1x
SITM ██% $19.34B x 18.9x
FSLR ██% $19.10B 10.9x 1.9x
LSCC ██% $17.36B x 22.0x
SMTC ██% $16.25B x 28.4x
AMKR ██% $13.29B 28.6x 2.8x
SWKS ██% $13.21B x 2.3x
NXT ██% $12.13B 20.4x 4.8x
RMBS ██% $11.31B 41.2x 6.8x
QRVO ██% $10.24B 30.2x 3.1x
FORM ██% $10.13B 87.8x 9.1x
VIAV ██% $9.19B x 6.3x
AAOI ██% $8.54B x 5.1x
MXL ██% $7.74B x 16.0x
SLAB ██% $7.39B x 6.8x
ALGM ██% $6.85B 482.5x 7.1x
CRUS ██% $6.01B 14.0x 2.8x
AXTI ██% $5.18B x 5.8x
HIMX ██% $4.93B x x
KLIC ██% $4.63B x 5.1x
DIOD ██% $4.41B 51.3x 2.3x
ENPH ██% $4.27B 33.8x 4.1x
DQ ██% $3.88B x 1.8x
SYNA ██% $3.79B x 4.1x
UCTT ██% $3.46B x 5.4x
IPGP ██% $3.29B 119.5x 1.6x
OSIS ██% $3.21B 20.7x 3.9x
AMBA ██% $3.21B x 5.2x
POWI ██% $2.84B 113.2x 4.2x
NVTS ██% $2.79B x 7.2x
PENG ██% $2.72B x 6.2x
LASR ██% $2.34B x 5.3x
ICHR ██% $2.12B x 2.4x
JKS ██% $2.03B x 0.2x
NLST ██% $1.96B x 84.8x
SEDG ██% $1.96B x 4.8x
PLAB ██% $1.76B 10.7x 1.4x
AMBQ ██% $1.67B x 4.1x
WOLF ██% $1.39B x 1.5x
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Frequently Asked Questions - Arm Holdings Plc /Uk Stock Forecast

How accurate are Arm Holdings Plc /Uk stock predictions?

A per-ticker accuracy statistic for ARM is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report

What factors influence Arm Holdings Plc /Uk stock price forecasts?

Our analysis considers Arm Holdings Plc /Uk's financial metrics, Manufacturing sector trends, market sentiment, technical indicators, earnings data, and macroeconomic factors affecting stock performance.

Is Arm Holdings Plc /Uk a good investment in 2026?

Based on our AI analysis, Arm Holdings Plc /Uk shows potential for various market scenarios. Consider your risk tolerance, investment timeline, and portfolio diversification before making investment decisions.

How often are Arm Holdings Plc /Uk forecasts updated?

Arm Holdings Plc /Uk forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Sept. 25, 2026.

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