Why did Arm Holdings (ARM) stock move recently?

On 8/4/2026, Arm Holdings moved +17.4% — Arm shares surged on positive sentiment around accelerating adoption of its AGI CPU for AI data centers, building on fiscal Q1 results that beat estimates with data-center royalties more than doubling and strong AI demand commentary from CEO Rene Haas. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Arm Holdings (ARM) overvalued or fairly valued?

MarketChacha shows Arm Holdings's valuation in context — a forward P/E of about 81.5, a price-to-book of about 30.9 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is the share price of Arm Holdings (ARM)?

Arm Holdings last traded at $252.09 (+3.9% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

Arm Holdings

ARM · NASDAQ · Semiconductors · United States

Snapshot

TickerARM

ExchangeNASDAQ

SectorSemiconductors

CountryUnited States

Employees9,584

HeadquartersCambridge, United Kingdom

Websitewww.arm.com

Filings tracked17

About Arm Holdings

Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT, embedded systems, cloud data centers, networking, automotive, and robotics. It provides its products and services in the United States, China, Japan, Taiwan, Korea, and internationally. The company was founded in 1990 and is based in Cambridge, United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.

Who owns it

Insiders0.1%
Institutions96.2%
Public & other3.7%

1,304 institutional holders

Ownership breakdown from public market data.

Top holders

Invesco Ltd.1.20%
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main0.61%
Capital World Investors0.41%
Arrowstreet Capital, Limited Partnership0.38%
FMR, LLC0.38%
Goldman Sachs Group Inc0.27%
Van Eck Associates Corporation0.24%
Capital Research Global Investors0.22%

Largest institutional holders — last updated 6/30/2026.

What's expected next

Next quarter

Rev $1.5B · EPS 0.55

Est. earnings growth +28.4%

Next fiscal year

Rev $8.2B · EPS 3.06

Est. earnings growth +37.3%

Analyst consensus estimates — not the company's own guidance.

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Ask MarketChacha about ARM

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 4, 2026
Arm shares surged on positive sentiment around accelerating adoption of its AGI CPU for AI data centers, building on fiscal Q1 results that beat estimates with data-center royalties more than doubling and strong AI demand commentary from CEO Rene Haas.
source 1 ↗source 2 ↗source 3 ↗· confidence: high
Jul 28, 2026
ARM fell sharply ahead of its July 29 earnings report amid a broader pullback in high-valuation AI and semiconductor stocks, with no specific company catalyst identified in filings or today's coverage.
source 1 ↗source 2 ↗· confidence: low
Jul 27, 2026
ARM fell 5.9% with no specific company catalyst reported; the decline aligns with its broader 28% drop over the prior month ahead of Q1 FY2027 earnings on July 29.
· confidence: low
Jul 24, 2026
Arm Holdings shares fell with the broader semiconductor and tech sector amid ongoing valuation concerns ahead of its upcoming earnings report next week; no company-specific catalyst was reported today.
· confidence: low
Jul 21, 2026
Arm shares rose on positive analyst sentiment around AI demand, with Jefferies lifting its price target citing stronger long-term CPU demand from AI workloads; the move also reflected sector recovery despite UBS target cuts on the name.
source 1 ↗source 2 ↗source 3 ↗· confidence: medium

Daily moves with the verified reason behind them. Education only — not investment advice.

On MarketChacha

Posts about ARM

c/us-daily · 8/5/2026▲ 0

Filings & announcements

2026

6-K filing
SEC8/10/2026material
6-K filing
SEC7/29/2026material
6-K filing
SEC7/29/2026material
20-F filing
SEC5/26/2026
6-K filing
SEC5/6/2026material
6-K filing
SEC4/21/2026material
6-K filing
SEC3/24/2026material
6-K filing
SEC3/24/2026material
6-K filing
SEC2/4/2026material
6-K filing
SEC2/4/2026material

2025

6-K filing
SEC11/5/2025material
6-K filing
SEC11/5/2025material
6-K filing
SEC9/18/2025material
6-K filing
SEC9/10/2025material
6-K filing
SEC8/11/2025material
6-K filing
SEC7/30/2025material
6-K filing
SEC7/30/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.