Arm Holdings is positioned for growth driven by AI and data center chip demand, which is expected to counterbalance declines in smartphone chip volumes. The company's royalty rates are increasing, especially with its v9 architecture and CSS technology, supporting revenue growth despite shrinking handset sales. Adoption of Arm's Neoverse cores in major AI and cloud platforms like Nvidia Vera, Google Axion, and AWS Graviton highlights its expanding role in data center and AI infrastructure. While fairly valued currently, Arm's potential upside lies in underestimated data center growth and expansion into robotics, automotive, and PC markets.
As of Oct 29, 2026 05:21 WIB, Arm Holdings trades at USD 230.50 on Pluang, up 1.72% for the day. This price sits closer to its 52-week low of USD 104.55 than its 52-week high of USD 439.46, indicating significant room for growth if data center demand drives the stock higher. The market cap stands at $242.01 billion, reflecting its substantial size in the technology sector amid mixed investor sentiment with 58% of Pluang orders buying and 42% selling.
Arm Holdings continues to grow solidly, driven by increased AI adoption boosting demand for its technology. The company projects 21% year-over-year revenue and earnings per share growth for Q2, with expectations of beating estimates based on its trac...
Arm Holdings' stock has fallen 53.5% from its 52-week high to $210.33 amid a broader semiconductor sell-off, even as its revenue grows over 20%. The company benefits from three revenue streams: royalties, licensing, and silicon sales, with data cente...
