FeesSafety
Pluang+

Arm's partners shipped 10 billion chips in a quarter, but royalty growth was only 8%.

Company Fundamentals
05 Nov 2026, 16:31 WIB
24/7 Wall Street
View Source
Neutral
Arm's partners shipped 10 billion chips in a quarter, but royalty growth was only 8%.

Arm Holdings reported a record shipment of over 10 billion Arm-based chips in a single quarter, marking a significant milestone. Despite this volume growth, royalty revenue increased by just 8%, reflecting a mix of product sales and pricing pressures. Licensing revenue surged 50%, driven by long-term deals, helping the company beat revenue expectations. However, the stock remains highly valued with limited room for error, and upcoming AGI CPU launches may impact margins before scaling.

Arm Holdings shares are trading at USD 172.09 on Pluang as of Nov 05, 2026 21:41 WIB, down 10.28% for the day. This price sits closer to the 52-week low of USD 104.55 than the 52-week high of USD 439.46, indicating significant room below its peak despite the recent shipment milestone. The stock's market cap stands at $204.84 billion, with most Pluang investors currently buying rather than selling.

More News (ARM)

Qualcomm shares drop 11% despite beating earnings, hit by weak profit outlook and handset sales slump.

Qualcomm shares drop 11% despite beating earnings, hit by weak profit outlook and handset sales slump.

Qualcomm reported Q4 FY2026 earnings that beat Wall Street estimates with EPS of $2.17 and revenue of $10.32 billion. However, the stock fell 11% due to a soft profit outlook and a 26% year-over-year decline in handset revenue, which overshadowed rec...

Company Fundamentals
Bearish
6 hours ago
Arm stock plunges 37% in a month; Qualcomm offers better income and valuation for retirees.

Arm stock plunges 37% in a month; Qualcomm offers better income and valuation for retirees.

Arm's stock has dropped nearly 37% in one month, trading at a very high valuation with no dividend, making it risky for retirees. Qualcomm, despite a handset slump and a slight revenue decline, offers a 2.17% dividend yield, a much lower valuation, a...

Company Fundamentals
Neutral
23 hours ago
Midterm election results lift stocks, lower yields and oil; raise regulatory concerns for Tesla, SpaceX, and defense spending.

Midterm election results lift stocks, lower yields and oil; raise regulatory concerns for Tesla, SpaceX, and defense spending.

The recent U.S. midterm election results reduced market uncertainty, boosting stocks while bond yields and oil prices fell amid expectations of political gridlock and limited major spending. Democratic control raises the likelihood of stricter fossil...

Bullish
1 day ago
Investing $1,000 in Arm Holdings today could yield $1,237 to $3,763 by 2030 amid its data center pivot.

Investing $1,000 in Arm Holdings today could yield $1,237 to $3,763 by 2030 amid its data center pivot.

Arm Holdings is shifting focus from smartphone chips to hyperscale data centers and its own silicon, driving varied analyst outlooks. A $1,000 investment today could be worth between $844.70 and $3,763.30 by 2030, with a base case of $1,237.70. Growt...

Bullish
3 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App