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 center royalties doubling year-over-year and strong demand for its new AGI CPU. Despite a high trailing P/E of 217x and recent earnings miss, analysts see 38% upside with a $290 average target, citing rising earnings estimates and expanding market share. Upcoming quarterly reports will be crucial for clarity on silicon margins and future growth amid risks like smartphone market weakness and a pending Qualcomm trial.
As of Oct 26, 2026 20:01 WIB, Arm Holdings trades at USD 213.38 on Pluang, recovering slightly with a 1.45% gain but still down 51.5% from its 52-week high of USD 439.46. In contrast, Qualcomm is priced at USD 177.00, up 0.62% and closer to its 52-week high of USD 251.10. Arm's market cap stands at $224.63 billion, notably larger than Qualcomm's $187.84 billion, highlighting Arm's premium valuation despite recent volatility.
Arm Holdings is transitioning its royalty revenue focus from smartphones to data centers, where royalties have more than doubled year over year. Despite a strong 104% year-to-date rally, the stock trades at a high forward multiple of 94x, reflecting ...
Arm Holdings has introduced ready-made chip blueprints and a finished AGI CPU that offer hyperscalers a shortcut, potentially reducing demand for Marvell's custom chip designs. Arm's AGI CPU demand exceeds $2 billion, though supply constraints limit ...
