ARM ARM HOLDINGS PLC /UK
What matters nowUpdated 5 h ago
- Latest development: Qualcomm's breach-of-license suit against Arm, scheduled for trial in Delaware on October 5, 2026 1, went to a jury that began deliberating on October 9, with no verdict announced as of that report 2. Qualcomm says a win could free it from Arm royalties for up to five years, a benefit estimated at about $1.5 billion, though a judge must still rule on the pricing clause 2.
- Recent trading: The pooled 24/7 venue price was $252.82 at 15:56 UTC on October 13, 2026, down 0.03% from the previous close of $252.89. Detected moves include declines of 8.48% on September 28, 6.81% on September 24, 6.94% on October 8 and 5.78% on October 12, and a gain of 4.54% on October 2.
- Key numbers (fundamentals as of March 31, 2026): trailing revenue of $4.92 billion, up 22.8% year over year, trailing net income of $904 million and trailing free cash flow of $979 million. Gross margin is 97.5% and operating margin 18.3%. At a $269.0 billion market cap, the stock trades at 297.4 times trailing earnings, 54.7 times sales, and offers a 36.4% free cash flow yield. Royalty revenue reached $715 million in the June 2026 quarter, up 22%.
- Positioning: SoftBank raised its margin loan secured by Arm shares to $25 billion on September 18, 2026. The facility is initially secured by 769,029,000 Arm shares, or 72.0% of the company, while SoftBank owns about 86.4% 3. Insiders made 20 sales worth $62.4 million over the past 180 days, with no purchases, and 7 of those sales were planned.
- Next: Arm reports results for the fiscal second quarter ended September 30, 2026 after the close on November 4, 2026, with the webcast at 2:00 p.m. Pacific 4. Before that, the September CPI print is due October 14, 2026 at 12:30 UTC. Polymarket odds for the October 2026 Fed meeting put no change in rates at 81.5% and a 25 bp increase at 17.5%.
Qualcomm 10-Q (SEC EDGAR) · Oct 5
TechTimes · Oct 9
Bloomberg · Sep 18
Arm Newsroom · Oct 5
Valuation & fundamentalsFull financials →
TTM through 2026-03-31 from SEC filings. Ratios use our pooled 24/7 price. Quarterly statements →
Every venue
| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp ARMUSDT · just now | 255.60 | +0.02% | $30.3M | $10.3M | 0.0000% |
| bitget perp ARMUSDT · just now | 255.54 | −0.01% | $4.7M | $1.9M | 0.0000% |
| hyperliquid perp xyz:ARM · just now | 255.29 | −0.11% | $4.2M | $5.4M | 0.0138% |
| okx perp ARM-USDT-SWAP · just now | 255.57 | +0.01% | $3.8M | $1.5M | 0.0000% |
| bybit perp ARMUSDT · just now | 255.67 | +0.05% | $2.0M | $1.5M | 0.0040% |
| aster perp ARMUSDT · just now | 255.47 | −0.03% | $108.0K | $10.4K | 0.0000% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Qualcomm v. Arm: jury begins deliberations, no verdict as of October 9
The jury in Qualcomm's breach-of-contract case against Arm began deliberating on October 9 and had not announced a verdict when the reporting was published.
Qualcomm's breach-of-license suit against Arm is scheduled for trial on October 5 in Delaware
Qualcomm's 10-Q for the period ended June 28, 2026 says its lawsuit against Arm Holdings, filed in the U.S.
Arm sets November 4 date for fiscal second-quarter 2027 results
Arm said on October 5 that it will report results for the fiscal second quarter ended September 30, 2026 after the market closed on Wednesday, November 4, 2026.
SoftBank raises its margin loan backed by Arm shares to $25 billion
SoftBank Group raised its margin loan secured by its Arm shares by $5 billion to $25 billion, according to Bloomberg on September 18, 2026.
Arm unveils Neoverse CSS N4 and expands AGI CPU ecosystem for agentic AI servers
On September 8, 2026 Arm announced Neoverse CSS N4, a configurable compute subsystem for partners that build their own data center chips, alongside an expanded AGI CPU ecosystem.
Arm launches AI Portal to help developers and agents deploy optimized AI on Arm chips
Arm launched the Arm AI Portal on September 8, 2026 to help developers and AI agents find, compare and deploy pre-optimized AI models on Arm hardware.
Arm posts record fiscal first-quarter revenue of $1.29 billion, up 22%
Arm reported record first-quarter revenue of $1.29 billion, up 22% from a year earlier, for the quarter ended June 30, 2026.
Arm sets July 29 date for its fiscal first-quarter 2027 results
Arm said on July 8 that it would report results for the fiscal first quarter ended June 30, 2026 after the market closed on Wednesday, July 29.
Arm and Sumo Digital unveil Neural Dawn, a mobile game using Unreal MegaLights
Arm and Sumo Digital showed Neural Dawn, a mobile game built on Unreal Engine 5.6.1 with MegaLights, which Arm calls the first on mobile.
Arm and NVIDIA unveil Arm-based RTX Spark platform for Windows PCs at Computex
Arm and NVIDIA announced RTX Spark at Computex 2026, a Windows PC platform that pairs an Arm-based NVIDIA Grace CPU with a Blackwell RTX GPU and unified memory.
Oracle Cloud Infrastructure joins Arm AGI CPU ecosystem to explore agentic AI use
Oracle Cloud Infrastructure said it is joining the Arm AGI CPU ecosystem and will explore how the chip can extend its Arm workload benefits to agentic AI systems.
Arm guides fiscal Q1 2027 revenue to $1.26 billion and EPS to $0.40
Arm forecast revenue of about $1.26 billion for the quarter ending June 30, 2026, plus or minus $50 million, and non-GAAP EPS of $0.40, plus or minus $0.04.
Arm releases free Performix toolkit to tune performance for AI agent development
Arm launched Arm Performix, a free performance analysis toolkit that collects runtime data from Arm silicon.
Arm CEO Rene Haas also takes CEO role at SoftBank Group International
SoftBank Group said on April 21 that Arm chief executive Rene Haas would become chief executive of SoftBank Group International, an operating platform that oversees some of its international subsidiaries.
Arm sets fiscal Q4 2026 results for May 6, after the close
Arm said on April 8 that it would report results for the fourth quarter of fiscal 2026, the quarter ended March 31, after the US market closed on Wednesday, May 6.