Arm reversed its initial after-hours decline as AI demand outweighed expectations for weaker smartphone royalties.
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Arm Holdings PLC (NASDAQ:ARM) remains well positioned to benefit from long-term AI infrastructure growth, according to Citi, which reiterated its ‘Buy’ rating and $300 price target while modestly increasing its fiscal 2027 forecasts following the company's latest quarterly results. Shares of...
AI momentum is colliding with weakness in Arm's core market.
Arm delivered record earnings, but investors are now weighing its fast-growing AI ambitions against an increasingly demanding valuation and rising regulatory scrutiny.
Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.
AMD, Broadcom, and Arm just handed investors a rare pullback inside one of the most aggressive AI spending cycles on record. Whether that dip signals a buying opportunity or a warning depends on which risks you think the market is still ignoring.
During an interview with CNBC, Haas said that the shift away from x86 and toward Arm architecture in AI accelerated data centers is driving growth in the company’s revenue.
Investors are buying back into chip stocks, and Arm just delivered a promising quarterly report.
Arm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or an opening.
Jensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5 trillion market cap. Here is what would need to go right and what could blow it all up.
Arm Holdings PLC (NASDAQ:ARM) beat first-quarter revenue and profit estimates and issued upbeat second-quarter guidance, sending its shares up 6.1% in early Thursday trading. The chip design company reported revenue of $1.29 billion for the quarter, ahead of analyst estimates of $1.26...
Arm Holdings' record fiscal Q1 highlights surging AI CPU demand, data center growth and customer momentum as it scales its compute platform across AI infrastructure and edge devices.
The chip designer beat analyst estimates on revenue and earnings, but Arm stock dropped more than 8% after the results
Second-quarter royalty growth guided to 13% on smartphone weakness
Arm Holdings (NASDAQ:ARM) reported first-quarter results that exceeded Wall Street expectations for both earnings and revenue, yet the chip designer’s shares continued to slide as investors remained cautious despite an upbeat outlook. The company posted earnings per share of $0.
ARM reports record Q1 revenue of $1.29 billion, driven by a doubling of data center royalty revenue and surging demand for its AGI CPU, while navigating smartphone market weakness.
ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del
Jay Goldberg, Seaport Research Partners senior analyst, semiconductors and electronics, reacts to Qualcomm's weak profit forecast for the current quarter and Arm Holdings Plc's sales outlook that also failed to impress investors. He speaks on "Bloomberg The Close."

Asking for a Trend Host Josh Lipton eyes several stocks making moves in after-hours trading, including Robinhood Markets (HOOD), Arm Holdings (ARM), and Carvana (CVNA) after reporting their latest earnings results.
Investing.com -- Arm Holdings reported first-quarter earnings per share of $0.45, surpassing analyst expectations of $0.4 by $0.05. The company posted revenue of $1.29 billion for the quarter, beating the consensus estimate of $1.27 billion.
The company reported a higher first-quarter profit of $270 million as demand for its chip designs exceeded expectations.
Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
US market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...