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.
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The chip designer beat analyst estimates on revenue and earnings, but Arm stock dropped more than 8% after the results
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

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.
Arm Holdings (NasdaqGS:ARM) is back in focus as investors look ahead to its first quarter fiscal 2027 earnings report on July 29, a key moment in a packed tech earnings week. See our latest analysis for Arm Holdings. After a sharp run earlier in the year, Arm Holdings’ share price has recently cooled, with a 1 day share price return of down 8.14% and a 30 day share price return of down 22.22%, although the year to date share price return of 126.63% and 1 year total shareholder return of...
Arm could make a big move after its earnings report Wednesday.
Arm stock has shed nearly a third of its value in just one month, yet the company's AI data center pipeline tells a very different story heading into Wednesday's earnings report.
ARM Holdings reports fiscal Q1 earnings soon, with expectations for double-digit growth, but a soaring share price and premium valuation may leave little room for disappointment.
In the upcoming Q1 earnings, the spotlight will be on whether Arm's AI CPU strategy is becoming its next major growth engine.
Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.
Broadcom shares fell Thursday despite a better-than-expected earnings report, leading other chip stocks lower.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...
Arm Holdings (NasdaqGS:ARM) reported record fourth quarter earnings, with revenue at US$1,490 million and net income at US$313 million. The results were helped by strong demand for its AI focused AGI CPU platform. See our latest analysis for Arm Holdings. Despite a 10.1% one day share price decline after earnings as investors focused on supply constraints and smartphone weakness, Arm still has strong momentum. The 30 day share price return is 48.29%, the year to date share price return is...
ARM hits strong quarterly revenues as AI cloud demand, AGI CPU traction and rising royalty growth strengthen its AI infrastructure push.
Bank of America raised its price objective on Arm Holdings after the chip-design company posted a stronger March quarter, but the firm stopped short of turning more bullish on the stock as investors continue to price in a larger artificial-intelligence opportunity. In the Bank of America note, ...
Rene Haas: Thank you, Jeff, and welcome, everyone. Arm delivered a record quarter and record fiscal year. Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm platform.
The chip designer reported fourth-quarter profit of $313 million, up from $210 million a year earlier, but stock fell on supply concerns
Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor. Despite the upbeat results, U.