Nama Insights

Arm Holdings (ARM)

Technology · Semiconductors · NASDAQ

Nasdaq-100
Arm Holdings (ARM) is a Technology company in the Semiconductors industry. It has a market capitalization of $186.84B, a trailing price-to-earnings ratio of 87.3 and a free-cash-flow yield of 0.5%. Over the most recent reported fiscal year, revenue grew 22.8% and free cash flow per share grew 630.2%. Nama's AI scorecard rates it Buy, 7.0 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 7.0/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +86.0% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-61.4%
How far the last close sits under the highest price of the past five years.
Market cap$186.84B
Trailing P/E87.3
Price / book21.6
Price / sales36.1
FCF yield0.5%
Dividend yield—
Gross margin97.5%
Operating margin17.3%
Net margin20.2%
Revenue growth (YoY)+22.8%
Revenue growth (3-yr annual)+22.5%
EPS growth (YoY)+7.9%
FCF/share growth (YoY)+630.2%
Beta3.8
ExchangeNASDAQ
SectorTechnology
IndustrySemiconductors

ARM earnings

Next report: Feb 3, 2027 (Q3 2027, EPS estimate $0.55). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2027 Nov 4, 2026 $0.52 $0.48 +8.3% $1.44B
Q1 2027 Jul 29, 2026 $0.45 $0.40 +12.5% $1.29B
Q4 2026 May 5, 2026 $0.60 $0.58 +3.5% $1.49B
Q3 2026 Feb 4, 2026 $0.43 $0.41 +4.9% $1.24B

ARM analyst price target

Median target $278.60 from 40 analysts, ranging $125.00 – $500.00.

Semiconductors peers

TickerCompanyMarket capP/E
NVDA NVIDIA $4.51T 26.6
TSM Taiwan Semiconductor Manufacturing $1.95T 24.2
AVGO Broadcom $1.40T 36.1
SKHY SK hynix $897.97B —
MU Micron Technology $780.68B 9.1
AMD Advanced Micro Devices $736.46B 67.5
INTC Intel $299.13B 40.8
TXN Texas Instruments $253.58B 36.0
Explore live ARM data on Nama Insights →

Recent Congressional trades

Arm Holdings trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Cleo Fields House Sell $50,001 - $100,000 Dec 17, 2025
Jonathan Jackson House Sell $1,001 - $15,000 Oct 15, 2025
Jonathan Jackson House Buy $1,001 - $15,000 Aug 25, 2025
Cleo Fields House Buy $50,001 - $100,000 Aug 6, 2025

ARM FAQ

Is ARM a buy?
Nama's AI scorecard currently rates Arm Holdings Buy (7.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ARM's P/E ratio?
Arm Holdings trades at a trailing price-to-earnings ratio of 87.3.
When does ARM report earnings?
Arm Holdings's next scheduled report is on Feb 3, 2027. Analysts expect EPS of $0.55.
What is the ARM price target?
The median analyst price target from 40 analysts is $278.60, with a range of $125.00 – $500.00.
Is ARM Shariah compliant?
Nama's AAOIFI-style screen reads Arm Holdings as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.