ARM Stock Recent News

Arm Holdings PLC could soon emerge as a major contender in the market for custom artificial-intelligence chips, and some analysts think the company's stock is still waiting to benefit from the opportunity.

Shares of Arm Holdings (ARM 3.85%) were climbing today as one Wall Street analyst took a brighter view of the company.

Arm Holdings' energy-efficient chip designs are powering AI and IoT growth for Apple, Qualcomm and Samsung as its tech influence deepens.

ARM's rally has been well supported by the durable AI-related spending trends, growing hyperscaler demand for custom silicon, and NVDA's launch of Arm-based Grace Blackwell superchip. These explain its robust FY2025 performance and promising FQ1'26 guidance, as observed in the growing monetization/ royalty opportunities thus far. Even then, ARM's rally may have occurred overly fast and furious, as observed in the premium valuations, the pulled forward upside potential, and the reversing momentum.

It's probably safe to say that artificial intelligence (AI) is here to stay. Investments in AI infrastructure continue to soar, and companies are racing to develop and implement AI in nearly every facet of their business models.

Shares of Arm Holdings (ARM 0.30%) continued to march higher in the first half of the year, benefiting from the broader tailwinds in artificial intelligence (AI), market share gains, and solid growth in its earnings report. Arm, which licenses its central processing unit (CPU) architecture to partners like Apple and Nvidia, is well positioned to capitalize on the data center boom and future growth in edge AI, as its architecture is more power-efficient than the competing x86 alternative used by Intel and AMD. As a result, Arm continues to earn a high valuation since it has a long runway of growth in the AI era. According to data from S&P Global Market Intelligence, the stock finished the first half of the year up 31%. As you can see from the chart below, Arm started the year on a high note before crashing on tariff-driven concerns and then recovered to nearly its previous peak. ARM data by YCharts. Arm has one of the most resilient business models in the semiconductor sector, as it ear

ARM's 16% stock drop trails a booming sector, as risks in China, valuation, and strategy spark investor caution.

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) today announced it will report financial results for the first quarter of fiscal year 2026 on Wednesday, July 30, 2025, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/ttpouhi2 and a replay of th.

Shares of Arm Holdings (ARM -1.09%) shot up last month on a broader bullish trend in the semiconductor industry that lifted peers like Nvidia and AMD as concerns around tariffs and a potential recession simmered down, and the risk-on artificial intelligence (AI) trade returned.

The growing adoption of artificial intelligence is driving tremendous growth for the semiconductor industry. But demand for chips can be cyclical, which can lead to volatility for many of these stocks.