ARM (ARM) Projected to Post Quarterly Earnings on Wednesday

ARM (NASDAQ:ARM) is projected to post its Q3 2026 results after the market closes on Wednesday, February 4th. Analysts expect ARM to post earnings of $0.41 per share and revenue of $1.2272 billion for the quarter. ARM has set its Q3 2026 guidance at 0.370-0.450 EPS. Investors may visit the the company’s upcoming Q3 2026 earning results page for the latest details on the call scheduled for Wednesday, February 4, 2026 at 5:00 PM ET.

ARM (NASDAQ:ARM) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, beating the consensus estimate of $0.33 by $0.06. ARM had a net margin of 18.81% and a return on equity of 15.03%. The firm had revenue of $1.14 billion during the quarter, compared to the consensus estimate of $1.06 billion. During the same period in the previous year, the firm posted $0.30 earnings per share. The business’s revenue was up 34.5% compared to the same quarter last year. On average, analysts expect ARM to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

ARM Price Performance

ARM stock opened at $106.93 on Tuesday. The company’s 50-day moving average is $118.90 and its 200-day moving average is $139.13. The stock has a market capitalization of $112.97 billion, a PE ratio of 137.09, a price-to-earnings-growth ratio of 6.31 and a beta of 4.35. ARM has a 1 year low of $80.00 and a 1 year high of $183.16.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. Moors & Cabot Inc. grew its position in ARM by 5.3% in the 3rd quarter. Moors & Cabot Inc. now owns 2,050 shares of the company’s stock worth $290,000 after purchasing an additional 103 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its position in shares of ARM by 0.7% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 25,362 shares of the company’s stock worth $3,588,000 after buying an additional 185 shares in the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of ARM by 9.0% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,430 shares of the company’s stock worth $393,000 after buying an additional 200 shares during the last quarter. FWL Investment Management LLC bought a new position in shares of ARM in the second quarter valued at approximately $34,000. Finally, Main Street Financial Solutions LLC increased its position in shares of ARM by 3.7% during the second quarter. Main Street Financial Solutions LLC now owns 8,171 shares of the company’s stock valued at $1,322,000 after acquiring an additional 289 shares during the last quarter. 7.53% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have commented on ARM. Barclays raised their price objective on ARM from $115.00 to $165.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Royal Bank Of Canada assumed coverage on shares of ARM in a research report on Wednesday, January 14th. They issued an “outperform” rating and a $140.00 price target for the company. Oddo Bhf set a $170.00 price target on shares of ARM in a research note on Monday, January 5th. Raymond James Financial initiated coverage on shares of ARM in a research note on Friday, November 21st. They issued a “hold” rating on the stock. Finally, Citigroup cut shares of ARM from a “buy” rating to a “hold” rating in a report on Tuesday, January 13th. Sixteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $169.52.

About ARM

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.