ARM reported a strong quarter for Arm Holdings plc, with revenue rising 22.4% year over year to $1.3 billion. Gross profit also climbed 22.5% to $1.3 billion, showing continued strength in the company’s core business.
Profitability was mixed at the operating level, as operating profit fell 20.2% to $91 million. Even so, net income attributable to common shareholders jumped 136.8% to $270 million, while diluted earnings per share more than doubled to $0.25.
Cash generation was a highlight in the quarter. Cash from operating activities surged 171.7% to $902 million, and cash and cash equivalents increased to $3.1 billion. Capital spending totaled $197 million, while total liabilities stood at $2.6 billion.
- Revenue: $1.3 billion, up 22.4%
- Net income: $270 million, up 136.8%
- Operating cash flow: $902 million, up 171.7%
- Diluted EPS: $0.25
- Cash and equivalents: $3.1 billion
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Arm Holdings plc Insider Trading Activity
Arm Holdings plc insiders have traded $ARM stock on the open market 39 times in the past 6 months. Of those trades, 0 have been purchases and 39 have been sales.
Here’s a breakdown of recent trading of $ARM stock by insiders over the last 6 months:
- SPENCER COLLINS (Chief Legal Officer) has made 0 purchases and 9 sales selling 92,902 shares for an estimated $19,804,062.
- JASON CHILD (Chief Financial Officer) has made 0 purchases and 3 sales selling 74,480 shares for an estimated $14,218,870.
- WILLIAM ABBEY (Chief Commercial Officer) has made 0 purchases and 10 sales selling 43,831 shares for an estimated $12,023,373.
- RENE A. HAAS (Chief Executive Officer) has made 0 purchases and 11 sales selling 41,152 shares for an estimated $6,627,111.
- RICHARD ROY GRISENTHWAITE (Chief Architect) sold 24,339 shares for an estimated $5,090,501
- LAURA KATHLEEN BARTELS (Chief Accounting Officer) sold 11,306 shares for an estimated $4,439,866
- CHARLOTTE CLAIRE EATON (Chief People Officer) has made 0 purchases and 4 sales selling 14,905 shares for an estimated $4,176,575.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Arm Holdings plc Hedge Fund Activity
We have seen 446 institutional investors add shares of Arm Holdings plc stock to their portfolio, and 301 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 7,245,019 shares (+339.9%) to their portfolio in Q1 2026, for an estimated $1,096,026,474
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,413,619 shares (+133.7%) to their portfolio in Q1 2026, for an estimated $365,132,282
- COATUE MANAGEMENT LLC removed 2,300,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $347,944,000
- GOLDMAN SACHS GROUP INC removed 2,244,096 shares (-57.9%) from their portfolio in Q1 2026, for an estimated $339,486,842
- VAN ECK ASSOCIATES CORP added 2,162,503 shares (+4292.3%) to their portfolio in Q1 2026, for an estimated $327,143,453
- SCHRODER INVESTMENT MANAGEMENT GROUP added 1,933,035 shares (+102.2%) to their portfolio in Q1 2026, for an estimated $292,429,534
- ALTIMETER CAPITAL MANAGEMENT, LP added 1,715,440 shares (+inf%) to their portfolio in Q1 2026, for an estimated $259,511,763
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Arm Holdings plc Analyst Ratings
Wall Street analysts have issued reports on $ARM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 05/07/2026
To track analyst ratings and price targets for Arm Holdings plc, check out Quiver Quantitative's $ARM forecast page.
Arm Holdings plc Price Targets
Multiple analysts have issued price targets for $ARM recently. We have seen 21 analysts offer price targets for $ARM in the last 6 months, with a median target of $265.0.
Here are some recent targets:
- Timothy Arcuri from UBS set a target price of $470.0 on 06/24/2026
- Krish Sankar from TD Cowen set a target price of $475.0 on 06/24/2026
- Vivek Arya from B of A Securities set a target price of $460.0 on 06/23/2026
- Vijay Rakesh from Mizuho set a target price of $500.0 on 06/04/2026
- Joe Quatrochi from Wells Fargo set a target price of $410.0 on 06/01/2026
- Tom O'Malley from Barclays set a target price of $360.0 on 06/01/2026
- David Dai from Bernstein set a target price of $300.0 on 05/18/2026
