ARM (ARM) to Release Quarterly Earnings on Wednesday

ARM (NASDAQ:ARM) is anticipated to release its Q3 2026 results after the market closes on Wednesday, February 4th. Analysts expect the company to announce 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. Parties may review the information on the company’s upcoming Q3 2026 earning report for the latest details on the call scheduled for Wednesday, February 4, 2026 at 5:00 PM ET.

ARM (NASDAQ:ARM) last issued its quarterly earnings data on Wednesday, November 5th. The company reported $0.39 earnings per share for the quarter, topping analysts’ consensus estimates of $0.33 by $0.06. The business had revenue of $1.14 billion during the quarter, compared to analysts’ expectations of $1.06 billion. ARM had a net margin of 18.81% and a return on equity of 15.03%. The company’s revenue was up 34.5% on a year-over-year basis. During the same period last year, the company posted $0.30 EPS. 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

Shares of ARM stock opened at $114.88 on Wednesday. The business has a 50-day moving average of $121.00 and a 200-day moving average of $140.34. ARM has a 1-year low of $80.00 and a 1-year high of $183.16. The company has a market capitalization of $121.37 billion, a PE ratio of 147.28, a P/E/G ratio of 6.87 and a beta of 4.34.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on ARM shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of ARM in a research report on Wednesday, January 21st. The Goldman Sachs Group downgraded ARM from a “neutral” rating to a “sell” rating and reduced their price target for the stock from $160.00 to $120.00 in a research report on Monday, December 15th. UBS Group reduced their target price on shares of ARM from $195.00 to $175.00 and set a “buy” rating on the stock in a report on Monday. Benchmark reiterated a “hold” rating on shares of ARM in a research note on Thursday, November 6th. Finally, KeyCorp lifted their target price on shares of ARM from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Sixteen investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $169.52.

Hedge Funds Weigh In On ARM

Several institutional investors have recently bought and sold shares of the business. Schnieders Capital Management LLC. grew its holdings in ARM by 9.0% in the second quarter. Schnieders Capital Management LLC. now owns 2,430 shares of the company’s stock valued at $393,000 after purchasing an additional 200 shares during the last quarter. Elevation Point Wealth Partners LLC lifted its position in ARM by 6,073.2% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 3,457 shares of the company’s stock valued at $489,000 after purchasing an additional 3,401 shares during the last quarter. Brooklyn Investment Group raised its position in ARM by 109.1% in the third quarter. Brooklyn Investment Group now owns 2,444 shares of the company’s stock worth $346,000 after acquiring an additional 1,275 shares in the last quarter. Family Management Corp acquired a new position in shares of ARM in the third quarter worth $333,000. Finally, Tower Research Capital LLC TRC lifted its stake in shares of ARM by 25.4% in the second quarter. Tower Research Capital LLC TRC now owns 2,793 shares of the company’s stock worth $452,000 after buying an additional 566 shares during the last quarter. 7.53% of the stock is owned by hedge funds and other institutional investors.

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.