ARM Earnings
2026-05-06
EPS Estimate
$0.58
$0.52 – $0.60
Revenue Estimate
$1.5B
Earnings Trend
beating
Current Price
$149.11
Our Position
bullish · highArm projects $15B AI chip revenue by 2031
est. revisions stable
(-0.3pp / 30d)
Arm's direct chip sales open a $15 billion AI market opportunity, marking a strategic pivot that could reshape data center CPU dynamics and drive sustained revenue growth.
Watch: Watch H2 2026 production ramp and design wins to validate Arm's $15B revenue and margin expansion outlook.
Data Signal Summary
2 bullish
1 bearish
Insider selling cluster
Analysts: bullish
Price uptrend
Key Context
Analyst Consensus
bullish
Insider Activity
selling
Price Trend
uptrend
1-Month Return
+20.1%
From 52w High
-16.5%
P/E Ratio
198.8
Est. Revisions (30d)
-0.4% 0up/2dn
Analyst Target (mean)
$165 $95–$240
Options P/C Ratio
0.71
Est. Dispersion
14% 28 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Coatue, D.E. Shaw, Two Sigma, Renaissance
Recent Activity
insider trade
Sale at price 148.37 per share.
earnings
earnings
earnings
earnings
insider trade
Sale at price 160.22 - 163.35 per share.
analyst rating
5d ago
analyst rating
11d ago
analyst rating
11d ago
insider trade
Haas Rene A. (Chief Executive Officer) sold 200 shares of ARM at $163.15 ($32,630 total) on 2026-03-26
11d ago
Get alerted when this prediction scores after earnings.
