Arm

Fact sheet

• Founded 1990↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• HQ: Cambridge, United Kingdom↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• Publicly traded on NASDAQ: ARM↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• Parent company: SoftBank Group Corp.↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• Primary products: CPU IP, GPU IP, and compute subsystems (CSS)↗ Form 6-K for ARM Holdings PLC UK filed 05/06/2026↗ Arm 2026 Company Profile: Stock Performance & Earnings | PitchBook↗ Arm Holdings (ARM) Company Profile & Description↗ Arm Holdings
• Undergoing strategic transition from IP licensing toward direct silicon (chip) delivery at scale↗ Why CPUs are now at the center of the AI race · 2026-07-20↗ Building the engine behind Arm’s silicon shift - Arm Newsroom · 2026-07-16
• CEO: Rene Haas↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant - People · 2026-07-19↗ Arm CEO warns US export controls on AI chips will be difficult to enforce amid rising demand | Noah Intelligence · 2026-07-18
• CEO Rene Haas projects data center CPU market opportunity exceeding US$100 billion by 2030, driven by agentic AI demand↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant - People · 2026-07-19
• Agentic AI workloads identified as a major growth driver for Arm CPU IP in data centers, competing with x86 (AMD, Intel) and RISC-V↗ Arm Earnings Preview: Can an AGI CPU Raise Rescue the Stock? - moomoo Community · 2026-07-27↗ From tokens to tasks: Why agentic AI changes the infrastructure conversation - Arm Newsroom · 2026-07-23↗ AMD, Arm, and Intel are battling for the agentic AI crown, and the winner reshapes more than just chips · 2026-07-18
• Jefferies price target on ARM raised to $320 (from $290) as of July 2026, citing AGI CPU order growth driven by agentic AI demand↗ Leading investment bank lifts Arm target to $320 as AI drives surge in CPU demand · 2026-07-20
• Arm produces an AGI CPU product line with rising orders as of mid-2026↗ 'The biggest shift happens when AI stops being a tool people occasionally use and becomes part of the opera... · 2026-07-27↗ Leading investment bank lifts Arm target to $320 as AI drives surge in CPU demand · 2026-07-20
• NVIDIA's RTX Spark (N1X) is an Arm-based chip that debuted at Computex 2026; NVIDIA released CUDA Toolkit 13.4 Developer Preview with first official Arm64/Windows CUDA support for this platform↗ NVIDIA releases first CUDA Toolkit preview for Windows on Arm and RTX Spark - VideoCardz.com · 2026-07-19
• Arm has unveiled its first physical chip (a CPU), as of mid-2026, marking an early milestone in its direct silicon strategy↗ Why CPUs are now at the center of the AI race · 2026-07-20
• Arm targets a market capitalization of $1 trillion by 2029, which would make it the UK's first trillion-dollar company↗ Can Arm Holdings Become a $1 Trillion Company? | The Motley Fool · 2026-07-24↗ Arm CEO's Potential Billion-Dollar Payout if Chipmaker Hits Targets (2026) · 2026-07-21
• CEO Rene Haas has a potential billion-dollar compensation payout tied to market capitalization milestones ($1T by 2029, $1.25T further target)↗ Arm CEO's Potential Billion-Dollar Payout if Chipmaker Hits Targets (2026) · 2026-07-21
• SOAFEE (Scalable Open Architecture for Embedded Edge) initiative launched 2021; entered new phase with CoreCollective Working Group for open embedded-edge software collaboration as of July 2026↗ SOAFEE enters new chapter of open software collaboration as CoreCollective Working Group   - Arm Newsroom · 2026-07-21
• Arm-based rack-scale GPU servers overtook x86 as the dominant accelerated computing platform in Q1 2026, per IDC↗ Arm Just Scored a Major Server Market Share Win. What That Means for ARM Stock Here. · 2026-07-25↗ Arm servers overtake x86, AI infra spending to reach $497B in '26: IDC | Seeking Alpha · 2026-07-22
• AI infrastructure spending reached $89.7B in Q1 2026 and is projected to reach $497B for full-year 2026 (IDC)↗ Arm servers overtake x86, AI infra spending to reach $497B in '26: IDC | Seeking Alpha · 2026-07-22
• ARM stock up ~147% year-to-date as of late July 2026, with market cap above $300 billion↗ Can Arm Holdings Become a $1 Trillion Company? | The Motley Fool · 2026-07-24↗ Arm (ARM) Stock Looks Above Fair Value While AI Demand Stays Strong - Simply Wall St News · 2026-07-23
• Wells Fargo (analyst Joe Quatrochi) maintains Overweight rating on ARM but lowered price target to $350 from $410 as of July 2026↗ Wells Fargo lowers Arm target to $350 after rally · 2026-07-22
• Arm Q4/FY2026 earnings call scheduled for July 29, 2026↗ What's behind Arm Holdings's latest 8.0% stock pullback? · 2026-07-28↗ Arm Earnings Preview: Can an AGI CPU Raise Rescue the Stock? - moomoo Community · 2026-07-27↗ Why Arm Holdings (ARM) Stock Is Down Today | Quiver Quantitative · 2026-07-24↗ Arm Stock Climbed to $289 Even as Analysts Cut Their Targets. Here’s Where the Stock Could Go | TIKR.com · 2026-07-22
• Arm CEO Rene Haas unveiled a multi-generation AGI CPU roadmap for the first time at Computex 2026↗ Arm CEO's Emotional Computex Confession: Without Taiwan, There Would Be No Arm; AGI CPU Multi-Generation Roadmap Unveiled for the First Time - People · 2026-07-24
• More than 350 billion Arm-based chips shipped to date (as of August 2026)↗ Your users are already on Arm – is your software targeting it? - Arm Newsroom · 2026-08-04↗ Arm CEO's Emotional Computex Confession: Without Taiwan, There Would Be No Arm; AGI CPU Multi-Generation Roadmap Unveiled for the First Time - People · 2026-07-24
• CEO Rene Haas is in line to also lead much of SoftBank's international business while retaining his Arm CEO role, per FT report (July 2026)↗ Arm CEO Haas in line to lead much of parent SoftBank’s international business, FT reports | WIN 98.5 Your Country | WNWN-FM - People · 2026-07-27
• Arm Ethos-U85 NPU is the first accelerator to run AI transformer models on embedded/microcontroller-class devices↗ What now for the Arm Cortex-M microcontroller? ... · 2026-07-27
• Arm and Unity China signed a memorandum of understanding (July 2026) to integrate Arm mobile computing architecture with the Tuanjie Engine, targeting mobile gaming, HarmonyOS, and automotive markets in China↗ Arm and Unity China Form Strategic Partnership to Drive Mobile Gaming and Real-Time 3D Development · 2026-07-28
• ARM stock fell ~7% after hours on July 29, 2026 despite above-consensus guidance↗ ARM Beats Q1 2027 Earnings, Stock Down 6.16% | TrendSpider · 2026-07-30↗ Arm shares dive after hours despite forecasts above estimates · 2026-07-29
• Arm Q1 FY2027 adjusted EPS: $0.45, beating consensus by ~25% (reported July 30, 2026)↗ Arm Holdings (NASDAQ:ARM) Stock Rebounds 17% on Strong Q1 Results and Sector Rally · 2026-08-05↗ ARM Beats Q1 2027 Earnings, Stock Down 6.16% | TrendSpider · 2026-07-30
• Arm Neural Technology is being adopted across the mobile gaming ecosystem, spanning game studios, engines, developer tools, OEMs, and silicon partners (as of August 2026)↗ Arm Neural Technology gaining momentum across the mobile gaming ecosystem  - Arm Newsroom · 2026-08-04
• Arm Keil MDK (professional software development toolkit) is licensed to third-party semiconductor companies including Alif Semiconductor for edge AI microcontroller development↗ Arm Holdings (ARM) Is Up 13.7% After New AI Chip Deals And Q1 2026 Results – Has The Bull Case Changed? - Simply Wall St News · 2026-08-06↗ Alif Semiconductor Licenses Arm Keil MDK to Accelerate Edge AI Development on Ensemble and Balletto Devices · 2026-08-04
• Approximately 50% of Arm-based compute is shipped to leading hyperscalers as of August 2026↗ Your users are already on Arm – is your software targeting it? - Arm Newsroom · 2026-08-04
• Microsoft and AWS both confirmed Arm-based CPUs as core infrastructure for agentic AI in their Q2 2026 earnings calls↗ CPUs are having a moment: Inside Arm's hyperscale surge  - Arm Newsroom · 2026-08-05
• Arm Q1 FY2027 revenue: $1.29 billion, up 22% year-over-year↗ Arm (ARM) Q1 2027 Earnings Call Transcript | The Motley Fool · 2026-08-07↗ Arm Holdings (NASDAQ:ARM) Stock Rebounds 17% on Strong Q1 Results and Sector Rally · 2026-08-05
• Arm Q1 FY2027 royalty revenue: $715 million, up 22% year-over-year↗ Arm (ARM) Q1 2027 Earnings Call Transcript | The Motley Fool · 2026-08-07↗ Arm Holdings (NASDAQ:ARM) Stock Rebounds 17% on Strong Q1 Results and Sector Rally · 2026-08-05
• ARM stock rose ~13.7% in the week following Q1 FY2027 earnings and new AI chip deal announcements (as of early August 2026)↗ Arm Holdings (ARM) Is Up 13.7% After New AI Chip Deals And Q1 2026 Results – Has The Bull Case Changed? - Simply Wall St News · 2026-08-06
• Alif Semiconductor licensed Arm Keil MDK specifically for its Ensemble and Balletto Arm-based microcontroller product lines↗ Arm Holdings (ARM) Is Up 13.7% After New AI Chip Deals And Q1 2026 Results – Has The Bull Case Changed? - Simply Wall St News · 2026-08-06
• Renaissance Technologies LLC reduced its ARM Holdings position by 96.4% in Q1 2026, selling 456,700 shares, per SEC 13F filing↗ https://www.marketbeat.com/instant-alerts/filing-renaissance-technologies-llc-sells-456700-shares-of-arm-holdings-plc-sponsored-adr-arm-2026-08-10/ · 2026-08-10

Connections

• Advanced Micro Devices — Arm competes with AMD for server CPU market share, with both benefiting from the AGI/server CPU shortage narrative as of mid-2026.↗ Arm Earnings Preview: Can an AGI CPU Raise Rescue the Stock? - moomoo Community
• Microsoft — Microsoft has adopted Arm-based CPUs as core infrastructure for agentic AI, as highlighted in its Q2 2026 earnings call.↗ CPUs are having a moment: Inside Arm's hyperscale surge - Arm Newsroom
• Physical Intelligence (π) — Arm competes with Intel (and AMD) for agentic AI data center CPU workloads.↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant
• TSMC — Arm CPU architectures are manufactured by TSMC, alongside x86 and RISC-V designs, as highlighted on TSMC's Q2 2026 earnings call.↗ [News] ARM CEO Says Agentic AI May Drive CPU Core Counts to 512 as GPU-CPU Ratios Become Less Relevant

Recent developments

• ARM stock declined 4.64% on August 10, 2026, amid sector-wide profit-taking and concerns that higher interest rate expectations are negatively impacting Arm's long-term growth outlook.

  Read more ↗tradingkey.com10 Aug

• ARM stock fell approximately 36-39% from its 52-week high as of early August 2026, driven by sector-wide profit-taking and concerns about AI investment cooling and higher interest rate expectations.

  Read more ↗barchart.com9 Aug

• Arm Holdings stock rose 13.7% following new AI chip deals and Q1 FY2027 results; Alif Semiconductor announced it had licensed Arm's Keil MDK toolchain to support development on its Ensemble and Balletto Arm-based microcontrollers.

  Read more ↗simplywall.st6 Aug

• Arm's Q1 FY2027 earnings call transcript confirms revenue of $1.29 billion (up 22% YoY) and royalty revenue of $715 million (up 22% YoY), with record first-quarter performance in both licensing and royalty revenue streams.

  Read more ↗fool.com7 Aug

• SoftBank posted an 18% drop in Q1 profit, buoyed by a gain on its Intel stake, with no valuation gain recorded from its OpenAI holdings.

  Read more ↗reuters.com6 Aug

• Arm Holdings shares rebounded 17.36% to close at $280.56 on August 4, 2026, recovering after a ~34% slide in July, driven by strong fiscal Q1 FY2027 results showing 22% revenue growth to $1.29 billion and royalty revenue up 22% to $715 million.

  Read more ↗kalkine.com5 Aug

• Conflicting information: we hold "ARM stock up ~147% year-to-date as of late July 2026, with market cap above $300 billion" (2 sources) but a new report says "ARM stock up ~147% year-to-date as of late July 2026, with market cap above $300 billion; stock closed at $280.56 on August 4, 2026 after rebounding 17.36% following a ~34% slide in July".

  Read more ↗kalkine.com5 Aug

• Linked to Microsoft: Microsoft has adopted Arm-based CPUs as core infrastructure for agentic AI, as highlighted in its Q2 2026 earnings call.

  Read more ↗newsroom.arm.com5 Aug

• Arm reports that 99% of smartphones run on Arm and over 350 billion Arm-based chips have shipped to date, reinforcing the scale of the platform for software developers.

  Read more ↗newsroom.arm.com4 Aug

• Microsoft and AWS both cited Arm-based CPUs as core infrastructure for agentic AI in their recent earnings calls, with Arm editorial noting ~50% of Arm-based compute now shipped to leading hyperscalers and over 350 billion Arm-based chips shipped to date.

  Read more ↗newsroom.arm.com5 Aug

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