Arm Holdings plc (ARM) will report its first-quarter fiscal 2026 results on July 30, with an earnings forecast of 34 cents, reflecting a 15% year-over-year decline. The revenue estimate is set at $1.04 billion, indicating an 11% year-over-year increase.
Royalty revenues are projected at $599 million, a decrease of 28.3% year-over-year, while License and other revenues are expected to be $440 million, down 6.8% year-over-year. ARM’s recent share performance has been notable, rising 46% in the past three months, currently trading at a forward P/E ratio of 85.2x, significantly above the industry average of 34.18x.
ARM has a Zacks Rank of #3 (Hold) and an earnings ESP of 0.00%, indicating no predicted earnings beat for this quarter. The upcoming results are anticipated to be influenced by evolving demands in AI and the Internet of Things, where ARM’s chip architecture continues to play a pivotal role.
