NASDAQ
205.97USD
-22.80 (-9.97%)
We have scored 100 news catalysts on Arm Holdings plc American Depositary Shares (ARM) over the past 12 months. The biggest single-day move next to one of them came May 20, 2026, when ARM closed +15.0%: “Dow jumps 640 points as oil prices slide ahead of Nvidia earnings”. Coverage across the window leans positive (average ticker sentiment +0.17). Most of the impact sits in sector technology and price momentum.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
219.2B
P/E
—
EPS
—
Beta
3.79
52W range
100.02-452.7
Day range
198.77–209.00
Open
206.80
Prev close
228.77
Volume
10.4M
Avg volume
5.4M
Dividend
0.00
IPO
2023-09-14
Analysts publish price targets on ARM, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
15 analyst price targets from $250 to $641
as of 2026-09-11
The market is 21% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Arm Holdings plc American Depositary Shares — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Arm Holdings plc American Depositary Shares, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for ARM: .
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Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies. These foundational innovations are crucial for semiconductor manufacturers and original equipment manufacturers (OEMs) to develop their own products. The company's diverse portfolio encompasses microprocessors, comprehensive system intellectual property (IP) solutions, graphics processing units (GPUs), physical IP alongside its associated system IPs, various software offerings, development tools, and an array of supplementary services. Its technology underpins a wide spectrum of industries, including the automotive sector, advanced computing infrastructure, consumer electronics, and the burgeoning Internet of Things (IoT) landscape. Established in 1990, Arm Holdings plc maintains its corporate headquarters in Cambridge, United Kingdom. With a significant global footprint, Arm conducts operations across the United States, the People's Republic of China, Taiwan, South Korea, and numerous other international regions. Currently, Arm Holdings plc functions as a subsidiary entity of Kronos II LLC.
The price at $206 sits at the 7th percentile of published models, meaning the market has explicitly rejected the bull cases up to 152% above today and is only paying for the most conservative estimates on the street.
What the disagreement turns on
Can Arm's push into data center AGI CPUs generate the massive, high-margin revenue growth needed to justify a 262 times earnings multiple, or will the lower margins of that hardware and the drag of federal investigations drag the multiple down — and unit volume data from segment reporting can track the revenue, but the margin breakdown cannot be tested with the tools available.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $254 on 2026-09-11 — the quote has since moved -19%, so read this as a record of what was priced in then, not now.
