SeekingAlpha · Aug 8, 2026
Arm Holdings: Capitalizing On The Agentic AI Beyond IP Licensing
Arm Holdings' AI/AGI CPU demand is surging, revenue could hit $33â44B and market cap $660â880B by decadeâs end. Read why ARM stock is a strong buy.
AR
NYSE · ARM
Arm Holdings plc American Depositary Shares
Technology · Semiconductors
$271.87
Up+$6.78 (+2.49%)
Updated Aug 13, 2026, 10:43 PM
SID Score
6.3/10
Composite research score
Smart Money
44/100
Neutral
- Market cap
- 135.35B
- P/E ratio
- 168.98
- Dividend yield
- 0.00%
- 52-week range
- $100.02 – $452.70
- Volume
- 3.37M
- Avg. volume
- 5.76M
Price performance
ARM price history
1M range · 21 trading sessions · Daily adjusted prices
ARM closed at $271.87 after 21 trading sessions, down 1.86% for the selected period.
- Last close
- $271.87
- Period change
- -1.86%
- Period low
- $224.89
- Period high
- $289.73
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 12, 2026 | $279.96 | $280.16 | $266.5915 | $271.87 | 3.37M |
| Aug 11, 2026 | $273.10 | $273.3897 | $265.37 | $268.93 | 3.18M |
| Aug 10, 2026 | $281.26 | $282.80 | $267.31 | $267.85 | 3.18M |
| Aug 7, 2026 | $298.965 | $299.285 | $275.00 | $282.57 | 3.83M |
| Aug 6, 2026 | $267.03 | $295.57 | $266.88 | $286.68 | 4.38M |
| Aug 5, 2026 | $274.56 | $281.59 | $268.62 | $274.58 | 4.44M |
| Aug 4, 2026 | $253.40 | $283.269 | $251.10 | $280.56 | 9.89M |
| Aug 3, 2026 | $230.01 | $241.90 | $219.39 | $239.06 | 6.05M |
| Jul 31, 2026 | $258.95 | $261.905 | $239.26 | $239.69 | 7.23M |
| Jul 30, 2026 | $258.00 | $268.48 | $232.67 | $241.54 | 12.81M |
| Jul 29, 2026 | $241.50 | $243.245 | $222.56 | $224.89 | 9.42M |
| Jul 28, 2026 | $252.99 | $253.61 | $240.38 | $244.74 | 5.85M |
| Jul 27, 2026 | $263.48 | $268.20 | $251.61 | $266.33 | 5.05M |
| Jul 24, 2026 | $282.77 | $288.9899 | $258.43 | $260.01 | 4.88M |
| Jul 23, 2026 | $275.47 | $284.00 | $274.77 | $283.04 | 3.6M |
| Jul 22, 2026 | $280.48 | $288.44 | $279.501 | $283.40 | 2.6M |
| Jul 21, 2026 | $285.47 | $294.00 | $274.50 | $289.73 | 5.14M |
| Jul 20, 2026 | $272.00 | $277.40 | $268.06 | $269.61 | 3.37M |
| Jul 17, 2026 | $249.865 | $272.88 | $243.12 | $267.19 | 8.24M |
| Jul 16, 2026 | $268.54 | $268.66 | $252.61 | $262.01 | 9.79M |
| Jul 15, 2026 | $281.09 | $288.4999 | $265.20 | $277.01 | 5.71M |
Latest ARM news
The latest Smart Investors Daily articles mentioning ARM.
Stock researchCompany · Overview
ARM research
Overview
Company profile and research snapshot.
Company profile
Arm Holdings is the IP owner and developer of the ARM architecture, which is used in 99% of the world's smartphone CPU cores, and it also has high market share in other battery-powered devices like wearables, tablets, or sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $200.00
- Implied upside
- —
- Analysts
- 23
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 31, 2026 | Rosenblatt | Buy | — |
| Jul 30, 2026 | Guggenheim | Buy | — |
| Jul 30, 2026 | Needham | Buy | — |
| Jul 30, 2026 | TD Cowen | Buy | — |
| Jul 30, 2026 | RBC Capital | Outperform | — |
News briefing
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Yahoo · Aug 7, 2026
Arm (ARM) Q1 2027 Earnings Call Transcript
Record data center royalties and AI chip demand double as Arm accelerates server adoption.
SeekingAlpha · Aug 7, 2026
Arm Holdings: Earnings Surge Is On The Horizon
Arm Holdings (ARM) rated a buy: AI and data center growth, rising royalties/licensing, and a high-margin IP model support long-term upsideâread now.
SeekingAlpha · Aug 7, 2026
Arm: Buy The Dip
Arm Holdings pivots to selling data-center CPUs for AI, targeting $25B revenue by 2031.
AI research layers
Interpretive context generated from the platform’s current data sources.
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