olivLaw · US equity research
Arm Holdings plc ARM
Semiconductors & Related Devices · SIC 3674 · Vertical: Semiconductors & Related Devices (SIC 3674)
Arm Holdings designs and licenses processor architectures, especially CPUs, used by nearly all smartphone makers and increasingly in data centers and AI systems. In March 2026 the company moved into its own production silicon with the Arm AGI CPU, widening its model beyond IP licensing. The stakes lie in whether it can turn its mobile dominance into a position in AI infrastructure.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Arm Holdings plc (ARM) stock was 191.80 USD (−5.28% on the day), with market capitalisation 204.1 bn USD, P/E 225.6 on diluted EPS of 0.85 USD over the last 12 months, beta 2.74, 52-week range 104.55–439.46 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 32.6
- weak (30–45)
- Bollinger (20, 2)
- 184.35 – 272.71
- in the lower half of the band · %B 0.08 · band width 38.7%
- SMA 50 / 200
- 256.08 / 230.29
- mixed trend
- MACD (12, 26, 9)
- -18.28 / -15.51
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −36.7% | −2.0% | −34.7 pp | — |
| 3 months | −30.1% | −2.2% | −28.0 pp | — |
| 6 months | −19.2% | +4.3% | −23.4 pp | — |
| Year to date | +75.5% | +10.6% | +64.9 pp | — |
| 1 year | +19.3% | +10.5% | +8.9 pp | +43.1% |
| 3 years | +258.6% | +73.7% | +184.9 pp | +135.5% |
| 5 years | unavailable | +61.7% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
ESEF annual reports carry no quarters: the results are annual (below).
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 67 percentile of its own 3-quarter history (min 142.4, median 178.0, max 431.0; quarters with earnings only).
Fiscal years
| Fiscal year | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|
| Revenue | 2.7 bn | 2.7 bn | 3.2 bn | 4.0 bn | 4.9 bn |
| Revenue YoY | unavailable | −0.9% | +20.7% | +23.9% | +22.8% |
| Net income | 549.0 m | 524.0 m | 306.0 m | 792.0 m | 904.0 m |
| Net income YoY | unavailable | −4.6% | −41.6% | +158.8% | +14.1% |
| Diluted EPS | 0.54 | 0.51 | 0.29 | 0.75 | 0.85 |
| Diluted EPS YoY | unavailable | −5.6% | −43.1% | +158.6% | +13.3% |
| net % | 20.3% | 19.6% | 9.5% | 19.8% | 18.4% |
| Free cash flow | 424.0 m | 675.0 m | 998.0 m | 178.0 m | 979.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Mar 2026
- Cash
- 2.8 bn USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 8.3 bn USD
- Total assets
- 10.7 bn USD
- Debt / equity
- unavailable
- Current ratio
- 6.00x
- ROE
- 12.0%
- ROA
- 9.2%
- FCF margin
- 19.9%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|
| Revenue | 2.7 bn | 2.7 bn | 3.2 bn | 4.0 bn | 4.9 bn | SEC (XBRL)· 26 May 2026verified |
| Cost of revenue | 131.0 m | 106.0 m | 154.0 m | 121.0 m | 121.0 m | SEC (XBRL)· 26 May 2026verified |
| Gross profit | 2.6 bn | 2.6 bn | 3.1 bn | 3.9 bn | 4.8 bn | SEC (XBRL)· 26 May 2026verified |
| Research & development | 995.0 m | 1.1 bn | 2.0 bn | 2.1 bn | 2.8 bn | SEC (XBRL)· 26 May 2026verified |
| SG&A | 897.0 m | 762.0 m | 983.0 m | 984.0 m | 1.1 bn | SEC (XBRL)· 26 May 2026verified |
| Operating income | 633.0 m | 671.0 m | 111.0 m | 831.0 m | 900.0 m | SEC (XBRL)· 26 May 2026verified |
| Depreciation & amortisation | 185.0 m | 170.0 m | 162.0 m | 183.0 m | 249.0 m | SEC (XBRL)· 26 May 2026verified |
| EBITDA | 818.0 m ≈ | 841.0 m ≈ | 273.0 m ≈ | 1.0 bn ≈ | 1.1 bn ≈ | SEC (XBRL)· 26 May 2026derived |
| Pre-tax income | 786.0 m | 671.0 m | 212.0 m | 720.0 m | 1.2 bn | SEC (XBRL)· 26 May 2026verified |
| Income tax | 109.7 m | 146.8 m | -94.0 m | -72.0 m | 253.0 m | SEC (XBRL)· 26 May 2026verified |
| Net income | 549.0 m | 524.0 m | 306.0 m | 792.0 m | 904.0 m | SEC (XBRL)· 26 May 2026verified |
| Diluted EPS | 0.54 | 0.51 | 0.29 | 0.75 | 0.85 | SEC (XBRL)· 26 May 2026verified |
| Weighted average diluted shares | 1.0 bn | 1.0 bn | 1.0 bn | 1.1 bn | 1.1 bn | SEC (XBRL)· 26 May 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|
| Cash | 1.0 bn | 1.6 bn | 1.9 bn | 2.1 bn | 2.8 bn | SEC (XBRL)· 26 May 2026verified |
| Receivables | — | 999.0 m | 781.0 m | 1.1 bn | 1.3 bn | SEC (XBRL)· 26 May 2026verified |
| Current assets | — | 3.5 bn | 4.2 bn | 4.8 bn | 6.2 bn | SEC (XBRL)· 26 May 2026verified |
| Property, plant & equipment, net | — | 185.0 m | 215.0 m | 354.0 m | 772.0 m | SEC (XBRL)· 26 May 2026verified |
| Goodwill | — | 1.6 bn | 1.6 bn | 1.6 bn | 1.6 bn | SEC (XBRL)· 26 May 2026verified |
| Intangibles (excl. goodwill) | — | 138.0 m | 152.0 m | 151.0 m | 230.0 m | SEC (XBRL)· 26 May 2026verified |
| Total assets | — | 6.9 bn | 7.9 bn | 8.9 bn | 10.7 bn | SEC (XBRL)· 26 May 2026verified |
| Current liabilities | — | 1.4 bn | 1.5 bn | 929.0 m | 1.0 bn | SEC (XBRL)· 26 May 2026verified |
| Total liabilities | — | 2.8 bn | 2.6 bn | 2.1 bn | 2.4 bn | SEC (XBRL)· 26 May 2026verified |
| Equity | 3.5 bn † | 4.1 bn † | 5.3 bn † | 6.8 bn † | 8.3 bn † | SEC (XBRL)· 26 May 2026verified |
| Shares outstanding at year end | — | — | 1.0 bn | 1.1 bn | 1.1 bn | SEC (XBRL)· 26 May 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|
| Operating cash flow | 458.0 m | 739.0 m | 1.1 bn | 397.0 m | 1.5 bn | SEC (XBRL)· 26 May 2026verified |
| Capex | 34.0 m | 64.0 m | 92.0 m | 219.0 m | 545.0 m | SEC (XBRL)· 26 May 2026verified |
| Free cash flow | 424.0 m ≈ | 675.0 m ≈ | 998.0 m ≈ | 178.0 m ≈ | 979.0 m ≈ | SEC (XBRL)· 26 May 2026derived |
| Investing cash flow | -619.0 m | -138.0 m | -516.0 m | -35.0 m | -325.0 m | SEC (XBRL)· 26 May 2026verified |
| Financing cash flow | -32.0 m | -42.0 m | -208.0 m | -202.0 m | -548.0 m | SEC (XBRL)· 26 May 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 204.1 bn USD
Key indicators
Coverage and freshness
Score by group
72% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 97.5% | 100 (on a fixed band) | 15% |
| EBIT margin · Quality | 18.3% | 66 (vs peers) | 12% |
| FCF margin · Quality | 19.9% | 80 (on a fixed band) | 12% |
| Revenue CAGR 3Y · Growth | 22.5% | 90 (on a fixed band) | 24% |
| Revenue growth (YoY) · Growth | 22.8% | 51 (vs peers) | 12% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 6.0x | 100 (on a fixed band) | 9% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 0.5% | 10 (on a fixed band) | 18% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/2 factors with a value
- Growth77/100 · 2/2 factors with a value
- Quality83/100 · 3/3 factors with a value
- Returns· partialunavailable · 0/1 factors with a value
- Valuation· partial10/100 · 1/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
ARM HOLDINGS PLC /UK (ARM). Latest full fiscal year: 2026; data up to 2026-03-31.
Figures computed from the financial statements: revenue 4.9 bn USD in 2026; YoY growth 22.8%; net margin 18.4%; ROE 12.0%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Gross margin: 97.5%
- FCF margin: 19.9%
- Revenue CAGR 3Y: 22.5%
- Current ratio: 6.0x
What contradicts it
- FCF yield: 0.5%
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA, EV/Sales, Shareholder yield (distributions).
Versus the vertical median
Semiconductors & Related Devices (SIC 3674) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Company Limited | 10,262.8 bn | 291.0 | 29.3% | 40.0% | +25.0% | +36% / +307% |
| NVDANvidia Corp | 4,981.2 bn | 26.1 | 117.2% | 63.7% | +65.5% | +17% / +342% |
| AVGOBroadcom Inc. | 1,585.5 bn | 42.4 | 44.2% | 42.9% | +23.9% | −18% / +259% |
| MUMicron Technology, Inc. | 967.5 bn | 11.5 | 88.3% | 63.8% | +256.3% | +262% / +1,023% |
| AMDAdvanced Micro Devices Inc | 790.0 bn | 124.5 | 10.1% | 15.6% | +34.3% | +122% / +299% |
| INTCIntel Corporation | 321.8 bn | — | -10.9% | -20.1% | −0.5% | +49% / +35% |
| AMATApplied Materials Inc | 303.1 bn | 32.9 | 41.1% | 30.1% | +4.4% | +51% / +155% |
| TXNTexas Instruments Inc | 285.5 bn | 40.5 | 39.7% | 34.3% | +13.0% | +86% / +105% |
| ARMArm Holdings PLC | 204.1 bn | 225.6 | 12.0% | 18.4% | +22.8% | +19% / +259% |
| ADIAnalog Devices Inc | 203.4 bn | 49.8 | 12.2% | 29.8% | +16.9% | +58% / +129% |
| MRVLMarvell Technology, Inc | 150.8 bn | 56.8 | 16.5% | 27.9% | +42.1% | +92% / +209% |
| NXPINXP Semiconductors N.V. | 66.2 bn | 20.7 | 29.2% | 23.4% | −2.7% | +35% / +29% |
| MPWRMonolithic Power Systems, Inc. | 64.8 bn | 73.2 | 25.1% | 23.9% | +26.4% | +43% / +142% |
| MCHPMicrochip Technology Incorporated | 42.3 bn | 107.7 | 7.2% | 9.3% | +7.1% | +45% / −7% |
| ALABAstera Labs, Inc. | 40.5 bn | 115.8 | 25.8% | 30.7% | +115.1% | +48% / unavailable |
| CRDOCredo Technology Group Holding Ltd | 28.4 bn | 53.8 | 30.7% | 33.8% | +205.7% | −15% / +743% |
| ONOn Semiconductor Corp | 28.3 bn | 42.2 | 8.9% | 10.8% | −15.3% | +45% / +2% |
| QQnity Electronics, Inc. | 24.9 bn | 40.1 | 8.9% | 12.4% | +9.7% | +47% / unavailable |
| FSLRFirst Solar, Inc. | 20.0 bn | 10.8 | 18.7% | 37.1% | +24.1% | −32% / +18% |
| MTSIMACOM Technology Solutions Holdings, Inc. | 18.0 bn | 75.3 | 17.2% | 20.7% | +32.6% | +35% / +180% |
| TSEMTower Semiconductor Ltd. | 16.7 bn | 76.7 | 7.9% | 14.1% | +9.1% | +38% / +443% |
| SMTCSemtech Corporation | 10.3 bn | — | -5.8% | -3.0% | +15.5% | +50% / +578% |
| RMBSRambus Inc | 8.9 bn | 34.1 | 19.6% | 33.4% | +27.1% | −13% / +23% |
| AAOIApplied Optoelectronics, Inc. | 5.4 bn | — | -5.4% | -9.6% | +82.8% | +139% / +383% |
| MXLMaxLinear, Inc. | 5.2 bn | — | -5.9% | -4.4% | +29.7% | +265% / +204% |
1- and 3-year price returns: for ARM from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 125.27 Total return -35% · Per year -35% | 220.46 Total return 15% · Per year 15% | 330.69 Total return 72% · Per year 72% |
| 3 years | 148.59 Total return -23% · Per year -8% | 291.56 Total return 52% · Per year 15% | 476.20 Total return 148% · Per year 35% |
| 5 years | 176.26 Total return -8% · Per year -2% | 385.59 Total return 101% · Per year 15% | 685.72 Total return 258% · Per year 29% |
- Exit P/E± 72.89
- Net margin± 51.02
- Annual revenue growth± 38.05
- Annual dilution± 4.29
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 26 May 2026; since then the company filed 6-K (18 Sept 2026), 6-K (10 Sept 2026), 6-K (10 Aug 2026), 6-K (29 Jul 2026).
In brief
Arm Holdings designs and licenses processor architectures, especially CPUs, used by nearly all smartphone makers and increasingly in data centers and AI systems. In March 2026 the company moved into its own production silicon with the Arm AGI CPU, widening its model beyond IP licensing. The stakes lie in whether it can turn its mobile dominance into a position in AI infrastructure. 1
SWOT
Strengths
- Dominant position in mobile architecture, with a very broad software ecosystem and an installed base of chips that is hard to replace.
- Licensing model that generates recurring royalty revenue tied to volumes shipped by customers.
- Sustained IP development, with CSS and accelerators that shorten time to market for customers.
Weaknesses
- Heavy reliance on a small number of customers and on the mobile market, making revenue sensitive to their decisions.
- Exposure to the Chinese market, where the company operates through Arm China without direct control over its operations.
- Entry into production silicon brings new manufacturing, inventory and third-party supplier risks.
Opportunities
- Growth of AI workloads in data centers, automotive and robotics could widen the addressable market.
- The DreamBig acquisition could add networking capabilities and more complete solutions for customers.
- Subsystem and complete-chip offerings could attract OEMs that are now building their own chips.
Threats
- Customers could develop proprietary architectures based on the Arm ISA, reducing the need for processor licenses.
- Geopolitical tensions and export restrictions could limit access to certain markets.
- Litigation with Qualcomm and other proceedings could generate costs and unfavourable outcomes.
Risks
- Qualcomm litigationhigh
The dispute over license contracts and Nuvia technology is ongoing and is expected to go to trial in the fourth calendar quarter of 2026. An unfavourable result could affect licensing terms and revenue.
- Exposure to Chinahigh
Revenue from China is significant, and trade or national security tensions could affect market access. The company does not control the operations of Arm China.
- Dependence on a few customersmedium
A significant share of revenue comes from a limited number of customers, and decisions to reduce licenses or move to proprietary architectures could have rapid effects.
- Production silicon risksmedium
Entering physical products such as the Arm AGI CPU brings yield, defect, inventory and third-party fab dependence risks, with potential impact on reputation.
- Controlling shareholder concentrationlow
SoftBank Group controls the company, and its interests could differ from those of other shareholders, limiting their influence over decisions.
Investment thesis
What would need to be true (bull case)
- If AI workloads expand across all device categories, Arm's architecture could benefit from higher demand for energy-efficient compute. The very large installed base and software ecosystem support this position.
- Entry into custom chips and complete solutions could open new revenue, especially if the DreamBig acquisition adds networking capabilities. The licensing model could remain stable over the long term.
- If the Qualcomm dispute resolves favourably, contract uncertainty could decline and the company could focus resources on growth markets.
What would break the thesis
- If large customers shift to proprietary architectures, demand for licenses could fall and revenue could become less predictable.
- High exposure to the mobile market and to China makes the company sensitive to consumer cycles and geopolitical tensions.
- Entry into production silicon could bring costs, inventory and execution risks that did not exist in the pure licensing model.
What to watch
- Outcome of the appeal in the Nuvia case and the Qualcomm trial2026
- Production timing of the Arm AGI CPU and first silicon revenue2026
- Closing of the DreamBig acquisition and its integrationQ2 2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 26 May 2026; since then the company filed 6-K (18 Sept 2026), 6-K (10 Sept 2026), 6-K (10 Aug 2026), 6-K (29 Jul 2026).
The business
Arm designs, develops and licenses high-performance, energy-efficient compute platforms built around CPUs, complemented by GPU and NPU accelerators, system IP, compute subsystems (CSS) and software tools. Customers pay license fees and then per-chip royalties on chips shipped, calculated on average selling price or a fixed fee per unit. Since March 2026 the offer includes the Arm AGI CPU, its first production silicon product. 1
The licensing model is flexible: Total Access and Flexible Access packages give access to a portfolio for an annual fee, while TLA and ALA licenses grant rights to a single design or architecture. Royalty revenue depends on licensees adopting the products and on their product lifecycles. The company also describes a reorganisation into three AI domains: Edge AI, Physical AI and Cloud AI. 1
Arm was founded in 1990 as a joint venture and was listed in London and on Nasdaq from 1998 until 2016, when SoftBank Group took it private. Its ADSs have traded on Nasdaq under the symbol ARM since September 2023. The company asserts its position through a common architectural standard that underpins a vast software ecosystem. 1
Segments
Physical AI
Covers automotive and robotics products. The source mentions electric vehicles, autonomous driving and demand for compute without reducing range, but gives no separate figures for this segment in the document. 1
Cloud AI
Covers server chips, data processing units and network cards used by cloud providers. The company notes that Arm-based chips have been gaining share in data centers as providers deploy their own designs. 1
Market context
The semiconductor market is volatile and cyclical, with average selling prices declining over a chip generation. The company states its architecture now runs most of the world's software, from sensors to supercomputers, and that demand for energy-efficient compute grows with AI workloads. 1
The trend of OEMs building custom chips opens a market for IP and subsystems but may also reduce reliance on standard chips. If this trend accelerates, Arm's share could depend increasingly on its ability to offer complete solutions rather than only licenses. 1
Trends
- AI demand for efficient computetailwind
AI workloads increase pressure on power use in phones, data centers and vehicles. The company believes this favours its architecture, but if AI development slows, demand could be affected.
- Customers building their own chipsmixed
Many OEMs and cloud providers now build custom chips, which can lift demand for IP and CSS but may also replace some traditional licenses.
- Industry cyclicalityheadwind
Demand for semiconductors is cyclical, and per-chip royalties fall as volumes rise. The company acknowledges that qualification delays and channel inventory reductions can affect revenue.
- Geopolitics and export controlsheadwind
Revenue from China is a significant exposure, and export restrictions and trade tensions can affect market access. The company relies on its relationship with Arm China to operate there.
Competitive position
The source indicates that Arm competes with other microprocessor architectures, and that licensees can develop their own processors based on the Arm ISA, making some customers also competitors. Competition also comes from suppliers designing processors for the same smartphone, PC and data center markets. 1
The company cites a dispute with Qualcomm over a license agreement and Nuvia technology, with a trial expected in the fourth calendar quarter of 2026. The outcome could influence licensing terms and the position against a direct competitor. 1
- QualcommQCOM
Arm licensee and party to a dispute with the company over contracts and Nuvia technology.
- Licensees developing their own processors
Companies using the Arm ISA for proprietary architectures, potentially competing directly with licensed products.
- Other microprocessor architectures
The source mentions competing architectures in the target markets without naming them.
- Cloud providers with in-house chips
Cloud providers designing their own processors for data centers, acting both as customers and potential competitors.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Arm Holdings (ARM) Soars 17% on Ambitious $2B Revenue Goal; Hedge Funds BullishYahoo Finance — News · 21 Sept 2026 · EN
- Better Artificial Intelligence Stock: Arm Holdings vs. NVIDIAYahoo Finance — News · 21 Sept 2026 · EN
- Is Arm Holdings Still a Hidden Winner of the AI Chip Race?Yahoo Finance — News · 19 Sept 2026 · EN
- Jim Cramer Says Selling Arm Holdings (ARM) Early Was a “Big Mistake”Yahoo Finance — News · 18 Sept 2026 · EN
- Arm Holdings (ARM): AI Infrastructure and CPU Demand Drive Upbeat OutlookYahoo Finance — News · 10 Sept 2026 · EN
- AI will help find cure for cancer ‘within our lifetimes’, says Arm Holdings chiefThe Guardian — Health · 08 Sept 2026 · EN
- Rising CPU Demand Positions Arm Holdings (ARM) for GainsYahoo Finance — News · 07 Sept 2026 · EN
- Why Arm Holdings Stock Fell on TuesdayYahoo Finance — News · 01 Sept 2026 · EN
- Arm Holdings (ARM) Delivers Strong Growth, but Has the Valuation Run Too Far?Yahoo Finance — News · 24 Aug 2026 · EN
- Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center ChipsYahoo Finance — News · 24 Aug 2026 · EN
SEC filings
- Current report (foreign issuer)18 Sept 2026
- Current report (foreign issuer)10 Sept 2026
- Current report (foreign issuer)10 Aug 2026
- Current report (foreign issuer)29 Jul 2026
- Current report (foreign issuer)29 Jul 2026
- Annual report (foreign issuer)26 May 2026
- Current report (foreign issuer)06 May 2026
- Current report (foreign issuer)21 Apr 2026
- Current report (foreign issuer)24 Mar 2026
- Current report (foreign issuer)24 Mar 2026
Sources
- [1] Form 20-F, fiscal year ended 2026-03-31 · SEC / Arm Holdings plc · 26 May 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.