ARM Holdings PLC ADR

ARM: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Arm Earnings: Guidance Beat and Strong 2026 Ahead; Shares Overvalued

Javier Correonero

Feb 6, 2025

Wide-moat Arm Holdings reported fiscal third-quarter revenue of $983 million, beating guidance of $920 million-$970 million. The firm expects $1.17 billion-$1.28 billion in revenue next quarter, with acceleration mainly coming from a large licensing deal it expects to close, also supported by midteens growth in royalties. Management narrowed its full-year revenue and adjusted earnings per share guidance to $3.94 billion-$4.04 billion and $1.56-$1.64, respectively, in line with our estimates.

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ARM Holdings PLC ADR

Arm Earnings: Guidance Beat and Strong 2026 Ahead; Shares Overvalued

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