ARM Holdings PLC ADR

ARM: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Arm Earnings: Tariffs Add Uncertainty to Fiscal 2026, but Revenue Growth Should Remain at Around 20%

Javier Correonero

May 8, 2025

Arm reported $0.55 adjusted EPS this quarter, in line with guidance and above FactSet consensus. Next-quarter guidance was weaker than expected though at $1.0 billion-$1.1 billion in revenue and $0.30-$0.38 in adjusted EPS compared with expectations of $1.09 billion and $0.42 per share respectively.

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ARM Holdings PLC ADR

Arm Earnings: Tariffs Add Uncertainty to Fiscal 2026, but Revenue Growth Should Remain at Around 20%

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