ARM Holdings PLC ADR

ARM: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Arm Earnings: Data Centers Becoming Increasingly Important for the Growth Story

Javier Correonero

Feb 5, 2026

Investors were disappointed by Arm’s licensing revenue of $505 million in the third fiscal quarter, which came below consensus estimates. However, licensing revenue will accelerate next quarter and could go beyond $750 million.

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ARM Holdings PLC ADR

Arm Earnings: Data Centers Becoming Increasingly Important for the Growth Story

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