Arm Holdings' 2026 fiscal-year results coincided in time with peer AMD doubling its server CPU TAM estimate to $120 billion May 6. AMD’s forecast is not far from Arm’s 2030 $100 billion CPU server TAM unveiled in the Arm Everywhere event in March.
We expect Arm will keep gaining data center market share from x86 architecture, as its chips consume less power and data centers need to minimize energy consumption. We also expect share gains in automotive thanks to the transition to EVs.
By competing with its own customers, Arm is treading in dangerous territory and creating a conflict of interest.
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Metric
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ARM
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SNPS
|
INTC
|
|---|---|---|---|
Price/Earnings (Normalized) | 195.63 | 34.70 | 189.33 |
Price/Book Value | 44.48 | 2.92 | 4.87 |
Price/Sales | 75.19 | 9.83 | 9.46 |
Price/Cash Flow | 174.01 | 32.24 | 37.87 |
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Metric
|
ARM
|
SNPS
|
INTC
|
|---|---|---|---|
Quick Ratio | 5.83 | 0.99 | 1.37 |
Current Ratio | 6.00 | 1.43 | 2.31 |
Interest Coverage | — | 1.98 | −1.75 |
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Metric
|
ARM
|
SNPS
|
INTC
|
|---|---|---|---|
Return on Assets (Normalized) | 19.31% | 3.31% | 1.41% |
Return on Equity (Normalized) | 25.30% | 5.59% | 2.68% |
Return on Invested Capital (Normalized) | 22.86% | 4.92% | 1.71% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
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