Arm (ADR) (ARM)
Licenses reusable compute platforms and earns royalties as customer chips ship.
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Licenses CPU, GPU and systems IP, compute subsystems, software and tools, earning access fees and per-chip royalties as customer silicon ships. Reusable architectures span mobile, embedded, automotive and data-center computing, while revenue remains concentrated among major customers and materially tied to mobile-device shipments.
Licenses CPU, GPU and systems IP, compute subsystems, software and design tools to chipmakers, device manufacturers and cloud providers. License fees provide access to the technology, while royalties accrue as customer chips ship.
Extends reusable architectures through Cortex for application, real-time and microcontroller workloads, Mali graphics, and Neoverse infrastructure designs. Software compatibility and ecosystem reuse let one platform serve smartphones, IoT devices, vehicles, data centers and networking equipment. An announced Arm-designed data-center CPU remains in development.
Serves a global customer base, with access to a meaningful share of revenue from China depending on Arm China. Royalties remain materially tied to mobile-device shipments, and revenue is concentrated among the largest customers. SoftBank controls the issuer, while compute subsystems and production silicon can place Arm in competition with existing licensees.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 9, 2026 | Piper Sandler | Initiate | Rating: —Target: — | Target: $320 |
| Aug 25, 2026 | Raymond James | Reiterate | Rating: —Target: $160 | Target: $641 |
| Jul 31, 2026 | Rosenblatt Securities | Target | Target: $180 | Target: $250 |
| Jul 30, 2026 | New Street | Upgrade | Target: — | Target: $260 |
| Jul 30, 2026 | Guggenheim | Reiterate | Rating: —Target: — | Target: $255 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $3.89B · Total debt $485.0M · Total assets $11.20B · Shareholders' equity $8.63B
- Revenue
- $1.29B
- Operating income
- $98.0M
- Net income
- $270.0M
No dividends on record.
| Institutions | 9.31% | 99.05M ADS | |
|---|---|---|---|
| 1,056 holders · as of Jun 30, 2026 | |||
| Insiders | 0.06% | 613.5K ADS | |
| 9 holders · as of Sep 10, 2026 | |||
| Strategic holders | 86.72% | 922.73M ADS | |
| 1 holder · as of Mar 18, 2026 | |||
| Other | 3.91% | 41.66M ADS | |
| remainder | |||
1.06B ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
SoftBank Group Corp.Strategicdirector, 10 percent owner | 86.72% | 922.73M ordinary | filed Mar 18, 2026 |
Invesco Ltd.Institution | 1.20% | 12.82M ADS | as of Jun 30, 2026 |
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am MainInstitution | 0.61% | 6.50M ADS | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 0.41% | 4.33M ADS | as of Jun 30, 2026 |
Arrowstreet Capital, Limited PartnershipInstitution | 0.38% | 4.09M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 27, 2026 | Jason Child | officer: Chief Financial Officer | −10,400 | $255.33 |
| Jun 2, 2026 | Laura Kathleen Bartels | officer: Chief Accounting Officer | −11,306 | $392.70 |
| May 28, 2026 | William Abbey | officer: Chief Commercial Officer | −4,200 | $343.81 |
| May 22, 2026 | William Abbey | officer: Chief Commercial Officer | −2,300 | $305.82 |
| May 21, 2026 | Charlotte Claire Eaton | officer: Chief People Officer | −11,805 | $287.56 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arm (ADR) | $327.11 | +1.30% | $344.86B | 332.9 | 136.9 | 66.9 | +22.4% |
| Intel | $121.94 | +0.13% | $614.26B | — | 71.7 | 10.8 | +25.4% |
| Nvidia | $228.23 | +0.38% | $5.51T | 28.7 | 19.0 | 18.2 | +105.9% |
| AMD | $617.21 | +0.27% | $1.00T | 157.8 | 55.1 | 24.3 | +50.1% |
| Qualcomm | $194.05 | −0.09% | $203.94B | 22.2 | 20.9 | 4.6 | −4.0% |
| GlobalFoundries | $49.02 | +0.93% | $26.65B | 37.9 | 22.9 | 3.8 | +5.8% |
| Cadence Design Systems | $296.93 | +0.69% | $81.21B | 58.6 | 34.6 | 13.9 | +24.2% |
| CEVA | $32.71 | +1.43% | $898.5M | — | 47.7 | 7.8 | +13.1% |
| Median | 37.9 | 34.6 | 10.8 | +24.2% |