Arm Holdings plc (ARM) delivered mixed results in Q4 FY2026 on revenue of $1.5B versus the $1.5B estimate (+20.1% YoY) and EPS of $0.60. The next Arm Holdings plc (ARM) earnings date is Jul 29, 2026. Below is the full Arm Holdings plc earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Arm Holdings plc (ARM) Earnings Analysis — key stats
Next earnings date
Jul 29, 2026
Latest reported quarter
Q4 FY2026
Earnings verdict
Mixed
EPS beat rate
6 of last 8 (quarters above estimate)
Avg next-day move
±5.9% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±28.8% (options-derived · into Jul 29, 2026)
Revenue
$1.5B (vs $1.5B est · +1.1% surprise · +20.1% YoY)
EPS
$0.60 (vs $0.58 est · +3.4% surprise · +45.0% YoY)
Share price
$315.28 (-6.6%)
Market cap
$335.5B
Arm Holdings plc (ARM) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 2026
$1.5B vs $1.5B est
$0.60 vs $0.58 est
+3.4%
+2.1%
Mixed
Q1 2026
$1.2B vs $1.2B est
$0.43 vs $0.41 est
+4.9%
+6.1%
Mixed
Q4 2025
$1.1B vs $1.1B est
$0.39 vs $0.33 est
+18.6%
-1.5%
Beat
Q3 2025
$1.1B vs $1.1B est
$0.35 vs $0.35 est
+0.3%
-13.5%
In line
Q2 2025
$1.2B vs $1.1B est
$0.55 vs $0.53 est
+4.8%
-4.8%
Beat
Q1 2025
$983.0M vs $1.2B est
$0.40 vs $0.34 est
+17.0%
+3.2%
Mixed
Q4 2024
$844.0M vs $808.4M est
$0.10 vs $0.25 est
-60.0%
+7.1%
Mixed
Q3 2024
$939.0M vs $807.6M est
$0.40 vs $0.34 est
+17.0%
-8.6%
Beat
What you'll find
Next Arm Holdings plc (ARM) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Arm Holdings plc reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Arm Holdings plc (ARM)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Arm Holdings plc's next earnings date?
Arm Holdings plc's (ARM) next scheduled earnings date is Jul 29, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Arm Holdings plc (ARM) beat or miss earnings?
In Q4 FY2026, Arm Holdings plc (ARM) posted mixed results — revenue of $1.5B versus the $1.5B estimate (+1.1% surprise) and EPS of $0.60 versus $0.58 expected (+3.4% surprise). Magnisto decodes every Arm Holdings plc (ARM) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Arm Holdings plc beat earnings estimates?
Over its last 8 reported quarters, Arm Holdings plc (ARM) beat Wall Street EPS estimates 6 times, most recently a mixed result in Q2 2026. Magnisto tracks every Arm Holdings plc (ARM) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Arm Holdings plc stock move after earnings?
Over its last 8 quarterly reports, Arm Holdings plc (ARM) moved an average of ±5.9% the day after earnings — ranging from -13.5% (Q3 2025) to +7.1% (Q4 2024). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Jul 29, 2026, options-implied volatility is pricing in a move of roughly ±28.8% (derived). Magnisto tracks the realized post-earnings move for every Arm Holdings plc (ARM) quarter alongside the beat/miss verdict — past moves don't predict the next one.
What is the forecast for Arm Holdings plc (ARM) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Arm Holdings plc (ARM), anchored to the current $315.28 share price, so you can weigh the bull, base and bear cases for Arm Holdings plc side by side.
Is Arm Holdings plc (ARM) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Arm Holdings plc fits your own thesis and risk profile. This is research, not investment advice.