Arm Holdings plc (ARM) beat expectations in Q1 FY2027 on revenue of $1.3B versus the $1.3B estimate (+22.4% YoY) and EPS of $0.45. The next Arm Holdings plc (ARM) earnings date is Nov 4, 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
Nov 4, 2026
Latest reported quarter
Q1 FY2027
Earnings verdict
Beat
EPS beat rate
6 of last 8 (quarters above estimate)
Avg next-day move
±5.0% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±45.9% (options-derived · into Nov 4, 2026)
Institutional ownership
9.2% (13F as of 2026-06-30)
Top 10 holders
6.2% (of shares outstanding)
Insider activity
0 buys / 12 sells (recent Form 4 filings)
Revenue
$1.3B (vs $1.3B est · +2.1% surprise · +22.4% YoY)
EPS
$0.45 (vs $0.40 est · +12.5% surprise · +108.3% YoY)
Share price
$279.44 (+0.3%)
Market cap
$298.4B
Arm Holdings plc (ARM) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 FY2027
$1.3B vs $1.3B est
$0.45 vs $0.40 est
+12.5%
-1.3%
Beat
Q1 FY2027
$1.5B vs $1.5B est
$0.60 vs $0.58 est
+3.4%
+2.1%
Mixed
Q4 FY2026
$1.2B vs $1.2B est
$0.43 vs $0.41 est
+4.9%
+6.1%
Mixed
Q3 FY2026
$1.1B vs $1.1B est
$0.39 vs $0.33 est
+18.6%
-1.5%
Beat
Q2 FY2026
$1.1B vs $1.1B est
$0.35 vs $0.35 est
+0.3%
-13.5%
In line
Q1 FY2026
$1.2B vs $1.1B est
$0.55 vs $0.53 est
+4.8%
-4.8%
Beat
Q4 FY2025
$983.0M vs $1.2B est
$0.40 vs $0.34 est
+17.0%
+3.2%
Mixed
Q3 FY2025
$844.0M vs $808.4M est
$0.10 vs $0.25 est
-60.0%
+7.1%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Invesco Ltd.
1.2%
12.8M
$4.5B
+337.3%
Susquehanna International Group, Llp
0.9%
9.1M
$3.2B
+9.8%
Susquehanna International Group, Llp
0.8%
8.4M
$3.0B
+12.5%
Jane Street Group, LLC
0.7%
7.1M
$2.5B
+41.9%
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
0.6%
6.5M
$2.3B
-30.6%
Citadel Advisors LLC
0.5%
5.3M
$1.9B
+50.5%
Capital World Investors
0.4%
4.3M
$1.5B
+100.0%
Jane Street Group, LLC
0.4%
4.3M
$1.5B
+19.3%
Arrowstreet Capital, Limited Partnership
0.4%
4.1M
$1.5B
+333.2%
Fmr LLC
0.4%
4.1M
$1.4B
+65.9%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Sine Jeffrey
director
2026-08-07
Sell
10K
—
Bartels Laura Kathleen
officer: Chief Accounting Officer
2026-06-02
Sell
11K
$4.4M
Abbey William
officer: Chief Commercial Officer
2026-05-28
Sell
4K
$1.4M
Abbey William
officer: Chief Commercial Officer
2026-05-22
Sell
2K
$703386
Abbey William
officer: Chief Commercial Officer
2026-05-21
Sell
5K
$1.3M
Eaton Charlotte Claire
officer: Chief People Officer
2026-05-21
Sell
3K
$808121
Eaton Charlotte Claire
officer: Chief People Officer
2026-05-21
Sell
5K
$1.5M
Collins Spencer
officer: Chief Legal Officer
2026-05-19
Sell
41K
$8.8M
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 Nov 4, 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 Q1 FY2027, Arm Holdings plc (ARM) posted beat results — revenue of $1.3B versus the $1.3B estimate (+2.1% surprise) and EPS of $0.45 versus $0.40 expected (+12.5% 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 beat result in Q2 FY2027. 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 ±5.0% the day after earnings — ranging from -13.5% (Q2 FY2026) to +7.1% (Q3 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Nov 4, 2026, options-implied volatility is pricing in a move of roughly ±45.9% (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.
Who are the largest shareholders of Arm Holdings plc?
Institutions hold about 9.2% of Arm Holdings plc's (ARM) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Invesco Ltd. (1.2%), Susquehanna International Group, Llp (0.9%), Susquehanna International Group, Llp (0.8%). Magnisto lists Arm Holdings plc's (ARM) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Arm Holdings plc (ARM)?
In the most recent Form 4 filings Magnisto tracks, Arm Holdings plc (ARM) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
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 $279.44 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.