Companies /Technology

Arm Holdings plc.

NASDAQ: ARM Semiconductors
$297.38
▲ $14.05 (+4.96%) today
Markets open · 2:53pm ET

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Fundamentals

Market Cap
$302.6B
P/E Ratio
286.2
Profit Margin
20.3%
Revenue (TTM)
$5.2B
EPS (TTM)
$0.99
52-Week Range
$100 – $453
Street Target
$288.70

About Arm

Arm Holdings plc is a leading technology company known for designing and licensing a wide range of processor-related technologies. These include microprocessors, graphics processing units, and various systems for use in automotive, computing, consumer technologies, and the Internet of Things. Founded in 1990 and based in Cambridge, UK, Arm's innovations are fundamental to the development of products by semiconductor companies and equipment manufacturers worldwide. As a subsidiary of Kronos II LLC, Arm has a global presence, including major markets like the United States, China, Taiwan, and South Korea.

Latest Activity

Mad Money w/ Jim Cramer 9/28/26

  • Cramer stays with Intel and Meta, calling Meta's Muse agentic platform a CPU-driven demand cycle for Intel, AMD and Arm
  • Intel fell 7 points; he frames the pullback after a parabolic run as another entry chance
  • Nvidia's $150 billion buyback, the largest ever, plus its plan to rein in autonomous AI agents
  • Chevron called the king of oil; Enbridge flagged for its 6% yield, with Microsoft's Copilot and Apple also named

With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.

Biggest movers · At the close
  • AMCAMC Entertainment$3.26+10.9%
  • PANWPalo Alto Networks$391.51+4.5%
  • RBRKRubrik$113.08+3.2%
  • GPROGoPro$1.32+2.3%
  • IDXXIDEXX Laboratories$529.68+2.0%
  • ARMArm$284.01-8.5%
  • DASHDoorDash$178.15-7.9%
  • ACHRArcher Aviation$5.19-7.6%
  • QCOMQualcomm$187.7-7.1%
  • DUOLDuolingo$134.08-6.6%

AMC Entertainment's 10.88% jump to $3.26 was the only double-digit move of the session, and the downside was where the size was: five names finished off more than 6%, led by Arm at -8.48%. Chip and consumer-tech leaders took the brunt of it.

Biggest movers · At the close
  • BRKRBruker$64.13+7.5%
  • TEMTempus AI$82.15+7.3%
  • IONQIonQ$45.01+5.8%
  • AFRMAffirm$71.54+5.1%
  • METAMeta$778.35+4.6%
  • ARMArm$304.35-8.5%
  • APPSDigital Turbine$10.94-5.2%
  • GPROGoPro$1.25-4.6%
  • GMGeneral Motors$80.22-4.2%
  • SNDKSanDisk$1,753.24-3.5%

Arm's 8.5% slide was the deepest move in a 111-stock priority list at Wednesday's close, with Bruker leading the upside at 7.5%.

Biggest movers · At the close
  • ARMArm$323+17.2%
  • ALABAstera Labs$342.36+12.9%
  • APPSDigital Turbine$12.02+12.8%
  • INTCIntel$122.14+12.5%
  • DOCNDigitalOcean$146.28+12.4%
  • NVONovo Nordisk$39.81-7.9%
  • IOTSamsara$38.08-3.7%
  • XOMExxon Mobil$158.69-3.0%
  • CVXChevron$203.95-2.6%
  • BROSDutch Bros$39.05-2.5%

Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.

the mobile-silicon feud · 3y
$10K invested in each — worth today:
ARM$37.6K3.8×
QCOM$16.7K1.7×

Same $10,000 three years ago: $37,586 in Arm versus $16,682 in Qualcomm. That $20,904 gap is what backing the licensor over the licensee bought you since Arm's 2023 debut.

Biggest movers · At the close
  • ZSZscaler$192.17+16.8%
  • RBRKRubrik$99.51+14.8%
  • SSentinelOne$22.64+14.6%
  • PANWPalo Alto Networks$374.56+13.3%
  • IOTSamsara$42.98+12.0%
  • COHRCoherent$267.13-12.5%
  • ALABAstera Labs$257.28-11.7%
  • HPEHewlett Packard Enterprise$55.59-10.5%
  • ARMArm$240.05-9.3%
  • AAOIApplied Optoelectronics$96.14-8.8%

Zscaler finished Monday up 16.8% at $192.17 while Coherent shed 12.5%. Four of the top five gainers are cybersecurity names, and four of the five losers are chip and infrastructure plays.

Biggest movers · At the close
  • ANETArista Networks$202.78+6.2%
  • RBRKRubrik$96.68+4.3%
  • ARMArm$251.53+4.1%
  • DELLDell Technologies$467.63+3.6%
  • HPEHewlett Packard Enterprise$55.28+3.4%
  • SNAPSnap$5.45-8.0%
  • HIMSHims & Hers$29.63-6.7%
  • LCIDLucid$4.92-6.6%
  • FUBOfuboTV$10.26-6.3%
  • IRENIren$39.74-5.8%

Arista Networks closed up 6.2%, the best move in a 111-stock priority list where hardware names took the top four gainer slots. Snap fell 8% to $5.45, the day's steepest decline.

Biggest movers · At the close
  • FUTUFutu Holdings$123.72+9.8%
  • TEMTempus AI$72.55+8.8%
  • IONQIonQ$45.16+8.7%
  • RIVNRivian$17.11+6.8%
  • HIMSHims & Hers$33.74+5.9%
  • CIFRCipher Mining$15.76-8.4%
  • AAOIApplied Optoelectronics$124.48-3.6%
  • FUBOfuboTV$10.25-3.2%
  • ARMArm$243.16-3.0%
  • IRENIren$41.32-3.0%

Futu Holdings closed up 9.75%, the biggest move in a 110-stock priority list where five names finished higher by 5% or more. The downside was far tamer: only Cipher Mining lost more than 4%.

Biggest movers · At the close
  • ABNBAirbnb$184.35+21.6%
  • TEMTempus AI$55.36+20.0%
  • ACHRArcher Aviation$6.2+18.6%
  • RBRKRubrik$99.15+17.2%
  • GTLBGitLab$40.74+14.2%
  • TTDTrade Desk$13.15-25.6%
  • MARAMarathon Digital$9.49-10.8%
  • CIFRCipher Mining$16.67-8.5%
  • LCIDLucid$6.58-5.8%
  • ARMArm$271.65-5.2%

Nearly 47 points of spread separated the best and worst names at the close: Airbnb up 21.6% while Trade Desk gave up a quarter of its value at $13.15. Index-level calm is hiding single-stock moves this size.

Biggest movers · At the close
  • PLTRPalantir$162.55+29.4%
  • AAOIApplied Optoelectronics$132.64+20.4%
  • ARMArm$280.61+17.4%
  • FNFabrinet$534.46+17.2%
  • COHRCoherent$330.85+14.8%
  • BRKRBruker$51.17-20.4%
  • VERXVertex$11.74-12.4%
  • CIFRCipher Mining$21.25-12.1%
  • AMCAMC Entertainment$2.63-7.7%
  • NVONovo Nordisk$44.09-6.4%

Palantir's 29% close pulled the entire AI complex with it, from Arm to the optical names supplying the data centers. Everything outside that trade got sold, with Bruker down 20% and Novo Nordisk sliding again.

ARM Coverage

7:35am ET
Investing

Volatility Aside, ARM’s AI Thesis Is Untouched

ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light…

ARM
Alex Sirois