Stock Library / ARM

ARM Technology Latest YouTube: Q1 FY2027 Published 2026-07-29

Arm Holdings plc

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Latest earnings video

Arm Holdings (ARM): A Record Quarter, a 50% Crash — And Still 970x Owner Cash Flow

Published 2026-07-29

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Library coverage

Episodes tracked

2

Episodes linked

2

Latest video

Q1 FY2027

2026-07-29

Podcast available

Yes

Current price

$243.32

-6.78 (-2.71%)

Trailing / Forward P/E

250.85x

Forward: 79.49x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

22.4%

Earnings: 108.3%

Margins

7.6% op

Gross: 97.5% · Net: 20.2%

Balance sheet

5.25x current

Debt / Equity: 5.6

52-week range / Beta

$100.02 - $452.70

Beta: 3.91

Analyst target

$285.72

Upside: 17.4%

Cash / shareholder return

0.51% FCF yield

Dividend yield: —

Company context

Industry: Semiconductors

Country: United Kingdom

Employees: —

Price to book: 30.11x

Return on equity: 13.4%

Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT, embedded systems, cloud data centers, networking, automotive, and robotics. It provides its products and services in the United States, China, Japan, Taiwan, Korea, and internationally. The company was founded in 1990 and is based in Cambridge, United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.

Price chart

Market context for ARM

Competitive view

ARM vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Arm Holdings plc latest YouTube video thumbnail

Arm Holdings plc

ARM

YouTube Spotify Podbean

Latest video

Q1 FY2027

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify Podbean Apple

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Microsoft Corp. latest YouTube video thumbnail

Microsoft Corp.

MSFT

YouTube Spotify Podbean Apple

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

ARM

$259.87B

Arm Holdings plc

INTC

$476.12B

Intel Corporation

MSFT

$3.59T

Microsoft Corp.

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

ARM

250.8x

Arm Holdings plc

INTC

—

Intel Corporation

MSFT

26.9x

Microsoft Corp.

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

ARM

79.5x

Arm Holdings plc

INTC

44.1x

Intel Corporation

MSFT

20.5x

Microsoft Corp.

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

ARM

22.4%

Arm Holdings plc

INTC

25.4%

Intel Corporation

MSFT

17.7%

Microsoft Corp.

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

ARM

108.3%

Arm Holdings plc

INTC

—

Intel Corporation

MSFT

31.7%

Microsoft Corp.

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

ARM

7.6%

Arm Holdings plc

INTC

12.2%

Intel Corporation

MSFT

45.1%

Microsoft Corp.

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

ARM

97.5%

Arm Holdings plc

INTC

38.9%

Intel Corporation

MSFT

67.9%

Microsoft Corp.

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

ARM

20.2%

Arm Holdings plc

INTC

-19.8%

Intel Corporation

MSFT

40.3%

Microsoft Corp.

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

ARM

13.4%

Arm Holdings plc

INTC

-10.7%

Intel Corporation

MSFT

34.0%

Microsoft Corp.

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

ARM

0.5%

Arm Holdings plc

INTC

1.0%

Intel Corporation

MSFT

0.5%

Microsoft Corp.

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

ARM

5.62x

Arm Holdings plc

INTC

49.00x

Intel Corporation

MSFT

29.12x

Microsoft Corp.

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

ARM

5.25x

Arm Holdings plc

INTC

1.60x

Intel Corporation

MSFT

1.23x

Microsoft Corp.

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

ARM

3.91

Arm Holdings plc

INTC

2.24

Intel Corporation

MSFT

1.10

Microsoft Corp.

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

ARM

—

Arm Holdings plc

INTC

—

Intel Corporation

MSFT

0.8%

Microsoft Corp.

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

ARM

17.4%

Arm Holdings plc

INTC

27.5%

Intel Corporation

MSFT

17.8%

Microsoft Corp.

Related research

Non-quarter videos featuring ARM

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections

Shorts and Clips 2026-07-29

Arm's $1.4B 'free cash flow' was really $243M #ARM #semiconductors #investing

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for ARM

Each row is one earnings episode with every verified platform link available.

Q1 FY2027

Episode live

2026-07-29

Published youtube podcast complete

Arm Holdings (ARM): A Record Quarter, a 50% Crash — And Still 970x Owner Cash Flow

Quarterly earnings-analysis entry for Arm Holdings plc. Use the links on the right to open the video or podcast episode.

YouTube Spotify Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music

Q4 FY2026

Episode live

2026-05-07

Published youtube podcast complete

ARM Stock: $1.5B Revenue — Q4 FY2026 Earnings Analysis

Quarterly earnings-analysis entry for Arm Holdings plc. Use the links on the right to open the video or podcast episode.

YouTube Spotify Show Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music