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ARM Silicon, IP & Semicap ADR

Arm Holdings ADR

CPU IP for cloud and edge AI

Detail page

Arm IP sits inside smartphones, edge devices, and an increasing share of custom data-center silicon.

Price $282.57
1D change -1.43%
Market cap $301.78B
Sector Technology

Shared metric table

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Metric ARM
Price $282.57
1D Change -1.43%
Market Cap $301.78B
Enterprise Value $298.38B
Trailing P/E 285.4
Forward P/E 92.1
PEG Ratio 2.25x
Price / Sales 58.5
EV / Revenue 57.9
Revenue Growth 22.4%
Earnings Growth 108.3%
Gross Margin 97.5%
Operating Margin 7.6%
Net Margin 20.2%
ROE 13.4%
Free Cash Flow $1.33B
FCF Margin 25.9%
Debt / Equity 5.62x
Current Ratio 5.25x
Dividend Yield 0.00%
Next Earnings Nov 04, 2026
Quarterly Revenue $1.29B
Revenue QoQ -13.5%
Quarterly Net Income $270.0M
Net Income QoQ -13.7%

ARM thesis lens

CPU IP for cloud and edge AI

Why it could benefit

  • Arm IP sits inside smartphones, edge devices, and an increasing share of custom data-center silicon.
  • AI pushes more compute into power-efficient CPU, accelerator, and edge designs.
  • Custom silicon programs can expand royalty and license opportunities.

Moat / edge

  • Broadest CPU IP ecosystem across mobile, embedded, and infrastructure.
  • Power-efficiency reputation matters for AI inference and edge devices.
  • License model creates leverage across many semiconductor customers.

What to watch

  • Neoverse adoption in cloud infrastructure.
  • Royalty rate expansion and new licensing models.
  • China exposure and customer concentration.

Key risks

  • Valuation can run ahead of near-term revenue conversion.
  • RISC-V and internal architectures can pressure future IP economics.