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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 $174.62
1D change +4.74%
Market cap $186.84B
Sector Technology

Shared metric table

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Metric ARM
Price $174.62
1D Change +4.74%
Market Cap $186.84B
Enterprise Value $183.72B
Trailing P/E 200.7
Forward P/E 56.7
PEG Ratio 1.43x
Price / Sales 34.2
EV / Revenue 33.6
Revenue Growth 27.1%
Earnings Growth -45.5%
Gross Margin 97.4%
Operating Margin 13.9%
Net Margin 17.1%
ROE 11.3%
Free Cash Flow $1.14B
FCF Margin 20.8%
Debt / Equity 5.50x
Current Ratio 6.35x
Dividend Yield 0.00%
Next Earnings Feb 03, 2027
Quarterly Revenue $1.44B
Revenue QoQ +11.9%
Quarterly Net Income $130.0M
Net Income QoQ -51.9%

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.