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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 $407.72
1D change -7.22%
Market cap $435.48B
Sector Technology

Shared metric table

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Metric ARM
Price $407.72
1D Change -7.22%
Market Cap $435.48B
Enterprise Value $432.37B
Trailing P/E 474.1
Forward P/E 132.2
PEG Ratio 3.82x
Price / Sales 88.5
EV / Revenue 87.9
Revenue Growth 20.1%
Earnings Growth 47.9%
Gross Margin 97.5%
Operating Margin 29.5%
Net Margin 18.4%
ROE 12.0%
Free Cash Flow $750.5M
FCF Margin 15.3%
Debt / Equity 5.93x
Current Ratio 6.00x
Dividend Yield —
Next Earnings Jul 29, 2026
Quarterly Revenue $1.49B
Revenue QoQ +20.0%
Quarterly Net Income $313.0M
Net Income QoQ +40.4%

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.