Stock AnalizArm Holdings (ARM) earnings for the quarter ended September 2026: EPS beats estimates
Arm Holdings reported results for the quarter ended September 2026 on November 4, 2026. Adjusted earnings per share came in at $0.52 against the analysts’ average forecast of $0.48, a beat of 9.3%.
The market’s verdict: the stock fell 17.7% on the first trading day after the report.
The last four quarters
Arm Holdings has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.52 | $0.48 | +9.3% | — | −17.7% |
| Jun 2026 | $0.45 | $0.40 | +11.4% | — | −1.3% |
| Mar 2026 | $0.60 | $0.58 | +3.6% | — | +2.1% |
| Dec 2025 | $0.43 | $0.41 | +5.1% | — | +6.0% |
What comes next
Analysts expect EPS of $0.56 for the next quarter on average and $2.27 for the fiscal year ending March 31, 2027.
The average analyst price target is $274.56, 44% above the current price of $190.53.
Valuation and score
Arm Holdings scores 2.2 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 218.6, and its intrinsic value under moderate assumptions is about 65% below the current market value. Full Arm Holdings analysis with 10 years of financials
Frequently asked questions
What was Arm Holdings’s EPS for the quarter ended September 2026?
$0.52 adjusted per share, against an analyst consensus of $0.48.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.