Arm — Company · TLDRocket

Signals

2 stories (-67%)

Media momentum

As of 18 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

6 sources

Source diversity

As of 18 Sep 2026 · Distinct publications behind this entity's visible coverage.

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Release activity

As of 18 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

2 events

Funding signals

As of 18 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2026 → Sep 2026

Coverage span

As of 18 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

ARM · NASDAQ · last close $264.90 (17 Sep 2026)

+10.5% over this window · S&P 500 +2.1% (dashed line)

Price moves around recent events

11 Aug Google and Arm describe the role of CPU orchestration and security isolation for AI agent workloads, including GKE Agent Sandbox performance claims Feature update

+1.1% next day, +0.8% vs S&P 500 · -5.8% over 5 trading days, -5.4% vs S&P 500
3 Aug Arm invests in Olix Funding

+17.4% next day, +15.6% vs S&P 500 · +12.0% over 5 trading days, +10.0% vs S&P 500
3 Aug Olix raises $312 million at $3.3 billion valuation for AI inference chip development Funding

+17.4% next day, +15.6% vs S&P 500 · +12.0% over 5 trading days, +10.0% vs S&P 500
3 Aug Olix raises $312M in funding at $3.3B valuation led by Netflix co-founder Reed Hastings and Arm Funding

+17.4% next day, +15.6% vs S&P 500 · +12.0% over 5 trading days, +10.0% vs S&P 500
15 Jul Google releases GKE Agent Sandbox and announces Agent Substrate for AI agent workloads Feature update

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

ARM · daily closes

$264.90 +72.7% · 12 months 52-week high $452.70 · low $100.02

12-month span · monthly close · 17 Sep 2025–17 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +2.67%

Candlestick · last 30 trading days

Read ARM is up 72.7% over twelve months, trading -41.5% from its 52-week high ($452.70, 18 Jun) — the strongest month was May at +68.0%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

ARM · quarterly EPS

Next report Wed 4 Nov Q2 FY2027 est EPS 0.48 est revenue $1.4B 1 month from now

Q1 2027 latest

0.45 EPS

est 0.41 +10.8%

Q4 2026

0.60 EPS

est 0.59 +2.1%

Q3 2026

0.43 EPS

est 0.41 +4.6%

Q2 2026

0.39 EPS

est 0.34 +15.7%

The TLDRocket take Q1 2027 · written 5 Aug 2026

Arm beat again: $0.45 versus a $0.41 estimate, a 10.8% surprise and the fourth straight quarter it's cleared the bar. The size of the beats has bounced around rather than climbed steadily — 15.7%, then 4.6%, then 2.1%, now back up to 10.8% — so call it a durable habit of beating low estimates rather than a clean acceleration story. We don't have revenue or licensing/royalty splits here, so how much of that EPS strength comes from royalties on chips actually shipping versus one-time licensing deals is unknown from this data alone.

What we do know is where Arm is putting its money and its name. It backed Olix, the London chip startup building a decode accelerator aimed squarely at Nvidia's turf, whose valuation tripled to $3.3 billion in six months — a bet that Arm's architecture licensing model extends into the accelerator race rather than just CPUs. On the other side of the stack, Arm and Google are pushing Axion-based infrastructure for agentic AI workloads (AI systems that take multi-step actions rather than just answering a prompt), which is a bid to get Arm's designs embedded in the cloud infrastructure running these agents, not just phones and IoT chips.

The throughline is that Arm keeps showing up in both the compute layer (Google Axion) and the challenger-chip layer (Olix) without disclosing here whether either translates into near-term royalty revenue. That's the honest gap in this coverage: strong, consistent EPS beats paired with strategic bets whose financial payoff isn't visible in the numbers we have.

Read alongside: Olix Google Axion Google Rene Haas Arm’s AI chips

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

Rene Haas CEO
Gary Campbell EVP, Central Engineering
Charlotte Eaton Chief People Officer
Robert Day Director, Autonomous Vehicles
John Penn Director Automotive Solutions
Morris Hung Sr. Manager Silicon Operation
Andrew Hopkins Director, Automotive Solutions
Brian Jeff Sr. Director, Product Management
Jackie Bao Global Autonomous Vehicle Lead
Angela Suen Director Of Business Development - China Market
Bernhard Rill Director Physical AI GTM EMEA
Suraj Gajendra Vice President - Automotive Products & Software Solutions

+ 14 more tracked

Recent changes

2 Sep Dipti Vachani left (was SVP & GM, Automotive Line of Business)
2 Sep Jason Child EVP, CFO → EVP and Chief Financial Officer
2 Sep Suraj Gajendra joined as Vice President - Automotive Products & Software Solutions
2 Sep Bernhard Rill joined as Director Physical AI GTM EMEA
2 Sep Angela Suen joined as Director Of Business Development - China Market
2 Sep Jackie Bao joined as Global Autonomous Vehicle Lead