Arm — Company · TLDRocket

Signals

1 story (-50%)

Media momentum

As of 2 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

7 sources

Source diversity

As of 2 Nov 2026 · Distinct publications behind this entity's visible coverage.

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Release activity

As of 2 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 2 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2026 → Oct 2026

Coverage span

As of 2 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

ARM · NASDAQ · last close $205.97 (30 Oct 2026)

-27.1% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

14 Oct Legal action: Arm & Arm Holdings Legal action

+2.9% next day, +2.6% vs S&P 500 · -4.8% over 5 trading days, -5.3% vs S&P 500
11 Aug Feature update: Arm & GKE Agent Sandbox 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 Funding: Arm & 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 Funding: Olix & Arm 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 Funding: Olix & Olix Computing Funding

+17.4% next day, +15.6% vs S&P 500 · +12.0% over 5 trading days, +10.0% vs S&P 500

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

$205.97 +24.5% · 12 months 52-week high $452.70 · low $100.02

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

Oct ’25

Nov

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Oct ’26

Daily · last 90 trading days

Candlestick · last 30 trading days

Read ARM is up 24.5% over twelve months, trading -54.5% 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 Thu 5 Nov Q2 FY2027 est EPS 0.48 est revenue $1.4B 2 days 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 Rene Haas Arm’s AI chips Arm Mali G2-Ultra NX

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 records

updated 2 Nov 2026

Observed in public listings; this is not a verified current management roster.

Rene Haas CEO
Gary Campbell EVP, Central Engineering
Charlotte Eaton Chief People Officer
Spencer Collins EVP and Chief Legal Officer
Will Abbey Evp, Chief Commercial Officer
Jason Child EVP and Chief Financial 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

+ 13 more tracked

View 12-month management history

Recent source observations

2 Oct Unverified observation Suraj Gajendra Not found in a partial source snapshot (previously listed as Vice President - Automotive Products & Software Solutions); departure unconfirmed.
2 Oct Unverified observation Ami Badani Source title changed: CMO → Chief Marketing Officer; role change unconfirmed. LinkedIn
2 Sep Unverified observation Dipti Vachani Not found in a partial source snapshot (previously listed as SVP & GM, Automotive Line of Business); departure unconfirmed. LinkedIn
2 Sep Unverified observation Jason Child Source title changed: EVP, CFO → EVP and Chief Financial Officer; role change unconfirmed.
2 Sep Unverified observation Suraj Gajendra Observed in a source listing as Vice President - Automotive Products & Software Solutions; start date unknown.
2 Sep Unverified observation Bernhard Rill Observed in a source listing as Director Physical AI GTM EMEA; start date unknown.