Arm Holdings (ARM)
Technology · Semiconductor intellectual property and instruction set licensing
Arm designs the instruction set architecture and intellectual property that power the vast majority of mobile processors and increasingly servers, IoT devices, and data center chips worldwide.
What Arm Holdings does
Arm Holdings designs and licenses processor instruction set architectures (ISA) and related intellectual property to semiconductor companies globally. The company does not manufacture chips but instead provides licensing, royalties, and engineering services to partners who design and produce processors for mobile devices, servers, data centers, automotive systems, and IoT applications. Arm's architecture underpins the majority of mobile processors and is expanding into higher-performance computing segments including servers and AI infrastructure.
Themes: ["semiconductor IP licensing","mobile processors","AI infrastructure","data center processors","IoT chips","arm-based computing","fabless business model","processor design"]
Fundamentals
- Price$327.87 as of 2026-07-09 close
- Market cap$319.5B as of 2026-07-10
- 1-year return+103.2% as of 2026-07-09 close
- P/E353.38 as of 2026-07-10
- Net margin+18.4% as of 2026-07-10
- Gross margin+97.5% as of 2026-07-10
- ROE+11.9% as of 2026-07-10
- Debt / equity0.00 as of 2026-07-10
- Revenue growth (YoY)+22.8% as of 2026-07-10
- Beta3.87 as of 2026-07-10
Key risks (from latest filing)
["Concentrated customer base: Arm's revenue depends heavily on a limited number of large semiconductor manufacturers, with loss or reduced orders from major licensees materially impacting revenue","Competitive architectural threats: Competition from x86 architectures in servers and data centers, and potential alternative ISAs, could limit Arm's market expansion into higher-margin segments","Geopolitical and trade restrictions: Export controls, sanctions, and geopolitical tensions (particularly regarding China) could restrict Arm's ability to license technology globally and limit its customer base"]
Competitors & peers
- Qualcomm (QCOM)
- RISC-V Foundation (open-source)
- x86 ISA (Intel/AMD ecosystem)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.