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Arm Holdings Beats Earnings Estimates Despite 34% Share Drop

2/5/2026

29 6 Full Breakdown

Summary

Story summary

Arm Holdings reports its fourth-quarter fiscal 2026 earnings on February 4, 2026.
The company has beaten earnings estimates for eight consecutive quarters.
Analysts expect 41 cents per share and revenue of $1.23 billion for Q4 fiscal 2026.
Arm's shares fell 34% over the past year.
Licensing revenue above $500 million is crucial to validate demand for custom ARM-based chips.

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Story summary

Arm Holdings reports its fourth-quarter fiscal 2026 earnings on February 4, 2026.
The company has beaten earnings estimates for eight consecutive quarters.
Analysts expect 41 cents per share and revenue of $1.23 billion for Q4 fiscal 2026.
Arm's shares fell 34% over the past year.
Licensing revenue above $500 million is crucial to validate demand for custom ARM-based chips.