Arm Holdings (ARM) stock

Chip architecture and designs that it licensesAI chips

Worth $178B

Pre-market

$175.24

+0.36%

Chip architecture, worth $178BAI chips

Close $174.62 +4.74%

As of 9:10 AM ET pre-market, delayed 15+ min · Live for Pro members

Why ARM is down

Down 35% from Aug 10 to Nov 6.

Our sources do not explain the slide.
The S&P 500 fell 4.9% over the same days.

Sources: Price history, Nov 6, 2026

−1Long-term trend below a falling 200-day average

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Quality Score

Average

In its industry

#26of 84

Semiconductors

Checks firing

2of 14

Trending up

From 52-week high

-61.4%

under its best in a year

ARM's Quality Score fell 3 points on Mon, Nov 9, to 6.

See ARM's 14 chart checksSee it live, free until tomorrow morning. No account. No card. Then keep going with a free account.

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Key facts on ARM

Key facts on ARM
The company	Sales up 24% on the year
Latest filing	6-K, Nov 4 Issued a release: "Arm Holdings plc Reports Results for the Second Quarter of the Fiscal Year Ending 2027"

1 more reason behind ARM's 6, free with an account →4 more reasons behind ARM's 6, for Pro members.

ARM in the news

Thu Nov 5Arm Holdings shares drop after revenue forecast barely beats expectations newsbytes and 3 more ARM closed −13.1% that day.

Outlet counts from the GDELT Project.

Chip stocks rose together

Group

“U.S. chip stocks rebound sharply after Thursday's brutal selloff”

ARM closed +4.7% that day.

Reported by Yahoo Finance · covered by 13 outlets

Get an alert on ARM's next big story →

The move is what ARM did that session, not a claim about why.

What moves chips

Big Tech spending$201.9B+108%in the quarter, Jul to Sepon a year

What Microsoft, Alphabet, Amazon, and Meta together spent on buildings and equipment, data centers included, in their latest quarter, against a year earlier. Capital spending as each reports it, not a count of chips bought.

Each company's quarterly report (10-Q) on SEC EDGAR, Jul to Sep. Change on the same period a year earlier.

TSMC monthly sales and US export rules, for Pro members.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

ARM catalysts

Coming up

After its last 4 reports it closed -2.5% on average, higher 2 of 4 times.

13 past catalysts since 2023, with sizes and sources, for Pro members.

How ARM ranks in Semiconductors

ARM is #26 of 84 by Quality Score.

How ARM ranks in Semiconductors
Rank	Stock	Checks	Quality Score
1	AMDAdvanced Micro Devices	3/14	17
2	MUMicron Technology	2/14	14
3	LSCCLattice Semiconductor	2/14	13
	AMKRAmkor Technology		Open for its score
	AOSLAlpha and Omega Semiconductor		Open for its score
	ARRYArray		Open for its score
	ASXASE Technology		Open for its score
26	ARMArm	2/14	6

Sales over four quarters against a year before: ARM +24%, AVGO +49%, MRVL +31%.

When does ARM report earnings, and what happens after?

Reports Wed Feb 3, after the close (in 86 days). Confirmed.

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What ARM reported on Nov 4, 2026

The quarter

The figures are not read from the release yet.

“Royalty revenue increased 8% year-over-year to $670 million, driven by the c ontinued adoption of Arm technology with higher royalty rates per chip, such as Armv9 architecture and Arm CSS, and increased deployment of Arm-based chips in data centers.”

The filing on EDGAR

Where the sales came from

ARM's results filing gives no sales by line in a table we read. Its annual report gives the year's, in About.

The outlook

The outlook the company gave, by period
Measure	Figure
Q3 FYE27
Revenue	$1.38bn +/- $50m

Figures as filed (SEC filing, Nov 4)

1 more outlook line, for Pro members.

In the company's words

“License and other revenue increased 50% year-over-year to $773 million driven by continued strong demand for Arm IP, as well as fluctuation in the timing and size of multiple high-value license agreements and contributions from backlog.”

From its results filing (SEC filing · Nov 4)

2 more sentences, for Pro members.

The numbers

Market value: $178B; today
Sales: $5.5B; up 23.8% on the year
Free cash flow: $1.2B; last 12 months

Sales grew 23% a year over 3 years, fiscal 2023 to 2026.

Its share count grew 1.3% a year over 3 years.

4 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on ARM: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 3

-10.1%+7.4%-13.1%

May 6Jul 29Nov 4

Reported	When	Gap	Reaction	5 days
Nov 4, 2026After close	After close	-10.3%	-13.1%	not yet
Jul 29, 2026After close	After close	+14.7%	+7.4%	+22.1%
May 6, 2026After close	After close	-6.3%	-10.1%	-6.8%

ARM closed higher after 2 of its last 4 reports.

All 4 reports, and ARM's Quality Score going into each

ARM sales and profit by year

Sales and profit by year

Sales grew in three of the last four years, to $4.9B in 2026. It made a profit in each of the five years.

ARM has 2 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on ARM, and all 14 on every stock.Get in free →

ARM RSI on Nov 6: 31.1, below its 50-day and 200-day averages

Not scored

RSI 31.1, MACD below signal, below both averages. Not scored.13 readings

The deep dive on ARM

What it does and how it makes money6 findingsRoyalties made up 53% of its revenue in fiscal 2026 ($2.61B of $4.92B), against 54% in fiscal 2025; license and other revenue 47%.SEC filing · May 26, 2026"The initial term of the IPLA is through April 23, 2048 …" (20-F for fiscal 2026)SEC filing · May 26, 2026
Where it stands2 findingsFor Pro members2 findings on where ARM stands: its cash, debt, and share count, for Pro members
What changed in its filings5 findings"In March 2026, the lawsuit against Arm Limited was consolidated with the April 2024 lawsuit against us." (20-F for fiscal 2026)SEC filing · May 26, 2026Three Largest Customers made up 42% of its revenue in fiscal 2026; Second Largest Customer made up 14%, up from 11% in fiscal 2025.SEC filing · May 26, 2026Backlog rose 8% in a year, to $2.42B on Sep 30, 2026 from $2.25B: sales under contract, not yet delivered.Filed figures, Sep 30, 2026
Who holds and trades it4 findingsFor Pro members4 findings on who holds and trades ARM, for Pro members
Against its closest peers2 peersSales over four quarters against a year before: ARM +24%, AVGO +49%, MRVL +31%.

12 more findings on ARM, each with its source, for Pro members.

ARM insider trades

5 insiders sold $32.4M across 14 filings in the last 6 months. No open-⁠market buys on record. The newest:

SellLaura Kathleen Bartels$4.4MChief Accounting Officerat $392.70 on Jun 2, filed Jun 4

SellLaura Kathleen BartelsChief Accounting Officer$4.4Mat $392.70 on Jun 2, filed Jun 4

All 14 insider filings on ARM from the last six months, for Pro members.

All ARM insider trades

ARM trades by Congress and the executive branch

2 trades disclosed in the last six months. The newest:

BuyRo Khanna$1K to $15KHousetraded Jul 24, disclosed Aug 7(14 days later)

BuyRo KhannaHouse$1K to $15Ktraded Jul 24, disclosed Aug 7(14 days later)

All 2 trades on ARM disclosed by Congress and the executive branch, for Pro members.Get in free →

See what Congress is buying across the market

ARM's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Rene A. HaasChief Executive Officer · 3 trades
Jason ChildChief Financial Officer · 5 trades
William AbbeyChief Commercial Officer · 10 trades
Spencer CollinsChief Legal Officer · 9 trades
Charlotte Claire EatonChief People Officer · 4 trades
Laura Kathleen BartelsChief Accounting Officer · 1 trade
Richard Roy GrisenthwaiteChief Architect · 1 trade
Jeffrey SineDirector · no trades on file

3 more officers and directors file at ARM.

See insider trades by person

Which ETFs hold ARM?

In ETFs: ARM is 0.8% of SMH, 0.6% of SOXX, and 0.4% of QQQ, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.

About Arm Holdings

Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world's smartphone CPU cores. Arm also has a high market share in other battery-powered devices, such as wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different license types depending on the flexibility the customer needs. Customers such as Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or remove instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced plans to launch its own CPU products on top of its existing royalty business.

9,584 employeesarm.com

What Arm Holdings says it competes with

“We compete based on a variety of factors, including price, performance, energy-efficiency, ease of product customization, product quality, software availability, marketing and distribution capability, customer support, name recognition and financial strength.”

From its annual report, SEC filing · May 26, 2026

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Every line of the score
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CEOs buying their own stock
Every CEO buy, biggest names first. Sort, filter, save the list, and set optional alerts.
Congress trades
A member's trades, newest first, each with its amount. Sort and filter the whole list.
14 chart checks, read for you
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Each date in the company's words, its cash against the date, and an optional alert before it.
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What would turn ARM's score around: 6 things
2 more filings explained, a plain line each
Real-⁠time prices, no delay

BreakawayAug 7Ro Khanna bought ARM$1K to $15K, disclosed Aug 7

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See ARM's 14 chart checks

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Straight AnswersStraight Answers

As of Nov 9, 2026: ARM's Quality Score is 6 (Average), #26 of 84 in Semiconductors. Insiders sold $32.4M in the last 6 months (Form 4).

What does ARM's Quality Score say?

ARM scores 6 today, which Breakaway calls Average. It is #26 of 84 in Semiconductors by Quality Score, with 2 of 14 chart checks firing. Down 35% from Aug 10 to Nov 6. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is ARM's Quality Score?

ARM scores 6 today, which Breakaway calls Average (6 to 10). That is #26 of 84 in Semiconductors by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind ARM's 6.

Are insiders buying ARM?

5 insiders sold $32.4M across 14 filings in the last 6 months. No open-⁠market buys on record. The newest is Laura Kathleen Bartels, Chief Accounting Officer, who sold $4.4M on Jun 2. Every filing, with the scored weight, for Pro members.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.