Arm Holdings plc Website

Arm Holdings plc

NasdaqGS-ARM

Company Overview

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products. It offers microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. Its products are used in various markets, such as automotive, computing infrastructure, consumer technologies, and Internet of things. The company operates in the United States, the People's Republic of China, Taiwan, South Korea, and internationally. The company was founded in 1990 and is headquartered in Cambridge, the United Kingdom. Arm Holdings plc operates as a subsidiary of Kronos II LLC.

  • Name

    Arm Holdings plc

  • CEO

    Rene Anthony Andrada Haas

  • Website

    www.arm.com

  • Sector

    Semiconductors and Semiconductor Equipment

  • Year Founded

    1990

Company Statistics

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Bulls Say

  • We expect Arm will keep gaining data center market share from x86 architecture, as its chips consume less power and data centers need to minimize energy consumption. We also expect share gains in automotive thanks to the transition to EVs.

  • The overall trend toward Internet of Things and battery-powered devices is a long-term tailwind for Arm, given that architecture is the most energy-efficient.

  • If Arm would change its business model and charge royalties on a per-device basis, this would provide huge revenue and margin upside.

Bears Say

  • If Arm increases its royalty rates too aggressively, it could encourage customers to look for alternatives like open-source RISC-V.

  • Arm China is one of Arm’s largest clients, representing more than 20% of revenue. Financial reporting by Arm China has historically been opaque, and there could be attempts to steal intellectual property from Arm Holdings.

  • Arm’s revenue concentration is very high, with the top five customers representing close to 60% of sales.

Source: Morningstar Analysis - Nov 06, 2025

What's happening

Nov 13, 2025 - Dec 13, 2025

Arm Holdings PLC Faces Significant Challenges Amid Market Turbulence

  • A notable 12.0% decline in Arm Holdings PLC's stock performance over the past month highlights investor concerns and market dynamics.
  • Regulatory scrutiny from South Korea’s antitrust authorities has intensified negative sentiment surrounding ARM's licensing practices.
  • SoftBank's financial difficulties raise alarms about potential implications for ARM’s funding strategies and operations.

Over the last month, Arm Holdings PLC experienced a significant decline of 12.0% in its stock performance, markedly underperforming compared to the S&P 500, which saw a minor drop of only 0.2%. This stark contrast underscores a challenging period for ARM amid various market dynamics and shifting investor sentiments influenced by bearish reports and analyst downgrades that raised concerns regarding its future prospects.

A pivotal factor contributing to this downturn was an extensive selloff on November 25, characterized by analysts as misguided despite Google's ongoing collaboration with ARM through their TPU chip utilization. The sentiment surrounding this event reflected broader apprehensions about ARM's competitive position within the semiconductor industry due to regulatory scrutiny from South Korea’s antitrust authorities investigating its licensing practices following complaints from Qualcomm.

Additionally, SoftBank’s financial challenges have heightened worries about potential repercussions for ARM's operations and funding strategies. Reports suggested that if current conditions persist, SoftBank might face difficulties securing necessary funding for its AI commitments or consider divesting its substantial stake in Arm Holdings PLC. These developments significantly contributed to bearish sentiment around the stock throughout November.

Despite some positive indicators earlier in the month—such as favorable earnings reports and collaborations with Nvidia—the overall narrative remained overshadowed by negativity stemming from regulatory issues and skepticism regarding growth potential. Analysts' ratings shifted towards neutral outlooks after coverage resumption by Raymond James and RAJA further dampened investor confidence.

In summary, while Arm Holdings faced considerable headwinds resulting in a significant price decline over one month relative to both the S&P 500—where it underperformed by 11.8%—and broader tech sector trends; it is noteworthy that Arm Holdings PLC outperformed the Information Technology (XLK) sector by 39.1%.

NasdaqGS:ARM