Arm Holdings plc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
31.5%projected annual EPS growth
Analyst Coverage
38analysts covering
FY Revenue (est.)
$6Bnext fiscal year
FY EPS (est.)
$2.23next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 4 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly revenue growth year over year (%) Quarterly22.0%Target: Sustain year-over-year growth above 20%
Arm AGI CPU customer demand across FYE27-FYE28 (USD billions; disclosed lower bound) Quarterly2.0Target: Remain above USD 2.0 billion across FYE27-FYE28
Cumulative Arm Neoverse cores shipped (billions) Quarterly1.5Target: Continue sequential growth beyond 1.5 billion cores
Watch Items
- Durability of company-wide revenue growthAction: Reassess the investment thesis if growth falls to 10% or less, particularly if royalty and licensing momentum weaken together.
- Commercial conversion of the Arm AGI CPU opportunityAction: Reassess execution assumptions if disclosed demand falls below the USD 2 billion baseline or customer deployments are materially delayed.
Research as of 29 Aug 2026