Arm Holdings (ARM) Stock: What Wall Street Expects from Earnings Today

TLDR

• ARM reports fiscal Q1 2027 earnings on July 29; options traders are pricing in a ~15% swing in either direction
• Consensus estimate is $0.40 EPS and $1.26 billion in revenue, up 20% year-over-year
• ARM has beaten earnings estimates for 10 consecutive quarters
• The company has disclosed over $2 billion in customer demand for its new AGI CPU across FY2027 and FY2028
• Wall Street holds a “Moderate Buy” rating with an average price target of $331, implying ~24% upside

Arm Holdings reports fiscal Q1 2027 earnings on July 29, and the market is watching closely. Options traders are pricing in a swing of roughly 15% in either direction — a reflection of just how much is riding on this report.

ARM stock is up 138% year-to-date, trading at 119x forward 2027 earnings. That kind of valuation doesn’t leave much room for disappointment.

Arm Holdings plc American Depositary Shares, ARM

Wall Street expects earnings of $0.40 per share, up 14.3% from $0.35 in the same quarter last year. Revenue is forecast at $1.26 billion, representing 20% year-over-year growth.

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