Arm Holdings plc American Depositary Shares
ARM · Nasdaq
ARM · Nasdaq
Arm sells semiconductor intellectual property, including chip architecture and designs, to companies that develop and make processors. It makes money through licensing its technology and collecting royalties on chips that use it; the evidence characterizes this licensing model as high-margin but does not give revenue contributions for licensing versus royalties. Its customers include chip designers and manufacturers, and its architecture serves markets including data centers. Arm’s FY2026 revenue is $4.9 billion and net income is $0.9 billion, compared with $4.0 billion and $0.8 billion, respectively, in FY2025. The supplied evidence does not specify customer counts or segment-level revenue.
Arm rose 8.89% over the week, from $210.10 to $228.77. The strongest advance came Monday, when shares climbed to $223.35 as U.S. stocks rallied ahead of a busy week and easing crude prices supported the broader market. Shares added to the gain Tuesday and Wednesday, reaching a weekly closing high of $235.90 on Wednesday. Thursday brought a material reversal: Arm fell to $228.77 as chip stocks weakened amid broader market declines following Alphabet’s disappointing results. It therefore gave back part of its midweek rise, but still finished well above the prior Friday close. The supplied evidence identifies no company-specific announcement explaining Arm’s weekly move.
ARM fell 10.65%, from $255.24 on October 12 to $228.05 on October 19. It was nearly unchanged on October 13, then dropped 6.8% on October 14 to $238.01 and recovered 2.8% the next day to $244.79. That rebound was erased on October 16, when the shares fell 6.9% to $227.80; they edged up to $228.05 on October 19. The supplied evidence does not establish a company-specific catalyst for these moves. It includes a Barchart report describing a broad tech selloff, with the Nasdaq 100 down 2.50% and the S&P 500 down 1.09% on Friday, but does not confirm that this explains ARM’s weekly decline.
Arm fell 15.73% over the week, from $302.90 to $255.24. The most consequential company-specific catalyst was the Qualcomm jury verdict: coverage explicitly linked the verdict to Arm’s decline and said it added to a semiconductor selloff. Broader chip-sector weakness also weighed, with coverage noting declines in AMD and Taiwan Semiconductor. The daily closes show the slide gathering pace: after edging down on October 6 and falling on October 7, Arm dropped to $275.29 on October 8 on the week’s highest reported volume, then fell again on October 9 and October 12. There was no material rebound in the supplied closes; the evidence points to legal news compounded by sector pressure, rather than a reversal.
ARM rose 3.03%, from $293.67 to $302.56, over the supplied September 29–October 6 closes. It slipped to $289.66 on September 30, recovered to $292.34 on October 1, then jumped to $307.49 on October 2 before retreating to $302.90 and $302.56 in the next two sessions. The October 2 surge was the decisive move; the subsequent pullback gave back part of that gain. The supplied headlines discuss semiconductor-sector weakness, supply-execution concerns and AI laptop developments, but provide no dates or evidence tying those stories to the sharp October 2 rise or the full week’s net advance. No company-specific catalyst or market benchmark is established by the evidence, so the week’s move cannot be attributed more precisely.
ARM fell 4.57%, from $306.34 to $292.34. The largest move came Monday, Sept. 28, when shares dropped to $283.33, down about 8.7% from Friday’s close, amid a broad market selloff as bond yields rose; the S&P 500 fell 0.77% and the Nasdaq 100 fell 1.08%. Shares rebounded 3.65% Tuesday to $293.67, slipped 1.37% Wednesday to $289.66, then rose 0.93% Thursday to $292.34. The recovery therefore recouped only part of Monday’s decline. The supplied evidence identifies no company-specific announcement explaining the weekly loss; trading instead coincided with broader pressure on equities from rising yields.
ARM rose 36.31% over the stated period, from $243.98 to $332.56. The sharpest move came on September 21, when the stock climbed from the prior close of $275.61 to $322.90 on the week’s highest reported volume. Coverage linked the rally chiefly to Meta’s Muse AI launch and renewed expectations that AI workloads would increase demand for CPUs; reports also described a broader rise in AI-sector stocks. ARM added ground on September 22, closing at $333.20, then edged down to $332.56 on September 23, giving back little of the advance. The supplied evidence identifies no contract announcement or company-specific financial update as a driver.
Arm gained $19.62, or 8.11%, from $241.91 to $261.53 over the supplied interval. The stock initially fell 2.93% to $234.82 on September 1 and was essentially unchanged the next session, before reversing higher on September 3 and September 4, then adding another 3.74% on September 8 amid heavier volume. The evidence does not identify a dated company announcement or guidance change explaining the advance. Instead, the rally coincided with bullish coverage focused on artificial-intelligence infrastructure, CPU demand, Arm’s expanded AI ecosystem and agentic-AI opportunities, alongside Piper Sandler’s reported overweight initiation. The supplied evidence provides no broader market benchmark, so the move cannot be separated from general semiconductor or AI-sector momentum.
Arm fell $12.62, or 4.94%, from $255.21 to $242.59 over the week. The largest move came before the stated week, with shares dropping to $239.05 on Aug. 28; they recovered modestly to $241.91 on Monday before falling 2.93% to $234.82 on Tuesday. Tuesday’s decline coincided with a broader risk-off session as surging bond yields pushed the S&P 500 down 0.71% and the Nasdaq 100 down 1.29%, while coverage also highlighted CFO Jason Child’s sale of more than 10,000 shares. Arm was essentially flat Wednesday, then rebounded 3.29% Thursday amid broader AI-chip optimism and reporting around Bernstein’s bullish semiconductor view, but the recovery did not erase the earlier losses.
Arm fell 1.75% over the week, from $243.32 to $239.05. The stock dropped 1.86% on Monday before recovering Tuesday, then gained 3.93% Wednesday and 1.65% Thursday as Nvidia-related optimism and broader technology strength supported AI and semiconductor shares. It gave back all of those gains, and more, on Friday, when Arm declined 6.33% amid a hawkish Federal Reserve backdrop and weakness across chipmakers and AI-infrastructure stocks. The supplied evidence identifies no Arm-specific earnings release, contract, or management announcement during the period, so the weekly move appears primarily market-driven: AI enthusiasm lifted the shares midweek, while higher-rate concerns and technology selling pressure dominated the close.
ARM rose 12.04% over the period, from $239.06 to $267.85. The decisive move came on August 4, when the stock jumped to $280.56 as investors responded to strong Q1 2026 results and an embedded-AI tools deal. Shares then gave back part of that gain on August 5, rebounded to a period high of $286.68 on August 6, and eased to $282.57 on August 7. The final decline to $267.85 occurred against a broader risk backdrop of rising crude prices and inflation concerns, with major U.S. indexes also lower. Coverage otherwise emphasized earnings follow-through, AI-chip momentum, strong growth, and technical breakout potential rather than a new company-specific catalyst.
ARM rose 14.64% over the supplied week, from $244.74 to $280.56. The stock first fell to $224.89 on July 29 before rebounding to $241.54, then traded around $239 through August 3. The decisive move was Tuesday’s $41.50 jump, which followed evidence that Arm had beaten estimates on fiscal first-quarter revenue and earnings and was benefiting from data-center demand and a bullish CPU outlook. The rally also coincided with a broad technology-led market advance: the Nasdaq 100 gained 3.32% in the cited session as strong technology earnings eased concerns about AI spending. Arm therefore recovered from its July pullback as company-specific earnings momentum reinforced a favorable market backdrop.
