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Arm Holdings (ARM) Fair Value & Analysis

Technology · AR · Market cap 24.9T ARS

AH Arm Holdings ARM · BA
Price23,810 ARS
Fair Value33,976 ARS
Upside+42.7%
Quality97/100
Evidence: High Range 22,843 ARS – 41,516 ARS

Fair value as of: Jun 24, 2026

From 24 valuation models · updated 5 days ago

Fair value updated Jun 24, 2026 — revised from 33,572 ARS to 33,976 ARS (+1.2%) since Jun 23, 2026. Share price +101.4% over the past month.

Price vs Fair Value (9 months)

23,810 ARS 5,595 ARS Fair Value 33,976 ARS Sep 2025 Jun 2026

9‑month range 5,595 ARS – 23,810 ARS · fair‑value band 22,843 ARS – 41,516 ARS · the 23,810 ARS price screens below the 33,976 ARS fair value. As of Jun 24, 2026.

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Analysis

Arm Holdings (ARM) currently trades at 23,810 ARS, while our model-based Fair Value estimate is 33,976 ARS — implying the stock looks roughly 42.7% undervalued today. We read business quality at 97/100 (high quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, Arm Holdings generated revenue of 4.9B ARS at a net margin of 18.4%. Revenue grew 20.1% year over year. It earns a return on equity of 12.0%. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 4.9B ARS
Revenue growth (YoY) +20.1%
Net margin 18.4%
Return on equity 12.0%
Free cash flow 949M ARS FY2026
Operating margin 29.5%
More key figures
EPS growth (YoY) +47.9%

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT, embedded systems, cloud data centers, networking, automotive, and robotics. It provides its products and services in the United States, China, Japan, Taiwan, Korea, and internationally. The company was founded in 1990 and is based in Cambridge, United Kingdom. Arm Holdings plc operates as a su…

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Arm Holdings reported revenue of 4.9B ARS in FY2026 versus 2.7B ARS in FY2022, a compound +16.2%/yr. Reported net income was 904M ARS in FY2026, compounding +13.3%/yr from FY2022.

Revenue +16.2%/yr
FY22 2.7B ARS
FY23 2.7B ARS
FY24 3.2B ARS
FY25 4.0B ARS
FY26 4.9B ARS
Net income +13.3%/yr
FY22 549M ARS
FY23 524M ARS
FY24 306M ARS
FY25 792M ARS
FY26 904M ARS

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Similar stocks

6 more Semiconductors stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
NVIDIA Corporation NVDA $208.65 $96.91 -54%
Taiwan Semiconductor Manufacturing Company TSMN 7,419 MXN 8,886 MXN +20%
Broadcom Inc 1YD €375.60 €99.46 -74%
Micron Technology, Inc ZMIC C$52.57 C$10.88 -79%
Advanced Micro Devices, Inc AMD $452.40 $80.19 -82%
SK hynix Inc 000660 1,000,000 KRW 1,109,311 KRW +11%

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Frequently asked questions

Is Arm Holdings (ARM) undervalued?
As of Jun 24, 2026, our model estimates a fair value of 33,976 ARS versus a price of 23,810 ARS — about +43% (undervalued). Model-based estimate, not financial advice.
What is the fair value of ARM?
Our 21-model fair value for Arm Holdings is 33,976 ARS (as of Jun 24, 2026), built from audited fundamentals. The current price is 23,810 ARS.
What is the quality score of ARM?
Arm Holdings has a Quality Score of 97/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Arm Holdings (ARM)?
Arm Holdings reported trailing-twelve-month revenue of about 4.9B ARS (latest available figure, as of Jun 24, 2026).
What is the net profit margin of ARM?
The net profit margin of Arm Holdings is about 18.4%, meaning it keeps roughly 18.4% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.