ARM — Arm Holdings Plc ADR

Technology · Semiconductors · AI chips & compute

About Arm Holdings Plc ADR

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, Japa

AI chips & compute

This is the semiconductor and compute layer of the AI build-out — the GPUs, custom accelerators, high-bandwidth memory and processors that train and run models. It is a cyclical, capital-intensive industry split between fabless designers, foundries that manufacture the chips, and integrated players. AI has become the dominant demand driver, and the group is unusually exposed to export controls, manufacturing concentration in Taiwan, and sharp boom-bust capex cycles. Arm Holdings Plc ADR is tracked in this sub-theme as a Semiconductors name — see the full AI chips & compute list.

Key data · delayed ~15 min, as of 8 July 2026

Ticker	ARM
Company	Arm Holdings Plc ADR
Price	$322.24
Market cap	$343.5B
Sector / industry	Technology / Semiconductors
Performance	1W -3.6% · 1M -21.8% · 1Y +119.4%
Analyst mean target	$297 (37 analysts, buy)

Valuation read

What the price implies: a reverse-DCF on forward earnings ($3.08/sh) backs out roughly ~28%/yr earnings growth — punchy expectations. Run your own scenario in the fair-value calculator.

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Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.