AR
Arm Holdings
ARM · Arm Holdings · Semiconductors
Up next day
5/12
42%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±10.0%
typical swing on earnings
Price when beating
+4.1%
avg over 11 beats
Biggest single move
+47.9%
'23.12 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 5 of 11 beats (45%)
Tends to keep drifting the same way for days
Day-one direction continued · 75% of last 12
vs Semiconductors sector avg (9 peers)
This
+2.6%
Sector
-0.9%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 6 of last 12 times (50%)
6xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 4After close
'26.9 expectedEst. EPS $0.47
Quarter ended 6/2026
Reported 2026-07-29
Next-day move
+7.4%
After 5 days +22.1%
vs Consensus$0.40→$0.45+11.4% beat
EPS
$0.45
YoY +29%
Revenue
—
Next-Q guidance
—
N/A
Price around earnings
vs market +5.7%p
Earnings trend · last 12 quarters
EPS$0.45YoY +29%
'23.9'26.6
Revenue—
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
3x38%
Disappointment
weak · down ↓
2x25%
Good earnings ignored
good · down ↓
3x38%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 3 of 8q (38%)
Community · ARM
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