💻 Technology · Next Month

ARM Holdings plc (NASDAQ: ARM) beats the adjusted Non-GAAP EPS consensus of ~$0.40 per share in its Q1 FY2027 results (July 29, 2026, after market close)

Hit ✦ AI-generated prediction Published on 19. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle

Probability

65%

ARM reports Q1 FY2027 results on July 29, 2026, after market close. Consensus: $0.40 Non-GAAP EPS, revenue ~$1.26B (+20% YoY). ARM benefits massively from the AI chip boom: Qualcomm, NVIDIA, Apple, and AWS chips run on ARM architecture; royalty revenues rise from higher chip ASPs. The stock is up ~240% YTD in 2026. ARM has historically beaten consensus estimates regularly. Own beat-probability estimate: ~65%.

Data basis for this prediction

ARM Holdings: Q1-FY2027-Ergebnistermin 29. Juli 2026 AH (Business Wire / Intellectia.ai, 8. Juli 2026)
ARM Non-GAAP EPS-Konsens Q1 FY2027: ca. 0,40 USD; Umsatz ca. 1,26 Mrd. USD (MarketBeat)
ARM Aktie +240% YTD 2026 (Presse, Stand Juli 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit

ARM Holdings meldete am 29. Juli 2026 nach Börsenschluss ein Non-GAAP EPS von 0,45 USD – gegenüber dem Konsens von ~0,40 USD ein klares Beat (+12,5%). Der Umsatz lag mit 1,29 Mrd. USD (+22% YoY) ebenfalls über den erwarteten ~1,26–1,27 Mrd. USD. Beide Kennzahlen übertrafen Schätzungen und die eigene Guidance. Haupttreiber: mehr als verdoppelte Data-Center-Royalty-Einnahmen und starke Nachfrage nach ARM-Architektur im KI-Umfeld. Trotz des Doppel-Beats fiel die Aktie ~8%, da Investoren höhere Guidance-Anhebungen erwartet hatten. Quellen: Arm Newsroom (newsroom.arm.com), Shacknews (ARM Q1 2027 earnings results beat revenue and EPS expectations), StockTitan (SEC Filing 6-K), TradingKey (Arm Q1 FY2027 Earnings: Record Revenue and a Guidance Beat, but the Stock Sold Off).

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