💻 Technology · Next Month

ARM Holdings plc (NASDAQ: ARM) beats the adjusted Q1-FY2027 EPS consensus of approx. USD 0.40 per ADS on July 29, 2026

Hit ✦ AI-generated prediction Published on 13. July 2026 · Predicted for 29. July 2026 · Based on: Historical Cycle

Probability

65%

ARM Holdings reports Q1-FY2027 results (April–June 2026) on July 29, 2026, after market close; the normalised EPS consensus per MarketBeat/Nasdaq stands at USD 0.40 per ADS; revenue consensus is ~USD 1.26 bn. ARM benefits massively from the AI chip boom: each new Nvidia Blackwell, Qualcomm Snapdragon X, and Apple M-series chip uses ARM v9 cores and pays higher royalties. In the last four quarters, ARM exceeded the normalised EPS consensus each time. No Polymarket equivalent; historical beat rate and AI chip demand support the expectation.

Data basis for this prediction

ARM Q1-FY2027 Berichtstermin: 29. Juli 2026 nach Börsenschluss; normalisierter EPS-Konsens 0,40 USD je ADS (MarketBeat / Nasdaq, Stand 13.07.2026)
ARM Q1-FY2027 Umsatzkonsens: ca. 1,26 Mrd. USD (MarketBeat / marketchameleon.com)
ARM FY2026 Jahresbericht (SEC Form 20-F, FY2026, sec.gov): starkes Wachstum bei AI-Royalties
ARM Q4-FY2026 (März 2026): Ergebnis und EPS-Beat; Royalty-Umsatz durch AI-Chips (Arm Holdings Investor Relations)

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 berichtete am 29. Juli 2026 ein bereinigtes EPS (Non-GAAP) von 0,45 USD je ADS für Q1 FY2027 – deutlich über dem Konsens von ca. 0,40 USD. Auch beim Umsatz wurde mit 1,29 Mrd. USD der Konsens von ca. 1,26 Mrd. USD übertroffen (+22 % YoY). Treiber waren stark gestiegene Royalties aus Armv9-Lizenzen und mehr als verdoppelte Rechenzentrumseinnahmen, was die KI-getriebene These der Vorhersage bestätigt. Quellen: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/arm-holdings-beats-q1-estimates-204451212.html), TradingKey (https://www.tradingkey.com/analysis/stocks/us-stocks/262078264-arm-holdings-q1-fy2027-earnings-stock-selloff-tradingkey), ARM Newsroom (https://newsroom.arm.com/news/arm-q1-fye27-results). Hinweis: Trotz des Beats fiel die Aktie um ca. 8 %, da die Erwartungen des Marktes offenbar noch höher lagen.

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