ARM Holdings plc (NASDAQ: ARM) beats the adjusted Q1-FY2027 EPS consensus of approx. USD 0.40 per ADS on July 29, 2026
Pending
✦ AI-generated prediction
Published on 13. July 2026
·
Predicted for 29. July 2026
·
Based on: Historical Cycle
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: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
💻 Technology
✦ AI
At least four independent tech publications (GSMArena, SamMobile, Digital Trends, India TV News, Analyticsinsight) consistently report that Samsung will present a 'Ultra' variant alongside the regular Galaxy Z Fold 8 at Unpacked on July 22. Reports describe a wider, shorter Z Fold 8 Ultra form factor addressing the line's long-standing complaints. The Ultra branding follows Samsung's established pattern (Galaxy S Ultra since 2020). Galaxy Glasses are separately tracked as an open prediction; the Z Fold 8 Ultra is independent. No specific Polymarket market found.
💻 Technology
✦ AI
The existing open prediction covers GPT-5 (chat model, release by December 2026). OpenAI separately maintains an 'o-series' for reasoning models: o1 released late 2024, o3 early 2025 — an iteration cadence of ~6–9 months. Competitive pressure is mounting: xAI Grok 5 (by August 31, open prediction) and Meta Llama-4 Behemoth (by August 31, open prediction) force OpenAI to update its reasoning lineup. An o4 model by August 2026 fits this cadence. Risk: OpenAI may integrate o4 reasoning as a 'GPT-5 Reasoning Mode' without separate branding, causing the prediction to miss on a technicality.
💻 Technology
✦ AI
Meta released the first Llama 4 variants (Scout, 14–17B; Maverick, >400B MoE) on Hugging Face in April 2026. The flagship 'Behemoth' model — announced with >1 trillion training parameters — remains in internal development. Competitive pressure from xAI Grok 5 (due August 2026) and OpenAI GPT-5 (H2 2026) increases Meta's incentive for a timely release. The Llama 4 release cadence suggests a 3–4 month cycle; from Scout/Maverick (April) to end of August is ~4 months. Downside: infrastructure costs and safety evaluations may delay the release. Base rate: ~35–40%.