Arm Holdings plc (NASDAQ: ARM) beats Q1-FY2027 earnings (approx. July 30, 2026, after market close) adjusted non-GAAP EPS consensus of approx. USD 0.45 per share
Hit
✦ AI-generated prediction
Published on 26. July 2026
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Predicted for 30. July 2026
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Based on: Historical Cycle
Arm Holdings is expected to report Q1-FY2027 results (April–June 2026) on approximately July 30, 2026 — consistent with the prior-year pattern (Q1-FY2026: July 30, 2025). ARM's v9 architecture dominates AI chip design: AWS Graviton 4, Microsoft Cobalt 100, and Apple M4/A18 all use ARM. Premium-tier (v9) royalty revenues grew +37% y/y in Q4-FY2026. ARM has beaten non-GAAP EPS consensus estimates in six consecutive quarters. With expanding AI infrastructure and Iran-war-driven defense/radar chip demand, another beat is very likely. No direct prediction market for ARM Q1-FY2027 found.
Data basis for this prediction
- ARM Q1-FY2026-Ergebnis: veröffentlicht 30. Juli 2025 (ARM IR, Datusmuster)
- ARM Q4-FY2026 Non-GAAP EPS: 0,55 USD; Royalty-Wachstum v9 +37 % y/y (ARM Pressemitteilung Mai 2026)
- ARM EPS-Beat-Rate: 6/6 aufeinanderfolgende Quartale (Bloomberg/FactSet, Stand 26. Juli 2026)
- AWS Graviton 4 / Microsoft Cobalt 100 auf ARM v9-Basis (AWS/Microsoft Tech Blog 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 veröffentlichte seine Q1-FY2027-Ergebnisse am 29. Juli 2026 (einen Tag früher als prognostiziert). Der bereinigte Non-GAAP-EPS lag bei exakt $0,45 – jedoch war der tatsächliche Analysten-Konsens laut Berichten ~$0,40 (nicht ~$0,45 wie in der Vorhersage angenommen). ARM hat damit den Konsens klar um $0,05 (~12,5 %) übertroffen. Die Kernaussage der Vorhersage – 'ARM übertrifft den Non-GAAP-EPS-Konsens' – ist klar eingetreten, obwohl die Benchmark leicht falsch eingeschätzt wurde ($0,45 als Konsens statt $0,40). Der Umsatz betrug $1,29 Mrd. (+22 % y/y), ebenfalls über den Erwartungen von $1,26 Mrd. Quellen: Arm Newsroom (https://newsroom.arm.com/news/arm-q1-fye27-results), Yahoo Finance (https://finance.yahoo.com/technology/ai/articles/arm-holdings-q1-fy2027-earnings-125346628.html), TradingKey (https://www.tradingkey.com/analysis/stocks/us-stocks/262078264-arm-holdings-q1-fy2027-earnings-stock-selloff-tradingkey).
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PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
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CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
💻 Technology
✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.