ARM HOLDINGS PLC /UK (ARM)

NASDAQ · Semiconductors & Components · Semiconductors & Related Devices

Price
$332.56
Day
-0.19%
Market cap
$353.86B
P/E
338.9

Close 2026-09-23.

The company

B. Business Overview Industry Background Semiconductors are indispensable to everyday life. In today’s technology-driven world, semiconductors are the enablers of the devices and infrastructure that facilitate virtually everything people do. As consumers and enterprises continue to demand more from their devices, we expect the demand for high-performance and energy-efficient semiconductors to continue to expand. We expect a plethora of products to become smart, connected and AI-enabled. AI use cases are emerging across all of our end markets, including smartphones, personal computers (“PCs”), consumer electronics, autonomous solutions, industrial devices and data centers. The massive expansion of AI, data, and advanced software applications is driving demand for high-performance and power efficient compute. Mobile devices must manage compute-intensive applications like video streaming, yet are limited by the energy stored in their batteries. Data centers must cope with rising AI training and inference needs while limited by the power available from the grid. The transition to electric vehicles and autonomous driving is increasing pressure on automakers to increase compute power without limiting vehicle range. Collectively, these considerations result in the need for innovation in chip design to address market demands for an optimal balance of performance, efficiency, and cost across end markets.

From Item 1: B. Business Overview · Industry Background.

By product & service

Institutional holders

Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.

Insider trades

Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.

Recent filings