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ARM Holdings plc (NASDAQ: ARM) beats Q1 FY2027 adjusted Non-GAAP EPS consensus of approx. $0.40 per share (July 29, 2026, after market close)
Probability
73%
ARM closed Q4 FY2026 with Non-GAAP EPS of $0.60—11.1% above the $0.54 consensus; FY2026 annual revenue $4.92B (+23% YoY). For Q1 FY2027, consensus EPS is approx. $0.40 and revenue $1.26B (~20% YoY growth). Drivers: AI data-centre licensing (+29% YoY in FY2026), AI-chip royalties more than doubled. ARM has beaten consensus for four consecutive quarters. 20 of 41 analysts recommend Buy. No direct Polymarket market found; 73% probability based on trend continuity. Risk: higher operating expenses (~$760M planned).
Data basis for this prediction
- Intellectia.ai – ARM Holdings Q1 FY2027 Earnings Report Date: 29. Juli 2026 (Stand Juli 2026)
- TIKR.com – ARM Holdings reports earnings July 29, 2026: Revenue-Konsens $1,26 Mrd., EPS $0,40 (Stand Juli 2026)
- Yahoo Finance / ARM Q4 FY2026 earnings: Non-GAAP EPS $0,60 vs. Konsens $0,54, +11 % Beat (Mai 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 berichtete am 29. Juli 2026 für Q1 FY2027 einen Non-GAAP-EPS von 0,45 USD – deutlich über dem Konsens von ~0,40 USD (Analysten erwarteten lt. Quellen 0,4055 USD). Treiber: Royalty-Einnahmen +22 % YoY auf 715 Mio. USD (Rechenzentrum-Royalties mehr als verdoppelt), Lizenzeinnahmen +23 % auf 574 Mio. USD. Gesamtumsatz: 1,29 Mrd. USD (+22 % YoY), ebenfalls über Konsens (1,274 Mrd. USD). Non-GAAP-Betriebsmarge: 41,2 %. 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), SEC Form 6-K (https://www.sec.gov/Archives/edgar/data/0001973239/000197323926000113/exhibit991fye27q130-junx26.htm).