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Arm Holdings' Q1 FY2027 results beat expectations, with AGI CPU demand doubling to $2B and data-center royalties surging. Stock jumped 7%, up 110% YTD, though 215x forward earnings valuation raises s…
Arm Holdings posted record Q1 revenue of $1.29B (+22% YOY) and EPS beat, driven by strong AGI CPU demand exceeding $2B for FY27-28. Stock has doubled YTD, but valuation remains stretched at ~49x sale…
Arm Holdings beat Q1 estimates with 22% revenue growth and record data center royalties, but stock fell on stretched 200x forward earnings valuation and softened smartphone royalty outlook. New AGI C…