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Arm HoldingsARM

Chips & accelerators · NASDAQ · Storbritannien

$275.29
Down 6.5% todayClose

Up 176.8% this year but −17.6% since June 26, behind the AI sector at +7.5%. Arm Holdings supplies 6 mapped companies.

Market cap
$314B
This year
+176.8%
1 year
+93.7%
P/E
301.1
P/S
61.0
P/B
36.4

Price vs the AI sector

since Jun 26ARMAI sector, equal weight
Arm Holdings (ARM) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ARM: −17.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%+10%Jun 26AugSepOct 8ARM −17.6%Sector +7.5% Arm Holdings (ARM) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. ARM: −17.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%Jun 26AugSepOct 8ARM−17.6%Sector+7.5%

Supply chain

6 customers
SUPPLIERS →→ CUSTOMERSNone mappedNvidia (NVDA)NVDANvidia−2.9%Qualcomm (QCOM)QCOMQualcomm−0.6%Amazon (AMZN)AMZNAmazon−2.3%Alphabet (GOOGL)GOOGLAlphabet−0.6%Microsoft (MSFT)MSFTMicrosoft−1.3%Meta Platforms (META)METAMeta Platforms−0.1%ARMArm Holdings

Customers 6

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About Arm Holdings

Licensing, not manufacturing: the CPU architectures and instruction sets (Cortex, Neoverse) that nearly every mobile and server chip is built around come from Arm, which takes a royalty on each chip produced.

Theme exposure

Chip IPAI hardwareRoyalty modelChip designData centersMobile

Products

  • CPU architectures (Cortex, Neoverse)
  • Instruction set licenses
  • Physical IP

Competitors

Risks

  • Customers shifting to RISC-V
  • High valuation

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

NvidiaNVDA−2.9%BroadcomAVGO−4.3%MicronMU−4.8%AMDAMD−3.9%IntelINTC−5.3%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%Analog DevicesADI−1.0%

Compare ARM

Side by side with the largest companies in the same segment.

ARM vs NVDAARM vs AVGOARM vs MUARM vs AMDARM vs INTCARM vs TXN

See where Arm Holdings sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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