Arm Holdings has issued third-quarter revenue guidance above analyst estimates, citing strong demand for AI-related chip designs. The forecast reflects the company's benefit from the ongoing artificial intelligence spending boom across the technology sector.
Arm's upward guidance signals sustained momentum in AI chip design demand, a key driver of semiconductor industry growth.
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The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in ARM HOLDINGS PLC /UK.
0 discretionary purchases · 0 discretionary sales
Confidence: Low
| Insiders | Activity | Description | Shares | Avg. price / share | Est. value | Trade date |
|---|---|---|---|---|---|---|
| Chief Financial OfficerChild Jason | Non-informative sell | Ordinary SharesReported 10b5-1 plan (S) | 10,400 | $300.00 | $3,120,000 | Sep 21, 2026 |
| Chief Commercial OfficerAbbey William | Non-informative buy | Restricted Stock UnitsCompany grant or award (A) | 17,288 | — | — | Sep 14, 2026 |
| Chief Executive OfficerHaas Rene A. | Non-informative buy | Restricted Stock UnitsCompany grant or award (A) | 425,000 | — | — | Sep 9, 2026 |
| Chief Executive OfficerHaas Rene A. | Non-informative buy | Ordinary SharesCompany grant or award (A) | 64 | — | — | Aug 31, 2026 |
| Chief Financial OfficerChild Jason | Non-informative sell | Ordinary SharesReported 10b5-1 plan (S) | 10,400 | $255.33 | $2,655,432 | Aug 27, 2026 |
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 9.50%
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Invesco Ltd. | Buy | 6,933,463 (117.853%) | 12,816,588 | $2,595,231 | 6/30/2026 |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt | Sell | -2,872,131 (-30.632%) | 6,504,147 | $1,317,025 | 6/30/2026 |
| Capital World Investors | Buy | 4,330,875 (New) | 4,330,875 | $876,959 | 6/30/2026 |
| Arrowstreet Capital, Limited Partnership | Buy | 3,149,544 (333.231%) | 4,094,696 | $829,135 | 6/30/2026 |
| Fmr Llc | Buy | 1,613,947 (65.901%) | 4,062,977 | $822,712 | 6/30/2026 |
| Goldman Sachs Group Inc | Buy | 1,293,047 (79.335%) | 2,922,908 | $591,860 | 6/30/2026 |
| Van Eck Associates Corp | Buy | 387,713 (17.521%) | 2,600,597 | $526,595 | 6/30/2026 |
| Capital Research Global Investors | Sell | -1,817,307 (-43.077%) | 2,401,422 | $486,264 | 6/30/2026 |
| Morgan Stanley | Sell | -2,305,387 (-51.646%) | 2,158,428 | $437,060 | 6/30/2026 |
| Capital International Investors | Buy | 884,711 (75.906%) | 2,050,241 | $415,153 | 6/30/2026 |
| Blackrock, Inc. | Buy | 793,291 (63.837%) | 2,035,975 | $412,265 | 6/30/2026 |
| Franklin Templeton Inc | Buy | 472,954 (30.493%) | 2,024,003 | $409,840 | 6/30/2026 |
Source: Nasdaq
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Oct 15, 2026 | 17,701,475 | 4,724,795 | +9.34% | 3.75 |
| Sep 30, 2026 | 16,189,965 | 7,051,648 | +4.31% | 2.30 |
| Sep 15, 2026 | 15,521,694 | 3,942,824 | -7.28% | 3.94 |
| Aug 31, 2026 | 16,740,615 | 3,817,181 | -8.34% | 4.39 |
| Aug 14, 2026 | 18,264,105 | 4,430,142 | +8.28% | 4.12 |
| Jul 31, 2026 | 16,867,253 | 6,369,077 | -3.40% | 2.65 |
| Jul 15, 2026 | 17,460,573 | 5,976,106 | +1.35% | 2.92 |
| Jun 30, 2026 | 17,227,301 | 11,645,226 | — | 1.48 |
Source: Nasdaq
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jun 2026 | Jul 29, 2026 | 0.20 | 0.18 | +11.11% |
| Mar 2026 | May 6, 2026 | 0.36 | 0.38 | -5.26% |
| Dec 2025 | Feb 4, 2026 | 0.21 | 0.21 | +0% |
| Sep 2025 | Nov 5, 2025 | 0.15 | 0.15 | +0% |
Source: Nasdaq
