Movement Alert｜ARM Holdings Rises 3.03% Overnight, Q1 Earnings Beat and Above-Consensus Q2 Guidance Extend Rally

Market Focus07-31

On July 31, ARM Holdings rose 3.03% overnight, trading at 248.55 USD/share, with turnover of 97.79 thousand USD. The stock continued its upward momentum following the previous session's approximately 12% rebound.

The rally was driven by ARM's FY2027 Q1 results that beat expectations across the board: adjusted EPS came in at $0.45 versus the $0.40 consensus estimate, representing a 29% year-over-year increase, while revenue reached $1.29 billion versus the $1.262 billion estimate, up approximately 22.7% YoY. Additionally, the company guided Q2 revenue to approximately $1.38 billion, exceeding the FactSet consensus of $1.34 billion, and projected Q2 adjusted EPS of $0.47 versus the $0.45 estimate.

The broader semiconductor sector provided further support, with Lam Research up over 13%, Micron Technology up 7.54%, and SK Hynix up 8.91% in the prior session. Despite multiple institutions cutting target prices — including UBS lowering to $320, RBC to $340, Wells Fargo to $280, and Bank of America to $260 — the market repriced the magnitude of the earnings beat, sustaining upward momentum overnight.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1114184442?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-07-31 08:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1114184442","market":"us","top_or_hot":-1,"title":"Movement Alert｜ARM Holdings Rises 3.03% Overnight, Q1 Earnings Beat and Above-Consensus Q2 Guidance Extend Rally","media":"Market Focus","content":"<p><p>On July 31, ARM Holdings rose 3.03% overnight, trading at 248.55 USD/share, with turnover of 97.79 thousand USD. The stock continued its upward momentum following the previous session's approximately 12% rebound.</p><p>The rally was driven by ARM's FY2027 Q1 results that beat expectations across the board: adjusted EPS came in at $0.45 versus the $0.40 consensus estimate, representing a 29% year-over-year increase, while revenue reached $1.29 billion versus the $1.262 billion estimate, up approximately 22.7% YoY. Additionally, the company guided Q2 revenue to approximately $1.38 billion, exceeding the FactSet consensus of $1.34 billion, and projected Q2 adjusted EPS of $0.47 versus the $0.45 estimate.</p><p>The broader semiconductor sector provided further support, with Lam Research up over 13%, Micron Technology up 7.54%, and SK Hynix up 8.91% in the prior session. Despite multiple institutions cutting target prices — including UBS lowering to $320, RBC to $340, Wells Fargo to $280, and Bank of America to $260 — the market repriced the magnitude of the earnings beat, sustaining upward momentum overnight.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Movement Alert｜ARM Holdings Rises 3.03% Overnight, Q1 Earnings Beat and Above-Consensus Q2 Guidance Extend Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMovement Alert｜ARM Holdings Rises 3.03% Overnight, Q1 Earnings Beat and Above-Consensus Q2 Guidance Extend Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-07-31 08:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On July 31, ARM Holdings rose 3.03% overnight, trading at 248.55 USD/share, with turnover of 97.79 thousand USD. The stock continued its upward momentum following the previous session's approximately 12% rebound.</p><p>The rally was driven by ARM's FY2027 Q1 results that beat expectations across the board: adjusted EPS came in at $0.45 versus the $0.40 consensus estimate, representing a 29% year-over-year increase, while revenue reached $1.29 billion versus the $1.262 billion estimate, up approximately 22.7% YoY. Additionally, the company guided Q2 revenue to approximately $1.38 billion, exceeding the FactSet consensus of $1.34 billion, and projected Q2 adjusted EPS of $0.47 versus the $0.45 estimate.</p><p>The broader semiconductor sector provided further support, with Lam Research up over 13%, Micron Technology up 7.54%, and SK Hynix up 8.91% in the prior session. Despite multiple institutions cutting target prices — including UBS lowering to $320, RBC to $340, Wells Fargo to $280, and Bank of America to $260 — the market repriced the magnitude of the earnings beat, sustaining upward momentum overnight.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARM","symbol_name":"ARM Holdings","start_time":0,"source_url":"","article_id":"1114184442","we_media_id":"1054767329","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1114184442","pubTimestamp":1785458350,"columns":[{"name":"Data Report","id":30,"label_key":"dataReport"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Market Focus","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"summary":"On July 31, ARM Holdings rose 3.03% overnight, trading at 248.55 USD/share, with turnover of 97.79 thousand USD. The stock continued its upward momentum following the previous session's approximately...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ARM":"ARM Holdings"},"translate_title":"走势警报|ARM Holdings 隔夜上涨 3.03%，第一季度盈利超出市场预期，第二季度指引延续涨势","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARM":1},"content_text":"On July 31, ARM Holdings rose 3.03% overnight, trading at 248.55 USD/share, with turnover of 97.79 thousand USD. The stock continued its upward momentum following the previous session's approximately 12% rebound.The rally was driven by ARM's FY2027 Q1 results that beat expectations across the board: adjusted EPS came in at $0.45 versus the $0.40 consensus estimate, representing a 29% year-over-year increase, while revenue reached $1.29 billion versus the $1.262 billion estimate, up approximately 22.7% YoY. Additionally, the company guided Q2 revenue to approximately $1.38 billion, exceeding the FactSet consensus of $1.34 billion, and projected Q2 adjusted EPS of $0.47 versus the $0.45 estimate.The broader semiconductor sector provided further support, with Lam Research up over 13%, Micron Technology up 7.54%, and SK Hynix up 8.91% in the prior session. Despite multiple institutions cutting target prices — including UBS lowering to $320, RBC to $340, Wells Fargo to $280, and Bank of America to $260 — the market repriced the magnitude of the earnings beat, sustaining upward momentum overnight.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.0","shortVersion":"4.47.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1114184442","isCrawlerRequest":true}