Arm Holdings is up 122.44% year to date despite a 19.64% drop over the past week, trading at $243.15. Fiscal Q1 2027 revenue reached $1.289 billion, up 22.4% and above the $1.267 billion consensus, though GAAP EPS of $0.25 missed expectations, while non-GAAP EPS of 45 cents beat the top of guidance and demand for its Arm AGI CPU was said to exceed $2 billion. The 24/7 Wall St. 12-month target is $247.55 (1.81% upside), with a hold rating; the bull case reaches $416.44 and the bear case $200.29. Risks include a trailing P/E of about 302x, a GAAP operating margin that fell to 7% from 11%, and a Qualcomm trial expected in Q4 2026.
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