By Tae Kim

Arm Holdings should be able to meet Wall Street expectations when it reports quarterly earnings after Wednesday's market close.

Analysts are expecting September-quarter revenue of $1.06 billion and adjusted earnings per share of 33 cents, according to FactSet. Their consensus estimate for the current quarter's revenue is $1.11 billion.

Arm stock is up 32% this year, compared with the 40% gain for the iShares Semiconductor ETF.

Last week, KeyBanc Capital Markets analyst John Vinh reaffirmed his Overweight rating for the stock and reiterated his $190 price target.

"We expect ARM to post results and guidance in line," he wrote.

Vinh said his checks for Arm-based server chip usage were solid with cloud computing companies.

U.K.-based Arm makes money by licensing its chip designs to semiconductor companies and smartphone makers such as Apple and Qualcomm.

Arm's latest advanced chip technology, called Armv9, generates higher royalty rates than its previous Armv8. It is also making progress in the high-end cloud server processor market by selling chip technology to Microsoft and Nvidia.

Write to Tae Kim at tae.kim@barrons.com

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November 05, 2025 01:15 ET (06:15 GMT)

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