Arm Holdings stock heads into November 4 AI supply test

Arm Holdings stock traded at 188.70 euros on Lang & Schwarz at 10:41 CET on Monday, November 2, 2026. The company is due to report fiscal second-quarter 2027 results after the US market close on Wednesday, November 4.

Arm announced the reporting date on October 5. In its newsroom release, the company said the webcast would review the results and business outlook at 5:00 p.m. Eastern Time on November 4.

AI demand meets supply constraints

The earnings test comes as Arm expands beyond processor licensing into its own AGI CPU product. Yahoo Finance reported on October 25 that customer demand for the product exceeded USD 2 billion across fiscal 2027 and fiscal 2028, while manufacturing capacity covered a USD 1 billion opportunity. Chief Executive Rene Haas previously described memory, test equipment, substrates and wafer availability as tight constraints.

The same Yahoo Finance analysis said Arm's fiscal first-quarter revenue reached USD 1.29 billion, up 22 percent year over year, while data-center royalties more than doubled. Adjusted diluted earnings per share rose to USD 0.45.

Guidance sets the near-term benchmark

For the second quarter, management guides to revenue of USD 1.38 billion, plus or minus USD 50 million, and adjusted diluted earnings per share of USD 0.47, plus or minus USD 0.04. Royalty revenue is expected to grow at a low-teens rate year over year. The report will show whether demand for AI and data-center computing is translating into shipments and whether production capacity is keeping pace.

For investors, the key issue is the balance between Arm's strong exposure to AI infrastructure and the execution risk of selling complete chips. A shortfall in available supply could delay the AGI CPU revenue ramp even if customer demand remains firm.

The real-time quote of Arm Holdings stock is available for the latest Lang & Schwarz indication.

The S&P 500 is the relevant US market backdrop for this US-listed company.

More news and analyses on Arm Holdings stock will follow as the November 4 results clarify the revenue outlook, royalty momentum and AGI CPU supply position.