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May 6, 2026 12:01 PM

Arm Stock Jumps Ahead Of Earnings As AI Demand Continues To Accelerate

Arm Holdings plc (NASDAQ:ARM) shares traded higher in Wednesday's premarket session ahead of the company's fourth-quarter fiscal 2026 earnings report due after the market close today.

Earnings Expectations In Focus

Analysts expect Arm to report quarterly earnings of 54 cents per share on revenue of $1.47 billion. Short interest in the stock stands at 11.7%.

In February, Arm reported third-quarter revenue of $1.24 billion, exceeding analyst estimates of $1.22 billion, while adjusted earnings of 43 cents per share topped expectations of 41 cents.

Revenue increased 26% year-over-year, driven by strength across AI, data centers, smartphones and edge AI. CEO Rene Haas said demand for AI computing on Arm's platform "continues to accelerate."

Cramer Highlights AI And Data Center Demand

On Monday, CNBC's Jim Cramer named Arm, NVIDIA Corp (NASDAQ:NVDA), and Advanced Micro Devices Inc (NASDAQ:AMD) among the key beneficiaries of rising ...