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Why Arm Holdings Stock Surged 21% Higher in February

Source: Motley Fool

2026-03-04 11:50:00 ET

Shares of the semiconductor designer Arm Holdings (NASDAQ: ARM) jumped 20.9% in February, according to data provided by S&P Global Market Intelligence , after the company's third-quarter revenue and earnings beat Wall Street's consensus estimates and as sales from Arm's data center royalty revenue surged higher.

Investors were pleased to see that Arm's third-quarter revenue increased 26% to $1.24 billion, inching past analysts' consensus estimate of about $1.23 billion. The company's adjusted earnings also beat expectations, with Arm's $0.43 per share outpacing the consensus estimate of $0.41 for the quarter.

And investors are getting more optimistic about the company's potential to benefit from AI.

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Arm Holdings plc

NASDAQ: ARM

ARM Trading

-0.51% G/L:

$120.735 Last:

1,123,556 Volume:

$120.83 Open:

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ARM Stock Data

$133,414,300,674
127,111,680
N/A
288
N/A
Semiconductors and Equipment
Technology
www.arm.com
GB
Cambridge

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