Stocks / Semiconductors
ARMSemiconductors
Arm Holdings plc
$265.201d +7.0%5d +5.2%settled close · 2026-09-17
The tape, with the calls on it
Who said what, and what ARM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about ARM
1 longlatest 2025-03-02
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-03-02 | Jay GoldbergSenior Analyst, Seaport Research Partners | Bullish | Business Breakdowns | ARM's 30x revenue valuation is justified by multi-market expansion into data centers, automotive, and IoT —… |
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Earnings
Next report: 4 Nov 2026
Confirmed date · consensus EPS 0.48. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where ARM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 12 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-08-04 | ||||||
| 2026-05-07 | ||||||
| 2026-05-06 | ||||||
| 2026-04-27 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 | ||||||
| 2026-04-22 | ||||||
| 2026-04-21 | ||||||
| 2026-03-27 | ||||||
| 2026-03-26 | ||||||
| 2026-03-25 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
ARM is in this morning’s Brief.
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