Shares of Arm plunge 8% after licensing revenue misses estimates, Qualcomm outlook adds pressure

Market Intelligence Analysis

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Why This Matters

Arm Holdings' shares dropped 8% after missing licensing revenue estimates, despite posting record revenues due to AI demand. This decline is partly attributed to Qualcomm's outlook, which added pressure on the company's performance. The market reaction suggests concerns about Arm's revenue growth.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Shares of UK-based semiconductor designer Arm Holdings fell in aftermarket trading, despite the company posting record revenues amid AI demand.

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Original article published by CNBC on February 5, 2026.
Analysis and insights provided by AnalystMarkets AI.