Arm Holdings, US0420682058

Qualcomm challenges Arm royalty terms: Arm Holdings stock stands at USD 250.5 billion

Published on 10/15/2026 at 10:24 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arm's Q1 2027 revenue reached USD 1.29 billion. Arm Holdings stock costs EUR 204.00 on October 15, 2026, with USD 250.5 billion market cap.

Royalty model and reporting date

Qualcomm's trial challenged Arm's royalty terms on October 11, 2026, with payments potentially affected for five years.
Arm reported USD 1.29 billion in fiscal first-quarter 2027 revenue on July 29, 2026.
Arm Holdings stock traded at EUR 204.00 at 10:12 a.m. CEST at Lang & Schwarz on October 15, 2026.
Morgan Stanley raised its target from USD 202 to USD 212 after the first-quarter results.

Arm Holdings, US0420682058, Illustration mit AI erstellt.

Arm Holdings (ISIN US0420682058) was trading at EUR 204.00 at Lang & Schwarz on October 15, 2026, while its market capitalization stood at USD 250.5 billion. A Qualcomm royalty dispute was the latest company-specific issue, with Barchart reporting on October 11, 2026 that Qualcomm was seeking relief that could stop royalty payments for up to five years.

Trial tests royalty economics

The dispute matters because Arm generated USD 4.92 billion of revenue in fiscal year 2026, up 23.00 percent from the prior year. Royalty revenue contributed USD 2.61 billion, while licensing revenue reached USD 2.31 billion, according to Barchart.

The court challenge therefore reaches beyond one customer contract. It tests how much pricing power Arm can retain as its architecture moves from smartphones into data centers and AI infrastructure.

Three dated developments

On July 29, 2026, Arm reported USD 1.29 billion of revenue for fiscal first quarter 2027, an increase of 22.00 percent year over year. On October 5, 2026, Business Wire reported that Arm had scheduled fiscal second-quarter results for November 4, 2026. On October 11, 2026, the Qualcomm case put the company's USD 4.92 billion fiscal-year revenue base into the market debate.

What date comes next?

Arm's next scheduled reporting event is November 4, 2026, after the market close, with a conference call at 5:00 p.m. Eastern Time, according to Business Wire. The October 9, 2026 jury phase of the Qualcomm trial is the other dated event shaping the near-term narrative.

Growth meets a demanding valuation

Arm's first-quarter revenue growth and expanding data-center exposure provide a measurable counterweight to the legal risk. After the July results, Yahoo Finance reported that Morgan Stanley raised its price target from USD 202 to USD 212 while keeping an Equal-Weight rating. The same report cited Wells Fargo cutting its target from USD 350 to USD 280.

Stock price and market scale

The primary listing is Nasdaq, where Arm was last quoted at USD 238.01 on October 14, 2026. The 52-week range was USD 100.02 to USD 452.70, placing the current US quote below its yearly high while the business enters its next results cycle.

Arm was trading at EUR 204.00 at Lang & Schwarz on October 15, 2026 at 10:12 a.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Arm Holdings stock.