The AI industry extends its losses amid a selloff in South Korean markets, spurred by concerns about AI infrastructure and Chinese competition.Technical AnalysisFrom a trend perspective, ARM is trading 16.3% below its 20-day SMA ($293.32) and 24.1% below its 50-day SMA ($323.51), which tells you the intermediate trend has been under pressure. At the same time, it’s still 30.1% above its 200-day SMA ($188.84) and just 0.4% above its 100-day SMA ($244.77), so the longer-term uptrend hasn’t fully broken—but it’s now leaning on a key "line in the sand" area.Earnings & Analyst OutlookThe countdown is on: Arm Holdings plc American Depositary Shares is set to report earnings on July 29, 2026 (confirmed).
EPS Estimate: 36 cents (Up from 35 cents YoY)
Revenue Estimate: $1.27 Billion (Up from $1.05 Billion YoY)
Valuation: P/E of 313.3x (Indicates premium valuation relative to peers)
Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $306.74 (high target $500.00, low target $140.00) across 50 analysts. Recent analyst moves include:
