Arm Holdings' Next Earnings Report on July 29 Could Send the Stock Soaring. Here's Why.

Arm Holdings (Nasdaq: ARM) reports first-quarter earnings on July 29, a date that could strongly move the stock given expectations around its new Arm AGI CPU. The company, known for licensing CPU designs, is up 142% in 2024 but had a pullback from its June peak. The article links Arm’s momentum to rising AI-driven chip demand and the shift from AI training to inference. Arm plans to start generating revenue from the AGI CPU in fiscal Q4 ending in March 2027 and targets $15 billion in revenue by fiscal 2030, versus $1.05 billion in fiscal 2026, with total revenue expected at $25 billion. It also cites hyperscaler capex increases, including Alphabet’s raised forecast to $195-$205 billion.