Arm Holdings plc ARM is scheduled to report its fourth-quarter fiscal 2026 results on May 8, after the bell.
The Zacks Consensus Estimate for revenues in the to-be-reported quarter is currently pegged at $1.47 billion, suggesting 18.2% year-over-year growth. We expect continued strong Royalty and License revenues to have driven the top-line strength in the quarter.
ARM’s core strength lies in a two-sided network effect connecting software developers and hardware manufacturers within a mutually reinforcing ecosystem. Over time, ARM’s architecture has evolved into the preferred standard for device makers, largely due to its compatibility with major operating systems such as Android, iOS, Windows and Linux.
Revenue strength and operating performance are likely to have driven EPS in the to-be-reported quarter, the consensus estimate for which stands at 58 cents, indicating 5.5% year over year growth.
ARM Holdings PLC Sponsored ADR Price and EPS Surprise
ARM Holdings PLC Sponsored ADR price-eps-surprise | ARM Holdings PLC Sponsored ADR Quote
What Our Model Says
Our proven model doesn’t conclusively predict an earnings beat for ARM this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.
ARM has an Earnings ESP of 0.00% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to Consider
Here are a few stocks that, according to our model, have the right combination of elements to beat on earnings this season.
Coherent Corp. COHR has an Earnings ESP of +3.08% and a Zacks Rank of 2. The company is scheduled to declare its third-quarter fiscal 2026 results on May 06.
The Zacks Consensus Estimate for COHR’s third-quarter fiscal 2026 revenues is pegged at $1.78 billion, indicating year-over-year growth of 18.8%. For earnings, the consensus mark is pegged at $1.41 per share, implying a 55% rise from the year-ago quarter’s actual. Coherent beat the consensus estimate in each of the trailing four quarters, delivering an earnings surprise of 7.7% on average.
Clean Harbors, Inc. CLH has an Earnings ESP of +3.25% and a Zacks Rank of 2. The company is scheduled to declare its first-quarter 2026 results on May 6.
The Zacks Consensus Estimate for CLH’s first-quarter 2026 revenues is pegged at $1.47 billion, indicating a 2.3% year-over-year growth. The consensus estimate for earnings is pegged at $1.15 per share, implying a year-over-year growth of 5.5%. Clean Harbors beat the consensus estimate in three of the last four reported quarters and missed once, with the average earnings surprise being 0.8%.
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ARM Holdings PLC Sponsored ADR (ARM): Free Stock Analysis Report
Clean Harbors, Inc. (CLH): Free Stock Analysis Report
Coherent Corp. (COHR): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).