--- title: "What Is Going On With Arm Stock On Tuesday?" type: "News" locale: "en" url: "https://longbridge.com/en/news/293356000.md" description: "Arm Holdings stock rose over 4% on Tuesday, driven by investor interest in its critical CPU role within AI rack-scale platforms. The gain coincided with improved broader market sentiment and AMD's unveiling of its Helios AI system, positioning it as a competitor to NVIDIA. Technically, Arm remains in a long-term uptrend despite near-term consolidation below short-term moving averages. Analysts maintain a consensus Buy rating with an average price target of $296.15 ahead of the July 29 earnings report." datetime: "2026-07-21T14:08:58.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293356000.md) - [en](https://longbridge.com/en/news/293356000.md) - [zh-HK](https://longbridge.com/zh-HK/news/293356000.md) --- # What Is Going On With Arm Stock On Tuesday? **Arm Holdings plc** (NASDAQ:ARM) stock rose Tuesday as investors continued to focus on AI-chip supply chains and rack-scale system competition across the semiconductor sector. The company’s stock gained about 5% as broader market sentiment improved, with S&P 500 futures up 0.5%. The move came as investors assessed how the latest AI hardware cycle could affect companies tied to hyperscale computing, CPU architectures and semiconductor IP. ## AMD Helios Draws Attention **Advanced Micro Devices Inc.** (NASDAQ:AMD) unveiled Helios, its first rack-scale AI system. CNBC reported that the system is expected to ship later this year to customers including **Microsoft Corp.** (NASDAQ:MSFT), **Meta Platforms, Inc.** (NASDAQ:META), OpenAI and **Oracle Corp.** (NYSE:ORCL). AMD is positioning Helios as a direct competitor to **NVIDIA Corp.’s** (NASDAQ:NVDA) Grace Blackwell and Vera Rubin AI systems. ## Technical Analysis Arm is still in a longer-term uptrend, but the near-term tape looks like a reset: the stock is trading 10% below its 20-day SMA ($313.53) and 11.3% below its 50-day SMA ($318.24). At the same time, it’s holding well above the bigger trend gauges—18.8% above the 100-day SMA ($237.57) and 51.7% above the 200-day SMA ($186.04)—which is often where dip-buyers look for the "trend is intact" argument. ## Earnings & Analyst Outlook The 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 317.2x (Indicates premium valuation relative to peers) **Analyst Consensus & Recent Actions:** The stock carries a Buy rating with an average price forecast of $296.15 (high: $500.00; low: $140.00) across 50 analysts. Recent analyst moves include: - **UBS**: Buy (Lowers Forecast to $360.00) (July 20) - **HSBC**: Downgraded to Hold (Raises Forecast to $315.00) (July 14) - **Keybanc**: Overweight (Raises Forecast to $430.00) (July 14) ## Top ETF Exposure - **First Trust NASDAQ-100-Technology Sector Index Fund** (NASDAQ:QTEC): 4.57% Weight - **First Trust Nasdaq-100 Select Equal Weight ETF** (NASDAQ:QQEW): 5.06% Weight - **VanEck Fabless Semiconductor ETF** (NASDAQ:SMHX): 5.92% Weight **Significance:** Because ARM carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. ## Price Action **ARM Stock Price Activity:** ARM Holdings shares were trading higher by 4.11% at $280.65 at the time of publication on Tuesday, according to Benzinga Pro data. **Read Also: Sandisk Stock Surges After Morgan Stanley Predicts 25% Memory Price Spike** _Photo: Shutterstock_ ### Related Stocks - [ARM.US](https://longbridge.com/en/quote/ARM.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [ARMG.US](https://longbridge.com/en/quote/ARMG.US.md) - [ARMU.US](https://longbridge.com/en/quote/ARMU.US.md) - [AMDY.US](https://longbridge.com/en/quote/AMDY.US.md) - [AMDW.US](https://longbridge.com/en/quote/AMDW.US.md) - [ARMW.US](https://longbridge.com/en/quote/ARMW.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [DAMD.US](https://longbridge.com/en/quote/DAMD.US.md) - [AMDG.US](https://longbridge.com/en/quote/AMDG.US.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [QTEC.US](https://longbridge.com/en/quote/QTEC.US.md) - [QQEW.US](https://longbridge.com/en/quote/QQEW.US.md) - [SMHX.US](https://longbridge.com/en/quote/SMHX.US.md) - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Groq raises $350 million at a $3.5 billion valuation after Nvidia deal](https://longbridge.com/en/news/296132903.md) - [Fabric.AI and Kopin Launch Joint Steering Committee Led by Kopin CEO Michael Murray as Neural I/o™ Industry Engagement Expands | FABC Stock News](https://longbridge.com/en/news/296235693.md) - [Anthropic’s Massive AI Buildout Is Another Bullish Signal for AMD Stock](https://longbridge.com/en/news/295700576.md) - [Glynn Capital Management LLC Boosts Stock Holdings in Advanced Micro Devices, Inc. $AMD](https://longbridge.com/en/news/296072301.md) - [AMD CEO Gives Investors New Reason to Watch](https://longbridge.com/en/news/296130776.md)