ARM · PEAD ↓ 58
ARM Holdings reported Q2 FY2027 EPS of $0.15 on 2026-11-04, missing the $0.22 consensus by $0.07 (-31.8%).
ARM Holdings reported Q2 FY2027 EPS of $0.15 on 2026-11-04, missing the $0.22 consensus by $0.07 (-31.8%).
Print-day reaction was -5.3% versus the prior close, as the market immediately repriced the EPS miss. The overnight gap to the T+1 open compounded the damage, adding a further -10.3% — a sharp after-hours fade with no stabilisation. Over the subsequent two trading days the stock partially recovered, drifting +11.7% off the T+1 close, though the recovery fell well short of erasing the initial losses. Cumulative abnormal return of -7.8% versus SPY.US places this firmly in PEAD short territory; the drift signal holds through 2027-02-01.