ARM (ARM Holdings) Tariff Resilience Score: 6/10 (As of Jun. 26, 2026)


ARM ARM Holdings PLC ARM
62 GF Score
Price $330.06
GF Value $177.73
Valuation Significantly Overvalued
! 1 Warning Sign
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What is ARM Holdings Tariff Resilience Score?

ARM Holdings ARM -5.08% 62 Tariff Resilience Score is 6 as of Jun. 26, 2026. GuruFocus rates ARM with a GF Score™ of 62/100 and a GF Value™ of $177.73 (Significantly Overvalued). The stock has 1 warning sign investors should review. Among 1,000 Semiconductors companies, ARM Holdings ranks better than 97.8% on this metric.

ARM Holdings has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

ARM Holdings has ARM Holdings has a global licensing model, reducing direct tariff exposure. However, its partners' manufacturing locations could be affected by tariffs on semiconductors. The company has some resilience due to its strong market position.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes ARM Holdings might have Average Resilient.

ARM Holdings  (NAS:ARM) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

ARM Holdings Tariff Resilience Score Related Terms

ARM vs TXN, QCOM, ADI: Tariff Resilience Score Comparison

For the Semiconductors subindustry, ARM Holdings's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

ARM Holdings Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, ARM Holdings's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where ARM Holdings's Tariff Resilience Score falls into.


ARM
62GF Score
ARM Holdings PLC ARM
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
ARM Holdings (ARM) has a Tariff Resilience Score of 6 as of Jun. 26, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, ARM Holdings ranks #22 out of 1000 companies in the Semiconductors industry, placing it in the top 2.2%.
Is ARM Holdings' Tariff Resilience Score too high?
ARM Holdings' current Tariff Resilience Score is 6. Based on the distribution chart, ARM Holdings ranks #22 out of 1000 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, ARM Holdings has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ARM Holdings' Tariff Resilience Score compare to TXN and QCOM?
According to the Semiconductors industry distribution chart, ARM Holdings ranks #22 out of 1000 companies for Tariff Resilience Score. This places ARM Holdings in the top 2% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. ARM Holdings's current Tariff Resilience Score is 6. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ARM Holdings stock overvalued right now?
Based on GuruFocus' analysis, ARM Holdings (ARM) is currently considered Significantly Overvalued. The stock's GF Value™ is $177.73, compared to a current price of $330.06 — trading 85.7% above its estimated fair value. The current Tariff Resilience Score is 6. ARM Holdings' overall GF Score™ is 62/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For ARM Holdings (ARM), the current Tariff Resilience Score is 6 as of Jun. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is ARM Holdings (ARM) Overvalued in 2026?

Based on GuruFocus' analysis, ARM Holdings stock appears to be overvalued. The current stock price of $330.06 is trading 85.7% above its estimated GF Value™ of $177.73. GuruFocus considers ARM Holdings to be Significantly Overvalued.

Key valuation signals for ARM:

  • Tariff Resilience Score: 6
  • GF Value™: $177.73 vs. price of $330.06 (85.7% above fair value)
  • GF Score™: 62/100 with 1 warning sign

No single metric tells the full story. See the ARM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

ARM Holdings Business Description

Other Exchanges ARMN:MexicoO9T:Germany
Address 110 Fulbourn Road, Cambridge, GBR, CB1 9NJ
Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world's smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.
62GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$330.06
Price
$177.73
GF Value