Arm Holdings (ARM) — What Changed

Material changes in the AI committee's view · 10 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

ARM's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-08-01 MINOR
▲ Score Change

ARM's Committee score moved from 53.19 to 56.58 (+3.39, 1 day(s) apart).

53.19 → 56.58 (+3.4)

2026-07-31 MATERIAL
▲ Agreement Shift

ARM's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▲ Score Change

ARM's Committee score moved from 53.14 to 53.19 (+0.05, 1 day(s) apart).

53.14 → 53.19 (+0.1)

2026-07-30 MATERIAL
▼ Agreement Shift

ARM's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-30 MINOR
▼ Score Change

ARM's Committee score moved from 56.12 to 53.14 (-2.98, 1 day(s) apart).

56.12 → 53.14 (-3.0)

2026-07-28 MATERIAL
▲ Agreement Shift

ARM's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-28 MINOR
▼ Score Change

ARM's Committee score moved from 59.10 to 56.12 (-2.98, 1 day(s) apart).

59.10 → 56.12 (-3.0)

2026-07-19 MINOR
▼ Score Change

ARM's Committee score moved from 55.62 to 55.31 (-0.31, 1 day(s) apart).

55.62 → 55.31 (-0.3)

2026-07-18 MINOR
▼ Score Change

ARM's Committee score moved from 56.74 to 55.62 (-1.12, 1 day(s) apart).

56.74 → 55.62 (-1.1)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →