Quick Read SoftBank’s reported $18 billion Allied Universal deal plans robot guard replacements, but revenue upside for ARM and TER remains negligible without a signed agreement. Son’s Alibaba investment delivered massive gains, but his Pepper robot failure is the closer cautionary tale for the Allied robot-guard plan. TER at 31x forward earnings with 33% robotics revenue growth offers stronger valuation support than SYM at 161x or ARM at 152x. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Arm didn’t make the cut. Enter your email to see the names that beat ARM. The report is free. Enter your email and see if any of your stocks made the cut. Security guards may be the next workers SoftBank Group tries to automate. On Friday, October 16, 2026, reports emerged that SoftBank is considering acquiring Allied Universal, a private company that initial reports described as the largest U.S. security services firm. A source familiar with the matter, Reuters reported, said a deal could value Allied at about $18 billion. Reuters also noted SoftBank’s 2025 agreement to buy ABB’s robotics business for $5.4 billion. 2022 Getty Images / Getty Images News via Getty Images Talks are preliminary, and no decision has been made on price; SoftBank declined to comment, and Allied did not immediately respond. SoftBank’s U.S. over-the-counter shares fell 9.98% to $14.70, with a market cap of about $160.39 billion, during a broad AI selloff. Arm Holdings (NASDAQ:ARM) fell 6.94%, Teradyne (NASDAQ:TER) slipped 5.31%, and Symbotic (NASDAQ:SYM) lost 2.49%. Those moves came on the same day the Allied report emerged. What SoftBank Is Actually Weighing Allied staffs security for businesses, venues and major events. It also has a growing presence in data centers, where it supports both construction and day-to-day operation. —— Free Report, Just Released Why Didn’t ARM Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And ARM didn’t make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → —— People familiar with the talks say SoftBank would eventually replace some guards with robots for certain tasks. Humanoid robots would take longer to roll out. The report included no financing details, no robot timeline, and no estimate of how many jobs could be affected, and it did not say whether the valuation refers to equity or enterprise value. Story Continues Guarding is a payroll business with thin margins. The deal works only if machines take over enough shifts to lift margins at scale. Patrols, camera monitoring and access control are the easiest tasks to automate. Judgment calls, medical emergencies and stadium crowd control are much harder. Clients also pay for accountability and liability coverage, so replacing guards raises questions about insurance, licensing rules and whether customers will accept the change. How Much Arm, Teradyne and Symbotic Stand to Gain SoftBank, Arm’s majority owner, already contributed $193 million of Arm’s $574 million in June-quarter license revenue. Royalties from security robots would barely register against a $243.29 billion market value. Teradyne owns Universal Robots and MiR. But its Robotics segment produced only $100 million of its $1.329 billion in second-quarter revenue, selling to factories and warehouses. Teradyne has disclosed no tie to Allied. Symbotic holds a 35% stake in Exol, a warehouse-as-a-service joint venture with SoftBank, with a contract worth about $11 billion. That business automates logistics, which is a separate market from guarding buildings. Weighing Son’s Record Against the Data Center Upside Founder Masayoshi Son’s early Alibaba (NYSE:BABA) investment and his Arm interest produced large gains, while WeWork produced large losses. SoftBank’s Pepper robot, whose production was paused, is a closer warning for this deal. Allied’s data center work gives SoftBank a ready-made customer base for testing robots inside AI infrastructure. Still, the deal would buy a low-margin service business on the promise of technology that is years away from working at scale. Where AI Robotics Valuations Hold Up and Where They Stretch The bull case rests on scarce, expensive labor. Teradyne’s robotics revenue grew 33% from a year earlier, and its chief executive said on July 29, 2026, that physical AI applications will drive that growth. The bear case is valuation. Arm trades at 152x forward earnings and Symbotic at 161x, prices that assume adoption arrives on schedule. AI robotics valuations have the strongest support where robots or chips already bring in revenue. By that test, Teradyne at 31x forward earnings rests on more existing revenue than any SoftBank robot-guard thesis. The thing to look for is a signed agreement from SoftBank or Allied that states a price and financing. Until one is announced, the robot-guard plan remains a statement of intent that adds no real revenue to any of these three companies. Got $1,000? Before You Buy ARM, Read This If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And ARM wasn’t one of them. They combed the entire market. It’s not 10 ideas, not 10 stocks everyone is talking about, it’s what their research points to as the 10 best stocks to buy right now, and it’s free. Read more here and see which stocks made the list –>> Contact editorial@247wallst.com for any questions or corrections.
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