Evidence is piling up that the adoption of AI continues to gain steam.Since early last year, investors have embraced the potential of artificial intelligence (AI), scooping up shares of those companies best positioned to profit from this groundbreaking technology. However, a long bull run and stretched valuations had many investors wondering if the ongoing rally could continue. In recent weeks, some have taken a step back, looking for further evidence the accelerating adoption of AI would continue.With that ...

Valuation concerns and disappointing guidance pushed the stock lower.Arm Holdings (ARM -2.64%) has been one of the top artificial intelligence (AI) stocks on the market since its initial public offering nearly a year ago, but shares of the chipmaker ran into a wall on Thursday. The stock fell despite beating estimates on the top and bottom lines.Investors sold the stock, which was priced for perfection coming into the report, on concerns that its guidance was weaker the expected. The company failed to raise ...

Why did the stock price drop so much?Arm Holdings (ARM -6.63%) share price plunged despite the semiconductor company reporting robust revenue growth in the latest quarter. Investors were not happy with the company's guidance, as it just reiterated its full-year outlook while lowering its growth expectations for royalty revenue.Despite the recent decline, the stock is still trading up nearly 51% this year. Despite that performance, it still trades down over 39% from an all-time high set in early July.The que ...

Earnings season for this year’s second quarter rolls on. And while the results have been largely better than expected, some prints have been real doozies. Certain companies have seen their share price fall by 15% or more in a single day after they delivered financial results and guidance than fell short of Wall Street expectations.According to data from FactSet, a little more than 4o% of companies in the benchmark S&P 500 have reported Q2 results. Of those, 78% have beaten their profit targets and 60% have ...

Morgan Stanley is calling for significant upside in Arm Holdings stock.Semiconductor stocks are among the hottest choices for artificial intelligence (AI) investors right now. While companies such as Nvidia, AMD, and Broadcom often garner outsize attention in the chip space, smart investors realize that there are other opportunities that present potentially lucrative returns over the long run.Recently, Lee Simpson of Morgan Stanley upgraded his price target for Arm Holdings (ARM -6.63%) to $190 -- implying ...

The AI stock has been highly volatile lately, and investors are seeing bearish signs.Arm Holdings (ARM -6.63%) stock got hit with another round of sell-offs Friday. The chip company's share price ended the day down 6.6%, according to data from S&P Global Market Intelligence.Arm stock is losing ground today due to macroeconomic concerns, analyst coverage, and a particularly bad second-quarter report from another big player in the chip space. Bearish macroeconomic news and new skepticism about the artificial ...

Semiconductor company Arm went public in September 2023, and shares have already doubled amid enthusiasm about artificial intelligence.Nvidia has been one of the biggest beneficiaries of the artificial intelligence (AI) boom, due to its dominance in data center accelerators. The company's shares have surged 750% since ChatGPT launched in November 2022, and it remains a foundational AI stock in many portfolios. But Nvidia has a market capitalization just shy of $3 trillion, so the odds of similar returns in ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of August, 2024 Commission File Number 001-41800 Arm Holdings plc 110 Fulbourn Road Cambridge CB1 9NJ United Kingdom (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. Form 20-F ☒ Fo ...

perets/E+ via Getty Images ARM Holdings plc (NASDAQ:ARM) continues to have a great story in AI chips, but the stock was grossly overvalued heading into FQ1'25 earnings. The business is highly reliant on repeat royalties from existing chip sales in other markets, while the market wants to pretend the chip technology licensing company is an AI startup. My investment thesis remains Bearish on the stock, even after the 17% dip following disappointing FQ2 guidance. Source: Finviz Massive FQ1 ARM reported a ...

Goldman Sachs analyst Toshiya Hari reiterated a Buy rating on Arm Holdings ARM with a price target of $144, up from $143.Arm reported fiscal first quarter 2025 revenue of $939 million (+39% year-on-year), 2% and 4% above Goldman Sachs estimate and Street (FactSet), respectively. Adjusted EPS of $0.40 was 10% above Goldman Sachs estimate and 16% above the Street.Arm guided second-quarter revenue to $805 million at the mid-point (flat Y/Y), 4% below Goldman Sachs estimate and in line with the Street. In contr ...