More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Arm Holdings (ARM) reported fiscal second-quarter earnings that topped analysts' estimates, but shares fell in extended trading Wednesday as its sales outlook disappointed. The chip designer saw revenue grow 5% year-over-year to $844 million, above the analyst consensus from Visible Alpha. Net income was $107 million or 10 cents per share, compared to a loss of 110 million or 11 cents per share a year ago, exceeding expectations. The gains came as Arm's royalty revenue jumped 23% to $514 million, though it ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup New ...

As Qualcomm Inc QCOM and Arm Holdings PLC ARM gear up to release their earnings Wednesday, the two semiconductor giants face bearish technical pressures but diverge in their growth paths. Qualcomm: Navigating Challenges Amid Bearish TechnicalsQualcomm, a mainstay in mobile chipsets, faces strong bearish signals. Chart created using Benzinga ProQCOM stock is trading at $165.87, well below its eight, 20, and 50-day simple moving averages. Analysts expect fourth quarter EPS of $2.56 on revenue of $9.91 billion ...

Key TakeawaysArm Holdings is set to report fiscal second-quarter earnings after the closing bell on Wednesday.Most analysts have bullish ratings on the company, but the consensus price target is slightly below Arm's Monday close. Arm is projected to swing to a profit and deliver modest revenue growth. Arm Holdings (ARM) is set to report fiscal second-quarter earnings after the market closes on Wednesday, with analysts sporting mostly bullish ratings on the chip-design company but looking for little price up ...

Core Viewpoint - Arm Holdings plc is set to report its second-quarter fiscal 2025 results on November 6, with earnings expected to decline by 30.6% year-over-year, while revenues are projected to increase marginally [1] Financial Performance - The Zacks Consensus Estimate for earnings in the upcoming quarter stands at 25 cents, with revenues pegged at $808.9 million [1] - ARM has a history of earnings surprises, having surpassed the Zacks Consensus Estimate in the last four quarters with an average surprise of 22.2% [2] Earnings Prediction Model - The current model does not predict an earnings beat for ARM, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [3] Revenue Drivers - ARM is leveraging AI for advanced chip designs and software tools used in various sectors, including smartphones and data centers, with expected revenue growth driven by Royalty and License revenues [4] - The company anticipates around 20% year-over-year growth in Royalty revenues, supported by the adoption of Armv9 technology [5] Market Performance - ARM's stock has increased by 88.2% year-to-date and 28.1% over the past three months, leading to a high valuation with a forward Price/Earnings ratio of 75.65X, significantly above the industry average of 38.13X [5] Growth Potential - Despite modest revenue growth in recent years, the current AI-driven market environment may enhance ARM's sales prospects [7] - The company has strong gross margins, but operating margins remain under pressure due to high R&D costs, which could benefit long-term growth [8] Investment Strategy - Given the substantial stock increase, a potential correction may occur, suggesting that investors might consider waiting for a better entry point [9] - While ARM has a strong fundamental position in the AI hardware market, timing market entry is crucial for maximizing investment returns [10]

The stock's high valuation raises the risk of a post-earnings sell-off this week.Arm Holdings (ARM 0.13%) has been a rising star in the semiconductor industry. Its technology is used in half of all chips and virtually every smartphone, including Apple's iPhone 16, according to reports. Shares have soared 141% since its initial public offering last year.Arm's lucrative business model based on licensing and royalty revenue makes it a solid business. However, while investors might be tempted to buy shares, the ...

CNBC's Jim Cramer on Friday walked investors through next week's market action, highlighting the Federal Reserve's next meeting and earnings from Super Micro Computer. Despite the slew of earnings next week, Cramer said the presidential election will steal Wall Street's attention."Even with all these earnings reports coming next week, at the end of the day, the market's still going to be hostage to the election, and perhaps more important, to the Fed meeting," he said.On Monday, investors will be reviewing ...

Arm and Taiwan Semiconductor are essential to the artificial intelligence boom, but Wall Street only sees upside in one stock.Chipmakers Arm Holdings (ARM -8.48%) and Taiwan Semiconductor Manufacturing Company (TSM -2.03%) play critical roles in the artificial intelligence economy by supplying many of the largest technology companies. But Wall Street analysts expect the stocks to move in opposite directions over the next 12 months.Forecasts from 42 analysts give Arm a median price target of $144 per share. ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and ...