Group 1 - Arm Holdings is positioned as a strong beneficiary of elevated AI spending, particularly in the infrastructure layer such as data centers [1] - The company operates in the semiconductor sector, which is a key area of focus for growth-oriented investment analysis [1] Group 2 - The analyst, Uttam, has extensive experience in technology firms, including leadership roles at Apple and Google, which enhances the credibility of the research [1]

Nvidia (NVDA -3.26%) first disclosed a stake in fellow semiconductor company Arm Holdings (ARM -5.59%) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.To be clear, Nvidia has not added to its stake this year. Instead, Arm shares have surged on expectations that the company will benefit from artificial intelligence (AI). I ...

Shares of Arm Holdings plc (ARM) have experienced a notable decline, down 10.7% in the past month, while the broader industry has risen 14.2%.In the most recent trading session, ARM closed at $136.35, which is 28% below its 52-week high of $188.75. Despite the recent dip, ARM's stock has still surged an impressive 81% year to date, indicating that the current downturn may be part of a market correction.Image Source: Zacks Investment ResearchWith this recent drop in ARM's share price, investors might be wond ...

This company plays an important role in the global chip market and recently delivered better-than-expected results.Arm Holdings (ARM 0.93%) stock has been in sizzling form on the stock market in 2024, rising nearly 90% as of this writing thanks to a string of solid results in recent quarters that have bested Wall Street's expectations, and the company's latest quarterly results have further boosted investors' confidence in this British company's growth prospects.Arm released fiscal 2025 second-quarter resul ...

Arm posted modest growth in its recent earnings report, but there's a good reason for that.Arm Holdings (ARM -0.61%) has been one of the biggest winners in the artificial intelligence (AI) boom. The company was late to the party, going public in September 2023, nearly a year after ChatGPT launched, but the stock has tripled from its initial public offering (IPO) price.Arm is a semiconductor company, and it makes money by licensing chip designs, typically for CPUs, to companies like Nvidia, and collects roya ...

The semiconductor industry has surged alongside the rise of artificial intelligence (AI), positioning companies like Arm Holdings (NASDAQ: ARM) to benefit from increased demand. Known for its energy-efficient chip designs, Arm dominates the mobile device market and is now seeing heightened interest in its architectures as power-intensive AI applications continue to rise. ARM stock year-to-date price. Source: Google FinanceARM, currently trading at $148 with a year-to-date gain of 115%, reflects the appeal o ...

Group 1 - Arm Holdings' shares rallied after initially dipping, reversing losses following the company's fiscal second-quarter earnings results [1][2] - The company reported a revenue increase of 5% year-over-year to $844 million and a net income of $107 million, compared to a loss of $110 million in the previous year [2] - The full-year revenue forecast of $3.8 billion to $4.1 billion was lower than analysts' expectations, leading to initial declines in share price [2] Group 2 - Barclays analysts raised their price target for Arm Holdings from $125 to $145, anticipating double-digit growth in 2025 due to client growth and price increases for Arm's v9 CPU designs [3] - The stock finished up approximately 4% and has more than doubled in value in 2024 [3]

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 November, 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 ☒ ...

Core Insights - Arm Holdings reported better-than-expected results for its fiscal second quarter, with shares rising 4.1% following the announcement [1] - The company reaffirmed its full-year guidance, indicating confidence in future performance [1] Financial Performance - Revenue for the second quarter increased by 5% to $844 million, surpassing the company's guidance of $780 million to $830 million and analyst consensus of $808.4 million [2] - Royalty revenue, the larger segment, rose 23% to $514 million, driven by the adoption of Armv9 architecture, which now constitutes 25% of royalty revenue, up from 10% a year ago [3] - License revenue decreased by 15% to $330 million, but annualized contract value increased by 13% to $1.25 billion, and remaining performance obligations rose by 10% to $2.39 billion [4] Profitability Metrics - Adjusted earnings per share fell from $0.36 to $0.30, attributed to the decline in license revenue and increased R&D and sales and marketing expenses [5] - Management expects adjusted earnings per share for the third quarter to be between $0.32 and $0.36, aligning with estimates [6] Future Outlook - The company maintains its fiscal year guidance of $3.8 billion to $4.1 billion in revenue and adjusted earnings per share of $1.45 to $1.65 [5] - Arm is positioned to benefit from the growing demand for artificial intelligence, despite modest revenue growth in the recent quarter [6]

Arm Holdings PLC  ARM shares were climbing Thursday after the company reported upbeat fiscal second-quarter results.The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.Goldman Sachs On Arm HoldingsAnalyst Toshiya Hari reiterated a Buy rating while raising the price target from $144 to $159.Arm reported its quarterly revenues at $844 million, 4% higher than consensus, Hari said in a note. The company's non-GAAP earnings of 30 cents per share and gross margin ...