Arm Holdings' Elevated Valuation Multiple Limits Near-Term Upside?

Key Takeaways ARM trades at 23X forward sales versus the industry's 8X, making valuation the core debate.ARM's asset-light licensing model drives scalable royalties across mobile, auto and data centers.NVIDIA and AMD comparisons highlight ARM's premium as shares fell 18% while the industry rose 39%.Arm Holdings (ARM) continues to execute well across mobile, infrastructure, and emerging AI-driven applications. Its asset-light licensing model provides scalable royalty streams, while diversification into autom ...