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Susquehanna Sees Over $1B Annual Royalties From Arm’s (ARM) AI XPU
Yahoo Finance· 2026-01-30 14:10
Arm Holdings plc (NASDAQ:ARM) ranks among the most promising QQQ stocks according to hedge funds. Susquehanna raised Arm Holdings plc (NASDAQ:ARM) from Neutral to Positive on January 21, with a $150 price target. The firm noted two “company-changing initiatives” as major triggers for the upgrade, including the production of an AI XPU ASIC together with SoftBank and Broadcom for OpenAI, as well as a custom server CPU, possibly for Meta, which will be Arm’s first full silicon product. Although details on t ...
Jim Cramer on Arm Holdings: “I Think You Do Buy the Stock”
Yahoo Finance· 2026-01-28 12:23
Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer discussed, along with market shortages. A caller inquired about Cramer’s thoughts on buying more ARM shares, and he replied: Okay, Arm’s very interesting here because they did see the big shortage coming. Rene Haas got it right. I think you do buy the stock, and I think it’s a great call. A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels Arm Holdings plc (NASDAQ:ARM) ...
Jim Cramer on Arm Holdings: “I Would Hold It”
Yahoo Finance· 2026-01-19 13:29
Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer put under a microscope. During the episode, a caller inquired if they should hold, sell, or add more to their position, and Cramer replied: “You know, I gotta tell you, something’s going on. I mean, we gotta get Rene Haas on. I mean, the stock has just been in freefall, and that’s not right. Maybe it’s because the price-to-earnings multiple got too high. I would hold it. I can’t tell you to add any until we find out definitively that… [if] Soft ...
Jim Cramer on Arm Holdings: “I Think I’m a Buyer, Not a Seller”
Yahoo Finance· 2026-01-14 15:57
Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer recently looked at. A caller mentioned that they have held the stock for about a year but had a 23% loss. Here’s what Cramer had to say: “Oh, Arm Holdings, that’s Rene Haas. I think he’s doing a real good job. I don’t know why the stock keeps going down. I think I’m a buyer, not a seller. What can I say? I think Rene is doing a good job.” Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels Arm Holdings pl ...
Jim Cramer on Arm Holdings: “Don’t Chase It, You’ve Got a Position in It, That’s Fine”
Yahoo Finance· 2025-10-31 02:29
Core Insights - Arm Holdings plc (NASDAQ:ARM) is recognized for its CPU architectures and software used in various applications, including automotive and IoT [2] - Jim Cramer advises against buying more shares of ARM at current high prices, suggesting that existing positions should be maintained [1] Company Overview - Arm Holdings designs and licenses CPU architectures, system IP, and software for multiple sectors, including automotive, computing, consumer, and IoT [2] - The company is led by Rene Haas, who has a strong partnership with NVIDIA, enhancing ARM's market position [2] Investment Perspective - While ARM is seen as a solid investment, there are opinions that other AI stocks may present better upside potential with lower downside risk [2] - The article suggests exploring undervalued AI stocks that could benefit from current economic trends, such as tariffs and onshoring [2]
Arteris Announces Financial Results for the First Quarter and Estimated Second Quarter and Updated Full Year 2025 Guidance
Globenewswire· 2025-05-13 20:05
Core Insights - Arteris, Inc. reported strong financial results for Q1 2025, achieving record annual contract value plus royalties of $66.8 million, a 15% increase year-over-year, and positive free cash flow of $2.7 million [2][6]. Financial Highlights - Revenue for Q1 2025 was $16.5 million, representing a 28% increase year-over-year [6]. - Non-GAAP operating loss decreased to $3.2 million from $5.3 million in Q1 2024 [6]. - Net loss for the quarter was $8.1 million, or $0.20 per share, compared to a net loss of $9.4 million, or $0.25 per share, in Q1 2024 [6][16]. - Remaining performance obligations (RPO) reached $88.9 million, up 19% year-over-year [6]. Business Highlights - The company experienced strong demand across key verticals: enterprise computing, communications, and automotive semiconductors, driven by the adoption of chiplets and AI compute [2][6]. - Arteris expanded its customer base, adding another top global automotive OEM, bringing the total to 10 automotive OEMs [6]. - The company joined the Intel Foundry Accelerator program, enhancing its network of ecosystem partners [6]. - Arteris received three awards at the annual American Business Awards, including gold for Most Innovative Tech Company of the Year [6]. Guidance - For Q2 2025, Arteris expects annual contract value plus royalties to be between $66.0 million and $70.0 million, with revenue projected between $16.1 million and $16.5 million [7]. - Full-year 2025 guidance for annual contract value plus royalties is set at $71.0 million to $79.0 million, with revenue expected between $65.0 million and $71.0 million [7].