Arm 公司-ARM 潜在的芯片转型有望稳固市场地位-Arm Holdings plc-ARM's Potential Chip Shift Promises Robust Market Stand

July 27, 2025 11:02 PM GMT Arm Holdings plc | North America ARM's Potential Chip Shift Promises Robust Market Stand | What's Changed | | | | --- | --- | --- | | Arm Holdings plc (ARM.O) | From | To | | Price Target | US$150.00 | US$194.00 | It's widely believed that Arm intends to make its own chips one day. We would view such a shift as transformative. The company will release Q1 numbers on Wednesday, July 30, after CoB, and we adjust FY26/27 forecasts ahead of this. We maintain an Overweight rating but ra ...