Arm Holdings plc is set to report its Q4 earnings on May 6, with expectations of 5.8% EPS growth to $0.58 and 18.5% revenue increase to $1.4 billion. Despite these modest forecasts, Arm's stock price has more than doubled since late February, driven by bullish options trading indicating investor optimism for further gains after the earnings release. The upcoming report could lead to some stock price correction after this strong rally.
Arm Holdings plc is benefiting from growing adoption of AI CPUs, driven by Nvidia's expanding CPU roadmap and custom silicon programs by hyperscalers. The company's ARM-based architecture is seeing increased demand, boosting its high-margin IP licens...
The semiconductor sector jumped 8.8% in one week, driven by strong AI-related demand and impressive earnings from key players like Kulicke & Soffa, Lam Research, ASML, Arm Holdings, and Marvell Technology. These companies are benefiting from increase...
Altimeter Capital, led by Brad Gerstner, fully exited its 519,290 shares in Alphabet in Q1 2026, shifting its investment to two new positions: 1.7 million shares in Arm Holdings and nearly 149,000 shares in Axon Enterprise. This move reflects a strat...
Shares of Arm surged 11% and Qualcomm rose 5% following strong earnings and growth prospects in the chip-architecture sector. Arm reported a 20% revenue increase, driven by booming demand for its AI-focused data center chips, with over $2 billion in ...
Arm Holdings trades around $342, considered fairly valued but with a preferred entry point near $310 amid market volatility and Fed hawkishness. The company leads in AI infrastructure, shifting from smartphone CPU royalties to high-demand data center...
