Arm Holdings' shares fell 34% over the past month despite strong revenue growth and doubling data-center royalties. The company licenses CPU architecture and earns royalties on every chip shipped, maintaining high margins and a solid cash position. Its new Arm AGI CPU for data centers shows strong demand, and analysts mostly rate the stock as a buy with a 9.38% upside target. Risks include a Qualcomm trial, export controls, and rising R&D costs, but the stock remains attractive for investors betting on AI chip growth.
While Arm Holdings shares have dropped 34% in the past month, on Pluang they trade at USD 179.46 as of Nov 09, 2026 21:41 WIB, recovering from their 52-week low of USD 104.55 but still far from the 52-week high of USD 439.46. In contrast, Qualcomm shares are priced at USD 166.00, closer to their 52-week low of USD 124.07 than their high of USD 251.10, with a more modest 1-day change of +0.36% compared to Arm's +2.77%. The typical hold time for Arm on Pluang is 32 days, much shorter than Qualcomm's 89 days, reflecting different investor strategies in the AI chip sector.
Arm Holdings has introduced its own AI CPU chip, the Arm AGI CPU, aiming to capitalize on growing demand for CPUs in AI accelerator racks. Despite a 33.8% stock decline in the past month, the company reported a 22.4% revenue increase in fiscal Q1 202...
China's National Development and Reform Commission reportedly blocked SoftBank's $5.4 billion acquisition of ABB's robotics unit, fearing Chinese robotics data could be used to train Western AI models like OpenAI's. The deal, announced in 2025 and ex...
Arm Holdings reported a record shipment of over 10 billion Arm-based chips in a single quarter, marking a significant milestone. Despite this volume growth, royalty revenue increased by just 8%, reflecting a mix of product sales and pricing pressures...
Qualcomm reported Q4 FY2026 earnings that beat Wall Street estimates with EPS of $2.17 and revenue of $10.32 billion. However, the stock fell 11% due to a soft profit outlook and a 26% year-over-year decline in handset revenue, which overshadowed rec...
Arm's stock has dropped nearly 37% in one month, trading at a very high valuation with no dividend, making it risky for retirees. Qualcomm, despite a handset slump and a slight revenue decline, offers a 2.17% dividend yield, a much lower valuation, a...
