Arm Holdings exceeded revenue and profit expectations in its latest quarter, driven by strong cloud AI and licensing growth despite weaker handset demand. Citi raised its fiscal 2027 revenue and EBIT forecasts modestly, highlighting the company's expanding market for AGI-related CPUs now valued at over $2 billion. Citi maintains a 'Buy' rating and sees Arm as a key beneficiary of long-term AI infrastructure growth, viewing recent share price dips as buying opportunities.
ARM's stock has tripled since January, driven by strong demand for its AI silicon and growing data-center royalties. The company is transitioning from licensing to producing its own AI chips, with significant customer demand expected through 2028. Ho...
Arm's CEO Rene Haas reports unprecedented demand across multiple sectors like edge, automotive, robotics, and data centers, with order books overflowing. However, the company struggles to meet targets due to a multi-stage supply chain bottleneck invo...
Arm is positioned as a key player in the AI infrastructure boom, benefiting from growing royalty revenues tied to hyperscaler CPU programs. The stock trades at $264.79 with a 24/7 Wall St. price target of $280.16, suggesting a moderate 5.8% upside ov...
