Arm Holdings plc American Depositary Shares

Arm Holdings' expanding royalty opportunities and AI-focused chip strategy are strengthening its long-term growth potential.

zacks.com - 2026-07-16 14:10:37

Arm's ADRs rallied sharply to a 12-month peak in mid-June, then pulled back significantly over the past four weeks.

247wallst.com - 2026-07-16 13:45:22

Taiwan Semi just posted a blowout quarter, yet chip stocks are getting hammered anyway. The reason traces back to a capex number that is rattling investors and raising questions about who actually wins when AI infrastructure spending explodes.

247wallst.com - 2026-07-16 09:37:46

Arm Holdings Plc (NASDAQ:ARM) stock fell Tuesday after HSBC downgraded the stock, adding to pressure from a broader pullback in AI and semiconductor stocks as investors took profits in richly valued names.

benzinga.com - 2026-07-14 12:36:30

Arm Holdings shares fell more than 6% on Tuesday after HSBC downgraded the chip designer to Hold, saying foundry capacity constraints are likely to limit earnings upside despite the company's strong long-term growth prospects. The brokerage still raised its price target to $315 from $255.

invezz.com - 2026-07-14 11:17:27

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc...

proactiveinvestors.com - 2026-07-14 09:37:00

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-07-14 00:00:00

Arm Holdings (NASDAQ:ARM) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.

benzinga.com - 2026-07-13 14:47:14

The Dow, S&P 500, and Nasdaq are all firmly in the red today as geopolitical tensions merge with semiconductor weakness

schaeffersresearch.com - 2026-07-13 12:03:00

The AI data center buildout is minting a second tier of winners that most retail investors still haven't priced in.

247wallst.com - 2026-07-11 09:00:07

I rate Arm Holdings (ARM) a Buy with a $544 price target, implying 64% upside from $332 per share. The main growth drivers are higher royalty dollars per chip from Armv9 and CSS, stronger licensing momentum, more CPU cores needed for agentic AI and the Arm AGI CPU. My valuation is based on a longer-dated EPS framework because management has provided visibility into 2031.I estimate $3.01 in 2028 non-GAAP EPS, grow that to $8.59 by 2031.

seekingalpha.com - 2026-07-10 06:01:18

Arm Holdings is benefiting from the AI boom's pivot to CPUs. The company has designed its own computer chip, which it believes can help revenue boom over the next few years.

fool.com - 2026-07-09 21:12:33

While AI infrastructure stocks have generally outperformed hyperscalers, it is the hyperscalers that ultimately have more ways to win. AI infrastructure stocks look well positioned if heavy spending on AI infrastructure continues.

fool.com - 2026-07-09 05:40:00

ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.

zacks.com - 2026-07-08 12:30:27

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/odrefapr and a replay of the conference call c.

businesswire.com - 2026-07-08 09:00:00

Arm Holdings (NASDAQ:ARM | ARM Price Prediction) has been one of 2026's most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains.

247wallst.com - 2026-07-04 12:30:56

ARM posts another quarter of solid revenue growth, with rising licensing activity and a growing royalty base reflecting sustained demand for its chip architecture.

zacks.com - 2026-07-03 11:10:16

Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.

zacks.com - 2026-07-02 13:21:12

Leveraged single-stock ETFs tied to chip and AI winners soared as Wall Street wrapped up a strong first half of 2026.

zacks.com - 2026-07-01 12:01:07

The first half of the year is over, and it may surprise some investors that European stocks are nearly at parity with U.S. stocks. The tale of the tape as of June 30 tells the story:

marketbeat.com - 2026-07-01 11:05:28

ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.

zacks.com - 2026-06-29 12:21:12

Stock futures are looking to open higher as traders buy back into tech amid geopolitical uncertainty

schaeffersresearch.com - 2026-06-29 09:11:00

In a completely AI-driven world, these companies could grow significantly in value.

fool.com - 2026-06-28 00:05:00

Micron sees growth ahead for smartphones and PCs.

fool.com - 2026-06-26 11:45:00

The AI boom promised to create a new generation of market winners.

247wallst.com - 2026-06-26 11:03:51

Arm (NASDAQ:ARM | ARM Price Prediction) has been one of the wildest rides in semiconductors this year, and the question on every shareholder's mind is whether the current run still has gas in the tank.

247wallst.com - 2026-06-25 14:35:34

Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May.

247wallst.com - 2026-06-24 17:07:54

Shares of Arm Holdings continued to decline on Wednesday, extending losses after the semiconductor stock tumbled more than 10% in the previous session as investors rotated out of several high-flying artificial intelligence names. Arm shares fell 4.7% to $349.03 and are down about 19% since the beginning of the week.

invezz.com - 2026-06-24 14:14:31

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago.

247wallst.com - 2026-06-24 11:56:51

Stephen Sopko says the market "is priced for perfection" on memory chip stocks due to surging demand, including Micron (MU), which reports earnings after Wednesday's close. He explains how the demand curve plays into how the company and its peers expand historically conservative earnings outlooks.

youtube.com - 2026-06-24 09:00:29

Arm Holdings PLC (NASDAQ:ARM) stock is up 3% before the bell after analyst praise.

schaeffersresearch.com - 2026-06-24 08:50:56

Applovin's stronger earnings growth outlook and AI-driven advertising momentum give it an edge over Arm Holdings despite both benefiting from AI trends.

zacks.com - 2026-06-23 14:56:07

Shares of Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock are down 10% today, trading near $367 in Tuesday afternoon action.

247wallst.com - 2026-06-23 14:45:53

The Nasdaq fell hard on Tuesday. One stock's wild reversal kept it from falling harder. Yep, you probably guessed the name already.

fool.com - 2026-06-23 14:13:57

Bank of America raised its outlook for several semiconductor companies, including Intel (INTC), Arm Holdings (ARM) and Micron Technology (MU), after concluding

gurufocus.com - 2026-06-23 12:20:00

Stanley Druckenmiller's Duquesne Family Office disclosed positions in Arm Holdings (NASDAQ: ARM | ARM Price Prediction), Sea Limited (NYSE: SE), and STMicroelectronics (NYSE: STM) in its Q1 2026 13F, filed May 15, 2026.

247wallst.com - 2026-06-23 08:45:17

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

investorplace.com - 2026-06-22 00:00:00

Arm (ARM +4.88%) is benefiting from AI, efficiency, and licensing growth across multiple platforms, while Intel (INTC +10.75%) seeks a strategic comeback through Data Center expansion and foundry services. This video analyzes the key catalysts, market debate, and which stock may have the stronger long-term prospects.

fool.com - 2026-06-21 10:30:00

AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

fool.com - 2026-06-18 09:15:00

/PRNewswire/ -- If you've been following in the AI boom, you probably are aware of the same names everyone else is. NVIDIA for the chips. Microsoft, Google and

prnewswire.com - 2026-06-17 13:00:00

Supply chain bottlenecks and margin pressures are two key headwinds Ali Mogharabi sees for Apple (AAPL) that can hit what he considers strong demand for its products. A memory shortage making tech products more expensive adds to those uncertainties, though Ali believes Apple can pass rising costs onto the consumer.

youtube.com - 2026-06-16 15:57:35

ARM's licensing revenues jump 29% in fiscal Q4, fueling 20% total revenue growth as demand for chip designs and AI infrastructure stays strong.

zacks.com - 2026-06-16 12:21:05

AMD, INTC, ARM, NVDA and QCOM are ramping AI server CPU efforts as agentic AI fuels a market projected to exceed $170 billion by 2030.

zacks.com - 2026-06-16 09:56:57

Arm Holdings plc is becoming one of the few comprehensive non-GPU AI compounders, supported by accelerating AI CPU adoption across Nvidia, hyperscaler custom silicon programs, and AGI CPU direct sales. Specifically, accelerating traction for custom silicon programs and Nvidia's expanding CPU roadmap is expanding demand for ARM-based architecture, reinforcing ARM's high-margin IP licensing growth opportunity. The AGI CPU is also strategically aligned with the resurgence in server processor demand driven by the agentic AI shift, which is poised to deliver significant earnings accretion for ARM.

seekingalpha.com - 2026-06-15 09:30:23

The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday's and Friday's highs after getting hard hit last Friday.

247wallst.com - 2026-06-15 09:04:00

Brad Gerstner's Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) position in Q1 2026, according to the firm's 13F filed May 15, 2026 (SEC CIK 0001541617).

247wallst.com - 2026-06-12 14:56:47

Shares of Arm (NASDAQ:ARM | ARM Price Prediction) are up 11% in midday trading on Friday, June 12, changing hands near $379.

247wallst.com - 2026-06-12 14:31:00

Stocks are firmly higher on the day and week as the SpaceX IPO remains in focus

schaeffersresearch.com - 2026-06-12 12:09:00

At $342.23, Arm Holdings (NASDAQ:ARM | ARM Price Prediction) appears fairly valued, with a more attractive entry point sitting at or below $310 on any macro-driven technical consolidation.

247wallst.com - 2026-06-12 11:45:16

Arm Holdings plc (NASDAQ:ARM) stock gained almost 7% on Thursday as a fresh round of analyst target updates kept the spotlight on the name during a broadly risk-on session for growth stocks. Wall Street analysts raised their price forecasts, citing growing optimism around the company's data-center CPUs and agentic AI infrastructure opportunity.

benzinga.com - 2026-06-11 12:33:34