Arm Stock News

Earnings season saw many companies surpass expectations, but some suffered significant drops this past reporting season.

Nvidia graphics processing units (GPUs) are the leading AI accelerators, but the chipmaker is also monetizing AI with adjacent hardware, subscription software, and cloud services. Arm central processing units (CPUs) are ubiquitous in smartphones and widely used in other mobile devices, but its chips are also gaining market share in data centers.

Nvidia dominates the data center AI chip market, which a competitor's CEO projects will have a 73% compound annual growth rate through 2027. Arm's chip architecture is very energy-efficient, a big advantage because AI has substantial energy requirements.

Online sports betting isn't exactly new, but DraftKings still has several more years of measurable growth in its future. It's unlikely you'll own any technology that doesn't utilize at least some of Arm Holdings' intellectual know-how.

Arm Holdings has a high historical revenue growth of 18% and we expect its growth to accelerate moving forward to 22% annually. We see its strong license and royalty revenue growth supported by increasing adoption of Arm's chip architecture, driven by cost and energy efficiency advantages and strong partnerships. Despite a rising market share of Arm chips being used compared to competitors and ...

Semiconductor stocks are some of the biggest winners from the artificial intelligence (AI) revolution. Arm Holdings is among them, and its key performance indicators suggest continued long-run demand.

Arm Holdings is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia and Taiwan Semiconductor. Arm dominates in the mobile market, with more than 99% market share, but in some of Arm's smaller end markets the company faces steeper competition from x86-based players. Arm trades at more than 33x forward revenue, a 40% premium to Nvidia's 24...

Elliott Investment Management recently exited Nvidia and started a new position in Arm Holdings. The fund has recently been critical of the potential of AI, calling it "overhyped.