Investors are always looking for stocks that are poised to beat at earnings season and Arm Holdings plc (ARM) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because ARM Holdings is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good ...

Arm Holdings plc (ARM) will report its fourth-quarter fiscal 2024 results on May 8, after the bell.Strong Growth Across Businesses Expected in Q4ARM shares have gained 48% year to date. The company’s continued robust performance across businesses and encouraging guidance have boosted investors’ confidence in the stock.We expect continued top-line strength in the to-be-reported quarter, driven by both Royalty and License revenues. The Zacks Consensus Estimate for revenues is currently pegged at $885 million, ...

Eventually, reality will catch up with this overhyped tech company.With shares up by a whopping 37% year to date, Arm Holdings (ARM 3.78%) is one of many technology companies that have received significant attention because of their potential in artificial intelligence (AI). But unlike alternatives like Nvidia, the hype surrounding Arm Holdings hasn't materialized into significant business growth. Let's dig deeper into what the next five years could have in store for the company.Why is Arm Holdings so popul ...

Results by one of the standard-bearers for the AI movement set the stage for a broader pullback in the space.There's no denying that recent advances in artificial intelligence (AI) have been a secular tailwind driving the market higher since early 2023. Businesses and investors alike are keen to profit from the potential of these advanced algorithms to unleash a wave of employee productivity. Despite that potential, these changes will occur over years and decades, not weeks and months.With that as a backdro ...

Arm公司概况 - Arm是一家在2016年私有化后于2021年重新上市的公司，其股价自IPO以来上涨超过85%[2] - Arm的架构是CPU如何工作的基础，其设计被广泛应用于各种设备，包括计算机、智能手机、消费电子产品、汽车和数据中心[3] - 公司主要通过许可设计和按照设计出货的芯片数量收取前期费用和每单位版税来获取收入，这种收入具有很高的利润率，直接转化为利润[4] Arm的技术和市场 - Arm的技术几乎存在于所有智能手机中，为公司创造了稳定的版税收入来源，其中近一半的版税收入来自1990年至2012年发布的Arm产品[5] - Nvidia在2020年曾试图收购Arm，虽然交易被监管机构拒绝，但Nvidia仍高度重视Arm，并在其IPO时进行了投资[7] - Nvidia使用Arm架构的CPU用于高性能计算，其Grace Hopper超级芯片结合了基于Arm的CPU和GPU，以降低能源成本并为AI工作负载提供更快的性能[8] Arm的发展前景和投资建议 - Arm表示，越来越多的AI运行在终端设备上，这为公司带来了更多的许可增长，但目前的技术尚未跟上，需要新的使用Arm技术的设计[9] - Arm的商业模式生成了许多多年的高利润版税收入，公司受益于智能手机的繁荣，并继续从这些设备的普及中获益，同时，公司刚开始从AI中受益，这将推动未来增长[11] - Arm的股价虽然不算便宜，但在股价回调后，现在的估值比几个月前更具吸引力[12] - 鉴于其版税收入流的长尾性质以及长期增长前景，现在可能是利用股价回调购买这只半导体股票的好时机[13]

人工智能投资计划 - 大型科技巨头宣布巨额人工智能投资计划，推动了与人工智能相关的股票回升[1] - Arm Holdings、SoundHound AI和Bigbear.ai的股价本周出现上涨，分别上涨了15.4%、21.7%和22.8%[1] - 这三家公司在过去一个月的大型科技股抛售中也受到了影响，但在本周因为好消息而出现反弹[3] 公司财务状况 - Arm目前的市盈率超过1000，SoundHound上季度营收增长了80%，但仍在亏损，Bigbear.ai则在过去两个季度实现了正的调整后利润和首次正的经营现金流，但负债约为1.95亿美元[4] 财报表现 - Meta Platforms、Microsoft和Alphabet在本周的财报中表现良好，特别是在云增长方面表现出色，为人工智能应用的未来提供了乐观的前景[8] - Meta增加了全年资本支出预期，Microsoft和Alphabet的资本支出也大幅增加，可能与人工智能数据中心投资有关[9] 人工智能应用前景 - Arm、SoundHound和Bigbear.ai都有望受益于人工智能应用的增长，尤其是SoundHound与Nvidia合作开发人工智能语音应用，Bigbear.ai为企业和美国军方提供人工智能数据分析服务[11] 公司潜力 - Arm虽然是一家成熟的公司，但在公开市场和人工智能数据中心市场上相对较新，其收入仍主要来自智能手机，但随着更多基于Arm的芯片在其他设备中的普及，其潜力仍然巨大[12] - SoundHound和Bigbear.ai目前尚未盈利，但如果人工智能的发展势头持续强劲且管理团队执行力强，它们都有成倍增长的潜力[15]

ARM Holdings股价表现 - ARM Holdings自2023年9月14日上市以来，股价上涨了50%[2] ARM的业务模式 - ARM是一家设计和许可知识产权的工程公司，而不是制造任何产品，这可能导致失去竞争优势[3] ARM的挑战 - ARM的中央处理单元设计依赖于大量需求来有效推动许可收入，因此公司受到AI采用热潮的影响，可能会减缓并损害股东价值[4]

AI领域股票价格波动 - AI领域的股票价格出现波动，但市场观察者对未来持乐观态度[2] - BigBear.ai、Super Micro Computer、Arm Holdings、C3.ai和Micron Technology等公司股价上涨[3] - AI技术的广泛应用对AI领域的公司都是好消息，尤其对Super Micro Computer、Arm Holdings和Micron Technology有直接利益[9] Nvidia与FPT战略合作 - Nvidia与越南科技公司FPT达成战略合作，投资2亿美元建设AI工厂和云设施[5] - FPT计划重点发展汽车、制造和银行金融保险等行业，提供端到端的生成式AI服务[7] - Nvidia计划扩大在越南的业务，FPT的客户采用AI技术将为Nvidia提供更多销售机会[8] 公司盈利和估值考量 - BigBear.ai和C3.ai目前尚未盈利，公司在AI领域的地位和估值也是投资考量的重要因素[14] - Super Micro Computer在AI领域中风险最低，具有最具吸引力的估值，同时也取得了强劲的财务业绩[16]

Rome wasn't built in a day, and the AI revolution will take years to come to fruition.Market watchers were beginning to think that nothing could stop the bull market rally, driven by excitement about the possibilities of artificial intelligence (AI). The past couple of weeks has been a stark reminder of the market's tendency for occasional declines before heading higher.For example, after reaching new heights earlier this month, the Nasdaq Composite has fallen about 7% from its peak (as of market close on F ...

Last Friday saw an absolute bloodbath for some of the market’s hottest AI stocks. Market darling Nvidia (NASDAQ:NVDA) nosedived 10% in a single session. Super Micro Computer (NASDAQ:SMCI) tanked more than 23% as the firm stayed quiet on its earnings pre-announcement. Indeed, the reaction seems just a tad overdone. A missed pre-announcement seems to have been taken for a major quarterly disappointment. That’s how high expectations were for a red-hot AI data center stock that has run up triple-digit percentag ...