This company plays an important role in the global chip market and recently delivered better-than-expected results.Arm Holdings (ARM 0.93%) stock has been in sizzling form on the stock market in 2024, rising nearly 90% as of this writing thanks to a string of solid results in recent quarters that have bested Wall Street's expectations, and the company's latest quarterly results have further boosted investors' confidence in this British company's growth prospects.Arm released fiscal 2025 second-quarter resul ...

Arm posted modest growth in its recent earnings report, but there's a good reason for that.Arm Holdings (ARM -0.61%) has been one of the biggest winners in the artificial intelligence (AI) boom. The company was late to the party, going public in September 2023, nearly a year after ChatGPT launched, but the stock has tripled from its initial public offering (IPO) price.Arm is a semiconductor company, and it makes money by licensing chip designs, typically for CPUs, to companies like Nvidia, and collects roya ...

The semiconductor industry has surged alongside the rise of artificial intelligence (AI), positioning companies like Arm Holdings (NASDAQ: ARM) to benefit from increased demand. Known for its energy-efficient chip designs, Arm dominates the mobile device market and is now seeing heightened interest in its architectures as power-intensive AI applications continue to rise. ARM stock year-to-date price. Source: Google FinanceARM, currently trading at $148 with a year-to-date gain of 115%, reflects the appeal o ...

Key TakeawaysShares of Arm Holdings rallied Thursday, reversing losses in late-Wednesday trading after the company's results landed.The chip designer beat expectations with its revenue and earnings, but its full-year sales outlook underwhelmed.Analysts at Barclays raised their price target, calling for double-digit growth next year. Arm Holdings (ARM) shares climbed Thursday, reversing course after the stock initially dipped following the company’s fiscal second-quarter earnings results.  The chip designer ...

Arm delivered solid results in its fiscal second-quarter report.Shares of Arm Holdings (ARM 4.48%) were moving higher after the chip-design company posted better-than-expected results for the fiscal second quarter and reaffirmed its guidance for the full year.As of 2:25 p.m. ET, the stock was up 4.1% on the news. Artificial intelligence demand continues to growArm's growth decelerated from the fiscal first quarter, but that was expected as it rolled off a large licensing deal from the quarter a year ago.In ...

Arm Holdings PLC  ARM shares were climbing Thursday after the company reported upbeat fiscal second-quarter results.The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.Goldman Sachs On Arm HoldingsAnalyst Toshiya Hari reiterated a Buy rating while raising the price target from $144 to $159.Arm reported its quarterly revenues at $844 million, 4% higher than consensus, Hari said in a note. The company's non-GAAP earnings of 30 cents per share and gross margin ...

Arm Holdings (NASDAQ:ARM) reported better-than-expected results for the fiscal second quarter. The semiconductor stock was last seen reversing this morning's losses, up 5.9% to trade at $153.21, after attracting no fewer than three price-target hikes, including one from TD Cowen to $165 from $150.ARM has relied on support from the $135 region as well as the 160-day moving average since September. While the security's October rally fell short of the $165 rally -- which is still a ways away from its July 9, r ...

财务数据和关键指标变化 - 公司第二季度总收入为8.44亿美元，超出预期的高端范围 [15] - 版税收入为5.14亿美元，同比增长23%，与历史最高版税收入季度持平 [15][16] - 许可收入同比下降15%，为3.3亿美元，但好于预期的25%下降 [18] - 年化合同价值（ACV）同比增长13%，显示出许可增长的潜力 [19] - 剩余履行义务（RPO）环比增长10%，表明强劲的预订情况 [19] 各条业务线数据和关键指标变化 - 智能手机的版税收入同比增长40%，显著高于智能手机出货量的4%增长 [10][16] - 许可收入的下降主要是由于高价值许可协议的时间和规模波动 [18] - 在汽车应用和云服务提供商中继续获得市场份额，但工业领域仍面临库存调整的挑战 [17] 各个市场数据和关键指标变化 - 在中国市场，智能手机的整体增长强劲，尤其是本地品牌如小米、OPPO和Vivo [50] - 预计未来一年内，数据中心和网络市场将继续增长，尤其是云计算领域 [42][43] 公司战略和发展方向和行业竞争 - 公司战略聚焦于AI和计算平台的需求增长，强调软件生态系统的优势 [7][9] - 计划继续投资于下一代技术，以支持未来的增长 [21] - 预计在未来几年内，PC市场将实现显著增长，尤其是在Windows生态系统中 [59] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，认为AI和云计算的需求将推动公司增长 [14][61] - 强调版税增长的可持续性，预计未来将继续超出市场预期 [61] 其他重要信息 - 公司在过去一年内已发货超过3000亿个Arm芯片，显示出强劲的市场需求 [7] - 版9架构的采用率已达到25%，并预计将继续增长 [39][53] 问答环节所有提问和回答 问题: 关于与高通的诉讼关系 - 管理层确认与高通的架构许可尚未取消，但已发出通知信，因高通未获得必要的同意 [27][28] 问题: 关于许可收入的增长前景 - 管理层表示，许可收入的增长超出预期，预计未来将继续保持强劲 [31][32] 问题: 关于中国市场的影响 - 管理层指出，中国市场的智能手机增长强劲，预计高端市场将逐步转向版9架构 [50] 问题: 关于版9架构的增长 - 管理层确认版9架构的采用率将持续增长，预计未来将显著高于当前水平 [53][55]

More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Arm Holdings (ARM) reported fiscal second-quarter earnings that topped analysts' estimates, but shares fell in extended trading Wednesday as its sales outlook disappointed. The chip designer saw revenue grow 5% year-over-year to $844 million, above the analyst consensus from Visible Alpha. Net income was $107 million or 10 cents per share, compared to a loss of 110 million or 11 cents per share a year ago, exceeding expectations. The gains came as Arm's royalty revenue jumped 23% to $514 million, though it ...