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Investing.com -- UBS told clients in a note on Wednesday that demand for server processors stayed strong in the third quarter, with chips based on Arm (NASDAQ: ARM) designs and Advanced Micro Devices (NASDAQ: AMD) continuing to take market share from Intel (NASDAQ: INTC).
Key TakeawaysArm stock fell 10% in a week in a chip selloff that hit Nvidia and Micron even harder. Pricier memory stalled Arm’s phone royalties, but its data center royalties doubled.
Arm Holdings (NasdaqGS:ARM) CEO Rene Haas warned that U.S. resistance to AI data centers could shift projects and jobs overseas. Haas linked regulatory pushback to the risk of losing manufacturing roles and future tax revenue tied to AI infrastructure. Former Goldman Sachs CEO Lloyd Blankfein echoed concerns that prolonged opposition could weaken U.S. AI industrial capacity relative to China. The public warning from Haas about U.S. AI data center resistance is important, but investors should...
Key TakeawaysArm shares fell about 13% on November 5 even though revenue rose 27% to a record $1. 44 billion and adjusted EPS beat estimates.
Arm topped revenue and earnings estimates, yet the stock sold off hard as royalty growth slowed and smartphone demand weakened.
Arm skips the accelerator race and takes a cut of every chip its partners ship, yet its shares just lost a third of their value in a month. Is the sell-off a trap or an opening?
Arm Holdings is entering its latest chapter with a slightly lower estimated fair value, shifting from US$290.71 to US$279.31. Recent analyst research links this reset mainly to sector wide pressure on P/E multiples, even as many firms still highlight solid licensing execution and keep positive ratings in place. In the sections that follow, you will see how these changing price targets fit into the broader story and how to keep track of the evolving Arm Holdings narrative. Analyst Price...
Both of these stocks saw their shares in free fall following earnings.
Arm shares sank despite an upbeat outlook for the company's new CPU business.
UBS analyst Timothy Arcuri maintains ARM Holdings (NASDAQ:ARM) with a Buy and lowers the price target from $320 to $270.
Arm posted record second-quarter revenue of $1.44 billion and sees up to $2 billion from its AGI CPU.
Key TakeawaysArm’s royalties grew 8% in its fiscal second quarter as memory costs hit smartphone makers, and the company expects low-single-digit royalty growth in the December quarter. CEO Rene Haas said data center royalties doubled and should keep growing at triple-digit rates for years, helped by Arm-based CPUs from NVIDIA and the big cloud companies.
Although the slowdown in royalty revenue and weakness in smartphone demand cannot be overlooked, the recent selloff has created a more attractive risk-reward opportunity.
Arm Holdings has released its Q2 FY2027 results and the share price reaction is severe. The stock has fallen about 13% from the prior close, even as the business reported US$1.44b in quarterly revenue and non-GAAP earnings per share of US$0.52. That contrast between a sliding valuation and solid reported performance is the key point. The emotional trigger in this report is concentrated in valuation pressure. A high P/S multiple and a market price above some discounted cash flow estimates are...
Former Goldman Sachs CEO calls data center bans a 'Gift to China' as Moorhead warns the U.S. could lose jobs and tax revenue.