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MysticMel
2023-10-28

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Arm Holdings Rises As JP Morgan Starts With Overweight Rating

Arm Holdings (NASDAQ:ARM) shares rose fractionally in pre-market trading on Monday as investment firm J.P. Morgan started coverage on the British chip design firm with an overweight rating. Analyst Ha

Arm Holdings Rises As JP Morgan Starts With Overweight Rating

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Morgan started coverage on the British chip design firm with an overweight rating. Analyst Ha","content":"<html><head></head><body><p>Arm Holdings (NASDAQ:ARM) shares rose 2% in morning trading on Monday as investment firm J.P. Morgan started coverage on the British chip design firm with an overweight rating.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1560a8733ad446a8999ab9f35e648de3\" tg-width=\"840\" tg-height=\"622\"/></p><p>Analyst Harlan Sur, who also put a $70 price target on Arm, said the company has near 100% market share in smartphones, with Apple (AAPL) and Android (GOOG) (GOOGL) devices using Arm architecture, but the company is focusing on getting more intellectual property into total compute platforms, including integrated CPUs, GPUs, networking and memory, along with memory.</p><p>Companies such as AMD (AMD), Nvidia (NVDA), Qualcomm (QCOM) and others use Arm architecture.</p><p>&#34;We see Arm driving an 18%+ revenue [compound annual growth rate] (40% EPS CAGR) for the next three years on higher IP content (driving higher royalty rates), market share gains against proprietary/legacy compute architectures, and ARM&#39;s growing market penetration into the highest growth segments of the market like auto, IoT, and datacenter compute,&#34; Sur wrote in an investor note.</p><p>&#34;The team has 90%+ visibility on customer chip design programs and therefore two- to three-year visibility on royalty rates/per chip, which, combined with three-year visibility on its licensing business, drives strong predictability on its total revenue profile,&#34; Sur added.</p><p>Sur said the stock should approach the $70 price target over the next nine to 12 months as the company continues to execute and there is the positive to deliver upside to consensus estimates.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Holdings Rises As JP Morgan Starts With Overweight Rating</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Holdings Rises As JP Morgan Starts With Overweight Rating\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-09 22:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4019065-arm-holdings-rises-jp-morgan-overweight-rating><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Arm Holdings (NASDAQ:ARM) shares rose 2% in morning trading on Monday as investment firm J.P. Morgan started coverage on the British chip design firm with an overweight rating.Analyst Harlan Sur, who ...</p>\n\n<a href=\"https://seekingalpha.com/news/4019065-arm-holdings-rises-jp-morgan-overweight-rating\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4501":"段永平概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4543":"AI","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4141":"半导体产品","BK4503":"景林资产持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4505":"高瓴资本持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","ARM":"ARM Holdings Ltd","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4504":"桥水持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1046421795.USD":"富达环球科技A-ACC","BK4514":"搜索引擎","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://seekingalpha.com/news/4019065-arm-holdings-rises-jp-morgan-overweight-rating","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2374172515","content_text":"Arm Holdings (NASDAQ:ARM) shares rose 2% in morning trading on Monday as investment firm J.P. Morgan started coverage on the British chip design firm with an overweight rating.Analyst Harlan Sur, who also put a $70 price target on Arm, said the company has near 100% market share in smartphones, with Apple (AAPL) and Android (GOOG) (GOOGL) devices using Arm architecture, but the company is focusing on getting more intellectual property into total compute platforms, including integrated CPUs, GPUs, networking and memory, along with memory.Companies such as AMD (AMD), Nvidia (NVDA), Qualcomm (QCOM) and others use Arm architecture.\"We see Arm driving an 18%+ revenue [compound annual growth rate] (40% EPS CAGR) for the next three years on higher IP content (driving higher royalty rates), market share gains against proprietary/legacy compute architectures, and ARM's growing market penetration into the highest growth segments of the market like auto, IoT, and datacenter compute,\" Sur wrote in an investor note.\"The team has 90%+ visibility on customer chip design programs and therefore two- to three-year visibility on royalty rates/per chip, which, combined with three-year visibility on its licensing business, drives strong predictability on its total revenue profile,\" Sur added.Sur said the stock should approach the $70 price target over the next nine to 12 months as the company continues to execute and there is the positive to deliver upside to consensus estimates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}