Im bullish on this stock. I su

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Im bullish on this stock. I suggest if you believe that AI is the next frontier, then you should invest in ARM as well! My price target for this (IMHO and notfinancial advise) would be somewhere around 150$-200$ by end of 2024.

Arm's Chip Future Is "Gaining Momentum," but Volatility Looms, Says Analyst

The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm st

Arm's Chip Future Is "Gaining Momentum," but Volatility Looms, Says Analyst

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I suggest if you believe that AI is the next frontier, then you should invest in ARM as well! My price target for this (IMHO and notfinancial&nbsp;advise)&nbsp;would be somewhere around 150$-200$ by end of 2024.</p></body></html>","htmlText":"<html><head></head><body><p>Im bullish on this stock. I suggest if you believe that AI is the next frontier, then you should invest in ARM as well! My price target for this (IMHO and notfinancial&nbsp;advise)&nbsp;would be somewhere around 150$-200$ by end of 2024.</p></body></html>","text":"Im bullish on this stock. I suggest if you believe that AI is the next frontier, then you should invest in ARM as well! My price target for this (IMHO and notfinancial advise) would be somewhere around 150$-200$ by end of 2024.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/281404260577328","repostId":2417441894,"repostType":4,"repost":{"id":"2417441894","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709705700,"share":"https://www.laohu8.com/m/news/2417441894?lang=&edition=full","pubTime":"2024-03-06 14:15","market":"us","language":"en","title":"Arm's Chip Future Is \"Gaining Momentum,\" but Volatility Looms, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2417441894","media":"Dow Jones","summary":"The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm st","content":"<html><head></head><body><p style=\"text-align: start;\">The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57063ce9749c626c79bc69c715133b69\" alt=\"TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.\" title=\"TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.\" tg-width=\"946\" tg-height=\"630\"/><span>TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.</span></p><p style=\"text-align: start;\">On Monday, analyst Matthew Ramsay reiterated his Outperform rating on Arm stock, and reaffirmed his $95 price target.</p><p style=\"text-align: start;\">“We believe Arm represents a critical IP provider and scale enabler,” he wrote in a note titled “Fundamental Arm Thesis Gaining Momentum.”</p><p>He added: “While share-price volatility and valuation remains the elephants in the room, our conversations [with the company] give us further confidence in the momentum of both fundamentals and financials over the medium term.”</p><p>Arm shares dropped 2.9% to $134.07 on Tuesday. The analyst didn’t immediately respond to a request for comment about his price target being below the current market price.</p><p>The analyst said Arm technology is the essential component for more than $200 billion of industry chip revenue a year. He noted its importance for both Android and Apple iPhone smartphone platforms.</p><p>In the note, Ramsay says he expects stock volatility when the IPO lockup on selling for certain insiders ends, starting on March 12. SoftBank owns about 90% of Arm.</p><p style=\"text-align: start;\">“We have not yet seen steps taken from SoftBank to be a material seller,” the analyst wrote.</p><p style=\"text-align: start;\">Last month, Arm stock surged after the chip designer beat expectations for the December quarter, and offered a robust outlook for the March quarter.</p><p style=\"text-align: start;\">In the earnings report investor letter, Arm management said the company is gaining market share in the cloud-server market and auto segments. It specifically cited the coming Nvidia GH200 AI Superchip datacenter systems, which incorporate Arm technology. Further, more customers are moving to advanced chip designs based on Armv9 technology, which generate double the royalty rates of Armv8 products.</p><p style=\"text-align: start;\">Arm went public in September after pricing its initial public offering at $51 a share. The company makes money from licensing its chip architecture and other chip designs to semiconductor companies and hardware makers.</p></body></html>","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's Chip Future Is \"Gaining Momentum,\" but Volatility Looms, Says Analyst</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's Chip Future Is \"Gaining Momentum,\" but Volatility Looms, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-06 14:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57063ce9749c626c79bc69c715133b69\" alt=\"TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.\" title=\"TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.\" tg-width=\"946\" tg-height=\"630\"/><span>TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.</span></p><p style=\"text-align: start;\">On Monday, analyst Matthew Ramsay reiterated his Outperform rating on Arm stock, and reaffirmed his $95 price target.</p><p style=\"text-align: start;\">“We believe Arm represents a critical IP provider and scale enabler,” he wrote in a note titled “Fundamental Arm Thesis Gaining Momentum.”</p><p>He added: “While share-price volatility and valuation remains the elephants in the room, our conversations [with the company] give us further confidence in the momentum of both fundamentals and financials over the medium term.”</p><p>Arm shares dropped 2.9% to $134.07 on Tuesday. The analyst didn’t immediately respond to a request for comment about his price target being below the current market price.</p><p>The analyst said Arm technology is the essential component for more than $200 billion of industry chip revenue a year. He noted its importance for both Android and Apple iPhone smartphone platforms.</p><p>In the note, Ramsay says he expects stock volatility when the IPO lockup on selling for certain insiders ends, starting on March 12. SoftBank owns about 90% of Arm.</p><p style=\"text-align: start;\">“We have not yet seen steps taken from SoftBank to be a material seller,” the analyst wrote.</p><p style=\"text-align: start;\">Last month, Arm stock surged after the chip designer beat expectations for the December quarter, and offered a robust outlook for the March quarter.</p><p style=\"text-align: start;\">In the earnings report investor letter, Arm management said the company is gaining market share in the cloud-server market and auto segments. It specifically cited the coming Nvidia GH200 AI Superchip datacenter systems, which incorporate Arm technology. Further, more customers are moving to advanced chip designs based on Armv9 technology, which generate double the royalty rates of Armv8 products.</p><p style=\"text-align: start;\">Arm went public in September after pricing its initial public offering at $51 a share. The company makes money from licensing its chip architecture and other chip designs to semiconductor companies and hardware makers.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARM":"ARM Holdings","BK4141":"半导体产品"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417441894","content_text":"The outlook for Arm Holdings’ chip-design licensing business is improving, says TD Cowen.TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.On Monday, analyst Matthew Ramsay reiterated his Outperform rating on Arm stock, and reaffirmed his $95 price target.“We believe Arm represents a critical IP provider and scale enabler,” he wrote in a note titled “Fundamental Arm Thesis Gaining Momentum.”He added: “While share-price volatility and valuation remains the elephants in the room, our conversations [with the company] give us further confidence in the momentum of both fundamentals and financials over the medium term.”Arm shares dropped 2.9% to $134.07 on Tuesday. The analyst didn’t immediately respond to a request for comment about his price target being below the current market price.The analyst said Arm technology is the essential component for more than $200 billion of industry chip revenue a year. He noted its importance for both Android and Apple iPhone smartphone platforms.In the note, Ramsay says he expects stock volatility when the IPO lockup on selling for certain insiders ends, starting on March 12. SoftBank owns about 90% of Arm.“We have not yet seen steps taken from SoftBank to be a material seller,” the analyst wrote.Last month, Arm stock surged after the chip designer beat expectations for the December quarter, and offered a robust outlook for the March quarter.In the earnings report investor letter, Arm management said the company is gaining market share in the cloud-server market and auto segments. It specifically cited the coming Nvidia GH200 AI Superchip datacenter systems, which incorporate Arm technology. Further, more customers are moving to advanced chip designs based on Armv9 technology, which generate double the royalty rates of Armv8 products.Arm went public in September after pricing its initial public offering at $51 a share. The company makes money from licensing its chip architecture and other chip designs to semiconductor companies and hardware makers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"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":186,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}