Arm Holdings Growth Prospects: Bull Vs. Bear Case
Portfolio Pulse from Anusuya Lahiri
Needham analyst Charles Shi maintained a Hold rating on Arm Holdings Plc (NASDAQ:ARM). The bull/bear debate on Arm's growth prospects is based on whether investors can underwrite Arm's outer-year growth targets. Bullish investors believe Arm will reach $4 billion+ revenue and ~$1.70 EPS in FY26, while bearish investors believe these targets are only achievable if everything goes according to plan. Arm's role in Nvidia Corp (NASDAQ:NVDA) Grace is seen as too small to be meaningful.
September 26, 2023 | 8:31 pm
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NEUTRAL IMPACT
The debate on Arm's growth prospects could lead to volatility in the stock price. Bullish investors expect significant growth, while bearish investors are skeptical.
The differing views among investors on Arm's growth prospects could lead to increased trading activity and volatility in the stock price. The outcome will depend on whether Arm can meet its growth targets.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Arm's role in Nvidia's Grace is seen as too small to be meaningful, which could limit any potential positive impact on Nvidia's stock.
The perception that Arm's role in Nvidia's Grace is not significant could limit any potential positive impact on Nvidia's stock. However, this is just one factor among many that could influence Nvidia's stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50