Nvidia, Arm Holdings Emerge As Analyst's Top Picks For Long-Term Growth Potential
Portfolio Pulse from Anusuya Lahiri
Rosenblatt analyst Hans Mosesmann reiterated a Buy rating on Arm Holdings (NASDAQ:ARM) with a price target of $180, citing strong licensing interest and growth potential in AI and datacenter markets. Nvidia (NASDAQ:NVDA) and Arm are highlighted as top picks for long-term growth.
May 28, 2024 | 4:02 pm
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Rosenblatt analyst Hans Mosesmann reiterated a Buy rating on Arm Holdings with a price target of $180, citing strong licensing interest and growth potential in AI and datacenter markets.
The analyst's positive outlook and increased price target are likely to boost investor confidence and drive short-term price appreciation for ARM.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
POSITIVE IMPACT
Arm datacenter is gaining momentum with Google Axion, indicating potential market share gains over the next few years.
Google's involvement with Arm datacenter projects could positively impact its stock price as it indicates potential market share gains.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
Intel's foundry strategy only works with the multigenerational collaboration with Arm, indicating a strong partnership.
Intel's collaboration with Arm in its foundry strategy could positively impact its stock price as it indicates a strong partnership.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
Arm datacenter is gaining momentum with Microsoft Cobalt, indicating potential market share gains over the next few years.
Microsoft's involvement with Arm datacenter projects could positively impact its stock price as it indicates potential market share gains.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
Nvidia is highlighted as a top pick for long-term growth alongside Arm, with its GB200 only possible with the NVLink-connected Arm-based Grace CPU.
Nvidia's collaboration with Arm and its role in the GB200 project are likely to positively impact its stock price in the short term.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 70
POSITIVE IMPACT
Windows on Arm (WoA) is now ready for AI applications with Qualcomm's X Elite and X Plus CPUs, which are impressive in a space dominated by x86 architecture.
Qualcomm's involvement in AI applications with its X Elite and X Plus CPUs could positively impact its stock price as it challenges the x86 architecture.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 50