Added to YB: 2026-03-30
Pitch date: 2026-03-26
ARM [neutral]
Arm Holdings plc
+161.42%
current return
Author Info
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Company Info
Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.
Market Cap
$469.4B
Pitch Price
$151.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
409.83
P/E
517.01
EV/Sales
94.77
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Arm Holdings plc - $ARM
ARM (overview): Announced AGI CPU, shifting from IP licensing to chip design. Targets Agentic AI's 4x CPU needs w/ 2x perf/watt vs x86 via 3nm 136-core Neoverse V3. Meta/OpenAI partnerships validate pivot. Cloud AI segment to be largest; TAM expands $3B→$100B near-term, $1T+ by 2030. Captures more value chain vs royalty model.
Read full article (6 min)