Added to YB: 2026-03-30
Pitch date: 2026-03-26
ARM [neutral]
Arm Holdings plc
-4.88%
current return
Author Info
Long-term Investing is an investment advisor who shares long-term investment ideas in their newsletter. Sign up for the newsletter.
Company Info
Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers.
Market Cap
$166.8B
Pitch Price
$151.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
196.87
P/E
209.45
EV/Sales
35.05
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)