Added to YB: 2026-06-22
Pitch date: 2026-06-18
ARM [neutral]
Arm Holdings plc
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
N/A
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 (ARM US): Ambitions keep expanding as data centre momentum accelerates
ARM (overview): Re-rated from mobile licensor to core AI infrastructure play. Inference shift boosts CPU demand, expanding TAM. New AGI CPU platform wins hyperscalers on power/capex efficiency vs x86; targeting majority of datacenter CPU market. 2031 targets may prove conservative. Risk: extreme valuation prices end-of-decade upside; any adoption slowdown hits sentiment hard.
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