Professional
Added to YB: 2026-09-16
Pitch date: 2026-07-10
ARM [bullish]
Arm Holdings plc
-23.25%
current return
Author Info
No bio for this author
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
$282.8B
Pitch Price
$311.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
220.76
P/E
270.28
EV/Sales
54.19
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Tran Capital Management Portfolio Holding: Arm Holdings plc
ARM (hold): Arm was the portfolio’s strongest contributor during the quarter. In late March, it successfully launched the Arm AGI CPU, its first fully in-house-designed chip, built specifically for agentic AI workloads. The market responded enthusiastically, and the launch is viewed as an important growth inflection as AI agents increase data-center CPU demand, which Arm is well positioned to serve through its leading platform.
Read full article (1 min)