Benchmark Co. analyst Cody Acree maintains $Arm Holdings (ARM.US)$ with a hold rating.
According to TipRanks data, the analyst has a success rate of 66.8% and a total average return of 22.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Arm Holdings (ARM.US)$'s main analysts recently are as follows:
Arm showcased robust financial results for fiscal Q2, attributed to an upturn in licensing, while projecting a marginally subdued revenue forecast for Q3. Nevertheless, the company sustained its previous fiscal 2025 outlook. Projections have been adjusted to reflect a more vigorous uptake of higher-value CSS solutions anticipated in fiscal 2026.
Following the earnings report, the company's steadfast outlook suggests the fiscal year may be as favorable as anticipated, with potential for further gains due to a robust v8/v9 transition and upcoming data center ramps.
The company's recent performance exceeded expectations for the September 2024 quarter, largely due to an increase in licensing activities. Furthermore, the number of agreements in the final quarter of fiscal year 2025 suggests the potential for a substantial year-over-year growth in licensing for FY25, possibly in the high-20% range.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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本臻力行分析師Cody Acree維持$Arm Holdings (ARM.US)$持有評級。
根據TipRanks數據顯示，該分析師近一年總勝率為66.8%，總平均回報率為22.6%。
此外，綜合報道，$Arm Holdings (ARM.US)$近期主要分析師觀點如下：
Arm展示了強勁的財務業績，這歸因於許可證的增長，同時預測Q3的營業收入預測略有減弱。儘管如此，該公司維持了之前的2025財年展望。預測已經調整以反映預計在2026財年更強勁的高價值CSS解決方案的採用。
在業績發佈後，公司堅定的展望表明財年可能如預期般有利，由於v8/v9過渡和即將到來的idc概念升級，進一步收益的可能性備受期待。
公司最近的表現超出了2024年9月季度的預期，這在很大程度上歸因於許可證活動的增加。此外，2025財年最後一個季度的協議數量表明，有可能在2025財年許可證活動上實現實質性的年度增長，可能達到高20%的區間。
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