Morgan Stanley analyst Lee Simpson maintains $Arm Holdings (ARM.US)$ with a buy rating, and maintains the target price at $175.
According to TipRanks data, the analyst has a success rate of 56.6% and a total average return of 4.3% 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 fiscal Q2 results, driven by an uptick in licensing, and while projecting a modestly subdued revenue forecast for Q3, the company still preserves its original fiscal 2025 outlook. Forecasts have been revised upward to reflect the anticipated greater uptake of higher dollar value CSS solutions by fiscal 2026.
The company's confirmed outlook suggests that the fiscal year will be at least in line with prior expectations, with potential for further improvements. This optimism is supported by the solid transition to newer v8/v9 technologies and the introduction of new data center initiatives.
The company's recent performance exceeding expectations was propelled by an increase in licensing activities. With significant contract signings projected for the fourth fiscal quarter of 2025, it's anticipated that licensing growth could reach an increase in the high-20% range on a year-over-year basis.
Note:
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