Jefferies analyst Janardan Menon maintains $Arm Holdings (ARM.US)$ with a buy rating, and maintains the target price at $170.
According to TipRanks data, the analyst has a success rate of 32.6% and a total average return of -5.3% 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, bolstered by a licensing surge, though projecting a modest dip in Q3 revenue expectations, yet preserving its prior fiscal 2025 forecast. Estimates were adjusted upwards in anticipation of greater uptake of higher-dollar CSS solutions come fiscal 2026.
The company's reaffirmed outlook suggests that the fiscal year will be at least as favorable as previously anticipated. There remains potential for further upside, driven by a solid transition between v8 and v9 and new data center ramps.
The firm attributes the positive outcome of the September 2024 quarter to an increase in licensing, and suggests that weighted signings in the fourth quarter of fiscal year 2025 could suggest a licensing growth rate in the high-20% range on a year-over-year basis.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
富瑞集團分析師Janardan Menon維持$Arm Holdings (ARM.US)$買入評級，維持目標價170美元。
根據TipRanks數據顯示，該分析師近一年總勝率為32.6%，總平均回報率為-5.3%。
此外，綜合報道，$Arm Holdings (ARM.US)$近期主要分析師觀點如下：
Arm展示了強勁的財季Q2業績，由授權激增推動，儘管預計Q3營業收入前景會略微下滑，但仍保持之前的2025財年預測。預計2026財年將會調高估計，預計更多高價CSS解決方案的普及率將提高。
公司重申的展望表明這財政年度將至少與先前預期一樣有利。仍存在進一步向好的可能性，受到v8和v9之間穩固過渡以及新的idc概念機房推動。
該公司將2024年9月季度的積極結果歸因於授權增加，並暗示2025財年第四季度的權重簽約可能表明年度授權增長率在高20%的區間。
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