UBS analyst Timothy Arcuri initiates coverage on $Arm Holdings (ARM.US)$ with a buy rating, and sets the target price at $160.
According to TipRanks data, the analyst has a success rate of 71.3% and a total average return of 33.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Arm Holdings (ARM.US)$'s main analysts recently are as follows:
Artificial intelligence is catalyzing positive growth across all of Arm's principal markets, notably the data center, which is seen as particularly fertile. The expansion of the customer base for its intellectual property licenses and the demand from cloud customers for more power-optimized CPU architectures are key growth drivers. Additionally, in the smartphone sector where Arm's penetration is already substantial, it is expected to outpace the overall market as royalty rates increase and the processor becomes a larger component of phone costs.
Arm is anticipated to surpass consensus estimates, influenced by its shift to v9 that encompasses higher royalty rates, together with modest market share gains in Arm-based CPUs. This transition to v9 is critical, as it underpins the adoption of compute subsystems.
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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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瑞士銀行分析師Timothy Arcuri首次給予$Arm Holdings (ARM.US)$買入評級，目標價160美元。
根據TipRanks數據顯示，該分析師近一年總勝率為71.3%，總平均回報率為33.9%。
此外，綜合報道，$Arm Holdings (ARM.US)$近期主要分析師觀點如下：
人工智能正在催化Arm所有主要市場的正增長，尤其是被認爲特別肥沃的數據中心。知識產權許可證客戶群的擴大以及雲客戶對更多功耗優化的 CPU 架構的需求是關鍵的增長動力。此外，在智能手機領域，Arm的滲透率已經很高，隨着特許權使用費率的提高以及處理器在手機成本中佔有更大的比例，預計其滲透率將超過整個市場。
預計Arm將超過市場預期，這受其向v9的轉變（包括更高的特許權使用費率）以及基於ARM的CPU的適度市場份額增長的影響。向 v9 的過渡至關重要，因爲它爲計算子系統的採用奠定了基礎。
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