New Street Research - ARM HOLDINGS PLC (ARM) ... Arm 3FQ25: Weak smartphone cycle; stalling V9 penetration, strong CCS momentum. Neutral; $120 TP.

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New Street Research

Pierre FerraguÊ

Arm 3FQ25: Weak smartphone cycle; stalling V9 penetration, strong CCS momentum. Neutral; $120 TP.

06/02/2025 1 EN

Underlyings

ARM HOLDINGS PLC

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US0420682058 United Kingdom

ARMEYSKI HLDG AD

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BG1100009973 Bulgarian Stock Exchange - Sofia Bulgaria

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New Street Research

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Analysts

Pierre FerraguÊ

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Arm 3FQ25: Weak smartphone cycle; stalling V9 penetration, strong CCS momentum. Neutral; $120 TP.

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/06/2025

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/02/2025

Uber 4Q24: healthy, strong underlying growth ahead. Robotaxi strategy aligned with our views. Buy, $100 TP.

NSR Policy Spectrum Update: Hegseth and Iron Dome v. Lutnick, Plus Carr on More C-Band

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