New Street Research - ARM HOLDINGS PLC (ARM) ... Arm: Up another 75% - our take.

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New Street Research

Pierre FerraguÊ

Arm: Up another 75% - our take.

We had once the highest price target on the street for ARM, a business we like and understand well. The recent rally went well past our target and we offer today our best efforts to understand what happened and consider what to do next with the stock.

15/07/2024 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

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Analysts

Pierre FerraguÊ

Other Reports on these Companies

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Arm: Up another 75% - our take.

Arm Joins the PHLX Semiconductor Sector Index℠ (SOX℠)

The Tech Infrastructure Quarterly Bible 2Q24

Arm Announces Appointment of Young Sohn to its Board of Directors

Transgene- TG4050 Advancing, New BT001 Data (TP EUR2.60 [3.20])

Rakuten (Reduce, ¥400, -56%) Rakuten selling a stake in Rakuten Card – highlights the extreme implied value of Mobile

Cityfibre and Hyperoptic Update from the latest accounts - material funding still needed

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