Oddo BHF - ARM HOLDINGS PLC (ARM) Arm Holdings plc : Vers un exercice 2026 un peu moins brillant par manque de visibilité, mais nous restons confiants sur l’histoire de croissance structurelle liée à l’IA

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Oddo BHF

Martin Marandon-Carlhian ...

Stephane Houri

Arm Holdings plc : Vers un exercice 2026 un peu moins brillant par manque de visibilité, mais nous restons confiants sur l’histoire de croissance structurelle liée à l’IA

08/05/2025 1 FR

Underlying

ARM HOLDINGS PLC

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US0420682058 United Kingdom

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Analysts

Martin Marandon-Carlhian

Stephane Houri

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Arm Holdings plc : Vers un exercice 2026 un peu moins brillant par manque de visibilité, mais nous restons confiants sur l’histoire de croissance structurelle liée à l’IA

Arm Holdings plc : Towards a slightly less brilliant FY 26, but we remain confident on the structural growth story linked to the rollout of AI

Tariffs – How would a recession affect our coverage?

Siemens Energy AG : T2 2024/25 en ligne avec les résultats préliminaires publiés le 16 avril

Prysmian : Confirmation des objectifs annuels

Montana Aerospace : A good start to the year – guidance confirmed despite tariff uncertainties

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