Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
ARM Holdings (ARM US)
Watchlist
145
Analysis
Information Technology
•
United Kingdom
Arm Holdings US, Inc. operates as a holding company. The Company, through its subsidiaries, designs chips used in a range of electronic products. Arm Holdings serves customers worldwide.
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bearish
•
ARM Holdings
•
29 Aug 2023 19:19
ARM Holdings IPO: Valuation Insights
Our valuation analysis suggests that the rumoured target valuation of US$60-70 billion is unjustified. Our base-case DCF valuation is US$44.0 billion.
Arun George
Follow
356 Views
Share
bearish
•
ARM Holdings
•
27 Aug 2023 15:40
ARM Holdings IPO: The Bear Case
The bear case rests on the deteriorating ACV trajectory, declining ARM-powered chip shipments and revenue, ARM China overhang and red flag...
Arun George
Follow
390 Views
Share
bullish
•
ARM Holdings
•
24 Aug 2023 16:11
ARM Holdings IPO: The Bull Case
The bull case rests on the growth in licensees, high customer switching costs, rising royalty rates, strong revenue visibility and a highly...
Arun George
Follow
522 Views
Share
bearish
•
ARM Holdings
•
24 Aug 2023 15:37
ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins
Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...
Sumeet Singh
Follow
488 Views
Share
bearish
•
ARM Holdings
•
23 Aug 2023 15:59
ARM Holdings IPO Preview
While Softbank is trying to complete the IPO of Arm in the next several weeks, many investors are likely to have concerns about valuations.
Douglas Kim
Follow
484 Views
Share
First
Previous
1
2
3
4
5
6
7
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.32.0
x