Arm Holdings ADR(ARM)
(ARM)
Q4
20 dage siden‧46 min
Ordredybde
Åben
Antal
Køb
20
Sælg
Antal
202
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Volumenvægtet gennemsnitspris
121,94VWAP
121,94Omsætning (USD)
1.063.253.032Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2024 Q4 | 8. maj | |
| 2024 Q3 | 7. feb. | |
| 2024 Q2 | 8. nov. 2023 | |
| 2016 Q2 | 27. jul. 2016 | |
| 2016 Q1 | 20. apr. 2016 |
Data hentes fra Quartr
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Q4
20 dage siden‧46 min
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2024 Q4 | 8. maj | |
| 2024 Q3 | 7. feb. | |
| 2024 Q2 | 8. nov. 2023 | |
| 2016 Q2 | 27. jul. 2016 | |
| 2016 Q1 | 20. apr. 2016 |
Data hentes fra Quartr
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
1 time siden1 time sidenNvidia, Arm Holdings Emerge As Analyst's Top Picks For Long-Term Growth Potential Rosenblatt analyst Hans Mosesmann reiterated a Buy rating on Arm Holdings plc (NASDAQ:ARM) with a price target of $180. The analyst revised his views on Arm in response to recent investor inquiries regarding its performance compared to the industry over the past three months. Mosesmann factored in concerns about valuation, royalty ASP trajectory, licensing irregularities, exposure to wireless, and AI involvement. In the past few weeks, his checks have shown significant and ongoing interest in licensing the company’s broad portfolio. He also noted an increase in Arm Total Access (ATA) to 31 from 3 in the fourth quarter of fiscal 2021. Customers are moving faster, and their in-house expertise is insufficient for rapid deployment into the next generation of silicon, as per Mosesmann. With licensing giving the analyst a strong sense of mid-to-long-term growth for Arm, royalties are the critical driver to watch in 2024 and 2025. The analyst said the transition from v8 to v9 is having a significant impact, especially on mobile, with a 2x increase in ASP. Additionally, Arm datacenter is gaining momentum with Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Axion, Microsoft Corp (NASDAQ:MSFT) Cobalt, Nvidia Corp (NASDAQ:NVDA) GB200, all indicating potential market share gains over the next few years. In the PC world, Windows on Arm (WoA) is now ready for AI applications with Qualcomm Inc’s (NASDAQ:QCOM) X Elite and X Plus CPUs, Mosesmann said. These CPUs are impressive in a space that has been dominated by the x86 architecture for decades. The analyst expects royalties to exceed 70% of license sales in the next few years, compared to approximately 55% in the most recent quarter. Regarding AI, Arm is foundational to all of computing going forward, he added. Mosesmann stated that Nvidia’s GB200 is only possible with the NVLink-connected Arm-based Grace CPU. Intel Corp’s (NASDAQ:INTC) foundry strategy only works with the multigenerational collaboration with Arm. Along with Nvidia, ARM is his top secular idea.
10. maj10. majDet har været noget af en rutsjebane denne uge.
13. maj13. majNvda gjorde alt for at erhverve sig selskabet, men af konkurrencemæssige årsager blev handlen afvist.- 10. maj10. majHarJpeeeeeeeeeee stadig nogle gode råd om at sælge Arm på 96 $. Eller er han totalt brændt af i sin short position. Han bør lytte og ikke belære andre med dårlige råd Han bør holde sig til obligationer.
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Q4
20 dage siden‧46 min
Nyheder og Analyser
Nyheder og/eller generelle investeringsanbefalinger eller et uddrag af disse på denne side og i relaterede links er produceret og leveret af den angivne leverandør. Nordnet har ikke deltaget i udarbejdelsen af materialet, og vi har ikke gennemgået eller foretaget ændringer i materialet. Læs mere om investeringsanbefalinger.
Shareville
Deltag i samtalen med SharevilleBliv en del af vores forum for investorer. Følg andre, og diskuter aktier og fonde.
Log ind
- 1 time siden1 time sidenNvidia, Arm Holdings Emerge As Analyst's Top Picks For Long-Term Growth Potential Rosenblatt analyst Hans Mosesmann reiterated a Buy rating on Arm Holdings plc (NASDAQ:ARM) with a price target of $180. The analyst revised his views on Arm in response to recent investor inquiries regarding its performance compared to the industry over the past three months. Mosesmann factored in concerns about valuation, royalty ASP trajectory, licensing irregularities, exposure to wireless, and AI involvement. In the past few weeks, his checks have shown significant and ongoing interest in licensing the company’s broad portfolio. He also noted an increase in Arm Total Access (ATA) to 31 from 3 in the fourth quarter of fiscal 2021. Customers are moving faster, and their in-house expertise is insufficient for rapid deployment into the next generation of silicon, as per Mosesmann. With licensing giving the analyst a strong sense of mid-to-long-term growth for Arm, royalties are the critical driver to watch in 2024 and 2025. The analyst said the transition from v8 to v9 is having a significant impact, especially on mobile, with a 2x increase in ASP. Additionally, Arm datacenter is gaining momentum with Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Axion, Microsoft Corp (NASDAQ:MSFT) Cobalt, Nvidia Corp (NASDAQ:NVDA) GB200, all indicating potential market share gains over the next few years. In the PC world, Windows on Arm (WoA) is now ready for AI applications with Qualcomm Inc’s (NASDAQ:QCOM) X Elite and X Plus CPUs, Mosesmann said. These CPUs are impressive in a space that has been dominated by the x86 architecture for decades. The analyst expects royalties to exceed 70% of license sales in the next few years, compared to approximately 55% in the most recent quarter. Regarding AI, Arm is foundational to all of computing going forward, he added. Mosesmann stated that Nvidia’s GB200 is only possible with the NVLink-connected Arm-based Grace CPU. Intel Corp’s (NASDAQ:INTC) foundry strategy only works with the multigenerational collaboration with Arm. Along with Nvidia, ARM is his top secular idea.
- 10. maj10. majDet har været noget af en rutsjebane denne uge.13. maj13. majNvda gjorde alt for at erhverve sig selskabet, men af konkurrencemæssige årsager blev handlen afvist.
- 10. maj10. majHarJpeeeeeeeeeee stadig nogle gode råd om at sælge Arm på 96 $. Eller er han totalt brændt af i sin short position. Han bør lytte og ikke belære andre med dårlige råd Han bør holde sig til obligationer.
Kommentarerne ovenfor kommer fra Nordnets sociale netværk Shareville og er ikke blevet redigeret eller gennemgået af Nordnet. Det betyder ikke, at Nordnet giver investeringsrådgivning eller investeringsanbefalinger. Nordnet påtager sig ikke noget ansvar for kommentarerne.
Ordredybde
Åben
Antal
Køb
20
Sælg
Antal
202
Seneste handel
| Tid | Pris | Antal | Købere | Sælgere |
|---|---|---|---|---|
| - | - | - | - |
Volumenvægtet gennemsnitspris
121,94VWAP
121,94Omsætning (USD)
1.063.253.032Mæglerstatistik
Ingen data fundet
Corporate Actions
| Næste begivenhed | |
|---|---|
Finanskalender er ikke tilgængelig | |
| Tidligere begivenheder | ||
|---|---|---|
| 2024 Q4 | 8. maj | |
| 2024 Q3 | 7. feb. | |
| 2024 Q2 | 8. nov. 2023 | |
| 2016 Q2 | 27. jul. 2016 | |
| 2016 Q1 | 20. apr. 2016 |
Data hentes fra Quartr