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Equity Analyst
Patent Expirations And Competition May Limit ARM’s Market Share
Key Takeaways ARM is a leader with a saturated number of customers limiting future growth. It’s in a highly competitive landscape and needs to innovate beyond patent expirations in the 2030s.
View narrativeUS$39.16
FV
260.8% overvalued intrinsic discount16.00%
Revenue growth p.a.
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4 months ago author updated this narrative
WA
Consensus Narrative from 33 Analysts
Adoption Of Advanced Architecture Drives Growth Across Smartphones, PCs, And Data Centers
Key Takeaways Adopting Arm's v9 architecture and expanding CSS licensing in key sectors drive royalty revenue and market reach, boosting future earnings. Growing data center engagements and AI demand bolsters Arm's market share and long-term revenue, enhancing overall financial prospects.
View narrativeUS$144.11
FV
1.9% undervalued intrinsic discount22.35%
Revenue growth p.a.
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Updated narrative