Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
United States
/
Semiconductors
Create a narrative
Arm Holdings Community
NasdaqGS:ARM Community
5
Narratives
written by author
12
Comments
on narratives written by author
398
Fair Values set
on narratives written by author
Create a narrative
Arm Holdings
Popular
Undervalued
Overvalued
Community Investing Ideas
Arm Holdings
M_
M_Kabesh
Community Contributor
Arm Holdings capitalizes on AI boom to reach fair value of $217.25
Arm Holdings plc (ARM), currently trading at $159.55 per share, has experienced significant growth, driven by its energy-efficient chip designs that dominate the mobile phone market and its strategic involvement in artificial intelligence (AI) infrastructure projects. The company's recent designation as a technology partner in a $500 billion AI infrastructure project has further boosted its market position.
View narrative
US$217.25
FV
25.5% undervalued
intrinsic discount
18.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
6 months ago
author updated this narrative
Arm Holdings
GO
Goran_Damchevski
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 narrative
US$39.16
FV
313.5% overvalued
intrinsic discount
16.00%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
12
users have commented on this narrative
9
users have followed this narrative
11 months ago
author updated this narrative
Arm Holdings
AN
AnalystLowTarget
Consensus Narrative from 34 Analysts
Aggressive AI And CSS Expansion Will Deliver Mixed Outcomes
Key Takeaways Aggressive expansion in AI and compute could stall due to overreliance on new tech and unmet revenue expectations. Heavy R&D spending threatens future net margins if results don't match investments or if returns delay.
View narrative
US$73.00
FV
121.8% overvalued
intrinsic discount
21.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
5 days ago
author updated this narrative
Arm Holdings
AN
AnalystHighTarget
Consensus Narrative from 34 Analysts
V9 And CSS Will Expand Global Industry Impact
Key Takeaways Strong AI demand and strategic partnerships with hyperscalers like AWS and NVIDIA will drive future revenue growth in smartphones, autos, and IoT. Increased R&D investments and CSS technology adoption are projected to enhance licensing revenues, royalty rates, and operating profits significantly.
View narrative
US$203.00
FV
20.2% undervalued
intrinsic discount
26.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 days ago
author updated this narrative
Arm Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 34 Analysts
Stargate And Cristal Intelligence Will Drive Future AI Ecosystem Advancements
Key Takeaways Strong demand for AI and Arm's technologies is driving record revenue and royalty earnings, enhancing future growth across markets. Expansion in data center adoption with major players boosts future royalty revenues, while strategic projects reinforce Arm's role in the AI ecosystem.
View narrative
US$159.14
FV
1.7% overvalued
intrinsic discount
22.19%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
225
users have followed this narrative
5 days ago
author updated this narrative
Your Valuation for
ARM
ARM
Arm Holdings
Your Fair Value
US$
Current Price
US$161.92
22.4% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
9b
2015
2018
2021
2024
2025
2027
2030
Revenue US$8.9b
Earnings US$1.8b
Advanced
Set Fair Value