Arm Holdings

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

AnalystLowTarget

Not Invested

Community Contributor

Published

09 Apr 25

Updated

07 May 25

AnalystLowTarget's Fair Value

US$86.13

76.7% overvalued

10 Sep

US$152.15

10.1%

8.2%

10.1%

8.2%

You can edit this narrative until May 12 6:00 AM. Then, changes will post as Updates.

Author's Valuation

US$86.1376.7% overvalued

AnalystLowTarget Fair Value

Narrative

Updates2

Shared on07 May 25
Fair value Increased 13%

Shared on16 Apr 25
Fair value Increased 3.42%

AnalystLowTarget Fair Value

US$86.13

76.7% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

18.04%

Semiconductors revenue growth rate

0.79%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.82%

Calculation

US$1.75b

Earnings '28

72.32x

PE Ratio '28

US$126.49b

Market Cap '28

US$126.49b

Market Cap '28

1.08b

No. shares '28

US$116.75

Share Price '28

US$116.75 Share Price '28

Discounted to 2025 @ 10.69% p.a.

US$86.10

Fair Value '25

In-house Chip Design And RISC-V Will Undermine Licensing Revenue

Shared on07 May 25Fair value Increased 13%

Shared on16 Apr 25Fair value Increased 3.42%

Shared on07 May 25
Fair value Increased 13%

Shared on16 Apr 25
Fair value Increased 3.42%