Arm Holdings Stock Poised for Expansion in AI and Auto Markets, Valuation Raises Concerns, Analysts Say
Arm Holdings Stock Poised for Expansion in AI and Auto Markets, Valuation Raises Concerns, Analysts Say
分析人士表示，Arm Holdings股票在人工智能和汽车市场上准备扩张，估值引发担忧。
Goldman Sachs analyst Toshiya Hari reiterated a Buy rating on Arm Holdings (NASDAQ:ARM) with a price target of $144, up from $143.
高盛分析师Toshiya Hari重申Buy评级，目标价从143美元上调至144美元，针对Arm Holdings（NASDAQ：ARM）。
Arm reported fiscal first quarter 2025 revenue of $939 million (+39% year-on-year), 2% and 4% above Goldman Sachs estimate and Street (FactSet), respectively. Adjusted EPS of $0.40 was 10% above Goldman Sachs estimate and 16% above the Street.
Arm报告2025财年第一季度的营业收入为93900万美元，同比增长39％，比高盛估计的2％和FactSet的4％都高。调整后每股收益为0.40美元，比高盛估计的10％高，比FactSet的16％高。
Arm guided second-quarter revenue to $805 million at the mid-point (flat Y/Y), 4% below Goldman Sachs estimate and in line with the Street. In contrast, adjusted EPS was guided to $0.25, 12% below Goldman Sachs estimate and 7% below Street consensus.
Arm指导第二季度的营业收入处于80500万元的中点（环比持平），比高盛估计的低4％，符合街道预期。相比之下，调整后的EPS指导为0.25美元，比高盛估计的低12％，低于街道的7％。
Hari continues to view Arm as a share...
Hari认为，A...
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