UBS analyst Timothy Arcuri initiates coverage on $Arm Holdings (ARM.US)$ with a buy rating, and sets the target price at $160.
According to TipRanks data, the analyst has a success rate of 71.3% and a total average return of 33.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Arm Holdings (ARM.US)$'s main analysts recently are as follows:
Artificial intelligence is catalyzing positive growth across all of Arm's principal markets, notably the data center, which is seen as particularly fertile. The expansion of the customer base for its intellectual property licenses and the demand from cloud customers for more power-optimized CPU architectures are key growth drivers. Additionally, in the smartphone sector where Arm's penetration is already substantial, it is expected to outpace the overall market as royalty rates increase and the processor becomes a larger component of phone costs.
Arm is anticipated to surpass consensus estimates, influenced by its shift to v9 that encompasses higher royalty rates, together with modest market share gains in Arm-based CPUs. This transition to v9 is critical, as it underpins the adoption of compute subsystems.
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瑞士银行分析师Timothy Arcuri首予$Arm Holdings (ARM.US)$买入评级，目标价160美元。
根据TipRanks数据显示，该分析师近一年总胜率为71.3%，总平均回报率为33.9%。
此外，综合报道，$Arm Holdings (ARM.US)$近期主要分析师观点如下：
人工智能正在催化Arm所有主要市场的正增长，尤其是被认为特别肥沃的数据中心。知识产权许可证客户群的扩大以及云客户对更多功耗优化的 CPU 架构的需求是关键的增长动力。此外，在智能手机领域，Arm的渗透率已经很高，随着特许权使用费率的提高以及处理器在手机成本中占有更大的比例，预计其渗透率将超过整个市场。
预计Arm将超过市场预期，这受其向v9的转变（包括更高的特许权使用费率）以及基于ARM的CPU的适度市场份额增长的影响。向 v9 的过渡至关重要，因为它为计算子系统的采用奠定了基础。
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