UBS Initiates Arm Holdings(ARM.US) With Buy Rating, Announces Target Price $160

瑞士银行首予Arm Holdings(ARM.US)买入评级，目标价160美元

moomoo资讯 · 2024/11/25 02:35 · 评级/大行评级

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.

AnalystRecentRatingAutoNews_84138409560505_20241124_2740d8b36fcc05a33b0a06b4ef53c3d35ca4f717_1732573846043604_mm_en

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.

Note:

TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.

Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.

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%。

AnalystRecentRatingAutoNews_84138409560505_20241124_2740d8b36fcc05a33b0a06b4ef53c3d35ca4f717_1732573846043604_mm_sc

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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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。

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UBS Initiates Arm Holdings(ARM.US) With Buy Rating, Announces Target Price $160

UBS Initiates Arm Holdings(ARM.US) With Buy Rating, Announces Target Price $160

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