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車市場上準備擴張，估值引發擔憂。
Goldman Sachs analyst Toshiya Hari reiterated a Buy rating on Arm Holdings (NASDAQ:ARM) with a price target of $144, up from $143.
高盛分析師Toshiya Hari重申Buy評級，目標價從143美元上調至144美元，針對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報告2025財年第一季度的營業收入爲93900萬美元，同比增長39％，比高盛估計的2％和FactSet的4％都高。調整後每股收益爲0.40美元，比高盛估計的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指導第二季度的營業收入處於80500萬元的中點（環比持平），比高盛估計的低4％，符合街道預期。相比之下，調整後的EPS指導爲0.25美元，比高盛估計的低12％，低於街道的7％。
Hari continues to view Arm as a share...
Hari認爲，A...
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