Rosenblatt Raises Arm Holdings Target on Strong Growth Outlook_老虎社区_美港股上老虎

Rosenblatt Raises Arm Holdings Target on Strong Growth Outlook

Investing.com2023-12-27

Rosenblatt analysts lifted its price target for Arm Holdings (NASDAQ:ARM) to $110 from $85 in a note Tuesday, maintaining a Buy rating on the stock.The analysts told investors that the generative AI ...

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淼淼138
·2023-12-27
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Please sign in or upgrade to SI Premium to view.)","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"BK4141":"半导体产品"},"translate_title":"罗森布拉特上调Arm控股公司强劲增长前景目标","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"Rosenblatt analysts lifted its price target for Arm Holdings (NASDAQ:ARM) to $110 from $85 in a note Tuesday, maintaining a Buy rating on the stock.The analysts told investors that the generative AI class design/licensing momentum has shifted aggressively based on their recent Asia trip andSoC IP checks.\"The implications are for ARM to enjoy incrementally positive licensing and royalty dynamics in terms of both quantity and quality (ASP's),\" said the analysts.\"Themes driving ARM's multi-year roadmap include the v9 architecture shift, AI moving faster to the edge where discrete GPUs are sub-optimal, PC and server ARM CPU share gains, and the new ARM CSS program to lower SoC deployment cost (and increase dollar content),\" they added.Overall, Rosenblatt believes that given Arm's strong growth outlook, \"a premium mid-40s P/E multiple is appropriate.\"","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":256577732391184,"gmtCreate":1703674595163,"gmtModify":1703674596820,"author":{"id":"4128424955256060","authorId":"4128424955256060","name":"淼淼138","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":6,"crmLevelSwitch":0},"htmlText":"英雄所见略同！","listText":"英雄所见略同！","text":"英雄所见略同！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256577732391184","repostId":2394240589,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}