247wallst.com · 11 jul

5 Under the Radar AI Chip Stocks Powering the Data Center Boom

The AI data center buildout is minting a second tier of winners that most retail investors still haven't priced in.

seekingalpha.com · 10 jul

Arm Holdings Is Expensive, But Not Fully Priced For 2031

I rate Arm Holdings (ARM) a Buy with a $544 price target, implying 64% upside from $332 per share. The main growth drivers are higher royalty dollars per chip from Armv9 and CSS, stronger licensing momentum, more CPU cores needed for agentic AI and the Arm AGI CPU. My valuation is based on a longer-dated EPS framework because management has provided visibility into 2031.I estimate $3.01 in 2028 non-GAAP EPS, grow that to $8.59 by 2031.

fool.com · 9 jul

Why Arm Holdings Stock Soared 224.4% Through The First Half Of 2026

Arm Holdings is benefiting from the AI boom's pivot to CPUs. The company has designed its own computer chip, which it believes can help revenue boom over the next few years.

fool.com · 9 jul

Hyperscaler Stocks vs. AI Infrastructure Stocks: Which Are the Better Buys?

While AI infrastructure stocks have generally outperformed hyperscalers, it is the hyperscalers that ultimately have more ways to win. AI infrastructure stocks look well positioned if heavy spending on AI infrastructure continues.

zacks.com · 8 jul

Arm Holdings' Licensing Momentum Continues to Fuel Revenue Growth

ARM's licensing revenues jump 29% in fiscal Q4, driving 20% overall revenue growth as demand for AI infrastructure, custom silicon and next-generation chip designs remains robust.

businesswire.com · 8 jul

Arm Announces Earnings Release Date for First Quarter Fiscal Year Ended 2027

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/odrefapr and a replay of the conference call c.

247wallst.com · 4 jul

Why Arm Is a Strong Buy Despite the 35% Pullback From Peak Levels

Arm Holdings (NASDAQ:ARM | ARM Price Prediction) has been one of 2026's most dramatic stories, ripping from a January low near $105 to a record $452.70 in June before giving back gains.

zacks.com · 3 jul

Arm Holdings' Robust Licensing Business Drives AI-Fueled Growth

ARM posts another quarter of solid revenue growth, with rising licensing activity and a growing royalty base reflecting sustained demand for its chip architecture.