Tag: ARM
-
ARM Holdings: A Hidden Powerhouse in AI Semiconductor Design? Growth, Valuation, and Risk Analysis
ARM Holdings (ARM) Q3 FY2026 non-GAAP EPS 0.43 (exceeding consensus 301 TP3T), data center royalties +1001 TP3T YoY. Royalty rates are doubling due to the transition to Armv9. Hold rating, 12-month target price 1 TP4T208.