Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>Jefferies: Arm Holdings (ARM.US) Latest Chip Revenue Guidance Exceeds Expectations, Raises TP to USD210
Recommend 3 Positive 4 Negative 1 |
||||
|
||||
|
Jefferies' research report indicates that Arm Holdings (ARM.US) announced its AGI central processing unit (CPU) at the latest event, expecting the chip to generate an additional USD15 billion in revenue by the fiscal year 2031. The CPU, dominated by agent-based AI, has a serviceable market size exceeding USD100 billion. Jefferies noted that confirmed customers, led by Meta and OpenAI, support the company's revenue guidance. The revenue trend for this chip is significantly higher than the firm's expectations, and the anticipated substantial increase in related revenue and profits is expected to be reflected in the stock price. The target price has been raised from USD170 to USD210, maintaining a "Buy" rating. (ss/a) Auto-translated by third-party software This translation was auto-generated by third-party software. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
Website: www.aastocks.com |
||||
Copied to Clipboard
 |
||||
