ARM Arm Holdings plc Loading... : Bullish and Bearish Analyst Opinions
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01:39
Jul 17
Jul 17
The author advises against selling into deep losses and outlines a watchlist for potential tech, medical, and travel entries once downtrends stabilize, but expresses no current directional positions.
19:10
Jul 16
Jul 16
Bearish forced-deleveraging/news view on ARM; no explicit shorting, puts, borrowed-stock position, or actionable short call was stated.
MED
12:35
Jul 16
Jul 16
Watch ARM for higher server-CPU penetration and architecture royalties as agentic AI drives CPU content in data centers.
MED
20:41
Jul 15
Jul 15
Author flags ARM as attractive ahead of hyperscaler earnings but has not committed to an entry; considering a position, no confirmed trade.
MED
14:46
Jul 14
Jul 14
The author expresses admiration for ARM but notes it will move with the broader AI trade, not a current position or actionable call.
LOW
13:39
Jul 14
Jul 14
Arm everywhere in hardware, strong case.
Arm has a strong investment case because its technology is in everything and it is a hardware play, making it compelling even after recent negative commentary.
MED
09:47
Jul 14
Jul 14
KeyBanc raises its price target on Arm Holdings PLC to $430 from $300, reflecting an upgraded outlook for the company.
05:34
Jul 10
Jul 10
The author explains that CPUs are gaining AI demand but argues the re-rating is a return to fair value, not a new investment cycle.
17:45
Jul 09
Jul 09
The author expresses strong bullish sentiment on AI infrastructure and lists multiple tickers as part of a research map, but does not state current positions or explicit forward calls, so they are indexed as watch.
19:19
Jul 06
Jul 06
Monitor these Analog Century names; the author is long many of them but does not specify per-ticker ownership, so default to watch.
MED
23:37
Jul 02
Jul 02
The entire article is a bullish thematic piece on Arm's AI CPU strategy. CEO quantifies core count growth (128→256→512) that directly drives per-chip royalty revenue compounding. Arm's 50% performance
The entire article is a bullish thematic piece on Arm's AI CPU strategy. CEO quantifies core count growth (128→256→512) that directly drives per-chip royalty revenue compounding. Arm's 50% performance-per-watt advantage over x86 in native cloud is validated by multiple hyperscalers. The AGI CPU opens a new product line without cannibalizing IP licensing.
Risk: Execution risk on AGI CPU adoption; political headwinds slowing data center builds could cap volume; competition from x86 incumbents (Intel, AMD) and in-house chips (Graviton, Azure Cobalt).
16:24
Jul 02
Jul 02
Author expresses being a big fan of ARM long-term, indicating a bullish long-term view on the stock despite recent big drops.
14:05
Jul 01
Jul 01
The Philadelphia Semiconductor Index fell 3.6% in early trading with major chip stocks like Micron and AMD all declining sharply.
18:44
Jun 30
Jun 30
Watch these CPU-driven tickers as the author's updated tracker, but no explicit position is disclosed; treat as research basket.
MED
18:25
Jun 30
Jun 30
Author thanks a follower and states they will pick up more shares of QCOM, ARM, and UMAC in the future, indicating a bullish accumulation plan.
08:04
Jun 30
Jun 30
The tweet reports a list of stocks receiving analyst upgrades but does not state the author's own position, making it a factual research summary rather than a trade idea.
LOW
13:20
Jun 29
Jun 29
Monitor these semi names as agentic AI drives CPU/server demand complementarity to GPUs; research note with no author position.
MED
09:23
Jun 28
Jun 28
The author contrasts Samsung preferreds as cheap value/growth with ARM's high valuation but does not state a personal position or forward call on either.
LOW
05:18
Jun 28
Jun 28
The author endorses @ren_stocks as a must-follow for AI supply chain research but does not state their own position in any ticker, making this a watchlist endorsement.
17:17
Jun 27
Jun 27
Speaker identifies ARM as a beneficiary of OpenAI adoption, no personal position stated.
MED
02:00
Jun 27
Jun 27
AI hardware broadening boosts CPU, optical, equipment.
The AI hardware rally is broadening from memory into CPU (ARM, Intel, AMD), optical networking (Marvell, Lumentum), and semiconductor equipment (Applied Materials). These companies are critical as AI investment expands and the market starts to price their importance, offering upside beyond pure memory plays.
MED
13:11
Jun 26
Jun 26
The Kobeissi Letter reports that 17 major tech stocks, including Coinbase and Oracle, are trading significantly below their record highs, indicating a deep bear market for the sector.
12:30
Jun 26
Jun 26
US pre-market movers report shows ON falling 15% on all-stock deal to acquire SYNA, OpenAI delaying IPO hitting ARM MRVL AMD INTC, AAPL rebounding after worst day, NKE downgraded at KeyBanc, and AMT upgraded at RBC.
22:18
Jun 25
Jun 25
The author discusses the need to redesign work products for AI agent consumption and shares a prior post on persistent sandboxes for CPU demand, but does not state a personal position or forward-looking trade call on any ticker.
21:26
Jun 25
Jun 25
Agentic AI may expand infrastructure demand beyond GPUs; the author maps these names as possible beneficiaries, but uses hedged language and does not state an ownership, buy/hold, or actionable trade call.
MED
16:22
Jun 25
Jun 25
Watch these CPU beneficiaries as the market underestimates CPU demand from agentic AI; research note, not a position.
MED
13:53
Jun 25
Jun 25
Author highlights BlackBerry's 100% gain since coverage, strong earnings beat, and QNX's role as the invisible OS in 275 million cars with a royalty model, framing it as a misunderstood long-term compounder.
LOW
12:30
Jun 25
Jun 25
CPU stocks Intel, Arm, AMD next AI wave.
The AI cycle is shifting to agentic AI, where CPU becomes as critical as GPU. Global investment banks are raising targets on CPU stocks, expecting a 37% CAGR through 2030. Intel, Arm, and AMD are the core CPU plays, with Intel already making new highs ahead of Micron. These stocks offer the next major AI infrastructure opportunity beyond memory.
HIGH
11:10
Jun 25
Jun 25
CPU stocks are next AI beneficiaries
As AI moves from training to inference and agentic AI, CPUs gain equal importance to memory. Intel, AMD, and Arm are the primary beneficiaries of this next wave, with forecasted 37% CAGR in revenue through 2030. These stocks are still underappreciated compared to memory plays and offer a longer-duration AI investment. Investors should study and position in CPU names as the AI cycle expands.
MED
22:07
Jun 24
Jun 24
CPU demand surge lifts AMD, ARM.
UBS raised price targets for CPU-related companies, arguing that CPU adoption will increase significantly and the shortage will persist. AMD target lifted from $470 to $670 and ARM from $260 to $455, reflecting strong CPU demand.
MED
About ARM Analyst Coverage
Buzzberg tracks ARM (Arm Holdings plc) across 58 sources. 114 bullish vs 2 bearish calls from 75 analysts. Sentiment: predominantly bullish (40%). 282 total trade ideas tracked. Past 7 days: 1 bullish, 6 watch. Latest voices: asklivermore, Jim Cramer, TheValueist.