淼淼138
2023-12-27
英雄所见略同！
Rosenblatt Raises Arm Holdings Target on Strong Growth Outlook
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Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p style=\"text-align: left;\">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.</p><p style=\"text-align: left;\">The analysts told investors that the generative AI class design/licensing momentum has shifted aggressively based on their recent Asia trip and<br/>SoC IP checks.</p><p style=\"text-align: left;\">"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.</p><p style=\"text-align: left;\">"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.</p><p style=\"text-align: left;\">Overall, Rosenblatt believes that given Arm's strong growth outlook, "a premium mid-40s P/E multiple is appropriate."</p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRosenblatt Raises Arm Holdings Target on Strong Growth Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-27 17:36 GMT+8 <a href=https://www.investing.com/news/stock-market-news/rosenblatt-raises-arm-holdings-target-on-strong-growth-outlook-432SI-3263625><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/rosenblatt-raises-arm-holdings-target-on-strong-growth-outlook-432SI-3263625\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4141":"半导体产品"},"source_url":"https://www.investing.com/news/stock-market-news/rosenblatt-raises-arm-holdings-target-on-strong-growth-outlook-432SI-3263625","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2394240589","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.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":905,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":13,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/256577732391184"}
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