ARM Stock Recent News

The launch of Chinese AI start-up DeepSeek sent shockwaves through the AI sector recently. Stocks like Nvidia plunged double digits on the news as the new competitor threatened to upend the AI ecosystem.

Arm Holdings Q3: Strong Adoption Of Armv9, But The Stock Is Overvalued

Arm Holdings' entrenched dominance in the mobile market, coupled with several other tailwinds, ensures durable earnings growth for years. Despite a high valuation with a 100 forward non-GAAP PE, ARM's exceptional fundamentals and deep industry partnerships justify a Buy rating. ARM is capitalizing on AI infrastructure build-out and custom silicon development, which has allowed it to break into the data center market.

Share prices of Arm Holdings (ARM -2.96%) slipped despite the company posting record fiscal Q3 revenue. However, the stock is still off to a strong start to the year, up nearly 35% year to date as of this writing.

Arm Holdings (ARM -3.34%) stock declined 3.3% on Thursday, following the leading central processing unit (CPU) chip designer's release on the prior afternoon of its report for the third quarter of its fiscal year 2025 (ended Dec. 31, 2024).

Arm Holdings plc excels in the semiconductor space by licensing its IP to major partners like Nvidia, Microsoft, and Oracle. Despite recent bearish trends, Arm's financials show a promising turnaround with significant growth in revenue, operating income, and net income per share. DeepSeek's success with lower-capability architecture suggests a shift in industry focus from hardware to code, impacting forward outlooks for companies reliant on the sale of cutting-edge infrastructure.

The semiconductor trade is hit with red arrows. Skyworks Solutions (SWKS) saw a massive slide down after losing a chunk of its business with Apple (AAPL).

Qualcomm and Arm were dropping on Thursday but there's reason to think the onset of low-cost artificial intelligence is good news for the chip companies.

Arm Holdings CEO Rene Haas discusses the company's fiscal fourth-quarter forecast on "Bloomberg Technology." Arm said revenue will be $1.18 billion to $1.28 billion in the fiscal fourth quarter.

Arm Holdings PLC (NASDAQ:ARM) shares opened Thursday sharply lower, losing 7.5%, as concerns over the chip-maker's v9 chips which are feared to have slowed. It comes after a year in which the bar was raised in terms of investor expectations, amidst the excitement for the AI ‘boom'.