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ARM Holdings (ARM US)
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157
Analysis
Information Technology
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United Kingdom
Arm Holdings US, Inc. operates as a holding company. The Company, through its subsidiaries, designs chips used in a range of electronic products. Arm Holdings serves customers worldwide.
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bearish
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ARM Holdings
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05 Sep 2023 21:02
ARM Holdings IPO: Unattractive Price Range
The IPO price range values ARM at a premium to peers' multiples. DCF sensitivity analysis suggests a need for ambitious forecasts to justify the...
Arun George
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452 Views
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bearish
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ARM Holdings
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05 Sep 2023 13:25
ARM Holdings Pre-IPO - Thoughts on Valuations
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings' US IPO. In this note, we talk about valuations.
Sumeet Singh
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422 Views
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bearish
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ARM Holdings
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04 Sep 2023 13:45
ARM Holdings Pre-IPO - Peer Comparison - The Smallest and One of the Slowest
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we undetake a peer...
Sumeet Singh
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440 Views
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bearish
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ARM Holdings
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29 Aug 2023 19:19
ARM Holdings IPO: Valuation Insights
Our valuation analysis suggests that the rumoured target valuation of US$60-70 billion is unjustified. Our base-case DCF valuation is US$44.0 billion.
Arun George
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369 Views
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bearish
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ARM Holdings
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27 Aug 2023 15:40
ARM Holdings IPO: The Bear Case
The bear case rests on the deteriorating ACV trajectory, declining ARM-powered chip shipments and revenue, ARM China overhang and red flag...
Arun George
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403 Views
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