CrowdStrike and Arm Upgraded, Tencent Music and Uber Downgraded
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 19 2026
0mins
Source: seekingalpha
- CrowdStrike Upgrade: Analysts upgraded CrowdStrike (CRWD) from Sell to Hold, citing a record customer acquisition in Q4 and strong enterprise demand, with annual recurring revenue (ARR) growth indicating sustained potential in the cybersecurity sector.
- Arm Holdings Outlook: Arm Holdings (ARM) was also upgraded to Hold; despite smartphone market concerns, analysts highlighted resilient royalty revenue from v9 and CSS architectures, along with AI chip development opportunities with Nvidia and MediaTek that could drive future growth.
- Tencent Music Downgrade: Tencent Music (TME) was downgraded from Buy to Hold, as analysts expressed concerns over reduced data transparency and intensified competition, despite faster revenue growth in Q4 2025, suggesting prolonged competitive pressures ahead.
- Uber Challenges: Uber (UBER) was downgraded to Hold, with analysts noting slowing revenue growth and competitive threats from autonomous vehicles, indicating a pricing ceiling that could hinder future profitability and market position.
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Analyst Views on ARM
Wall Street analysts forecast ARM stock price to rise
24 Analyst Rating
19 Buy
4 Hold
1 Sell
Strong Buy
Current: 136.960
Low
120.00
Averages
160.58
High
201.00
Current: 136.960
Low
120.00
Averages
160.58
High
201.00
About ARM
Arm Holdings plc is engaged in operating a global computing platform. It architects, develops, and licenses high-performance and energy-efficient Arm compute platforms. The Company’s principal operations and activities are the licensing, marketing, research and development of central processing unit (CPU) design intellectual property (IP), graphics processors, system IP, market optimized platform IP, and associated software, tools and other related services. Its complementary products include GPU and NPU accelerators, interconnect, and others. Its primary product offerings are CPU products that address diverse performance, power, and cost requirements. It offers a family of GPU and NPU products providing efficient computing acceleration and an optimal visual experience across a wide range of devices. Its CPU, GPU, and System IP products integrated into a foundational compute platform optimized for a specific end market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Analysts Bullish on Arm and CrowdStrike's Future Prospects
- Arm's New Chip Strategy: Arm Holdings has launched the new Arm AGI CPU chip, projecting annual revenue of $15 billion by 2031, which will elevate total revenue to $25 billion, indicating strong growth potential in the AI data center market.
- Analyst Rating Upgrade: Needham upgraded Arm's stock to a buy with a price target of $200 per share, representing a 45% upside from the current price of $138, reflecting confidence in its new strategic direction.
- CrowdStrike's Growth Potential: Morgan Stanley upgraded CrowdStrike's rating to buy and raised the price target to $510, anticipating 20% annual revenue growth over the next few years, showcasing its strong performance in the cybersecurity sector.
- Platform Innovation Drive: CrowdStrike's Falcon Flex platform saw a 120% increase in annual recurring revenue, while the launch of the Charlotte AI AgentWorks ecosystem enhances customers' ability to customize security agents, further solidifying its market position.
See More
Cloud Computing Stocks Face Challenges and Opportunities
- Growing Market Demand: Despite surging demand for cloud computing, many companies in the sector are facing challenges due to overvaluation, which has raised investor concerns about future returns and profitability constraints.
- Arm Holdings' New Strategy: Arm Holdings has launched its own Arm AGI CPU chip, projecting annual revenue of $15 billion by 2031, raising total revenue to $25 billion, indicating significant growth potential in the AI data center market.
- CrowdStrike's Performance Boost: CrowdStrike's annual recurring revenue surged by 120% in the fourth quarter, receiving an upgrade from Morgan Stanley to a buy rating with a price target raised to $510, highlighting strong growth prospects in the cloud security sector.
- Investor Focus on High Valuations: While both Arm and CrowdStrike exhibit substantial growth potential, their stocks are considered overvalued at 61 times and 84 times forward earnings, respectively, prompting investors to carefully assess the associated risks and returns.
See More
TSMC Poised to Join $3 Trillion Club
- Market Share Dominance: TSMC currently holds a 71% share of the global chip market and produces over 90% of advanced semiconductors, positioning itself to benefit significantly from the surging demand for AI chips, thereby reinforcing its market leadership.
- Strong Financial Performance: In Q4, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, with earnings per share rising 35% to $3.14, and gross margin improving to 62.3%, showcasing the company's exceptional ability to scale production and leverage its assets effectively.
- Future Growth Outlook: Management anticipates Q1 revenue of $35.2 billion, up 38%, and operating income of $19.36 billion, up 56%, indicating that the company is set to maintain robust growth momentum in the coming quarters.
- Expansive Market Potential: The semiconductor market is projected to reach nearly $1.6 trillion by 2030, and as an industry leader, TSMC is expected to continue benefiting from this long-term growth trend due to its cutting-edge process technology and strong customer base.
See More
TSMC: Potential to Join the $3 Trillion Club
- Market Leadership: TSMC currently has a market capitalization of $1.6 trillion and commands a 71% share of the global chip market, positioning itself to benefit significantly from the rapid growth in artificial intelligence and data centers, thereby solidifying its leadership in the semiconductor industry.
- Strong Financial Performance: In the fourth quarter, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, with earnings per American Depository share rising 35% to $3.14, and gross margin improving to 62.3%, indicating sustained profitability as the company scales its production.
- Optimistic Future Outlook: Management forecasts first-quarter revenue of $35.2 billion, up 38%, and operating income of $19.36 billion, up 56%, suggesting that the company will continue to maintain robust growth momentum in the coming quarters.
- Broad Industry Prospects: The semiconductor market is projected to reach nearly $1.6 trillion by 2030, and with TSMC's advanced process technology and strong customer base, it is expected to capture a significant share of this growth, further driving its market capitalization towards the $3 trillion target.
See More
US Stock Market Declines Amid Rising Oil Prices
- Oil Price Surge Impacts Markets: The S&P 500 Index fell by 0.75%, the Dow Jones Industrial Average by 0.21%, and the Nasdaq 100 by 1.18% as the market reacts to the first oil settlement exceeding $100 since 2022, highlighting concerns over rising energy costs amid ongoing supply chain risks.
- Uncertain Fed Policy Outlook: Federal Reserve Chair Jerome Powell noted that while the central bank is monitoring the surge in energy prices, its tools to address supply-side shocks are limited, with markets pricing in only a 3% chance of a 25 bp rate hike at the April meeting, indicating investor uncertainty about future monetary policy.
- Escalating Middle East Tensions: US and Israeli forces continue military operations in Iran, with the Pentagon preparing for weeks of ground operations as approximately 3,500 sailors and Marines arrive in the region, potentially exacerbating global energy supply issues.
- Positive Bond Market Reaction: The 10-year Treasury yield fell to 4.330% as speculation grows that the ongoing conflict in the Middle East may lead to fuel shortages, offsetting inflation fears and supporting Treasury prices amid declining inflation expectations.
See More
Mixed U.S. Stock Indices Amid Rising Oil Prices
- Mixed Stock Performance: The S&P 500 Index fell by 0.29%, while the Dow Jones Industrial Average rose by 0.26%, and the Nasdaq 100 Index decreased by 0.67%, indicating a complex market reaction to Federal Reserve policies and international tensions.
- Rising Oil Prices: Crude oil prices surged over 2% to a three-week high due to disruptions in oil and gas flows through the Strait of Hormuz caused by the Iran conflict, which could negatively impact global economic growth.
- Weak Manufacturing Activity: The Dallas Fed manufacturing activity index dropped from -0.4 to -0.2, falling short of the expected increase to 2.0, suggesting challenges in economic recovery that may influence future policy decisions.
- Escalating International Tensions: U.S. and Israeli military actions against Iran have intensified, with 3,500 sailors and Marines deployed to the Middle East, potentially leading to further volatility in energy markets and impacting global supply chains.
See More
Analysts Bullish on Arm and CrowdStrike's Future Prospects
- Arm's New Chip Strategy: Arm Holdings has launched the new Arm AGI CPU chip, projecting annual revenue of $15 billion by 2031, which will elevate total revenue to $25 billion, indicating strong growth potential in the AI data center market.
- Analyst Rating Upgrade: Needham upgraded Arm's stock to a buy with a price target of $200 per share, representing a 45% upside from the current price of $138, reflecting confidence in its new strategic direction.
- CrowdStrike's Growth Potential: Morgan Stanley upgraded CrowdStrike's rating to buy and raised the price target to $510, anticipating 20% annual revenue growth over the next few years, showcasing its strong performance in the cybersecurity sector.
- Platform Innovation Drive: CrowdStrike's Falcon Flex platform saw a 120% increase in annual recurring revenue, while the launch of the Charlotte AI AgentWorks ecosystem enhances customers' ability to customize security agents, further solidifying its market position.
See More
Cloud Computing Stocks Face Challenges and Opportunities
- Growing Market Demand: Despite surging demand for cloud computing, many companies in the sector are facing challenges due to overvaluation, which has raised investor concerns about future returns and profitability constraints.
- Arm Holdings' New Strategy: Arm Holdings has launched its own Arm AGI CPU chip, projecting annual revenue of $15 billion by 2031, raising total revenue to $25 billion, indicating significant growth potential in the AI data center market.
- CrowdStrike's Performance Boost: CrowdStrike's annual recurring revenue surged by 120% in the fourth quarter, receiving an upgrade from Morgan Stanley to a buy rating with a price target raised to $510, highlighting strong growth prospects in the cloud security sector.
- Investor Focus on High Valuations: While both Arm and CrowdStrike exhibit substantial growth potential, their stocks are considered overvalued at 61 times and 84 times forward earnings, respectively, prompting investors to carefully assess the associated risks and returns.
See More
TSMC Poised to Join $3 Trillion Club
- Market Share Dominance: TSMC currently holds a 71% share of the global chip market and produces over 90% of advanced semiconductors, positioning itself to benefit significantly from the surging demand for AI chips, thereby reinforcing its market leadership.
- Strong Financial Performance: In Q4, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, with earnings per share rising 35% to $3.14, and gross margin improving to 62.3%, showcasing the company's exceptional ability to scale production and leverage its assets effectively.
- Future Growth Outlook: Management anticipates Q1 revenue of $35.2 billion, up 38%, and operating income of $19.36 billion, up 56%, indicating that the company is set to maintain robust growth momentum in the coming quarters.
- Expansive Market Potential: The semiconductor market is projected to reach nearly $1.6 trillion by 2030, and as an industry leader, TSMC is expected to continue benefiting from this long-term growth trend due to its cutting-edge process technology and strong customer base.
See More
TSMC: Potential to Join the $3 Trillion Club
- Market Leadership: TSMC currently has a market capitalization of $1.6 trillion and commands a 71% share of the global chip market, positioning itself to benefit significantly from the rapid growth in artificial intelligence and data centers, thereby solidifying its leadership in the semiconductor industry.
- Strong Financial Performance: In the fourth quarter, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, with earnings per American Depository share rising 35% to $3.14, and gross margin improving to 62.3%, indicating sustained profitability as the company scales its production.
- Optimistic Future Outlook: Management forecasts first-quarter revenue of $35.2 billion, up 38%, and operating income of $19.36 billion, up 56%, suggesting that the company will continue to maintain robust growth momentum in the coming quarters.
- Broad Industry Prospects: The semiconductor market is projected to reach nearly $1.6 trillion by 2030, and with TSMC's advanced process technology and strong customer base, it is expected to capture a significant share of this growth, further driving its market capitalization towards the $3 trillion target.
See More
US Stock Market Declines Amid Rising Oil Prices
- Oil Price Surge Impacts Markets: The S&P 500 Index fell by 0.75%, the Dow Jones Industrial Average by 0.21%, and the Nasdaq 100 by 1.18% as the market reacts to the first oil settlement exceeding $100 since 2022, highlighting concerns over rising energy costs amid ongoing supply chain risks.
- Uncertain Fed Policy Outlook: Federal Reserve Chair Jerome Powell noted that while the central bank is monitoring the surge in energy prices, its tools to address supply-side shocks are limited, with markets pricing in only a 3% chance of a 25 bp rate hike at the April meeting, indicating investor uncertainty about future monetary policy.
- Escalating Middle East Tensions: US and Israeli forces continue military operations in Iran, with the Pentagon preparing for weeks of ground operations as approximately 3,500 sailors and Marines arrive in the region, potentially exacerbating global energy supply issues.
- Positive Bond Market Reaction: The 10-year Treasury yield fell to 4.330% as speculation grows that the ongoing conflict in the Middle East may lead to fuel shortages, offsetting inflation fears and supporting Treasury prices amid declining inflation expectations.
See More
Mixed U.S. Stock Indices Amid Rising Oil Prices
- Mixed Stock Performance: The S&P 500 Index fell by 0.29%, while the Dow Jones Industrial Average rose by 0.26%, and the Nasdaq 100 Index decreased by 0.67%, indicating a complex market reaction to Federal Reserve policies and international tensions.
- Rising Oil Prices: Crude oil prices surged over 2% to a three-week high due to disruptions in oil and gas flows through the Strait of Hormuz caused by the Iran conflict, which could negatively impact global economic growth.
- Weak Manufacturing Activity: The Dallas Fed manufacturing activity index dropped from -0.4 to -0.2, falling short of the expected increase to 2.0, suggesting challenges in economic recovery that may influence future policy decisions.
- Escalating International Tensions: U.S. and Israeli military actions against Iran have intensified, with 3,500 sailors and Marines deployed to the Middle East, potentially leading to further volatility in energy markets and impacting global supply chains.
See More
