Notable Companies Earnings Consensus: Arm 58c, AppLovin $3.64
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy ARM?
Notable companies reporting after the market close, with earnings consensus, include Arm (ARM), consensus 58c... AppLovin (APP), consensus $3.64... DoorDash (DASH), consensus $1.07... Warner Bros. Discovery (WBD), consensus (10c)... Coherent (COHR), consensus $1.39... Fortinet (FTNT), consensus 62c... Snap (SNAP), consensus 10c... Zillow (ZG), consensus 46c... Paycom (PAYC), consensus $2.99... GoodRX (GDRX), consensus 7c.
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Analyst Views on ARM
Wall Street analysts forecast ARM stock price to fall
24 Analyst Rating
19 Buy
4 Hold
1 Sell
Strong Buy
Current: 213.310
Low
120.00
Averages
160.58
High
201.00
Current: 213.310
Low
120.00
Averages
160.58
High
201.00
About ARM
Arm Holdings plc is a United Kingdom-based company. The Company is engaged in the design of central processing units (CPUs) and compute platforms for semiconductor chips. It develops and licenses CPU products and related technology. Its cloud and data center solutions include Arm AGI CPU and Arm Neoverse Compute Subsystems. The Arm Agentic Generalized Infrastructure (AGI) CPU is a production-ready system on a chip (SoC) for artificial intelligence (AI) data centers, delivering compute at scale. The Arm Neoverse Compute Subsystems (CSS) are pre-validated, performance-optimized compute platforms designed to accelerate infrastructure silicon development. The Company's primary markets include smartphone applications, processors and other chips used in mobile phones, consumer electronics, networking equipment, cloud and data center servers, automotive applications, Internet of Things (loT) and other embedded computing devices.
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.
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- Improved Profitability: Adjusted earnings per share rose from $0.55 to $0.60, surpassing the expected $0.58, reflecting enhanced profitability in a high-demand environment, although supply chain challenges loom.
- Supply Chain Risks: During the earnings call, Arm highlighted potential supply chain risks for its newly launched AGI CPU chip, which, despite being in a high-demand market, triggered an 8.8% drop in stock price post-earnings release due to uncertainty.
- Future Outlook: Arm's fiscal Q1 guidance projects revenue between $1.21 billion and $1.31 billion, with adjusted EPS of $0.36 to $0.44, and long-term expectations suggest annual revenue from the AGI CPU could reach $15 billion by 2031, indicating significant growth potential ahead.
See More
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- Stable Labor Market: Initial jobless claims rose by 10,000 to 200,000, lower than the expected 205,000, indicating resilience in the labor market, while continuing claims unexpectedly fell by 10,000 to a 2.25-year low of 1.766 million, further enhancing market confidence.
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- Fed Policy Outlook: Boston Fed President indicated that interest rates should remain at
See More
