There are still plenty of growth opportunities for investors within the AI industry, particularly if you look off the beaten path.There's no denying artificial intelligence (AI) technology has made enormous strides in just the past few years. But the businesses advancing it have still only scratched the surface of the underlying opportunity. Indeed, industry analytics outfit Precedence Research forecasts that the overall AI market will grow at an annualized pace of nearly 20% through 2034.With that rapid-gr ...

Arm Holdings plc (ARM) stock has lost significantly over the past three months. Shares have plunged 21.8% compared with the industry’s and the Zacks S&P 500 Composite’s declines of 14.4% and 7.8%, respectively.Three-Month Price PerformanceImage Source: Zacks Investment ResearchInvestors may wonder whether now is the right time to make a move on ARM stock, given its weakness over the past three months. Let’s analyze to conclude.Strategic Expansion in Server Market Aids Arm HoldingsARM’s tendency to expand it ...

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More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Arm Holdings (ARM) Q4 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Ian Thornton - VP - IRRene Haas - CEOJason Child - Executive VP & CFOMark Lipacis - Senior Managing DirectorAndrew Gardiner - Head of European Technology, Equity ResearchSrini Pajjuri - Managing DirectorTimm Schulze-Melander - PartnerVijay Rakesh - Managing Director Conference Call Participants Ross Seymore - AnalystJoe Quatrochi - AnalystSebastien Naji - Research Analyst - Technology, Media & CommunicationsVivek Arya - A ...

day and thank you for standing by. Welcome to the ARM Fourth Quarter and Fiscal Year Ended twenty twenty five Webcast and Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there'll be a question and answer session. Speaker1 Please Speaker0 be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Ian Thornton, Vice President, Investor Relations. Please go ahead, sir. Speaker2 Arm ...

Rene Haas, CEO of chip tech provider Arm Holdings, holds a replica of a chip with his company's logo on it, during an event in which Malaysia's Prime Minister Anwar Ibrahim officially announces a $250 million deal with the company, in Kuala Lumpur, Malaysia March 5, 2025.Arm shares dropped more than 8% in extended trading on Wednesday after the chip-design company issued weaker-than-expected guidance for the current quarter.Here's how the company did in the fiscal fourth quarter compared with LSEG consensus ...

investor.relations@arm.com https://investors.arm.com May 7, 2025 © 2025 Arm 1 Arm Holdings plc Q4 FYE25 Investor Presentation In addition to disclosing results determined in accordance with generally accepted accounting principles, or GAAP, Arm utilizes, and this presentation includes, certain non-GAAP financial measures that differ from measures calculated in accordance with GAAP. Arm's non-GAAP financial measures include non-GAAP cost of sales, non-GAAP gross profit (loss), non-GAAP gross margin, non-GAAP ...

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Core Insights - The Q1 2025 earnings season is ongoing, with Super Micro Computer (SMCI) and ARM Holdings (ARM) among the companies reporting this week [1][14] - The AI sector has seen a cooling off in 2025, leading to recalibrated expectations for these companies [1] ARM Holdings - ARM is expected to show robust growth, with a Zacks Consensus EPS estimate of $0.52, indicating a 44% year-over-year growth [3] - Revenue expectations for ARM stand at $1.2 billion, reflecting a 33% increase compared to the same period last year, driven by the broader AI market [5] - Analysts have made modest downward revisions to EPS expectations since early February, but overall growth outlook remains positive [3][14] Super Micro Computer (SMCI) - SMCI has been a strong performer in 2025, gaining 5% compared to a 3% decline in the S&P 500 [8] - However, expectations for SMCI have significantly declined, with the current Zacks Consensus EPS estimate at $0.30, down over 50% since February [11] - Revenue expectations for SMCI are currently at $4.9 billion, which is an 18% decrease from earlier estimates [11] - Valuation multiples for SMCI have decreased, with shares trading at an 11.0X forward 12-month earnings multiple, a 47% discount compared to the S&P 500 [10] Comparative Analysis - Revisions for ARM have been more stable compared to the significant negative revisions for SMCI [7][14] - Both companies have outperformed the S&P 500 in 2025, but the outlook for ARM appears more favorable heading into their earnings releases [7][14]