ARM Holdings Share Discussion Threads

[ch1ck] 23/7/2015 11:07

There is a lot of buzz around arm at the moment with two reports in the FT today.I had a nibble last week and will top up over the next few months. The key for me is whether we mover north or south from yesterdays fall.

[philanderer] 22/7/2015 19:57

Telegraph market report...

Meanwhile, chip designer ARM Holdings took a hammering after one of its biggest customers, Apple, revealed sales and iPhone shipments fell short of market expectations. Apple’s disappointing results overshadowed ARM’s 32pc jump in second-quarter profits, driven by royalties from devices such as the iPhone 6.
While some analysts cast doubt over the strength of the smartphone market, Julian Yates of Investec said “the company has not seen any material signs of slowing in its end markets”.

ARM shares fell 69p, or 6.6pc, to 970p - its lowest level in six months.

[philanderer] 22/7/2015 17:31

ARM ceo Bloomberg interview

[philanderer] 22/7/2015 17:19

..or even 700p if you believe Liberum


And I wonder what Questor in the Telegraph will say now after tipping ARM as a buy at 1195p on 21st April ?


Top Fallers FTSE100

ARM Holdings 972.00 -6.45%
BHP Billiton 1180.75 -5.65%
Anglo American 815.10 -5.41%
Weir Group 1567.50 -5.40%
Glencore 228.33 -5.28%
Johnson Matthey 2897.50 -3.80%
Pearson 1209.50 -3.78%
Rio Tinto 2500.50 -3.72%
Meggitt 458.35 -3.71%
Ashtead Group 1006.50 -3.50%

[stevenrevell] 22/7/2015 16:52

In at £8.00 again soon

[philanderer] 22/7/2015 13:29

Had a few at 972p , guesswork as usual ;-)

[philanderer] 22/7/2015 11:54

Chart support 980p then 940p

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FT Alphaville comment ( half way down)

[elcapital] 22/7/2015 11:35

Looking toppy still. Time to do a little digging here I think.

[philanderer] 22/7/2015 11:35

Investec retaining

22 Jul 15 Investec Buy tp 1140p

[urgentclick] 22/7/2015 11:16

Well, the way I see it is that Q2 profit is up 38% yet the share price is only up around 11% from this time last year. Massive potential for Arm cores to be used in all the networked gadgets of the future, drones and Internet of Things. I will hold.

[philanderer] 22/7/2015 09:29

ARM ceo on CNBC

[philanderer] 22/7/2015 09:23

1000p holding by the skin of it`s teeth.


22 Jul 15 finnCap Hold -
22 Jul 15 Liberum sell tp 700p
22 Jul 15 Topeka Capital Hold tp $50
22 Jul 15 Morgan Stanley Overweight tp 1180p


retentions

[tonio] 22/7/2015 08:44

Yes,they look fine - eps up 37% on 2014 half-year.

Outlook

ARM enters the second half of 2015 with a robust pipeline of opportunities for licensing. Available industry data for the second quarter, being the shipment period for ARM's Q3 royalties, points to a small sequential increase in industry revenues. Royalty revenue can grow faster than the overall industry due to increasing royalty per chip in mobile devices, and share gains beyond mobile. Assuming macroeconomic uncertainty does not further impact consumer spending we expect overall Group dollar revenues for full year 2015 to be in-line with current market expectations.

Simon Segars, Chief Executive Officer, said:

"Q2 2015 has been a strong quarter for ARM with a highly diverse range of leading companies choosing to license ARM's latest processors and physical IP for their future product developments. ARM has been investing in advanced technology products for mobile devices, automotive applications and enterprise infrastructure, and in Q2 ARM signed licences for many of these new products. This licensing activity will help to grow the royalty revenue opportunity for years to come.

As the addressable market for ARM technology grows, we continue to invest in the development of innovative products to support long-term returns for shareholders."

Press conference at 9.30.

[philo124] 22/7/2015 07:59

ARM results out.

[philanderer] 21/7/2015 23:20

Apple numbers miss estimates.... iphone sales good but ipad below expectations.

Shares -8% in after hours trading.

[philanderer] 21/7/2015 20:56

Nearly time to see if they`ve made a good call ;-)


ARM Holdings is a closely watched Footsie share and last week Investec went to 'buy' from 'hold' ahead of Wednesday's revelations, seeing it as at an attractive entry point for investors.

"The stock has underperformed the market by 12% in the last three months, and is at a c.25% discount as well as the bottom of its five-year valuation range. We foresee no material surprises at the results and expect numbers to be in line," said Julian Yates.

Key to the investment case, reckons the broker, is the group's historic licence signings for its technology, which will underpin future royalty growth..

It keeps its long term price target of 1140p on the shares, which is a healthy distance from the current price of 1,042p.

Proactiveinvestors .co.uk

[philanderer] 21/7/2015 17:22

21 Jul 15 Pacific Crest ' Overweight '

[tonio] 21/7/2015 08:29

Maybe,looks like they just waited until our closing time to wind it down yesterday. ARM is a trader's delight, they long it up and short it down.
As you say ARM marches on regardless.

[l.parker] 20/7/2015 16:43

Perhaps.... Fiddling?

[tonio] 20/7/2015 16:38

Well,in the event, not so bad today, up and down and up with market.

[tonio] 20/7/2015 14:43

Yeah well here we go again, UK wind it up in the morning , US wind it down in afternoon. If share price level pegs day on day it will jump one way or t'other. Any thoughts what's going on here?

[l.parker] 20/7/2015 11:18

April 21st. ARMS 1st Qtr. iPhone boost shares hit a high, all time high 1,233
24% Rise, Whose right? The fiddler's elbow must be getting sore.
Arm marches on, regardless.