ARM Holdings Share Discussion Threads

[philanderer] 10/9/2015 13:29

Non - exec director making first share purchase ... £60k

[philanderer] 10/9/2015 12:25

Morgan Stanley 'overweight/ in line' tp 1180p

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[philanderer] 09/9/2015 21:20

Apple Unveils Faster iPhones...so Why Are Shares Down?

video.

[philanderer] 09/9/2015 21:20

ARM falling away stateside..

Harrison Weber ‏@HarrisonWeber 8m8 minutes ago

'Broadly, Apple's big event didn't excite investors — not yet, at least'

Here’s what investors think of the iPhone 6s and Apple TV.......

[philanderer] 09/9/2015 13:25

Apple has taken down its online store ahead of the biggest event in its history.

In a now well-established tradition, Apple takes down its shopping pages and replaces them with a big banner reading "We'll be back". If previous events are anything to go by, it will be updated almost instantly after the event finishes with all of the new products.

It was removed with less than six hours to go before the event, which starts at 6pm UK time.

When the page goes back up, it's expected to include all of Apple's big launches: the new iPhone 6s and 6s Plus, the iPad Pro, the iPad Mini 4, a new Apple TV and new Apple Watch straps and colours.

[mike740] 09/9/2015 09:20

ARM Holdings plc’s “Buy” Rating Reaffirmed at Jefferies Group (ARM)
September 7th,

ARM Holdings plc (LON:ARM)‘s stock had its “buy” rating reissued by investment analysts at Jefferies Group in a report issued on Monday, Market Beat reports. They presently have a GBX 1,140 ($17.31) price target on the stock. Jefferies Group’s target price would indicate a potential upside of 20.83% from the company’s currentprice.

In other ARM Holdings plc news, insider Chambers,Stuart J purchased 10,000 shares of the stock in a transaction dated Thursday, July 30th. The shares were acquired at an average cost of GBX 994 ($15.09) per share, for a total transaction of £99,400 ($150,949.13).

ARM Holdings plc (LON:ARM) opened at 946.5000 on Monday. The stock’s market capitalization is GBX 13.35 billion. ARM Holdings plc has a one year low of GBX 778.50 and a one year high of GBX 1,233.00. The company’s 50-day moving average is GBX 948.33 and its 200 day moving average is GBX 1,081.47.



The firm also recently disclosed a dividend, which will be paid on Monday, October 5th. Investors of record on Thursday, September 3rd will be issued a dividend of GBX 3.15 ($0.05) per share. This represents a yield of 0.32%. The ex-dividend date is Thursday, September 3rd.

Other equities analysts have also issued reports about the stock. Credit Suisse reiterated an “outperform221; rating and issued a GBX 1,325 ($20.12) target price on shares of ARM Holdings plc in a report on Thursday, June 4th. Goldman Sachs decreased their price objective on shares of ARM Holdings plc from GBX 1,550 ($23.54) to GBX 1,500 ($22.78) and set a “conviction-buy” rating on the stock in a report on Thursday, July 23rd. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a GBX 900 ($13.67) target price on shares of ARM Holdings plc in a research note on Thursday, July 23rd. Deutsche Bank dropped their price objective on shares of ARM Holdings plc from GBX 1,130 ($17.16) to GBX 1,070 ($16.25) and set a “hold” rating on the stock in a research report on Thursday, July 23rd. Finally, AlphaValue restated a “buy” rating and issued a GBX 1,192 ($18.10) target price on shares of ARM Holdings plc in a report on Thursday, August 20th. Two research analysts have rated the stock with a sell rating, six have given a hold rating and fifteen have issued a buy rating to the company. ARM Holdings plc presently has an average rating of “Buy” and a consensus target price of GBX 1,156.35 ($17.56).

ARM Holdings plc (LON:ARM) is a United Kingdom-based firm engaged in designing of microprocessors, physical intellectual property (IP) and associated technology and software, and sale of development applications. The Organization ‘s offers products, like 16/32/64-bit RISC microprocessors, data engines, graphics chips, digital libraries, embedded memories, peripherals, software and development programs, as well as analog functions and high-speed connectivity products. The Organization ‘s product offering includes support and maintenance services, physical IP, development tools and microprocessor Cores. ARM licenses and sells its technology and products to international electronics companies, which then production, market and sell microprocessors, application-specific integrated circuits (ASICs), program-specific standard processors (ASSPs) and microcontrollers (MCUs) based on ARM’s technology to systems companies for incorporation into many different end products.

[philanderer] 08/9/2015 21:06

Nasdaq goes green for 2015 :-)

[steptoes yard] 07/9/2015 15:50

Big fan of established companies with above average growth that engage in material buyback programmes. check out Next Plc - been doing it for many years since below £10 ever so slowly but surely contracting the number of shares in issue and tightening up the acca. I would rather they did this than engage in a series of acquisitions that fail to bolt-on ( as it were). Next Plc continued albeit in a diff mkt with their operating model and I envisage the same happening here.

[philanderer] 07/9/2015 12:21

07 Sep 15 Jefferies Buy tp 1140p


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[philanderer] 07/9/2015 08:33

'ARM and Thundersoft Open First IoT Ecosystem Accelerator in China (ARM Holdings plc)'



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07 Sep 15 Numis Buy tp 1350p

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[philanderer] 04/9/2015 09:52

Good old Liberum ;-)

04 Sep 15 Liberum sell tp 650p

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edit:

Detail......

Arm could receive lower royalties from one of the chip designer’s key customers, according to analysts at Liberum.

The broker, a long term seller of Arm shares, said:

Qualcomm, which is a top three customer for Arm, has released more details about its next high end smartphone chip, the snapdragon 820. Qualcomm’s current high end platform, the snapdragon 810, relies on eight standard Arm V8 cores.. for which ARM likely receives a royalty of around 2.5%.

For its next generation 820 platform, Qualcomm has reduced the Arm core count from eight to four. It has also used its own implementation of Arm V8 (Kryo) rather than standard off-the-shelf Arm cores. The reduction in core count and move to its own implementation may reduce the royalty closer to around 2%. Therefore assuming the chip price remains the same, Arm may see a 20% royalty reduction from Qualcomm. Qualcomm has only implemented this strategy at the high end and we await further product announcements to see if it follows the same strategy through its mid and lower end product line up.

At present most high end chip vendors (Qualcomm, MediaTek, Samsung LSI, HiSilicon) use eight standard Arm V8 cores and the majority manufacture their chips at TSMC. This is leading to limited differentiation and therefore price pressure. Qualcomm’s move to reduce and customize its Arm cores...enables it to differentiate its products. If others were to follow suit, most likely Samsung LSI, then Arm’s royalty per smartphone chip would not increase as dramatically as consensus models.

[jaws6] 03/9/2015 10:29

No prob
Hope you seen artical in Telegraph today

[philanderer] 03/9/2015 09:16

Thanks jaws :-)

[philanderer] 02/9/2015 17:08

xd tomorrow morning for 3.15p

[philanderer] 02/9/2015 11:55

JPMorgan lifts ARM, says it's discounting smartphone inventory correction

(ShareCast News) - JPMorgan Cazenove upgraded ARM Holdings to 'neutral' from 'underweight' and kept its price target at 850p.
"With ARM stock having corrected since the beginning of July, we believe the stock is discounting the impact of the smartphone correction even though consensus estimates likely remain too high."

JPM said it reckons growth from 2014 to 2020 will be lower than it was between 2009 and 2014, so it does not see substantial under-valuation, hence why it hasn't taken a more bullish stance on the stock.

The bank said it has had a relatively cautious view on ARM for a while. It noted that the shares have corrected more than 10% since July 2015 and are down almost 25% from the March 2015 peak.

It said ARM is now trading on 25.7x consensus 2016 earnings per share. This implies a substantial de-rating from a multiple of around 35x at the start of this year and peak multiple of around 50x in 2011.

"Thus, we think ARM's stock is now beginning to reflect the potential of slower royalty growth in 2016 versus higher 2010-2013 growth."

[philanderer] 02/9/2015 08:52

Upgraded by JP Morgan Caz from underweight to neutral , tp unch @ 850p

[philanderer] 27/8/2015 14:26

27 Aug 15 BOAmerica Buy tp $58

[eldermon] 26/8/2015 20:10

Roller coaster day

[philanderer] 26/8/2015 12:21

Bernstein upgrades ARM after share price weakness

[philanderer] 26/8/2015 09:21

26 Aug 15 Morgan Stanley Overweight tp 1180p

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[marko1961] 26/8/2015 06:38

How crammer got away with reading a personal email from tim cook live on tv. Surley this was market sensative info

[philanderer] 26/8/2015 00:40

All gains lost tonight in the USA :-S