ARM Holdings Share Discussion Threads

[philanderer] 04/11/2015 09:07

04 Nov 15 Jefferies Buy tp 1140p

reiterates

[philanderer] 03/11/2015 15:35

ARM Holdings PLC (ADR) (NASDAQ:ARMH) Had Its TP Increased by Analysts at Canaccord Genuity to $57.00

[philanderer] 03/11/2015 14:13

03 Nov 15 Morgan Stanley Overweight tp 1180p
03 Nov 15 FinnCap Buy tp 1200p

reiterations

[philanderer] 02/11/2015 13:40

Numis Securities Ltd restated their buy rating on shares of ARM Holdings plc (LON:ARM) in a report released on Monday morning, MarketBeat reports. Numis Securities Ltd currently has a GBX 1,350 ($20.83) target price on the stock.

[tonio] 30/10/2015 08:58

Another positive is Samsung, up 50% since the 'China' low of Aug.24th, up 2.5% today.

[market sniper1] 29/10/2015 20:10

A positive.

[philanderer] 29/10/2015 17:33

"Intel Corp.'s Atom is a Failure; Time to Transition to ARM Holdings plc Designs in Mobile"

[market sniper1] 29/10/2015 17:10

Maybe phil we dont know whats around the next corner.

Well done, by the way.

[philanderer] 29/10/2015 17:06

Afternoon ms, you`ve got to say what you see .. FWIW I`m still very long ARM :-)

Quite a bit of scope for profit taking at the moment after the recent run for those who got in sub 900p

[market sniper1] 29/10/2015 16:41

Dont know BUT, great to see Philanderer giving both sides to the debate.

Thats how it should be. Why con people into buying. say it as you see, I say.

Too many threads have a one way track especially the CR thread.

Time other threads fell in line here with phils forward thinking.

Tell the truth dont hide negatives.

Well done phil.

[urgentclick] 29/10/2015 14:20

980p looks like a re-entry point. What do you guys think?

[urgentclick] 29/10/2015 14:17

Conviction sell at the moment.

[philanderer] 29/10/2015 14:00

Selling continues as the US opens , disappointing :-S

[philanderer] 29/10/2015 08:47

All over the place ;-)

'Deutsche sees ARM as ‘fairly valued’'

Deutsche Bank is sticking with its ‘hold’ recommendation on shares in ARM (ARM), seeing ‘bumps in the road’ for the chip maker but believing royalties will continue to hold up.

Analyst Johannes Schaller was wary of ARM’s targets for market share in the servers and networking sectors, but said he did not subscribe to the more bearish views of its processor division royalties, arguing they ‘should still be able to achieve mid-teens growth in 2016’.

He said the upside and downside risks for the stock included ‘slower or faster growth of smart devices, share gains in networking, share losses in mobile, and foreign exchange moves.

Schaller up his target price to £10.00 from £9.80. The shares edged 9p higher to £10.49 yesterday.

[philanderer] 28/10/2015 09:38

Going in the right direction...


Corporate earnings from Apple (AAPL) generally seen positive as financials beat while sales came in a touch lower (hinting at higher prices for iPhones). Again, have a look at ARM Holdings (ARM), a stock much in focus over the past week or so and for good reason. The chip architect is intimately related to all things tech, especially smartphones, and incredibly sensitive to movements elsewhere in the sector. Twitter (TWTTR) shares were shot down (-12%) after market with the trendy social media Q4 revenue projections falling short of market expectations

Note Apple CEO Tim ‘Captain’; Cook remarking that were he to put his blinkers on and look only at the company’s numbers, he’d have no inkling of the ‘big trouble in shrinking China’ everyone’s been going on about recently while WPP’s Sorrell on Monday reiterating his ‘unabashedly bullish’ stance on the world’s #2 economy.

proactiveinvestors.co.uk

[philanderer] 28/10/2015 08:52

According to BBC biz news on R5 live just now AAPL numbers missed analyst expectations !!

[philanderer] 27/10/2015 23:17

Android users are ditching their phones for the iPhone at a record rate

Three in 10 people buying iPhones in the last quarter were switching from Android devices, Apple says

[lucas5950] 27/10/2015 20:46

Fantatsic results from Apple. 2015 best year ever!



This should push ARM further north :)

[thewheeliedealer] 27/10/2015 20:42

Hi everyone,

I topped up in a chunky way on ARM after first buying in a couple of months back - now 5% of my Portfolio. I have put a short Blog on my Site about it and it contains a link to a much more detailed one with Targets and stuff that I did just after the first buy. You should find it here along with lots of other twaddle,



Hope you like it, WheelieD

[philanderer] 27/10/2015 09:43

From the company website today...

New ARM CoreLink System IP Provides the Foundation for Next-Generation Heterogeneous SoCs

27 October 2015

[philanderer] 26/10/2015 20:20

They must be reading this forum ;-)

Telegraph market report:

"Read across from the US also hurt Arm Holdings, which makes products for Apple and Samsung. The chip designer’s shares fell in tandem with Apple, which tumbled ahead of its quarterly results today (TUES). A bullish broker note from UBS could not help ease the Cambridge-based company’s pain - down 22p to £10.51.

"The investment bank told investors there are “three reasons to be cheerful” when it comes to Arm, namely the potential to continue to grow royalties next year, the new chief financial officer Chris Kennedy can provide “a safe pair of hands” and the potential for cash return."

[philanderer] 26/10/2015 14:16

Dragged down by weak AAPL , they report quarterly numbers tomorrow

[philanderer] 26/10/2015 13:23

26 Oct 15 UBS Buy tp 1200p

reiterates

[edjge2] 26/10/2015 07:45

Motley fool seem to have tipped this yesterday if I recognised the chart correctly. FTSE testing 6400?