Added to YB: 2026-07-14
Pitch date: 2026-07-10
ARM [neutral]
Arm Holdings plc
-3.99%
current return
Author Info
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Company Info
Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.
Market Cap
$345.4B
Pitch Price
$311.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
300.87
P/E
380.46
EV/Sales
69.57
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sustainable’s Substack | Portfolio Review (June ‘26) - Arm Holdings plc
ARM (holding update): Royalty-driven licensing biz for CPU/GPU core architecture; strong share in non-Intel processors. Bought ~$200 amid antitrust concerns. Bull case: agentic AI traffic to dominate human traffic over 3-5yrs, boosting CPU demand/utilization. Expensive at buy, richer now.
Read full article (1 min)