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UBS has reduced its price target for ARM Holdings from $215 to $165 while maintaining a Buy rating. ARM specializes in microprocessor research and development for semiconductors used in various digital products, with net sales primarily from royalties (52.7%) and license sales (39.3%). Geographically, the U.S. accounts for 37.8% of net sales, followed by China (19.3%) and Taiwan (14.6%).
UBS has lowered its price target for ARM from $215 to $165, citing concerns over market share losses in China and declining semiconductor prices, while maintaining a Buy rating. Analysts project an average target price of $149.54 for ARM, indicating a potential upside of 33.43% from its current price of $112.08. Despite challenges, ARM reported a 19% year-on-year revenue increase, driven by strong demand for its technologies, particularly in AI and data centers.
Wells Fargo has expressed caution regarding Arm Holdings ahead of its fiscal fourth-quarter earnings report on May 7, highlighting tariff uncertainties as a significant risk. Analyst Joe Quatrochi lowered the price target to $150 from $185, citing concerns over potential demand destruction and the company's initial fiscal 2026 guidance possibly falling short of expectations. Investors are also keen on updates regarding Arm's data center exposure and technology adoption rates, with consensus earnings projected at $0.53 per share on $1.23 billion in revenue.
Wells Fargo expresses caution regarding Arm Holdings ahead of its earnings report, highlighting uncertainties related to tariffs. The market sentiment reflects concerns as investors navigate potential challenges.
SoftBank Group has announced its acquisition of US semiconductor firm Ampere for $6.5 billion, driven by the surging demand for chips amid the AI boom. The deal, pending regulatory approval, is expected to close in the second half of 2025 and will enhance SoftBank's focus on AI technologies. Ampere specializes in high-performance, energy-efficient AI chip design based on the ARM platform, complementing SoftBank's existing stake in Arm Holdings.
Semiconductor stocks, essential for various technologies including AI and telecommunications, present both growth opportunities and significant risks due to market volatility, geopolitical tensions, and high R&D costs. Key players like NVIDIA, TSMC, Broadcom, and ASML dominate the sector, each facing unique challenges and advantages. Investors are advised to consider these factors when investing in this rapidly evolving industry.
Malaysian semiconductor designer SkyeChip is planning an initial public offering (IPO) in Malaysia, targeting a valuation of over 1 billion ringgit (approximately US$226 million) in the second half of 2025. This move supports Malaysia's initiative to enhance its semiconductor sector, which includes a US$250 million partnership with SoftBank’s Arm Holdings for domestic chip design. The country's IPO market experienced significant growth in 2024, raising US$1.6 billion, the highest since 2017.
UBS analyst Timothy Arcuri has reaffirmed a Buy rating and a $215 price target for ARM Holdings, following strong December quarter results that exceeded forecasts. The company is well-positioned to benefit from AI growth and custom ASIC activities, despite some variability in March quarter guidance. Other analysts have also raised their price targets, reflecting optimism in ARM's future revenue streams, while Bernstein maintains a cautious stance with an Underperform rating.
Elon Musk and Sam Altman engaged in a public dispute over the Stargate project, a joint venture involving OpenAI, SoftBank, and Oracle, aimed at investing up to $500 billion in AI infrastructure. Musk questioned the financial backing of SoftBank, while Altman defended the project's viability and emphasized its national importance. The exchange highlights ongoing tensions between the two, stemming from their shared history with OpenAI and Musk's departure in 2018.
Elon Musk expressed skepticism about the $500 billion Project Stargate, claiming that lead investor SoftBank has secured "well under $10B." The initiative, announced at a White House briefing, aims to create extensive AI infrastructure in the U.S. and includes plans for a $100 billion initial investment, starting with a data center in Texas. Musk's comments raise concerns about the project's financial viability, despite support from major tech partners like Microsoft and Oracle.
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ubs lowers arm holdings price target while maintaining buy rating
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