Latest news with #ArmHoldingsplc
Yahoo
21-05-2025
- Business
- Yahoo
Jim Cramer Recommends Peer Broadcom over Arm Holdings (ARM)
We recently published a list of . In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against other stocks that Jim Cramer discussed recently. On Tuesday, Jim Cramer, host of Mad Money, broke down the day's market movements as he pointed to rising bond yields as the main force behind a series of notable shifts in stock performance. 'Every day around here, we have a referendum on stocks, and you can't let it get you down because tomorrow's vote can always be different from today's… Why is it like this?… Well, the answer is a mischievous one.' READ ALSO Jim Cramer's Recent Thoughts on These 15 Stocks and Jim Cramer Put These 12 Stocks Under the Spotlight Cramer offered a broader perspective and explained that on most days, individual stocks respond either to the movements of other stocks or to the overall direction of the market. He said that the market, in turn, often takes its cues from the bond market, which he described as its 'much larger sibling.' On Tuesday, he noted that the bond market heavily influenced stock prices. He highlighted that every downward movement in bond prices, which translates to higher interest rates, was met with negative reactions from the stock market. According to Cramer, such a relationship meant that rising rates handed the advantage to the market bears and tipped the scales in their favor during daily trading. 'So here's the bottom line: The good news is that rates can also go up and not just down by the time we get a budget deal. The bad news is that rates are threatening to break out to the upside. And if they can't stay calm, if they jump to a new, higher level while Congress works on the budget bill, we're liable to have more days like today, where you need a plethora of positive themes for any given stock to break free from the gravitational pull of these darn miserable Treasurys.' For this article, we compiled a list of 10 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on May 20. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). Number of Hedge Fund Holders: 43 Pointing out the pin action on the stock, a caller asked about Arm Holdings plc (NASDAQ:ARM). In response, Cramer said: 'Look, I think that the pin action on Arm, look, we got Arm out there. AMD's starting to feel a little better. We know NVIDIA's there, but I'm going to give you a little curveball here. I think that Broadcom, which went down really hard, is the one that I think can go up. It was up today. At one point, I was thinking about maybe I had to do a little kaching kaching, but Jeff, Jeff Marks, my partner, I think he, I think he feels otherwise. I'm going to go with him.' Arm Holdings (NASDAQ:ARM) creates and licenses processor technology and related tools that companies use to build electronic products. The company is involved in developing microprocessors, graphics units, system components, software, and design tools. Overall, ARM ranks 3rd on our list of stocks that Jim Cramer discussed recently. While we acknowledge the potential of ARM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ARM and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
14-05-2025
- Business
- Yahoo
Jim Cramer on Arm Holdings (ARM): Wait for a ‘Bounce' and ‘Don't Sell It Here'
We recently published a list of . In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against other top buzzing stocks in May. The latest quarterly results from a couple of major technology companies have soothed concerns about AI demand that prevailed in the market following the launch of DeepSeek. Storm Uru, Manager at Liontrust Global Dividend Fund, said while talking to CNBC that the Satya Nadella-led tech giant's results were 'extraordinary.' '50% of that growth came from AI revenue, and that's an important marker for us going forward. Because after Deepseek about four months ago now, the debate really was around as digital intelligence gets smarter and as it gets cheaper, what is going to be the impact on demand. And what we found out last night was that demand is accelerating,' he said. David Grain, Founder & CEO of Grain Management, also believes AI demand could be strong amid a variety of factors. 'The advent of AI has created this explosion of demand for data centers and compute power, but the drivers of where it makes sense to actually build these data centers has a lot to do with the availability of reliable and high quantity of electricity. So I think there's definitely no slowdown in the demand side of the equation,' he said during an interview with CNBC. READ ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In. For this article, we picked 10 stocks making moves these days. With each stock, we have mentioned the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Hedge Fund Investors: 38 A caller recently asked Jim Cramer about Arm Holdings plc (NASDAQ:ARM) during the Lightning Round segment of his program on CNBC. Cramer recommended the stock to hold the stock and 'trim' when it bounces: 'I want you to stay in it, Rene Haas (CEO) is doing a great job. I think that this whole semiconductor group has been oversold. It will bounce, and when it bounces, you want to trim back because it is expensive. That's fine. Do not sell it here.' Overall, ARM ranks 7th on our list of top buzzing stocks in May. While we acknowledge the potential of ARM, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ARM but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
14-05-2025
- Business
- Yahoo
Arm Holdings plc (ARM): Among the Most Promising New Technology Stocks According to Analysts
We recently compiled a list of the . In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against the other promising new technology stocks. The stock market entered 2025 with much optimism, taking confidence from last year's performance. Similar to the stock market, the US IPO market also entered 2025 well-positioned for a promising year. However, the uncertainty regarding the tariffs has led to a lot of volatility in both the stock market and the IPO market. On March 27, White & Case released its insights on the US IPO market. The report highlighted that the US IPO showed steady gains due to stabilized gains and falling interest rates in the fourth quarter of 2024. Last year marked the second consecutive year of positive growth in US IPO proceeds, including the SPACs (Special Purpose Acquisition Company), as the proceeds reached $41.36 billion after growing 75% year-over-year. While the growth was impressive, it was still well below the pre-pandemic levels. In terms of the IPO counts, the number of IPOs grew from 154 in 2023 to 231 in 2024. The report also noted that the United States continued to lead the global IPO market by posting more than twice the level of proceeds as India, which is the second-largest IPO market by proceeds. The progress from the last year was carried on into 2025 as figures from the January 2025 IPO were favorable compared to the same month last year. In January, the US saw 29 IPOs, up from 17, with deal values growing from $3.45 billion to $5.1 billion. Moreover, the pipeline figures showed that there were 57 pending IPOs in March 2025. The United States market is anticipating more technology and artificial intelligence companies to go IPO during the year. This is due to the massive joint investment through Stargate's $100 billion reserve. The report acknowledged the uncertainty and difficulty that new companies might be facing due to the tariffs. However, the overall economic policies of the administration are viewed as capital-friendly, thereby paving the way for more IPOs to be filed this year. To curate the list of 11 most promising new technology stocks according to analysts, we used the Finviz stock screener and CNN. Using the screener, we aggregated a list of technology stocks that have IPOed within the last 3 years. Next, we sourced the upside potential based on Wall Street analysts' price target estimates for each stock from CNN and ranked the stocks in ascending order of this indicator. We have also added the hedge fund sentiment around each stock from Insider Monkey's Q4 2024 database. Please note that the data was recorded on May 13, 2025. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). High angle view of a semiconductor chip against an array of electronics components. Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company based in England. The company specializes in architecting, developing, and licensing intellectual property solutions for central processing units, graphics processing units, neural processing units, and interconnect technologies. On May 8, J.P. Morgan analyst Harlan Sur maintained a Buy rating on the stock with a price target of $150. Sur likes the company's growth in licensing and royalty revenues. The analyst also noted that rapid adoption of Arm Holdings plc (NASDAQ:ARM) v9 compute platforms across mobile, automotive, and industrial sectors is contributing to robust year-over-year growth despite a slight revenue guidance miss for the upcoming quarter. He also emphasized that the company's strategic focus on system-level innovation, software, and AI positions it well for future product differentiation and performance gains. During the fiscal fourth quarter of 2024, Arm Holdings plc (NASDAQ:ARM) posted a record revenue of $1.24 billion, surpassing $1 billion in quarterly revenue for the first time. Royalty revenue reached a record $607 million, up 18%, while licensing and other revenues surged 53% to $634 million. The company ranks as one of the most promising new technology stocks according to analysts. Overall ARM ranks 11th on our list of the most promising new technology stocks according to analysts. While we acknowledge the potential of ARM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ARM but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14-05-2025
- Business
- Yahoo
Arm Holdings plc (ARM): Among the Most Promising New Technology Stocks According to Analysts
We recently compiled a list of the . In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against the other promising new technology stocks. The stock market entered 2025 with much optimism, taking confidence from last year's performance. Similar to the stock market, the US IPO market also entered 2025 well-positioned for a promising year. However, the uncertainty regarding the tariffs has led to a lot of volatility in both the stock market and the IPO market. On March 27, White & Case released its insights on the US IPO market. The report highlighted that the US IPO showed steady gains due to stabilized gains and falling interest rates in the fourth quarter of 2024. Last year marked the second consecutive year of positive growth in US IPO proceeds, including the SPACs (Special Purpose Acquisition Company), as the proceeds reached $41.36 billion after growing 75% year-over-year. While the growth was impressive, it was still well below the pre-pandemic levels. In terms of the IPO counts, the number of IPOs grew from 154 in 2023 to 231 in 2024. The report also noted that the United States continued to lead the global IPO market by posting more than twice the level of proceeds as India, which is the second-largest IPO market by proceeds. The progress from the last year was carried on into 2025 as figures from the January 2025 IPO were favorable compared to the same month last year. In January, the US saw 29 IPOs, up from 17, with deal values growing from $3.45 billion to $5.1 billion. Moreover, the pipeline figures showed that there were 57 pending IPOs in March 2025. The United States market is anticipating more technology and artificial intelligence companies to go IPO during the year. This is due to the massive joint investment through Stargate's $100 billion reserve. The report acknowledged the uncertainty and difficulty that new companies might be facing due to the tariffs. However, the overall economic policies of the administration are viewed as capital-friendly, thereby paving the way for more IPOs to be filed this year. To curate the list of 11 most promising new technology stocks according to analysts, we used the Finviz stock screener and CNN. Using the screener, we aggregated a list of technology stocks that have IPOed within the last 3 years. Next, we sourced the upside potential based on Wall Street analysts' price target estimates for each stock from CNN and ranked the stocks in ascending order of this indicator. We have also added the hedge fund sentiment around each stock from Insider Monkey's Q4 2024 database. Please note that the data was recorded on May 13, 2025. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). High angle view of a semiconductor chip against an array of electronics components. Arm Holdings plc (NASDAQ:ARM) is a semiconductor and software design company based in England. The company specializes in architecting, developing, and licensing intellectual property solutions for central processing units, graphics processing units, neural processing units, and interconnect technologies. On May 8, J.P. Morgan analyst Harlan Sur maintained a Buy rating on the stock with a price target of $150. Sur likes the company's growth in licensing and royalty revenues. The analyst also noted that rapid adoption of Arm Holdings plc (NASDAQ:ARM) v9 compute platforms across mobile, automotive, and industrial sectors is contributing to robust year-over-year growth despite a slight revenue guidance miss for the upcoming quarter. He also emphasized that the company's strategic focus on system-level innovation, software, and AI positions it well for future product differentiation and performance gains. During the fiscal fourth quarter of 2024, Arm Holdings plc (NASDAQ:ARM) posted a record revenue of $1.24 billion, surpassing $1 billion in quarterly revenue for the first time. Royalty revenue reached a record $607 million, up 18%, while licensing and other revenues surged 53% to $634 million. The company ranks as one of the most promising new technology stocks according to analysts. Overall ARM ranks 11th on our list of the most promising new technology stocks according to analysts. While we acknowledge the potential of ARM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ARM but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
09-05-2025
- Business
- Yahoo
Jim Cramer on Arm Holdings plc (ARM): ‘I Want You To Stay In It'
We recently compiled a list of the . In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against the other Jim Cramer stocks with huge upside potential. During the episode of Mad Money aired on Wednesday, Jim Cramer broke down what he considers some of the most effective practices for buying stocks. 'I want to pull back the curtain and show you how a professional looks for stocks to buy and knows what to sell. There's no magic. There's no hidden talent. Just a bunch of disciplines, disciplines that can help you try to make mad money if you master them.' READ ALSO: 21 Stocks on Jim Cramer's Radar and Jim Cramer's Thoughts on These 13 Stocks. Cramer stressed the importance of conducting thorough research before committing to any stock purchase. He emphasized that investors must truly believe in the stock they are buying, even if that belief is rooted in skepticism, so long as they are convinced the price will rise and that the stock deserves that rise. He warned, however, that conviction is not enough on its own when a stock has pulled back from its high. If the decline is unrelated to the company's actual business, which he described as an 'extraneous' reason, it may present an opportunity. 'Be certain you're dealing with a momentarily damaged stock and not a troubled company that's going down, down, down. How can you tell the difference between a damaged company and a damaged stock? The fundamentals haven't changed, the stock probably hasn't fallen from grace. It's pulled back for mechanical reasons, profit taking, or some panic in the market in general.' Cramer pointed out that modern markets are heavily influenced by highly levered hedge funds, which treat stocks like commodities. He said that such behavior leads to irrational sell-offs that can drag high-quality stocks down for reasons unrelated to their financial health. Still, he cautioned that once a stock's fundamentals begin to shift, if the qualities that originally made it appealing no longer exist, then it is no longer suitable for inclusion in a portfolio. For this article, we compiled a list of 43 stocks that Cramer was bullish on during episodes of Mad Money aired between April 24 and May 2. We narrowed the list to 10 stocks that were most favored by analysts. We listed the stocks in ascending order of their average analyst price target upside as of May 8. We also mentioned the hedge fund sentiment around each stock, which was taken from Insider Monkey's Q4 database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A leading semiconductor chip on a computer robot arm, reflecting the technology advances of the company. Average Price Target Upside: 26.49% Number of Hedge Fund Holders: 43 A caller inquired about Arm Holdings plc (NASDAQ:ARM) during April 25's episode, and here's what Cramer had to say: 'Oh no… I want you to stay in it. Rene Haas is doing a great job. I think that this whole semiconductor group has been oversold. It will bounce, and when it bounces, you want to trim back because it is expensive. That's fine. Do not sell it here.' Arm Holdings plc (NASDAQ:ARM) focuses on developing CPU designs and licensing the related technology. On May 8, Guggenheim cut its price target on ARM to $147 from $180 and maintained a Buy rating on the stock. The analyst described the quarter as mixed, with total revenue coming in slightly ahead of expectations. Arm Holdings plc (NASDAQ:ARM) chose not to provide full-year guidance. The company does not see direct risk from tariffs but pointed to possible indirect effects in the markets it serves. The firm lowered the target to reflect ongoing geopolitical uncertainty that may continue over the next year. Overall ARM ranks 4th on our list of Jim Cramer stocks with huge upside potential. While we acknowledge the potential of ARM as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ARM but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at Insider Monkey.
