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Arm Holdings plc American Depositary Shares

ARM · США
Отрасль
Chip IP
Биржа
США
Страна / Регион
USA
Дата IPO
14 сентября 2023 г.
Сотрудники
9 584
Сайт
www.arm.com
Текущая цена
$266.33
В реальном времени · 27 июля 2026 г.
Балл роста Baillie
55/100
Средний
Внутренняя стоимость · три уровня Текущая цена $266.33 Онлайн · Выше оптимистичного потолка · будущий рост уже исчерпан

Сводный диапазон оценки · консервативный $25–$40 / справедливый $45–$70 / оптимистичный $80–$120. При $266.33, Выше оптимистичного потолка · будущий рост уже исчерпан.

На момент публикации $256.73 (21 мая 2026 г.)

Финансовый обзор
Капитализация277,71 млрд $
Выручка (TTM)4,92 млрд $
EBITDA1,06 млрд $
Чистая маржа18,37 %
ROE11,95 %
P/E (TTM)333,35
Прогнозный P/E128,21
PEG2,33
Прибыль на акцию0,78 $
Диапазон за 52 недели100,02 $ – 452,70 $
Целевая цена аналитиков300,73 $
Рейтинг аналитиков4.1 / 5

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

О компании

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. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT, embedded systems, cloud data centers, networking, automotive, and robotics. It provides its products and services in the United States, China, Japan, Taiwan, Korea, and internationally. The company was founded in 1990 and is based in Cambridge, United Kingdom. Arm Holdings plc operates as a subsidiary of SoftBank Group Corp.

Справка

История

Arm Holdings plc was founded in 1990 and is based in Cambridge, United Kingdom. It researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit (GPU) and neural processing unit (NPU) IP, system IP, compute subsystems (CSS), and related software and tools. Its model typically combines upfront license fees with per-chip royalties paid as chips ship. Arm completed its IPO on 14 September 2023 and operates as a subsidiary of SoftBank Group Corp.

Положение в отрасли

Arm designs and licenses CPU architecture and IP rather than manufacturing chips, serving semiconductor companies, OEMs, and cloud service providers as a neutral platform that supplies competing customers including AWS, Google, Microsoft, NVIDIA, and Qualcomm. As of March 2025, cumulative Arm-based chips shipped exceeded 310 billion, and its architecture has long held over 99% of the smartphone application processor market, which contributed about 46% of total royalty revenue in fiscal 2025. Its main competing architectures are x86 and RISC-V.

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