ARM heads into fiscal Q4 earnings with 18% revenue growth expected, but the model signals mixed odds for a beat despite strong royalty and licensing momentum.
Notícias
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ON Semiconductor, Pfizer, Uber, McDonald’s, and many more will report earnings this week. Economic releases will include the April jobs report and purchasing managers index.
Markets enter a big week following last week's Federal Reserve meeting and mega-cap technology earnings convergence, with focus now shifting to Friday's April jobs report at 8:30am that will provide insights into labor market health amid geopolitical uncertainties and energy-driven economic pressures.
I am stepping into Arm Holdings (NASDAQ:ARM) at a moment when the stock has nearly doubled year to date, royalty rates are climbing on Armv9 adoption, and a fresh earnings report lands in less than a week. The setup is rich, the valuation is rich, and the model still finds room to run. Our 24/7 ... Arm’s May 6 Earnings Could Unlock $250 as AI Workloads Accelerate