Is ARM a good stock to buy?
We came across a bullish thesis on Arm Holdings plc on Long-term Investing’s Substack by Sanjiv
In this article, we will summarize the bulls’ thesis on ARM. Arm Holdings plc’s share was trading at $342.23 as of June 11th. ARM’s trailing and forward P/E were 402.62 and 156.25 respectively according to Yahoo Finance.
Photo by JESHOOTS.COM on Unsplash 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. ARM is positioned as a central beneficiary of the accelerating shift toward AI-driven computing following its “ARM Everywhere” event, where it unveiled a new AI-optimized CPU architecture designed for agentic workloads with superior power efficiency and performance. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential The company, historically dominant in mobile computing with an estimated 99% share of smartphone CPUs and over 350 billion chips shipped, is now pivoting from being primarily an intellectual property licensor to a direct participant in chip design and system-level silicon through its new ARM AGI CPU initiative. This marks a strategic expansion beyond its traditional royalty model, which has historically captured only a small fraction of value despite powering leading chip designers such as Nvidia, Qualcomm, and Apple.