ARM Holdings plc

Model update after FY 26 results

25/06/26 -"We have updated our model with the latest annual figures with the calendar closing in March 26. Our EPS estimates are revised downwards as we see the company increasing its expenses for executing its ..."

PDF page sample
Pages
56
Language
English
Published on
25/06/26
Download
You may also be interested by these reports :
26/06/26
The AI illusion has worked its way into the European semiconductor industry with great effect. At AlphaValue, the sector is worth €1 250bn (50% owed ...
25/06/26
We have updated our model with the latest annual figures with the calendar closing in March 26. Our EPS estimates are revised downwards as we see the ...
04/06/26
Our increment in Target price mainly comes from the fact that we have decided to remove the discounts we previously used in our peer based ...
28/05/26
NXP – STM – Infineon

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO