Arm Holdings: Even With Optimistic Assumptions, The Stock Is Grossly Overvalued
ARMArm plc(ARM) Seeking Alpha·2024-07-24 21:00
Sundry Photography Introduction Arm Holdings (NASDAQ:ARM) is due to report its Q1 ’25 earnings at the end of the month, so I thought I’d have a look at how the company has performed since IPO and give some comments on where the growth lies, and whether it is a good time to start a position. From a valuation perspective and with very optimistic assumptions, the company is grossly overvalued and the only thing that is keeping it so richly valued is the ever-growing hype for AI. I am assigning the company  ...