ARM Holdings PLC ADR

ARM: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$19.00	Lkt	Mydnmdbz

Armv9 Keeps Driving Revenue Growth; Maintaining $66 Fair Value Estimate

Javier Correonero

Aug 8, 2024

Business Strategy and Outlook

Arm Holdings does not sell chips, it develops CPU architecture and IP that it licenses to its clients. We believe Arm will remain the dominant architecture in smartphone CPUs, where it has a 99% market share, while maintaining high market share in other mobile chips and battery-powered devices. Arm is also making inroads into the data center, where we expect it will gain market share versus x86, the dominant architecture.

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