Arm's Shift Into Chip Sales Should Aid Growth -- Market Talk

Dow Jones03-25 21:58

0958 ET - Arm Holdings says it will sell its own semiconductor chips, a move that Raymond James analysts previously advocated for, on the basis it would yield strong operating profit, aid growth and add a new dimension to the company's strategy. "Although we favored the strategic shift, we were uncertain if it would align with Arm's majority shareholder Softbank's broader strategy," the analysts say in a research note. With the shift, Arm increases its long-term earnings outlook, forecasting a sharp inflection in sales beyond FY28. Raymond James upgrades Arm to outperform from market perform and establishes a price target of $166. Shares rise 15%. (connor.hart@wsj.com)

(END) Dow Jones Newswires

March 25, 2026 09:58 ET (13:58 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2622074892?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-25 21:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2622074892","market":"nz","top_or_hot":-1,"title":"Arm's Shift Into Chip Sales Should Aid Growth -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0958 ET - <a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings says it will sell its own semiconductor chips, a move that Raymond James analysts previously advocated for, on the basis it would yield strong operating profit, aid growth and add a new dimension to the company's strategy. \"Although we favored the strategic shift, we were uncertain if it would align with Arm's majority shareholder Softbank's broader strategy,\" the analysts say in a research note. With the shift, Arm increases its long-term earnings outlook, forecasting a sharp inflection in sales beyond FY28. Raymond James upgrades Arm to outperform from market perform and establishes a price target of $166. Shares rise 15%. (connor.hart@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 25, 2026 09:58 ET (13:58 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm's Shift Into Chip Sales Should Aid Growth -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm's Shift Into Chip Sales Should Aid Growth -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-25 21:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0958 ET - <a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings says it will sell its own semiconductor chips, a move that Raymond James analysts previously advocated for, on the basis it would yield strong operating profit, aid growth and add a new dimension to the company's strategy. \"Although we favored the strategic shift, we were uncertain if it would align with Arm's majority shareholder Softbank's broader strategy,\" the analysts say in a research note. With the shift, Arm increases its long-term earnings outlook, forecasting a sharp inflection in sales beyond FY28. Raymond James upgrades Arm to outperform from market perform and establishes a price target of $166. Shares rise 15%. (connor.hart@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 25, 2026 09:58 ET (13:58 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4588","symbol_name":"碎股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2622074892","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622074892","pubTimestamp":1774447080,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0958 ET - Arm Holdings says it will sell its own semiconductor chips, a move that Raymond James analysts previously advocated for, on the basis it would yield strong operating profit, aid growth and add a new dimension to the company's strategy. \"Although we favored the strategic shift, we were uncertain if it would align with Arm's majority shareholder Softbank's broader strategy,\" the analysts say in a research note. With the shift, Arm increases its long-term earnings outlook, forecasting a sharp inflection in sales beyond FY28. Raymond James upgrades Arm to outperform from market perform and establishes a price target of $166. Shares rise 15%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4588":"碎股","BK4609":"英伟达持仓股","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","ARMU":"2倍做多ARM ETF-T-REX","ARMG":"2倍做多ARM ETF- Leverage Shares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4141":"半导体产品","ARM":"ARM Holdings","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4543":"AI","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","ARMW":"Roundhill ARM WeeklyPay ETF"},"translate_title":"Arm转向芯片销售应该有助于增长——市场讨论","themeId":"d2190f0bedabff9b123cb812836bcbfc","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARMW":0.6,"ARMU":0.6,"ARMG":0.6,"ARM":1.96},"content_text":"0958 ET - Arm Holdings says it will sell its own semiconductor chips, a move that Raymond James analysts previously advocated for, on the basis it would yield strong operating profit, aid growth and add a new dimension to the company's strategy. \"Although we favored the strategic shift, we were uncertain if it would align with Arm's majority shareholder Softbank's broader strategy,\" the analysts say in a research note. With the shift, Arm increases its long-term earnings outlook, forecasting a sharp inflection in sales beyond FY28. Raymond James upgrades Arm to outperform from market perform and establishes a price target of $166. Shares rise 15%. (connor.hart@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 25, 2026 09:58 ET (13:58 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.38.0","shortVersion":"4.38.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622074892","isCrawlerRequest":true}