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华尔街看好ARM股票的3大理由:你值得拥有!

时间:07-19 来源:3721RD 点击:

ARM公司股价在上个月下降了11.9%,但华尔街分析人士仍看好该公司后续发展,并且强烈建议投资者这是买入ARM公司股票的最佳时机。而其点赞理由包括该公司的财务状况(41%的利润率,10亿现金流,而且没有债务),所处行业(苹果、三星等等终端大佬都是ARM的授权客户,还包括众多知名半导体公司,以及很多新兴科技公司),以及该公司的成长轨迹(分析师预计该公司未来5年每股盈利将保持22%的年增长)。

One of our favorite tech plays, ARM Holdings Plc. (NASDAQ:ARMH) stock, is trading at a discounted price today.

ARMH stock has fallen 11.9% in the last month. But we’re still bullish on ARMH shares. In fact, this is a great time to add to your position in ARMH stock.

You see, ARM Holdings designs the semiconductors that are used in Apple Inc. (Nasdaq:AAPL) iPhones and iPads. So when Apple stock tumbled this month, dropping more than 11% since July 20, ARMH shares fell too.

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That wasn’t the only reason ARMH stock fell though. In July, ARM reported sales growth of 22%. However, that missed consensus estimates by 2.6%. Again, investors panicked.

But according to Money MorningDefense & Tech Specialist Michael A. Robinson, those were not strong enough reasons for ARMH stock to dip as much as it did.

"To create real wealth, you have to ignore not just hype from the company, but also the noise you often hear coming out of Wall Street," Robinson said. "As far as I’m concerned, this means ARMH stock is ‘on sale.’"

Despite the slight revenue miss, the company still grew sales by 22%. And that wasn’t all.Earnings jumped 39% and the firm raised its dividend by 25% to $0.20.

ARM was founded in 1990 and is a designer of semiconductors. That’s important because it means the company doesn’t have to worry about building the semiconductors. Instead, it charges licensing fees to firms that use its designs.

More than 90% of the firm’s sales come from licensing. Robinson says it’s essentially a "license to print money."

But the licensing arrangement isn’t the only reason to be bullish on ARMH stock going forward. Here are three more bullish signs for the company…

Why ARMH Stock Is a Buy Now

The first thing that Robinson points to when discussing ARMH stock’s potential is the company’s financials.

"Consider that ARM has operating margins of 41%, roughly 36% higher than Apple’s and more than three times those of Samsung," he said. "It’s sitting on $1 billion in cash and virtually no debt."

Another reason to like ARMH stock is the company’s industry. ARM doesn’t just supply semiconductor designs to Apple; its products are also in the Galaxy smartphone by Samsung. The company has more than 1,100 licenses with over 300 companies. Those companies have already shipped more than 60 billion chips designed by ARM.

According to Robinson, more than 1.2 billion smartphones are shipped a year, and ARM gets royalties on 95% of them.

"ARM also is a major player in wearable tech – a very fast-moving market," Robinson said. "Forecasters at IDTechEx project sales of wearable electronics will hit $20 billion next year and will be valued at almost $70 billion a decade later."

ARM supplies designs to Fitbit Inc. (NYSE: FIT), Sony Corp. (NYSE ADR: SNE), Samsung, and Pebble Technology C

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