GMBStaff

 3 Sep 23

tl;dr

<p>Arm Holdings, owned by SoftBank, plans to go public, generating significant interest in the market. However, concerns exist regarding Arm's valuation and profitability. Bernstein analyst Sara Russo suggests a valuation of $46 billion, highlighting figures from the company's prospectus. Whil...

Arm Holdings, the chip design unit owned by SoftBank, is planning to go public in one of the hottest offerings in years. However, concerns have been raised about Arm's valuation and profitability. Bernstein analyst Sara Russo suggests a valuation of $46 billion for the company, citing figures from the company's prospectus. While she sees growth potential, she also notes that Arm may not be as profitable as it once was. Roth MKM analyst Rohit Kulkarni points out that Arm faces rising competition from other semiconductor companies and the potential shift towards custom chips for specific use-cases. Despite these concerns, there is expected to be high investor interest in Arm's IPO, with many major tech companies and investment firms included in the offering.

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