The post Prediction: Arm’s 117% Rally Has Run Too Far appeared first on 24/7 Wall St..
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Arm (ARM) reported fiscal Q4 revenue of $1.49B (+20.1% YoY) with licensing up 29% and royalties up 11%, backed by $2B in customer demand for its Arm AGI CPU across FY2027-2028, but trades at 318x P/E with shares at 99.8% of their 52-week high.
Valuation has disconnected from fundamentals as Arm’s stock surged 117% year-to-date despite Q1 FY2027 g…