COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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Arm 3FQ26: Upgrade to buy. Smartphone creates an entry point while the datacenter outlook strengthens.February 5, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
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Bible 3Q25 – Smartphones: Still no recovery in sight. 2026 guided to another flat yearDecember 1, 2025 — Pierre Ferragu
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AMD DC GPUs, Arista 2026 guide, Ride-Sharing & Delivery, Autos & Industrial. Tech Weekly Wrap-upNovember 10, 2025 — Pierre Ferragu
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Arm 2FQ26: Royalty beat; cost pressure; long-term fundamentals unchanged. Neutral; $145 TP.November 6, 2025 — Pierre Ferragu
Events
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Aug
28TechnologyAugust 28, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay
