COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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Intel: Strong catalyst ahead; upside already reflected in valuation. Increase TP to $122, Neutral.June 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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Arm model update. Downgrade to Neutral.June 18, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q26June 18, 2026 — Pierre Ferragu
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Nvidia into PC? A $550m TAM for ARM; but unlikely to be fully, or even in majority capturedJune 2, 2026 — Pierre Ferragu
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Bible 1Q26 - Smartphones: unit forecast cut sharply; iPhone cycle strong; Semis at risk.May 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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
