Arm’s CEO Says Demand Is ‘Off the Charts.’ The Problem Is Nobody Can Build Chips Fast Enough

Quick Read ARM trades at 247x trailing P/E, up 123% YTD, as CEO Rene Haas attributes missed earnings quarters to multi-stage manufacturing bottlenecks rather than softening demand. Design wins at NVIDIA, Google, AWS, and Microsoft lock in multi-year royalty streams as Arm-based servers surpassed x86 in spending over the past two quarters. Haas rebuilt confidence in a $2 billion AGI CPU target, but initial gross margins in the low 40% range will dilute profitability versus core IP licensing. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Arm didn't make the cut. Enter your email to see the names that beat ARM. The report is free.