---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38437337.md"
description: "Recently, $Arm(ARM.US) has been unable to break free from the rhythm of "oscillating convergence." Currently, the stock price is fluctuating around $104, with a slight short-term decline and still significantly lower than last year's peak in the long term. Over the past 30 days, it has risen by about 4%, but compared to the 30% drop over 90 days, it remains in a weak consolidation state. This trend is really frustrating. Fundamentally, it's actually not bad, with revenue growth and steady increases in AI ecosystem licensing fees, but overall semiconductor market sentiment has cooled, and valuations still seem high. Now, many are debating whether this is a phased pullback or a value recovery, and it will depend on the upcoming earnings report."
datetime: "2026-02-04T13:43:47.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38437337.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38437337.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38437337.md)
author: "[粥一蛋](https://longbridge.com/en/profiles/1450666.md)"
---

# Recently, $Arm(ARM.US) has been unable to break fr…


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## Comments (6)

- **发财靠自己 · 2026-02-04T13:44:34.000Z**: I heard that ARM is considered overvalued, is it credible?
  - **小良i** (2026-02-04T13:47:53.000Z): At least some analysis suggests that the fair value is lower than the current price, which is the so-called "valuation bubble".
- **股友fl16821302 · 2026-02-04T13:44:17.000Z**: Is it a bottom-fishing opportunity now or should we continue to wait?
  - **岚烟65** (2026-02-04T13:45:14.000Z): The rebound depends on the capital flow and the increase in AI licensing revenue. Wait for confirmation if there is no clear trend.
- **数据宝 · 2026-02-04T13:44:06.000Z**: I heard that ARM is not cheap at this price, and the valuation seems high?
  - **波西米亚c** (2026-02-04T13:45:03.000Z): Yes, from a PER of over 130 times and the net profit growth rate, the valuation of this stock is not low, and the short-term market has given a lot of expectation gaps.