Share Dealing
WI stock picks: Analysts chipper on Arm Holdings
Joe McGrath, 22 February 2010
In its second week back in the FTSE 100, microchip designer Arm Holdings celebrated when its share price climbed a healthy 2.5 per cent today to 207.8 pence (1545hrs, 22 February).
The company, which designs microchips for 98 per cent of the world’s mobile phones, recently unveiled its new Cortex M4 processor for the automotive, power management and embedded audio markets.
Arm has become a favourite with analysts in recent weeks. It returned to the FTSE 100 on Monday 15 February after Cadbury’s was acquired by Kraft.
The group’s share price has seen a terrific run in the lead up to its entrance onto the main market, but FTSE 250 tracker funds selling out of the stock could lead to some future volatility.
Despite this, the Group is not yet aware if its microchips have been used in Apple’s new iPad, but it will find out after the device goes on sale in March.
If it has, this could be further good news for the company and its share price. Nick Raynor, investment adviser at The Share Centre, says that some analysts’ expectations have not yet factored in the potential for Arm Holding’s should the iPad include the Group’s technology and prove popular.
He explains, ‘We currently list Arm Holdings as a ‘buy’, given the potential weakness its share price might experience and the attention the Group might receive if its microchips are proven to have been used in Apple’s iPad.’
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