Co phieu Arm Holdings giam 8 phan tram sau khi doanh thu cap phep khong dat ky vong cua Wall Street

Vao ngay 4 thang 2 nam 2026, tap doan Arm Holdings plc American Depositary Shares ARM da cong bo bao cao tai chinh quy 3 voi ket qua trai chieu, dan den viec gia co phieu sut giam khoang 8% trong cac phien giao dich sau gio lam viec. Tam diem cua su chu y do don vao doanh thu tu mang cap phep ban quyen, mot trong nhung nguon thu chinh cua cong ty, chi dat 505 trieu USD. Con so nay thap hon dang ke so voi muc du bao 519,9 trieu USD ma cac nha phan tich tai Wall Street ky vong.

Mac du mang cap phep gap kho khan, cong ty duoi su dieu hanh cua Rene Haas rene haas lai ghi nhan su tang truong manh me o mang tien ban quyen (royalties). Ben canh do, Arm cung dua ra du bao doanh thu cho quy 4 cao hon muc uoc tinh cua thi truong. Tuy nhien, su hut hoi trong doanh thu cap phep da tao ra phan ung tieu cuc tu cac nha dau tu, dac biet khi day duoc coi la chi so quan trong phan anh nhu cau thiet ke chip trong tuong lai. Theo du lieu tu FactSet va LSEG, su chenh lech giua ky vong va thuc te da gay ap luc lon len tam ly thi truong tai My US.