Jim Cramer on Arm: “Stock is Doing Very Well”

Arm Holdings plc (NASDAQ:ARM) is one of the 18 stocks Jim Cramer recently shared insights on. Inquiring about the company, a caller mentioned that they have built a “nice-sized position” in the stock. Cramer commented:

“You’re in good shape. That’s Rene Haas… His stock is doing very well. Why? He is a partner of NVIDIA and don’t forget it. Rene Haas used to work at NVIDIA. They’re very tight together.”

High angle view of a semiconductor chip against an array of electronics components.

Arm (NASDAQ:ARM) designs and licenses CPU technologies and related IP for use in semiconductors, and provides processors, system components, development tools, and software. The company’s solutions power a wide range of applications, including automotive systems, consumer devices, computing infrastructure, and IoT. In the first week of May, Cramer said that the company deserves a higher valuation, as he commented:

“What else? Can Arm Holdings mount a comeback without strong cell phone sales? I think the year when we realized, this is it, this is the year we realize that Arm’s in everything. It deserves a higher price-to-earnings multiple.”

While we acknowledge the potential of ARM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.