Arm Holdings (ARM) Faces License Breach Questions, Is The Valuation Still Too Rich?

Arm Holdings (NasdaqGS:ARM) is in focus after a jury concluded it breached a long running architectural license agreement with Qualcomm and acted to disrupt Qualcomm’s business, raising fresh questions for investors. Arm Holdings shares have swung sharply, with the price down 6.94% over the past day and 17.35% over 30 days, yet still showing a 98.55% year to date share price return and a 3 year total shareholder return of about 7x. Recent volatility has picked up as investors weigh the jury’s...