Analog Devices, Inc. vs Arm Holdings plc — how do they compare? Analog Devices, Inc. trades at $386.79 (market cap $187.00B), while Arm Holdings plc trades at $270.94 (market cap $286.06B). The key difference: Arm Holdings plc is the larger of the two by market cap, and Analog Devices, Inc. pays a 1.15% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ADI | ARM | |
|---|---|---|
Market Cap | $187.00B | $286.06B |
Sector | Technology | Technology |
52-Week High | $445.48 | $439.46 |
52-Week Low | $225.20 | $104.55 |
Enterprise Value | $192.25B | $282.64B |
Dividend Yield | 1.15% | — |
Signals from Pluang's Aura AI — not financial advice
Analog Devices (ADI) trades at $389.93, up 3.34% over the past day, with a bullish technical signal and strong institutional support. The stock has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $3.09 exceeding expectations. Revenue for 2025 reached $11.02 billion, with a net income margin of 26.01%, though valuation ratios like P/E of 58.03 suggest premium pricing. A dividend of $1.10 per share is scheduled for payment on June 16, 2026.
The outlook for ADI is positive, driven by robust earnings performance and analyst optimism, with a consensus price target of $474.80 implying significant upside. Risks include high valuation multiples and sensitivity to semiconductor market cycles, but strong cash flow and institutional buy-in support a favorable investment case for growth-oriented investors.
ARM stock trades at $282.57, down 1.43% over 24 hours, with a bullish technical outlook supported by moving averages and key support at $272. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.45 beating the $0.40 estimate. Revenue grew to $4.01B in 2025, with a net income margin of 20.25%, though valuation multiples remain elevated with a P/E of 273.32.
The outlook is positive due to AI-driven growth in licensing and royalties, with management targeting $25B revenue by FY31. However, risks include stretched valuation, smartphone market headwinds, and execution challenges. Analyst consensus is bullish with a $329.80 price target, suggesting 17% upside from current levels.
Trailing returns across standard periods
Latest headlines on both assets
Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers, and more than half of its chip sales are made to industrial and automotive end markets. Analog Devices' chips are also incorporated into wireless infrastructure equipment.
Read more on ADI →Arm Holdings designs the architecture for high-performance, energy-efficient processors used in nearly all smartphones and millions of other devices. Its intellectual property powers global computing from mobile to AI.
Read more on ARM →