Price movement over the last 24 hours
AES Corp vs Arm Holdings plc — how do they compare? AES Corp trades at $14.65 (market cap $10.43B), while Arm Holdings plc trades at $296.8 (market cap $320.88B). The key difference: Arm Holdings plc is far larger — about 30.8× AES Corp's market cap, and AES Corp pays a 4.81% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| AES | ARM | |
|---|---|---|
Market Cap | $10.43B | $320.88B |
Sector | Utilities | Technology |
52-Week High | $17.28 | $439.46 |
52-Week Low | $11.07 | $104.55 |
Enterprise Value | $39.77B | $317.74B |
Dividend Yield | 4.81% | — |
Signals from Pluang's Aura AI — not financial advice
AES trades at $14.62, up 0.27% on the day, with strong fundamentals including a P/E of 7.59 and net income margin of 10.82%. Recent quarters show consistent earnings beats, while technical indicators signal bearish momentum. The company's pending $33.4 billion acquisition by a BlackRock/EQT consortium, approved by stockholders on June 26, 2026, caps near-term upside at $15 per share but provides a stable exit pathway.
The investment case hinges on the acquisition closing, offering a 2.6% gain to the $15 buyout price plus dividend yield. Risks include deal completion uncertainty and shareholder litigation. With no sell-side analysts recommending sell, the stock presents a low-risk arbitrage opportunity with defined upside and limited downside if the transaction proceeds as planned.
ARM Holdings trades at $322.24, up 2.21% today but showing bearish technical momentum with key support at $317. The stock maintains strong fundamentals with 97.54% gross margins and consistent earnings beats, though valuation ratios remain elevated (P/E 379.11). Recent news highlights AI-driven growth in licensing and data center expansion, despite a 35% pullback from June 2026 peaks.
Outlook is mixed: robust AI demand and analyst optimism (74% buy ratings) support upside potential, but high valuation and technical weakness pose near-term risks. The consensus price target of $321.65 aligns with current levels, suggesting cautious optimism amid volatility.
Trailing returns across standard periods
Latest headlines on both assets
AES is a global power company operating across 14 countries and 4 continents. Its current generation portfolio as of year-end 2021 consists of over 31 gigawatts of generation, with the generation mix composed of renewables (43%), gas (32%), coal (23%), and oil (2%). The company has 3.5 gigawatts of generation under construction. AES has majority ownership and operates six electric utilities distributing power to 2.6 million customers.
Read more on AES →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 →