Advanced Micro Devices vs Arm Holdings plc — how do they compare? Advanced Micro Devices trades at $473.65 (market cap $766.54B), while Arm Holdings plc trades at $268.56 (market cap $286.06B). The key difference: Advanced Micro Devices is far larger — about 2.7× Arm Holdings plc's market cap, and Advanced Micro Devices is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.
| AMD | ARM | |
|---|---|---|
Market Cap | $766.54B | $286.06B |
Sector | Technology | Technology |
52-Week High | $580.91 | $439.46 |
52-Week Low | $151.14 | $104.55 |
Enterprise Value | $757.71B | $282.64B |
Signals from Pluang's Aura AI — not financial advice
AMD trades at $483.36, down 1.21% on the day, near its pivot point of $487 with support at $473 and resistance at $497. The stock shows strong fundamental momentum with Q2 2026 EPS beating estimates at $1.66 versus $1.62 expected, and revenue growth accelerating to $34.64 billion in 2025 from $25.8 billion in 2024. Operating cash flow surged to $7.71 billion in 2025, supporting investments in AI and data center segments. Technical indicators are neutral overall, with RSI levels suggesting balanced momentum.
Outlook remains positive driven by AI demand and market share gains, but high valuation multiples pose risks. Analyst consensus is bullish with a $615.11 price target, though competition and execution challenges warrant caution. The stock offers growth exposure but requires monitoring of competitive dynamics and margin sustainability.
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
Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.
Read more on AMD →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 →