Price movement over the last 24 hours
American Tower Corp vs Arm Holdings plc — how do they compare? American Tower Corp trades at $168.92 (market cap $78.54B), while Arm Holdings plc trades at $315.38 (market cap $345.41B). The key difference: Arm Holdings plc is far larger — about 4.4× American Tower Corp's market cap, and American Tower Corp pays a 4.14% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| AMT | ARM | |
|---|---|---|
Market Cap | $78.54B | $345.41B |
Sector | Real Estate | Technology |
52-Week High | $232.35 | $439.46 |
52-Week Low | $162.11 | $104.55 |
Enterprise Value | $122.07B | $342.26B |
Dividend Yield | 4.14% | — |
Signals from Pluang's Aura AI — not financial advice
American Tower (AMT) trades at $168.59, up 2.18% today, with strong earnings beats in recent quarters. The stock shows bearish technical signals but maintains robust fundamentals including a 26.81% net margin and 82.19% ROE. Recent news highlights its data center growth and sustainability initiatives, while analyst consensus remains strongly bullish with a $214.10 price target.
AMT presents a compelling long-term investment opportunity given its high profitability, dividend yield, and market leadership, though elevated debt levels and near-term technical weakness pose risks. Upside potential exists if the company continues executing on 5G and data center expansion, but investors should monitor interest rate sensitivity and competitive pressures.
ARM Holdings trades at $323.39, down 1.37% over 24 hours, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust revenue growth to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 380.46 reflect premium pricing. Recent news highlights ARM's role in AI infrastructure and data center expansion, driving investor optimism.
Outlook remains positive with analyst consensus favoring buy ratings (74.07%) and a $321.65 price target, but risks include high valuation sensitivity and competitive pressures in the semiconductor space. Upside potential hinges on continued AI-driven demand and execution of growth initiatives like the AGI CPU launch.
Trailing returns across standard periods
Latest headlines on both assets
American Tower owns and operates more than 220,000 cell towers throughout the U.S., Asia, Latin America, Europe, and Africa. It also owns and/or operates 25 data centers in eight U.S. markets after acquiring CoreSite. On its towers, the company has a very concentrated customer base, with most revenue in each market being generated by just the top few mobile carriers. The company operates more than 40,000 towers in the U.S., which accounted for more than half of its total revenue in 2021. Outside the U.S., American Tower's greatest presence is in India and Brazil, where it operates roughly 75,000 and 19,000 towers, respectively. American Tower operates as a real estate investment trust.
Read more on AMT →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 →