Arm Holdings plc vs AST SpaceMobile Inc — how do they compare? Arm Holdings plc trades at $314.34 (market cap $345.41B), while AST SpaceMobile Inc trades at $71.97 (market cap $21.90B). The key difference: Arm Holdings plc is far larger — about 15.8× AST SpaceMobile Inc's market cap, and Arm Holdings plc is trading nearer its 52-week high, AST SpaceMobile Inc nearer its low. Which is the better fit depends on your goals.
| ARM | ASTS | |
|---|---|---|
Market Cap | $345.41B | $21.90B |
Sector | Technology | Media |
52-Week High | $439.46 | $133.09 |
52-Week Low | $104.55 | $36.91 |
Enterprise Value | $342.26B | $21.87B |
Signals from Pluang's Aura AI — not financial advice
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.
ASTS trades at $73.32, down 0.76% on the day, with a bearish technical signal from moving averages and mixed oscillators. The company reported revenue of $70.92 million in 2025 but sustained a net loss of $341.94 million, missing earnings expectations for three consecutive quarters. Recent news highlights potential in defense communications via satellite technology, though competition with SpaceX remains a focal point.
The outlook is speculative with high execution risk; analyst consensus is divided with a $90.33 price target. Investment opportunity hinges on successful satellite deployment and partnership execution, but persistent losses and intense competition pose significant downside risks for shareholders.
Trailing returns across standard periods
Latest headlines on both assets
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 →AST SpaceMobile Inc is a satellite designer and manufacturer. The company is building the global cellular broadband network in space to operate directly with standard, unmodified mobile devices based on extensive IP and patent portfolio. AST is on a mission to eliminate the connectivity gaps faced by mobile subscribers and finally bring broadband to the billions who remain unconnected.
Read more on ASTS →