Arm Holdings plc vs Broadcom Inc — how do they compare? Arm Holdings plc trades at $298.21 (market cap $345.41B), while Broadcom Inc trades at $390.75 (market cap $1.90T). The key difference: Broadcom Inc is far larger — about 5.5× Arm Holdings plc's market cap, and Broadcom Inc pays a 0.65% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | AVGO | |
|---|---|---|
Market Cap | $345.41B | $1.90T |
Sector | Technology | Technology |
52-Week High | $439.46 | $481.57 |
52-Week Low | $104.55 | $274.38 |
Enterprise Value | $342.26B | $1.95T |
Dividend Yield | — | 0.65% |
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.
Broadcom (AVGO) trades at $399.97, down 0.28% on the day, with strong technical momentum showing bullish moving average signals. The company demonstrates robust fundamentals with Q1 2026 EPS beating expectations at $2.44 versus $2.40, continuing a pattern of earnings outperformance. Recent news highlights a significant $30 billion Apple chip supply deal extending through 2031, providing substantial revenue visibility for its custom AI silicon operations.
Broadcom presents a compelling growth story driven by AI semiconductor demand and strategic partnerships, with analyst consensus strongly bullish (86% buy ratings) and a $510.43 price target suggesting 28% upside. Key risks include high valuation multiples (P/E 66.55) and dependence on major customers like Apple, though strong cash flow generation ($27.54B operating cash flow in 2025) supports dividend payments and debt reduction.
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 →Broadcom--the combined entity of Broadcom and Avago--boasts a highly diverse product portfolio across an array of end markets. Avago focused primarily on radio frequency filters and amplifiers used in high-end smartphones, such as the Apple iPhone and Samsung Galaxy devices, in addition to an assortment of solutions for wired infrastructure, enterprise storage, and industrial end markets. Legacy Broadcom targeted networking semiconductors, such as switch and physical layer chips, broadband products (such as television set-top box processors), and connectivity chips that handle standards such as Wi-Fi and Bluetooth. The company has acquired Brocade, CA Technologies, Symantec's enterprise security business, and has a pending deal to acquire VMware to bolster its offerings in software.
Read more on AVGO →