Arm Holdings plc vs Baxter International Inc — how do they compare? Arm Holdings plc trades at $297.05 (market cap $345.41B), while Baxter International Inc trades at $22.87 (market cap $11.68B). The key difference: Arm Holdings plc is far larger — about 29.6× Baxter International Inc's market cap, and Baxter International Inc pays a 0.88% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | BAX | |
|---|---|---|
Market Cap | $345.41B | $11.68B |
Sector | Technology | Health |
52-Week High | $439.46 | $29.22 |
52-Week Low | $104.55 | $15.80 |
Enterprise Value | $342.26B | $19.35B |
Dividend Yield | — | 0.88% |
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.
Baxter International (BAX) trades at $22.62, up 0.71% on the day, near the consensus price target of $22.67. The stock shows a bullish technical trend with recent earnings beats in Q1 2026, though profitability remains challenged with negative net income margins. Recent news highlights sustainability initiatives and upcoming Q2 2026 earnings, with analyst sentiment mixed but leaning hold.
Outlook hinges on operational turnaround amid margin pressures; upside exists if cost controls and innovation boost profits, but high debt and inconsistent cash flow pose risks. The stock offers speculative value for patient investors betting on recovery, but near-term volatility is likely until earnings stabilize.
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 →Baxter offers a variety of medical instruments and supplies to caregivers. It enhanced its portfolio of hospital-focused offerings by acquiring Hillrom in late 2021. Legacy Baxter offers tools to help patients with acute and chronic kidney failure. It also sells a variety of injectable therapies for use in care settings, such as IV pumps, and administrative sets.
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