Arm Holdings plc vs BigBearai Holdings Inc — how do they compare? Arm Holdings plc trades at $269.21 (market cap $286.06B), while BigBearai Holdings Inc trades at $3.34 (market cap $1.55B). The key difference: Arm Holdings plc is far larger — about 184.6× BigBearai Holdings Inc's market cap, and Arm Holdings plc is trading nearer its 52-week high, BigBearai Holdings Inc nearer its low. Which is the better fit depends on your goals.
| ARM | BBAI | |
|---|---|---|
Market Cap | $286.06B | $1.55B |
Sector | Technology | Technology |
52-Week High | $439.46 | $8.91 |
52-Week Low | $104.55 | $2.61 |
Enterprise Value | $282.64B | $1.25B |
Signals from Pluang's Aura AI — not financial advice
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.
BBAI trades at $3.27, up 8.64% with a bullish technical signal despite negative profitability metrics. The company reported Q2 2026 revenue growth of 13% and beat EPS estimates, though it remains unprofitable with a -65.2% net income margin. Recent news highlights defense contract execution and generative AI platform expansion for government clients.
The outlook remains challenging due to persistent losses and negative cash flow from operations, though analyst consensus leans neutral with 75% hold ratings. Key risks include execution on government contracts and achieving profitability, while technical indicators suggest near-term bullish momentum.
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 →BigBearai Holdings Inc is a specialized provider of AI-driven decision intelligence solutions, primarily serving the U.S. defense, intelligence, and national security communities. It operationalizes complex data into actionable insights through its core modules—Observe, Orient, and Dominate—to support mission-critical operations and logistics.
Read more on BBAI →