Price movement over the last 24 hours
Arm Holdings plc vs Booking Holdings Inc — how do they compare? Arm Holdings plc trades at $315 (market cap $345.41B), while Booking Holdings Inc trades at $178.79 (market cap $138.23B). The key difference: Arm Holdings plc is far larger — about 2.5× Booking Holdings Inc's market cap, and Booking Holdings Inc pays a 0.9% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | BKNG | |
|---|---|---|
Market Cap | $345.41B | $138.23B |
Sector | Technology | Consumer Cyclical |
52-Week High | $439.46 | $231.02 |
52-Week Low | $104.55 | $154.13 |
Enterprise Value | $342.26B | $141.15B |
Dividend Yield | — | 0.9% |
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.
Booking Holdings (BKNG) trades at $178.39, up 1.64% with mixed technical signals showing bearish overall momentum but bullish moving averages. The company maintains strong fundamentals with $26.92B revenue and 22.23% net margin in 2025, though Q2 2026 earnings remain pending. Recent news highlights AI integration efforts and travel demand resilience despite geopolitical concerns.
BKNG presents a compelling valuation case with analyst consensus target of $222.81 (25% upside) and no sell ratings. Key risks include AI disruption fears and Middle East tensions, but the company's dominant OTA position and robust cash flow generation support long-term growth prospects in the travel recovery cycle.
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 →Booking is the world's largest online travel agency by revenue, offering booking and payment services for hotel and alternative accommodation rooms, airline tickets, rental cars, restaurant reservations, cruises, experiences, and other vacation packages. The company operates a number of branded travel booking sites, including Booking.com, Agoda, OpenTable, and Rentalcars.com, and has expanded into travel media with the acquisitions of Kayak and Momondo. Transaction fees for online bookings account for the bulk of revenue and profits.
Read more on BKNG →