Arm Holdings plc vs Baker Hughes Co — how do they compare? Arm Holdings plc trades at $268.75 (market cap $286.06B), while Baker Hughes Co trades at $64.86 (market cap $63.60B). The key difference: Arm Holdings plc is far larger — about 4.5× Baker Hughes Co's market cap, and Baker Hughes Co pays a 1.44% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | BKR | |
|---|---|---|
Market Cap | $286.06B | $63.60B |
Sector | Technology | Energy |
52-Week High | $439.46 | $69.67 |
52-Week Low | $104.55 | $42.51 |
Enterprise Value | $282.64B | $64.13B |
Dividend Yield | — | 1.44% |
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.
Baker Hughes (BKR) trades at $61.55, down 1.91% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates solid fundamentals with Q2 2026 EPS of $0.64 beating estimates and robust cash flow generation. Recent contract wins in subsea systems and LNG technology highlight growth opportunities in energy infrastructure.
The outlook remains positive with 66.7% analyst buy ratings and a $73.25 consensus target suggesting 19% upside. Key risks include oil producer spending volatility and integration challenges from the Chart acquisition. Strong institutional interest and consistent earnings beats support the bullish case for this energy technology leader.
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 →Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
Read more on BKR →