Arm Holdings plc vs Bristol-Myers Squibb Co — how do they compare? Arm Holdings plc trades at $272.36 (market cap $286.06B), while Bristol-Myers Squibb Co trades at $63.69 (market cap $132.45B). The key difference: Arm Holdings plc is far larger — about 2.2× Bristol-Myers Squibb Co's market cap, and Bristol-Myers Squibb Co pays a 3.89% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | BMY | |
|---|---|---|
Market Cap | $286.06B | $132.45B |
Sector | Technology | Health |
52-Week High | $439.46 | $65.89 |
52-Week Low | $104.55 | $42.60 |
Enterprise Value | $282.64B | $166.44B |
Dividend Yield | — | 3.89% |
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.
Bristol Myers Squibb (BMY) trades at $64.72, up 0.89% today, with a bullish technical signal and strong earnings beats in recent quarters. The company shows robust profitability with a net income margin of 18.87% and ROE of 46.7%, though debt levels have risen. Recent news highlights a $2.3 billion manufacturing investment and merger speculation with AstraZeneca, driving investor interest.
BMY presents a mixed outlook: valuation metrics like P/E of 14.26 appear attractive, and analyst consensus targets $68.56. However, risks include patent expirations, high debt, and volatile cash flows. The stock's near-term performance hinges on merger developments and execution of growth initiatives amid competitive pressures.
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 →Bristol-Myers Squibb discovers, develops, and markets drugs for various therapeutic areas, such as cardiovascular, cancer, and immune disorders. A key focus for Bristol is immuno-oncology, where the firm is a leader in drug development. Unlike some of its more diversified peers, Bristol has exited several nonpharmaceutical businesses to focus on branded specialty drugs, which tend to support strong pricing power.
Read more on BMY →