Arm Holdings plc vs Blackstone Inc — how do they compare? Arm Holdings plc trades at $274.53 (market cap $287.22B), while Blackstone Inc trades at $146.73 (market cap $117.44B). The key difference: Arm Holdings plc is far larger — about 2.4× Blackstone Inc's market cap, and Blackstone Inc pays a 3.55% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | BX | |
|---|---|---|
Market Cap | $287.22B | $117.44B |
Sector | Technology | Financials |
52-Week High | $439.46 | $188.68 |
52-Week Low | $104.55 | $102.12 |
Enterprise Value | $283.79B | — |
Dividend Yield | — | 3.55% |
Signals from Pluang's Aura AI — not financial advice
ARM trades at $273.29, up 2.03% with a bullish technical trend and strong support at $265. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $0.45 exceeding the $0.40 estimate. Revenue grew to $4.01B in 2025, with net income of $792M, though valuation ratios like P/E of 274.42 remain elevated. Analyst sentiment is positive, with 70% buy ratings.
Outlook is supported by AI-driven demand and a $25B revenue target by FY31, but high valuation and smartphone market headwinds pose risks. The consensus price target is $329.80, implying potential upside, yet volatility from recent sell-offs requires caution for investors seeking growth amid premium multiples.
Blackstone (BX) trades at $145.65, up 2.81% today, with strong technical momentum showing bullish moving averages and approaching resistance at $147. The company demonstrates robust fundamentals with revenue growth from $10.9B in 2024 to $12.4B in 2025 and net income margin of 25.85%. Recent acquisitions including the Aeroplan stake and HSBC's Australian loan portfolio highlight strategic expansion.
Outlook remains positive with analyst consensus at Buy (63%) and $144 price target, though RSI levels suggest potential overbought conditions. Key risks include private credit market strain and integration challenges from recent acquisitions. Earnings consistency with three consecutive beats supports the bullish case.
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 →Blackstone is one of the world's largest alternative asset managers with $940.8 billion in total asset under management, including $683.8 billion in fee-earning asset under management, at the end of June 2022.
Read more on BX →