Arm Holdings plc vs Constellation Energy Corporation — how do they compare? Arm Holdings plc trades at $270.26 (market cap $286.06B), while Constellation Energy Corporation trades at $279.35 (market cap $95.82B). The key difference: Arm Holdings plc is far larger — about 3× Constellation Energy Corporation's market cap, and Constellation Energy Corporation pays a 0.63% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | CEG | |
|---|---|---|
Market Cap | $286.06B | $95.82B |
Sector | Technology | Energy |
52-Week High | $439.46 | $403.95 |
52-Week Low | $104.55 | $236.50 |
Enterprise Value | $282.64B | $119.82B |
Dividend Yield | — | 0.63% |
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.
Constellation Energy (CEG) trades at $269.89, up 3.37% with a bullish technical outlook. The stock shows strong fundamentals with Q2 2026 EPS beating estimates at $2.55 versus $2.29 expected, and the company raised its 2026 guidance. Recent news highlights new power deals, including a Walmart PPA, and the acquisition of Calpine, positioning CEG to benefit from AI-driven electricity demand.
The outlook is positive with a consensus price target of $333.14, implying significant upside. Key opportunities include nuclear energy's role in the AI power boom and strong cash flow generation. Risks involve execution of growth initiatives and potential regulatory changes affecting the utilities sector.
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 →Constellation is the largest producer of carbon-free energy in the U.S. and a leading nuclear power plant operator. It provides sustainable electricity to millions of residential, public, and industrial customers.
Read more on CEG →