Price movement over the last 24 hours
Arm Holdings plc vs CF Industries Holdings, Inc. — how do they compare? Arm Holdings plc trades at $314.5 (market cap $345.41B), while CF Industries Holdings, Inc. trades at $117.81 (market cap $17.96B). The key difference: Arm Holdings plc is far larger — about 19.2× CF Industries Holdings, Inc.'s market cap, and CF Industries Holdings, Inc. pays a 2.05% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | CF | |
|---|---|---|
Market Cap | $345.41B | $17.96B |
Sector | Technology | Basic Materials |
52-Week High | $439.46 | $137.55 |
52-Week Low | $104.55 | $76.08 |
Enterprise Value | $342.26B | $19.54B |
Dividend Yield | — | 2.05% |
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.
CF Industries (CF) trades at $116.92, up 2.54% today, with strong bullish momentum from earnings beats and a 20% dividend increase announced July 8, 2026. The stock shows robust fundamentals with a P/E of 10.53 and ROE of 34.74%, while technical indicators signal bullish moving averages but overbought RSI levels near 76. Revenue growth rebounded to $7.08B in 2025 after a dip, supported by firm nitrogen demand.
Outlook remains positive with a consensus price target of $126.67, though risks include rising natural gas costs pressuring margins. The stock offers value and income appeal, but investors should monitor input cost trends and Q2 2026 earnings against expectations of $5.71 EPS.
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 →CF Industries is a leading producer and distributor of nitrogen fertilizers. The company operates seven nitrogen facilities in North America and holds joint venture interests in further production capacity in the United Kingdom and Trinidad and Tobago. CF makes nitrogen primarily using low-cost U.S. natural gas as its feedstock, making CF one of the lowest-cost nitrogen producers globally.
Read more on CF →