Arm Holdings plc vs Credo Technology Group Holding Ltd — how do they compare? Arm Holdings plc trades at $270.1 (market cap $286.06B), while Credo Technology Group Holding Ltd trades at $251.1 (market cap $44.74B). The key difference: Arm Holdings plc is far larger — about 6.4× Credo Technology Group Holding Ltd's market cap, and Credo Technology Group Holding Ltd is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.
| ARM | CRDO | |
|---|---|---|
Market Cap | $286.06B | $44.74B |
Sector | Technology | Technology |
52-Week High | $439.46 | $302.52 |
52-Week Low | $104.55 | $87.81 |
Enterprise Value | $282.64B | $43.32B |
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.
CRDO trades at $249.89, up 8.45% today, with strong technical momentum above key support at $237. The stock shows exceptional fundamental growth with revenue surging from $437M in 2025 to $1.3B projected for 2026, while maintaining robust 35.37% net margins. Recent news highlights Credo's strategic positioning in AI infrastructure through contributions to the Open Compute Project and institutional accumulation.
Outlook remains positive given accelerating AI capex and strong analyst consensus (86.7% buy ratings) with $285.42 price target. Key risks include premium valuation (P/E 95.6), customer concentration, and execution challenges in scaling operations amid competitive AI infrastructure landscape.
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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →