Arm Holdings plc vs Cisco Systems Inc — how do they compare? Arm Holdings plc trades at $271.13 (market cap $286.06B), while Cisco Systems Inc trades at $121.19 (market cap $483.10B). The key difference: Cisco Systems Inc is the larger of the two by market cap, and Cisco Systems Inc pays a 1.37% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | CSCO | |
|---|---|---|
Market Cap | $286.06B | $483.10B |
Sector | Technology | Technology |
52-Week High | $439.46 | $130.00 |
52-Week Low | $104.55 | $66.20 |
Enterprise Value | $282.64B | $497.76B |
Volume | — | 22,887,319 |
Dividend Yield | — | 1.37% |
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.
Cisco Systems (CSCO) trades at $120.43, down 0.82% on the day, amid a bullish technical outlook and strong earnings beats. The stock shows robust fundamentals with a 64.33% gross margin and consistent quarterly EPS outperformance. Recent AI cybersecurity initiatives and partner expansions fuel positive sentiment, with a consensus price target of $133.25 implying upside potential.
The outlook remains favorable given AI-driven growth catalysts and solid cash flow, though elevated valuation ratios and competitive pressures pose risks. Analyst consensus leans bullish with 52% buy ratings, supporting a constructive view for investors seeking exposure to networking and cybersecurity trends.
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 →Cisco Systems, Inc. provides information technology and networking services. The Company offers enterprise network security, software development, data collaboration, cloud computing, and other related services. Cisco Systems serves customers in the United States.
Read more on CSCO →