Arm Holdings plc vs Cognizant Technology Solutions Corp — how do they compare? Arm Holdings plc trades at $313 (market cap $345.41B), while Cognizant Technology Solutions Corp trades at $43.15 (market cap $20.13B). The key difference: Arm Holdings plc is far larger — about 17.2× Cognizant Technology Solutions Corp's market cap, and Cognizant Technology Solutions Corp pays a 3.1% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | CTSH | |
|---|---|---|
Market Cap | $345.41B | $20.13B |
Sector | Technology | Technology |
52-Week High | $439.46 | $86.70 |
52-Week Low | $104.55 | $38.73 |
Enterprise Value | $342.26B | $19.71B |
Dividend Yield | — | 3.1% |
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.
CTSH trades at $42.57, down 1.91% on the day, with a bearish technical signal despite strong fundamentals including a P/E of 9.23 and consistent earnings beats. Recent news highlights AI partnerships with Google Cloud and OpenAI, while cash flow improved in 2025 to $403M. The stock faces near-term pressure from weak demand and competition, but analyst consensus targets $64.33.
The outlook balances attractive valuation against sector rotation headwinds. Opportunities include AI-driven growth and shareholder returns via dividends, but risks involve margin pressure and technical resistance near $44. Wall Street sentiment is mixed with 43% buy ratings, suggesting cautious optimism for long-term investors.
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 →Cognizant is a global IT services provider, offering consulting and outsourcing services to some of the world's largest enterprises spanning the financial services, media and communications, healthcare, natural resources, and consumer products industries. Cognizant employs nearly 300,000 people globally, roughly 70% of whom are in India, although the company's headquarters are in Teaneck, New Jersey.
Read more on CTSH →