Arm Holdings plc vs DexCom, Inc. — how do they compare? Arm Holdings plc trades at $273.6 (market cap $286.06B), while DexCom, Inc. trades at $89.53 (market cap $33.08B). The key difference: Arm Holdings plc is far larger — about 8.6× DexCom, Inc.'s market cap, and DexCom, Inc. is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.
| ARM | DXCM | |
|---|---|---|
Market Cap | $286.06B | $33.08B |
Sector | Technology | Health |
52-Week High | $439.46 | $89.53 |
52-Week Low | $104.55 | $54.84 |
Enterprise Value | $282.64B | $32.53B |
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.
DXCM trades at $84.75, up 2.08% today and near its 52-week high. The stock shows bullish technical momentum with strong earnings beats in recent quarters, including Q2 2026 EPS of $0.70 versus $0.61 expected. Revenue growth accelerated to 13% year-over-year in Q2 2026, driven by G7 system adoption and international expansion. Cash flow from operations improved to $1.44 billion in 2025, supporting financial flexibility.
Outlook remains positive with raised FY2026 guidance and 80% analyst buy ratings, though valuation multiples like P/E of 33.5 suggest premium pricing. Key risks include competitive pressures in glucose monitoring and reliance on reimbursement policies. The consensus price target of $88.65 implies modest upside from current levels.
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 →Dexcom designs and commercializes continuous glucose monitoring systems for diabetics. CGM systems serve as an alternative to the traditional blood glucose meter process, and the company is evolving its CGM systems to include the disposable sensor and the durable receiver.
Read more on DXCM →