Arm Holdings plc vs GE Aerospace — how do they compare? Arm Holdings plc trades at $299.43 (market cap $345.41B), while GE Aerospace trades at $353.78 (market cap $374.84B). The key difference: Arm Holdings plc and GE Aerospace are close in size by market cap, and GE Aerospace pays a 0.52% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | GE | |
|---|---|---|
Market Cap | $345.41B | $374.84B |
Sector | Technology | Industrials |
52-Week High | $439.46 | $378.68 |
52-Week Low | $104.55 | $255.42 |
Enterprise Value | $342.26B | $384.14B |
Dividend Yield | — | 0.52% |
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.
GE Aerospace (GE) trades at $359.27, up 0.06% on the day, with strong technical momentum indicated by bullish moving averages and RSI near neutral. The company has consistently beaten earnings expectations, with Q1 2026 EPS of $1.86 surpassing the $1.60 estimate. Revenue grew to $45.86B in 2025, while net income reached $8.70B, reflecting robust profitability with a net margin of 18.98%. Recent news highlights defense contract wins and commercial engine demand, supporting positive sentiment.
Outlook remains favorable given earnings beats and aerospace sector strength, but high valuation multiples (P/E 44.63) and debt levels pose risks. Analyst consensus is bullish with a $399.43 price target, suggesting ~11% upside. Key risks include execution challenges and macroeconomic pressures on aviation demand.
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 →General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.
Read more on GE →