Arm Holdings plc vs Alphabet Inc Class A — how do they compare? Arm Holdings plc trades at $268.75 (market cap $287.22B), while Alphabet Inc Class A trades at $341.95 (market cap $4.20T). The key difference: Alphabet Inc Class A is far larger — about 14.6× Arm Holdings plc's market cap, and Alphabet Inc Class A pays a 0.26% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | GOOGL | |
|---|---|---|
Market Cap | $287.22B | $4.20T |
Sector | Technology | Media |
52-Week High | $439.46 | $402.62 |
52-Week Low | $104.55 | $199.32 |
Enterprise Value | $283.79B | $4.09T |
Dividend Yield | — | 0.26% |
Signals from Pluang's Aura AI — not financial advice
ARM Holdings trades at $272.10, up 1.59% today, with a bullish technical signal from moving averages and recent earnings beats. The company reported robust revenue growth, with fiscal 2025 revenue of $4.01 billion and net income of $792 million, and strong profitability margins. Analyst consensus is bullish with a 70.37% buy rating and a $329.80 price target, though valuation multiples remain elevated.
The outlook is positive given ARM's leadership in AI chip architecture and projected revenue growth to $5.2 billion in 2026. Key risks include high valuation multiples, smartphone market headwinds, and execution challenges in custom chip development. Upside potential exists if AI-driven demand continues, but investors should weigh growth prospects against premium pricing.
Alphabet (GOOGL) is trading at $341.48, down 4.49% over the past 24 hours, with a bearish technical signal. The company demonstrates strong fundamentals with revenue growth from $350.0B in 2024 to $402.8B in 2025 and net income surging to $132.2B. Recent earnings beats and a 85% analyst buy rating support the positive outlook, though technical indicators show near-term pressure with support at $341 and resistance at $350.
GOOGL presents a compelling long-term investment opportunity with robust profitability (54.77% net margin) and AI-driven growth potential, though investors face near-term technical weakness and regulatory risks. The consensus price target of $426.28 implies significant upside from current levels, supported by strong cash flow generation and strategic AI investments.
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 →Alphabet, the parent company of Google, earns nearly 90% of its revenue from Google services, mainly through advertising. Other revenue comes from subscriptions (YouTube TV, YouTube Music), platform sales (Play Store purchases), and devices (Pixel, Chromebooks, Chromecast). Google Cloud contributes around 10%, while investments in self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) make up the rest.
Read more on GOOGL →