Arm Holdings plc vs Infosys Limited — how do they compare? Arm Holdings plc trades at $271.19 (market cap $286.06B), while Infosys Limited trades at $12.4 (market cap $50.32B). The key difference: Arm Holdings plc is far larger — about 5.7× Infosys Limited's market cap, and Infosys Limited pays a 4.17% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | INFY | |
|---|---|---|
Market Cap | $286.06B | $50.32B |
Sector | Technology | Technology |
52-Week High | $439.46 | $20.22 |
52-Week Low | $104.55 | $10.49 |
Enterprise Value | $282.64B | $48.07B |
Dividend Yield | — | 4.17% |
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.
INFY trades at $12.53, up 1.38% today, with a bullish technical signal from moving averages. The company reported a Q1 2027 revenue miss but maintained strong operating margins of 21.1% and announced a CEO transition. Recent news highlights strategic AI collaborations, such as with Metsä Group and Sentara, driving digital transformation initiatives.
The outlook is mixed: robust profitability and AI growth offer upside, but lowered revenue guidance and competitive pressures pose risks. Analyst consensus is cautious with a $11.05 price target below the current price, suggesting limited near-term upside amid execution challenges.
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 →Infosys is a global leader in next-generation digital services and consulting. It enables clients in more than 50 countries to navigate their digital transformation through AI-powered cloud and data solutions.
Read more on INFY →