Arm Holdings plc vs J B Hunt Transport Services Inc — how do they compare? Arm Holdings plc trades at $271.19 (market cap $286.06B), while J B Hunt Transport Services Inc trades at $265.38 (market cap $24.98B). The key difference: Arm Holdings plc is far larger — about 11.5× J B Hunt Transport Services Inc's market cap, and J B Hunt Transport Services Inc pays a 0.68% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | JBHT | |
|---|---|---|
Market Cap | $286.06B | $24.98B |
Sector | Technology | Industrials |
52-Week High | $439.46 | $298.41 |
52-Week Low | $104.55 | $130.65 |
Enterprise Value | $282.64B | $26.12B |
Dividend Yield | — | 0.68% |
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.
JBHT trades at $268.52, up 0.48% today, with a bearish technical signal but strong fundamentals. The stock shows consistent earnings beats, with Q2 2026 EPS of $1.91 exceeding the $1.74 estimate. Revenue trends have stabilized around $12B annually, while net income margin improved to 5.31% in 2025. Analyst consensus is bullish with a $299.82 price target, supported by institutional buying and positive news on intermodal demand growth.
Outlook is positive due to earnings momentum and sector tailwinds, but risks include economic sensitivity and high P/E of 38.18. The stock offers growth potential with manageable volatility, appealing for investors seeking transportation exposure.
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 →J.B. Hunt Transport Services ranks among the top surface transportation companies in North America by revenue. Its primary operating segments are intermodal delivery, which uses the Class I rail carriers for the underlying line-haul movement of its owned containers (45% of sales in 2021).
Read more on JBHT →