Price movement over the last 24 hours
Arm Holdings plc vs Lockheed Martin Corporation — how do they compare? Arm Holdings plc trades at $315.85 (market cap $345.41B), while Lockheed Martin Corporation trades at $526.5 (market cap $120.64B). The key difference: Arm Holdings plc is far larger — about 2.9× Lockheed Martin Corporation's market cap, and Lockheed Martin Corporation pays a 2.64% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | LMT | |
|---|---|---|
Market Cap | $345.41B | $120.64B |
Sector | Technology | Industrials |
52-Week High | $439.46 | $676.70 |
52-Week Low | $104.55 | $410.74 |
Enterprise Value | $342.26B | $139.44B |
Dividend Yield | — | 2.64% |
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.
Lockheed Martin (LMT) trades at $523.22, up 0.96% on the day, with a bearish technical signal despite recent positive momentum. The company reported $75.05B in 2025 revenue but missed Q1 2026 EPS estimates. Strong analyst consensus favors a buy rating with a $627.50 price target, supported by a $3.45 dividend and robust defense contracts, including a recent $3.5B naval acquisition and European missile production deals.
Outlook remains positive due to elevated defense spending and a $186.4B backlog, though risks include execution challenges and geopolitical volatility. The stock presents value with a P/E of 25.34 and high ROE of 67.64%, but investors should monitor earnings consistency and debt levels, which have risen to 36.26% of assets.
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 →Lockheed Martin is the largest defense contractor globally and has dominated the Western market for high-end fighter aircraft since the F-35 program was awarded in 2001. Lockheed's largest segment is aeronautics, which is dominated by the massive F-35 program. Lockheed's remaining segments are rotary and mission systems, which is mainly the Sikorsky helicopter business.
Read more on LMT →