Arm Holdings plc vs Lululemon Athletica Inc — how do they compare? Arm Holdings plc trades at $272.3 (market cap $287.22B), while Lululemon Athletica Inc trades at $121.06 (market cap $14.26B). The key difference: Arm Holdings plc is far larger — about 20.1× Lululemon Athletica Inc's market cap, and Arm Holdings plc is trading nearer its 52-week high, Lululemon Athletica Inc nearer its low. Which is the better fit depends on your goals.
| ARM | LULU | |
|---|---|---|
Market Cap | $287.22B | $14.26B |
Sector | Technology | Consumer Cyclical |
52-Week High | $439.46 | $215.88 |
52-Week Low | $104.55 | $105.43 |
Enterprise Value | $283.79B | $14.89B |
Signals from Pluang's Aura AI — not financial advice
ARM stock trades at $271.87, up 1.5% in the last 24 hours, with a bullish technical signal and strong quarterly earnings beats. The company reported robust revenue growth, reaching $4.01 billion in 2025, with a net income margin of 20.25%. Recent news highlights AI-driven optimism, though valuation metrics like a P/E of 274.42 indicate premium pricing.
Outlook is positive with analyst consensus favoring a buy rating (70.37%) and a $329.80 price target, but risks include high valuation sensitivity and competitive pressures in the smartphone market. Earnings growth from AI and data center demand presents opportunity, yet investors must weigh stretched multiples against execution risks.
Lululemon stock trades at $120.88, down 5.41% amid broader market weakness in the premium apparel sector. The company maintains strong fundamentals with a P/E of 10.17, net income margin of 13.03%, and consistent earnings beats. Technical indicators show a bullish moving average trend despite overbought RSI readings, with key resistance near $129.
Investment outlook remains positive given undervaluation metrics and international growth potential, though risks include U.S. demand softness and competitive pressures. Analyst consensus targets $129.29 with 41% buy ratings, suggesting moderate upside from current levels.
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 →Lululemon Athletica Inc. designs, distributes, and markets athletic apparel, footwear, and accessories for women, men, and girls. Lululemon offers pants, shorts, tops, and jackets for both leisure and athletic activities such as yoga and running. The company also sells fitness accessories, such as bags, yoga mats, and equipment. Lululemon sells its products through more than 600 company-owned stores in 18 countries, e-commerce, outlets, and wholesale accounts. The company was founded in 1998 and is based in Vancouver, Canada.
Read more on LULU →