Price movement over the last 24 hours
Arm Holdings plc vs Microchip Technology Inc. — how do they compare? Arm Holdings plc trades at $315.38 (market cap $345.41B), while Microchip Technology Inc. trades at $87.03 (market cap $48.11B). The key difference: Arm Holdings plc is far larger — about 7.2× Microchip Technology Inc.'s market cap, and Microchip Technology Inc. pays a 2.05% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | MCHP | |
|---|---|---|
Market Cap | $345.41B | $48.11B |
Sector | Technology | Technology |
52-Week High | $439.46 | $102.97 |
52-Week Low | $104.55 | $49.02 |
Enterprise Value | $342.26B | $53.40B |
Dividend Yield | — | 2.05% |
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.
Microchip Technology (MCHP) trades at $88.59, up 0.37% with a bearish technical signal despite recent earnings beats. The stock shows elevated valuation ratios (P/E 402.68, P/S 10.25) amid weak 2025 profitability (net income margin -0.02%), though 2026 forecasts suggest recovery. Recent news highlights AI-driven semiconductor demand and new product launches in aerospace/defense. Cash flow improved to $452M in 2025, but debt remains high at $5.63B.
Outlook: Analyst consensus is strongly bullish (68% buy ratings) with a $115.45 price target, citing AI momentum and cyclical recovery. Risks include high debt, volatile earnings, and sensitivity to semiconductor cycles. The stock offers growth exposure to data center and auto markets but requires monitoring of margin improvement and debt management.
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 →Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Read more on MCHP →