Compare Arm Holdings plc (ARM) vs Microsoft (MSFT) Price & Performance

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Price performance (Past 24H)

Key statistics

Arm Holdings plc vs Microsoft — how do they compare? Arm Holdings plc trades at $268.53 (market cap $286.06B), while Microsoft trades at $501.7 (market cap $3.76T). The key difference: Microsoft is far larger — about 13.1× Arm Holdings plc's market cap, and Microsoft pays a 0.72% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.

	ARM	MSFT
Market Cap	$286.06B	$3.76T
Sector	Technology	Technology
52-Week High	$439.46	$542.07
52-Week Low	$104.55	$352.83
Enterprise Value	$282.64B	$3.74T
Volume	—	36,654,621
Dividend Yield	—	0.72%

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Arm Holdings plc

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.

Microsoft

Microsoft (MSFT) trades at $503.81, up 0.76% on the day, with a bullish technical signal and strong fundamentals. The stock shows robust revenue growth, with Q2 2026 EPS beating estimates at $4.74 versus $4.24 expected, and a net income margin of 40.31%. Recent news highlights AI leadership and Azure momentum, though RSI levels indicate overbought conditions near resistance at $507.

Outlook remains positive with an 80.49% analyst buy rating and consensus price target of $553.70, offering potential upside. Risks include high capital expenditures and competitive pressures in AI. The stock's valuation at a P/E of 28.19 reflects premium pricing, but earnings growth and dividend stability support long-term investor appeal.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

ARM

Arm Holdings rated Strong Buy with $33-44B revenue potential from AI CPU market surgeSeeking Alpha · 3 days agoBullish Arm Holdings posts 22% revenue growth, driven by AI and data center demand, with strong long-term outlook.Seeking Alpha · 4 days agoBullish View details →

MSFT

Microsoft stock jumps 20%, but high valuation limits further upside, says investor.Seeking Alpha · 4 hours agoBearish Fidelity Dividend ETF's payout is safe but not ideal for steady income due to variable quarterly dividends.24/7 Wall Street · 9 hours agoNeutral Microsoft remains a Buy after 31% rally, driven by strong Azure growth and AI investments.Seeking Alpha · 11 hours agoBullish View details →

About Arm Holdings plc

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.

About Microsoft

Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.