Compare Arm Holdings plc (ARM) vs Nasdaq Inc (NDAQ) Price & Performance

ARM Holdings trades at $271.87, up 1.09% today, with a bullish technical signal from moving averages. The company reported strong earnings beats in recent quarters, with Q2 2026 EPS of $0.45 surpassing the $0.40 estimate. Revenue grew to $4.01B in 2025, with a net income margin of 20.25%, though valuation ratios remain elevated with a P/E of 277.42. Analyst sentiment is positive, with 70% recommending Buy and a consensus price target of $329.80.

Outlook is supported by AI-driven CPU demand and robust royalty growth, but high valuation and smartphone market headwinds pose risks. The stock's recent 34% July pullback highlights volatility, yet strong cash flow and strategic positioning in AI compute offer long-term growth potential if execution continues.

Nasdaq (NDAQ) trades at $97.59, up 2.7% today, with a bullish technical signal and strong analyst consensus. The stock shows robust fundamentals, with 2025 revenue reaching $8.26B and net income at $1.79B, yielding a 21.64% margin. Recent earnings beats and the acquisition of LeveL Markets highlight growth momentum, while a $0.31 dividend underscores shareholder returns.

Outlook remains positive given earnings consistency and strategic expansions, but risks include market volatility and competitive pressures. With a consensus price target of $109.20, Wall Street sees ~12% upside, though high valuation ratios warrant monitoring.