Compare Arm Holdings plc (ARM) vs Cloudflare Inc (NET) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Arm Holdings plc vs Cloudflare Inc — how do they compare? Arm Holdings plc trades at $316.06 (market cap $345.41B), while Cloudflare Inc trades at $268.49 (market cap $95.27B). The key difference: Arm Holdings plc is far larger — about 3.6× Cloudflare Inc's market cap, and Cloudflare Inc is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.
| ARM | NET | |
|---|---|---|
Market Cap | $345.41B | $95.27B |
Sector | Technology | Technology |
52-Week High | $439.46 | $275.58 |
52-Week Low | $104.55 | $160.16 |
Enterprise Value | $342.26B | $94.63B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Cloudflare (NET) trades at $268.40, down 2.61% over 24 hours but remains near recent highs. The stock shows strong technical momentum with bullish moving averages and recent analyst upgrades. Fundamentally, revenue grew to $2.17 billion in 2025, though net income remains negative at -$102 million. Recent news highlights Cloudflare's strategic pivot toward AI infrastructure, including a research pilot with OpenAI announced July 8, 2026.
Outlook remains optimistic due to AI-driven growth potential and consistent earnings beats, but high valuation multiples (P/S 40.36) and negative profitability pose risks. Analyst consensus is strongly bullish with a $250.33 price target, though competition and execution challenges could pressure shareholder returns.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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.
Read more on ARM →About Cloudflare Inc
Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →
