Price movement over the last 24 hours
Arm Holdings plc vs Northrop Grumman Corporation — how do they compare? Arm Holdings plc trades at $315.33 (market cap $345.41B), while Northrop Grumman Corporation trades at $540.13 (market cap $76.65B). The key difference: Arm Holdings plc is far larger — about 4.5× Northrop Grumman Corporation's market cap, and Northrop Grumman Corporation pays a 1.74% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | NOC | |
|---|---|---|
Market Cap | $345.41B | $76.65B |
Sector | Technology | Industrials |
52-Week High | $439.46 | $768.02 |
52-Week Low | $104.55 | $496.02 |
Enterprise Value | $342.26B | $90.87B |
Dividend Yield | — | 1.74% |
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.
Northrop Grumman (NOC) trades at $539.63, up 1.39% with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with a $95.61B backlog, 10.8% net margin, and consistent cash flow growth. Analyst consensus remains bullish with a $694.40 price target, though technical indicators show resistance near $542.
NOC presents a compelling value opportunity with reasonable valuation (P/E 16.92) and strong defense sector positioning. Key risks include political budget uncertainty and execution challenges. The upcoming Q2 earnings on July 21, 2026, will be crucial for confirming growth trajectory amid current technical weakness.
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 →Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →