Arm Holdings plc vs Norfolk Southern Corporation — how do they compare? Arm Holdings plc trades at $270.94 (market cap $286.06B), while Norfolk Southern Corporation trades at $333.81 (market cap $75.01B). The key difference: Arm Holdings plc is far larger — about 3.8× Norfolk Southern Corporation's market cap, and Norfolk Southern Corporation pays a 1.62% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | NSC | |
|---|---|---|
Market Cap | $286.06B | $75.01B |
Sector | Technology | Technology |
52-Week High | $439.46 | $350.66 |
52-Week Low | $104.55 | $272.35 |
Enterprise Value | $282.64B | $90.55B |
Dividend Yield | — | 1.62% |
Signals from Pluang's Aura AI — not financial advice
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.
Norfolk Southern (NSC) trades at $334.36, down 2.37% today, with a neutral technical signal and bullish moving averages. The stock shows strong fundamentals, including a 21.02% net income margin and consistent earnings beats, with Q2 2026 EPS of $3.52 exceeding expectations. Recent news highlights a potential merger with Union Pacific, adding to positive sentiment amid record revenue growth.
Outlook remains favorable due to operational strength and merger prospects, but risks include high valuation (P/E 28.49) and industry headwinds like fuel costs. Analysts are mixed, with a consensus price target of $369.67, suggesting moderate upside potential from current levels.
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 →Norfolk Southern Corporation is a major North American railroad company operating one of the largest freight rail networks in the eastern United States. The company transports a diverse range of commodities, including coal, intermodal containers, and various industrial products. NSC is a critical link in the nation's supply chain, providing efficient, long-haul transportation services to and from ports and industrial centers.
Read more on NSC →