Arm Holdings plc vs NetApp Inc. — how do they compare? Arm Holdings plc trades at $298.44 (market cap $345.41B), while NetApp Inc. trades at $163.4 (market cap $33.08B). The key difference: Arm Holdings plc is far larger — about 10.4× NetApp Inc.'s market cap, and NetApp Inc. pays a 1.23% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | NTAP | |
|---|---|---|
Market Cap | $345.41B | $33.08B |
Sector | Technology | Technology |
52-Week High | $439.46 | $181.08 |
52-Week Low | $104.55 | $94.11 |
Enterprise Value | $342.26B | $32.23B |
Dividend Yield | — | 1.23% |
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.
NetApp (NTAP) trades at $168.87, down 1.67% on the day but up significantly year-to-date, driven by strong AI infrastructure demand. The stock shows bullish technical signals with moving averages aligned positively, while fundamentals reveal robust profitability with an 18.43% net margin and consistent earnings beats. Recent news highlights partnerships and AI workload enhancements, supporting growth momentum.
Outlook remains positive with AI-driven revenue acceleration, though valuation multiples like P/E of 26.59 suggest premium pricing. Risks include competitive pressures and execution challenges in scaling AI offerings. Analyst consensus leans hold with a $167.45 target, indicating limited near-term upside 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 →NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →