Arm Holdings plc vs Nvidia Corp — how do they compare? Arm Holdings plc trades at $297.98 (market cap $345.41B), while Nvidia Corp trades at $203.64 (market cap $5.11T). The key difference: Nvidia Corp is far larger — about 14.8× Arm Holdings plc's market cap, and Nvidia Corp pays a 0.47% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | NVDA | |
|---|---|---|
Market Cap | $345.41B | $5.11T |
Sector | Technology | Technology |
52-Week High | $439.46 | $235.75 |
52-Week Low | $104.55 | $164.07 |
Enterprise Value | $342.26B | $5.04T |
Dividend Yield | — | 0.47% |
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.
NVIDIA (NVDA) trades at $203.53, down 3.52% on the day, with a bullish technical outlook supported by moving averages and strong support near $196. The company reported exceptional fundamentals, including Q1 2026 EPS of $1.87 beating estimates, revenue surging to $130.50 billion in 2025, and net income margins above 62%. Analysts maintain a strong buy consensus with a $324.95 price target, reflecting optimism around AI-driven growth.
Outlook remains positive given NVIDIA's dominance in AI chips and robust financials, but risks include peak AI spending concerns and competitive pressures. The stock offers significant upside to consensus targets, though volatility may persist amid macroeconomic uncertainties and high valuation multiples.
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 →NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
Read more on NVDA →