Price movement over the last 24 hours
Arm Holdings plc vs Novartis AG — how do they compare? Arm Holdings plc trades at $315.46 (market cap $345.41B), while Novartis AG trades at $153.37 (market cap $293.03B). The key difference: Arm Holdings plc is the larger of the two by market cap, and Novartis AG pays a 3.08% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | NVS | |
|---|---|---|
Market Cap | $345.41B | $293.03B |
Sector | Technology | Health |
52-Week High | $439.46 | $168.62 |
52-Week Low | $104.55 | $113.50 |
Enterprise Value | $342.26B | $333.05B |
Dividend Yield | — | 3.08% |
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.
Novartis (NVS) trades at $154.05, down 0.37% with a bullish technical signal supported by moving averages. The company demonstrates strong profitability with 75.38% gross margins and 35.21% ROE, though recent Q1 2026 earnings missed expectations. Recent developments include the $1.5B Myricx Bio acquisition expanding oncology capabilities and positive clinical trial results for neuromuscular and skin disorder treatments.
Investment outlook remains favorable with analyst consensus leaning hold (68%) amid solid fundamentals. Key opportunities include pipeline expansion through acquisitions, while risks involve execution of recent deals and competitive pressures in pharmaceuticals. The stock presents a balanced profile for long-term investors seeking healthcare exposure.
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 →Novartis develops and manufactures healthcare products through two segments: Innovative Medicines and Sandoz. It generates the vast majority of its revenue from Innovative Medicines segment consisting global business franchises in oncology, ophthalmology, neuroscience, immunology, respiratory, cardio-metabolic, and established medicines. The company sells its products globally, with the United States representing close to one third of total revenue.
Read more on NVS →