Price movement over the last 24 hours
Arm Holdings plc vs Okta, Inc. — how do they compare? Arm Holdings plc trades at $314.99 (market cap $345.41B), while Okta, Inc. trades at $139.45 (market cap $24.09B). The key difference: Arm Holdings plc is far larger — about 14.3× Okta, Inc.'s market cap, and Okta, Inc. is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.
| ARM | OKTA | |
|---|---|---|
Market Cap | $345.41B | $24.09B |
Sector | Technology | Technology |
52-Week High | $439.46 | $148.84 |
52-Week Low | $104.55 | $62.93 |
Enterprise Value | $342.26B | $21.92B |
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.
OKTA trades at $138.63, down 6.86% today, but maintains strong technical momentum with bullish moving averages and recent AI-driven demand boosting cybersecurity stocks. The company shows improving fundamentals with revenue growth to $2.61B in 2025 and three consecutive quarterly EPS beats. Positive sentiment is driven by AI security adoption and institutional interest, though high valuations (P/E 100.46) and overbought RSI levels warrant caution.
Outlook remains positive with AI security demand accelerating revenue growth and improving profitability (2026 net margin projected at 8.24%). Key risks include intense cybersecurity competition and valuation concerns. Analyst consensus is strongly bullish (73% buy ratings) with $124.08 price target, though current price exceeds consensus suggesting near-term consolidation potential.
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 →Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →