Arm Holdings plc vs Ferrari NV — how do they compare? Arm Holdings plc trades at $270.94 (market cap $286.06B), while Ferrari NV trades at $408.27 (market cap $71.67B). The key difference: Arm Holdings plc is far larger — about 4× Ferrari NV's market cap, and Ferrari NV pays a 1.04% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | RACE | |
|---|---|---|
Market Cap | $286.06B | $71.67B |
Sector | Technology | Consumer Cyclical |
52-Week High | $439.46 | $504.09 |
52-Week Low | $104.55 | $314.63 |
Enterprise Value | $282.64B | $73.60B |
Dividend Yield | — | 1.04% |
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.
Ferrari (RACE) trades at $412.26, up 1.22% on the day, near its pivot point of $412. The stock exhibits strong bullish momentum in moving averages and has beaten earnings estimates for three consecutive quarters. Revenue and net income have grown steadily, with 2025 revenue reaching $7.15B and net income $1.60B, though valuation ratios like a P/E of 38.45 are elevated. Recent news highlights robust demand, particularly for vehicle personalization, and the company raised its 2026 guidance following a strong Q2.
The outlook remains positive given strong fundamentals, bullish analyst sentiment, and raised guidance, but risks include high valuation multiples, potential economic sensitivity, and execution challenges with new models like the Luce EV. The consensus price target of $462.67 suggests ~12% upside, supported by institutional confidence.
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 →Ferrari engineers and manufactures some of the world's most expensive exotic sports cars. The Ferrari brand is synonymous with Formula One racing, exclusivity, Italian design, and state-of-the-art technology. Ferrari also has a captive finance company that provides funding for dealers and clients.
Read more on RACE →