Price movement over the last 24 hours
Arm Holdings plc vs Rockwell Automation — how do they compare? Arm Holdings plc trades at $315.46 (market cap $345.41B), while Rockwell Automation trades at $470.46 (market cap $52.53B). The key difference: Arm Holdings plc is far larger — about 6.6× Rockwell Automation's market cap, and Rockwell Automation pays a 1.17% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | ROK | |
|---|---|---|
Market Cap | $345.41B | $52.53B |
Sector | Technology | Industrials |
52-Week High | $439.46 | $495.08 |
52-Week Low | $104.55 | $328.67 |
Enterprise Value | $342.26B | $56.17B |
Dividend Yield | — | 1.17% |
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.
Rockwell Automation (ROK) trades at $472.12, up 0.99% on the day, showing strong momentum with three consecutive earnings beats. The stock's technical picture is neutral with bullish moving averages, while valuation multiples remain elevated with a P/E of 49.03. Recent news highlights the company's leadership in industrial automation and AI infrastructure growth potential, with multiple Zacks recognition as a top momentum and growth stock in July 2026.
ROK presents a mixed outlook with strong operational cash flow and recent earnings outperformance offset by premium valuations. Investment opportunity lies in industrial automation growth and AI infrastructure tailwinds, while risks include competitive pressures and sensitivity to industrial spending cycles. Analyst consensus leans cautious with 64% hold ratings despite recent positive coverage.
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 →Rockwell Automation is a pure-play automation competitor that is the successor entity to Rockwell International, which spun off its former Rockwell Collins avionics segment in 2001. As of fiscal 2021, the firm operates through three segments--intelligent devices, software and control, and lifecycle services. Intelligent devices contains its drives, sensors, and industrial components, software and control contains its information and network and security software, while lifecycle services contains its consulting and maintenance services as well as its Sensia JV with Schlumberger.
Read more on ROK →