Arm Holdings plc vs Shopify Inc. — how do they compare? Arm Holdings plc trades at $271.83 (market cap $286.06B), while Shopify Inc. trades at $151.51 (market cap $199.66B). The key difference: Arm Holdings plc is the larger of the two by market cap, and Shopify Inc. is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.
| ARM | SHOP | |
|---|---|---|
Market Cap | $286.06B | $199.66B |
Sector | Technology | Technology |
52-Week High | $439.46 | $179.01 |
52-Week Low | $104.55 | $95.40 |
Enterprise Value | $282.64B | $194.89B |
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.
Shopify (SHOP) trades at $151.57, up 2.8% today, following strong Q2 2026 results that beat earnings and revenue expectations. The stock shows bullish technical momentum with positive moving averages and is trading near key resistance at $154. Fundamentally, revenue growth remains robust at 30%+ with expanding margins, though valuation multiples remain elevated with a P/E of 102.4. Recent news highlights AI-driven commerce growth and strong merchant adoption.
The outlook remains positive with analyst consensus favoring Buy ratings (66%) and a $166 price target. Key opportunities include sustained e-commerce growth and AI integration, while risks include premium valuation sensitivity and competitive pressures. The company's improving cash flow generation and profitability trends support continued upward momentum.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →