Arm Holdings plc vs STMicroelectronics NV — how do they compare? Arm Holdings plc trades at $303.81 (market cap $345.41B), while STMicroelectronics NV trades at $69.79 (market cap $63.01B). The key difference: Arm Holdings plc is far larger — about 5.5× STMicroelectronics NV's market cap, and STMicroelectronics NV pays a 0.5% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | STM | |
|---|---|---|
Market Cap | $345.41B | $63.01B |
Sector | Technology | Financials |
52-Week High | $439.46 | $79.91 |
52-Week Low | $104.55 | $21.20 |
Enterprise Value | $342.26B | $61.22B |
Dividend Yield | — | 0.5% |
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.
STM trades at $71.46, up 0.1% with a bullish technical signal. The stock shows mixed earnings performance with Q3 2025 beating estimates but subsequent quarters missing. Valuation metrics appear elevated with P/E of 446.63 and P/S of 5.3, though analyst consensus remains positive with 52% buy ratings. Recent news highlights AI and automotive chip momentum as growth drivers.
Outlook remains cautiously optimistic given strong analyst support and AI/automotive exposure, but elevated valuations and declining profit margins (1.19% net margin) present risks. The stock trades near consensus price target of $72.33, suggesting limited near-term upside without earnings acceleration.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →