Compare Arm Holdings plc (ARM) vs Twilio Inc (TWLO) Price & Performance

Arm Holdings plcTrade

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Price performance (Past 24H)

Key statistics

Arm Holdings plc vs Twilio Inc — how do they compare? Arm Holdings plc trades at $270.47 (market cap $286.06B), while Twilio Inc trades at $255.3 (market cap $38.40B). The key difference: Arm Holdings plc is far larger — about 7.4× Twilio Inc's market cap, and Twilio Inc is trading nearer its 52-week high, Arm Holdings plc nearer its low. Which is the better fit depends on your goals.

	ARM	TWLO
Market Cap	$286.06B	$38.40B
Sector	Technology	Technology
52-Week High	$439.46	$255.95
52-Week Low	$104.55	$95.23
Enterprise Value	$282.64B	$36.81B

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Arm Holdings plc

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.

Twilio Inc

Twilio (TWLO) trades at $241.28, up 24.89% in 24 hours, near its 52-week high. The stock is in a bullish technical trend with strong support at $228 and resistance at $255. Recent Q2 2026 earnings beat expectations with EPS of $1.47 versus $1.32 expected, and revenue grew 22% year-over-year to $1.5 billion. The company raised full-year 2026 revenue growth guidance to 18%-18.5%.

The outlook is positive with accelerating revenue growth and improving profitability, but risks include high valuation multiples and reliance on continued execution. Analyst consensus is strongly bullish with a $266.31 price target, though the stock's rapid ascent warrants caution near-term.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

ARM

Arm Holdings rated Strong Buy with $33-44B revenue potential from AI CPU market surgeSeeking Alpha · 4 days agoBullish Arm Holdings posts 22% revenue growth, driven by AI and data center demand, with strong long-term outlook.Seeking Alpha · 4 days agoBullish View details →

TWLO

Twilio stock jumps 80% YTD on strong Q2 results and raised FY26 growth guidance.Seeking Alpha · 23 hours agoBullish Twilio beats Q2 estimates, shares soar 113% since February on strong growth and cash flow.Seeking Alpha · 1 day agoBullish Software stocks swing as AI fears hit valuations; Atlassian and Twilio rally after earnings.CNBC · 4 days agoNeutral View details →

About Arm Holdings plc

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.

About Twilio Inc

Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.