Arm Holdings plc vs Vertiv Holdings Co — how do they compare? Arm Holdings plc trades at $314.32 (market cap $345.41B), while Vertiv Holdings Co trades at $311.15 (market cap $122.48B). The key difference: Arm Holdings plc is far larger — about 2.8× Vertiv Holdings Co's market cap, and Vertiv Holdings Co pays a 0.08% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | VRT | |
|---|---|---|
Market Cap | $345.41B | $122.48B |
Sector | Technology | Technology |
52-Week High | $439.46 | $376.23 |
52-Week Low | $104.55 | $121.82 |
Enterprise Value | $342.26B | $123.24B |
Dividend Yield | — | 0.08% |
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.
VRT trades at $318.86, down 1.56% today, but maintains a bullish technical stance with strong support at $318. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $1.17 exceeding the $1.00 estimate. Revenue growth is solid, projected to rise from $10.23B in 2025 to $10.8B in 2026, while net income margins expand from 13.02% to 14.37%.
Outlook remains positive driven by AI infrastructure demand, though premium valuations (P/E 80.12) pose risks. Analyst consensus is strongly bullish with a $395.23 price target. Key risks include execution challenges in capacity expansion and competitive pressures in the cooling solutions market.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →