Arm Holdings plc vs Vistra Corp — how do they compare? Arm Holdings plc trades at $304.36 (market cap $345.41B), while Vistra Corp trades at $158 (market cap $53.56B). The key difference: Arm Holdings plc is far larger — about 6.4× Vistra Corp's market cap, and Vistra Corp pays a 0.58% dividend while Arm Holdings plc pays none. Which is the better fit depends on your goals.
| ARM | VST | |
|---|---|---|
Market Cap | $345.41B | $53.56B |
Sector | Technology | Technology |
52-Week High | $439.46 | $217.92 |
52-Week Low | $104.55 | $134.71 |
Enterprise Value | $342.26B | $75.32B |
Dividend Yield | — | 0.58% |
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.
Vistra Corp. (VST) trades at $158.86, up 0.56% today, with a bullish technical outlook supported by moving averages and a neutral RSI. The company reported strong Q1 2026 earnings beat but missed Q3 and Q4 2025 estimates. Revenue grew to $19.4B in 2026 with net profit margin improving to 11.52%. Recent news highlights AI-driven power demand and long-term PPAs with Meta and AWS as growth catalysts.
Outlook is positive with 91% analyst buy ratings and a $230.50 consensus price target, implying 45% upside. Risks include execution on growth initiatives and macroeconomic volatility. The stock offers exposure to rising electricity demand and stable cash flows from utility operations.
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 →Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.
Read more on VST →