Price movement over the last 24 hours
Arm Holdings plc vs Wolfspeed Inc — how do they compare? Arm Holdings plc trades at $315.5 (market cap $345.41B), while Wolfspeed Inc trades at $34.09 (market cap $1.83B). The key difference: Arm Holdings plc is far larger — about 188.7× Wolfspeed Inc's market cap, and Arm Holdings plc is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals.
| ARM | WOLF | |
|---|---|---|
Market Cap | $345.41B | $1.83B |
Sector | Technology | Technology |
52-Week High | $439.46 | $73.68 |
52-Week Low | $104.55 | $1.19 |
Enterprise Value | $342.26B | $2.49B |
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.
WOLF stock trades at $35.29, down 5.26% amid a bearish technical signal. The company faces financial challenges with negative gross and net income margins but shows strategic shifts toward AI data centers and defense markets. Recent news highlights a patent lawsuit against Navitas and a collaboration with GE Aerospace, indicating active business development. Technical indicators show mixed signals with key support at $34.
The outlook is cautious due to persistent losses and competitive pressures, though analyst sentiment is mixed with a slight buy bias. Key risks include cash burn and market volatility, while opportunities lie in strategic pivots to high-growth sectors. Investors should weigh the potential from new initiatives against fundamental weaknesses.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →