Akamai Technologies, Inc. vs Ambarella Inc — how do they compare? Akamai Technologies, Inc. trades at $124 (market cap $16.77B), while Ambarella Inc trades at $84.15 (market cap $3.64B). The key difference: Akamai Technologies, Inc. is far larger — about 4.6× Ambarella Inc's market cap, and Ambarella Inc is trading nearer its 52-week high, Akamai Technologies, Inc. nearer its low. Which is the better fit depends on your goals.
| AKAM | AMBA | |
|---|---|---|
Market Cap | $16.77B | $3.64B |
Sector | Technology | Technology |
52-Week High | $161.14 | $95.51 |
52-Week Low | $71.97 | $48.65 |
Enterprise Value | $22.75B | $3.37B |
Signals from Pluang's Aura AI — not financial advice
Akamai Technologies (AKAM) trades at $117.65, up 6.43% on the day, buoyed by a recent analyst upgrade. The stock shows bearish technical signals but has beaten earnings estimates for three consecutive quarters, with Q2 2026 revenue growth of 5% year-over-year. Profit margins are under pressure due to increased infrastructure investments, though cloud and security demand remains strong.
The outlook is mixed: solid revenue growth and a consensus price target of $150.11 suggest upside, but margin compression and bearish technicals pose risks. Investors should weigh the company's strategic positioning in AI and cybersecurity against profitability challenges and market volatility.
Ambarella (AMBA) trades at $83.98, up 2.36% with strong technical momentum and bullish analyst sentiment. The stock shows positive earnings momentum with three consecutive quarterly beats, though the company remains unprofitable with a -17.18% net margin. Recent news of potential acquisition talks with NXP Semiconductors and strong positioning in edge AI markets provide catalysts for growth.
The outlook remains positive with a $108.67 consensus price target representing 29% upside potential. Key risks include ongoing profitability challenges, competitive pressures in semiconductor markets, and execution risks in transitioning to AI-focused products. The company's pivot to edge AI and automotive applications offers significant growth opportunities if successfully executed.
Trailing returns across standard periods
Latest headlines on both assets
Akamai operates a content delivery network, or CDN, which entails locating servers at the edges of networks so its customers, which store content on Akamai servers, can reach their own customers faster, more securely, and with better quality. Akamai has over 325,000 servers distributed over 4,000 points of presence in more than 1,000 cities worldwide. Its customers generally include media companies, which stream video content or make video games available for download, and other enterprises that run interactive or high-traffic websites, such as e-commerce firms and financial institutions. Akamai also has a significant security business, which is integrated with its core web and media businesses to protect its customers from cyberthreats.
Read more on AKAM →Ambarella is a semiconductor company specializing in low-power video compression and computer vision processors. Its chips power AI cameras for security, automotive safety, and robotics applications.
Read more on AMBA →