Align Technology, Inc. vs Ambarella Inc — how do they compare? Align Technology, Inc. trades at $173.38 (market cap $12.51B), while Ambarella Inc trades at $82.73 (market cap $3.60B). The key difference: Align Technology, Inc. is far larger — about 3.5× Ambarella Inc's market cap. Which is the better fit depends on your goals.
| ALGN | AMBA | |
|---|---|---|
Market Cap | $12.51B | $3.60B |
Sector | Health | Technology |
52-Week High | $197.51 | $95.51 |
52-Week Low | $124.88 | $48.65 |
Enterprise Value | $11.52B | $3.33B |
Signals from Pluang's Aura AI — not financial advice
ALGN trades at $173.66, up 2.71% today, with a bullish technical signal and strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $2.64 surpassing the $2.62 estimate. Revenue reached a record $1.06 billion in Q2 2026, driven by clear aligner growth. Recent board changes and strategic initiatives aim to enhance long-term value.
The outlook is positive, supported by robust fundamentals and institutional interest, but risks include competitive pressures and scanner segment weakness. Valuation multiples remain below historical peaks, offering potential upside if growth accelerates. Investor sentiment is cautiously optimistic amid ongoing operational reviews.
Ambarella (AMBA) trades at $86.78, up 3.57% with strong technical momentum. The stock shows bullish moving average signals despite negative profitability metrics. Recent news highlights NXP's potential acquisition interest and the company's strategic pivot to edge AI chips, driving analyst optimism. Q2 2026 earnings are expected at $0.171 per share, following three consecutive quarterly beats. Revenue growth is projected to accelerate from $285M in 2025 to $405M in 2026.
Outlook remains positive with 58% analyst buy ratings and $108.67 price target, but risks include persistent net losses, high valuation multiples, and competitive pressure in semiconductor space. The edge AI transition offers growth potential, yet execution risks and insider selling warrant caution for investors.
Trailing returns across standard periods
Latest headlines on both assets
Align is the leading manufacturer of clear dental aligners globally, having pioneered the technology with the introduction of its Invisalign branded aligners in 1998. Since then, Invisalign has become a household name, having treated over 10 million patients with malocclusion (misaligned teeth) through orthodontist and dentist-guided treatment plans. The company maintains dominant market share of clear aligners, despite the introduction of direct-to-consumer competitors upon the expiration of key patents that began in 2017. Align also manufactures intraoral scanners (iTero), used for orthodontic treatment and restorative dental procedures (digital models for crowns, veneers, and implants).
Read more on ALGN →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 →