Ambarella Inc vs Amplitude Inc — how do they compare? Ambarella Inc trades at $82.75 (market cap $3.60B), while Amplitude Inc trades at $12.56 (market cap $1.52B). The key difference: Ambarella Inc is far larger — about 2.4× Amplitude Inc's market cap, and Amplitude Inc is trading nearer its 52-week high, Ambarella Inc nearer its low. Which is the better fit depends on your goals.
| AMBA | AMPL | |
|---|---|---|
Market Cap | $3.60B | $1.52B |
Sector | Technology | Technology |
52-Week High | $95.51 | $12.30 |
52-Week Low | $48.65 | $5.61 |
Enterprise Value | $3.33B | $1.39B |
Signals from Pluang's Aura AI — not financial advice
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.
Amplitude (AMPL) trades at $11.26, up 4.55% in 24 hours, with a bullish technical signal and strong analyst support. Revenue growth is robust, reaching $343.21 million in 2025, but profitability remains a challenge with a net loss of $88.54 million. Recent news highlights investor conference participation and Q2 2026 results that met revenue estimates but missed on EPS.
The outlook is mixed: strong revenue growth and a $12.08 consensus price target suggest upside, but persistent losses, negative cash flow, and ongoing legal investigations pose significant risks. Investors should weigh growth potential against fundamental weaknesses and sentiment shifts from recent insider sales and legal scrutiny.
Trailing returns across standard periods
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 →Amplitude Inc is pioneering a new category of software called digital optimization. The company's digital optimization system serves as the command center for businesses to connect digital products to business outcomes.
Read more on AMPL →