Ambarella Inc vs ASML Holding NV — how do they compare? Ambarella Inc trades at $82.29 (market cap $3.60B), while ASML Holding NV trades at $1,783.5 (market cap $671.92B). The key difference: ASML Holding NV is far larger — about 186.6× Ambarella Inc's market cap, and ASML Holding NV pays a 0.52% dividend while Ambarella Inc pays none. Which is the better fit depends on your goals.
| AMBA | ASML | |
|---|---|---|
Market Cap | $3.60B | $671.92B |
Sector | Technology | Technology |
52-Week High | $95.51 | $1.99K |
52-Week Low | $48.65 | $721.31 |
Enterprise Value | $3.33B | $665.45B |
Dividend Yield | — | 0.52% |
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.
ASML trades at $1,740.99, up 2.15% today, with a bullish technical signal and strong support near $1,721. The stock shows robust fundamentals with 2025 revenue of $32.67B and net income of $9.61B, though high valuation ratios like a P/E of 59.29 indicate premium pricing. Recent earnings beat expectations in Q1 and Q2 2026, and analyst consensus is bullish with a $2,390 price target.
Outlook remains positive driven by AI demand for semiconductor equipment, but risks include geopolitical tensions with China and high valuation sensitivity. Institutional sentiment is strong with 56.82% buy ratings, though competition and export curbs pose challenges to growth sustainability.
Trailing returns across standard periods
Latest headlines on both assets
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 →Founded in 1984 and based in the Netherlands, ASML is the leader in photolithography systems used in the manufacturing of semiconductors. Photolithography is the process in which a light source is used to expose circuit patterns from a photomask onto a semiconductor wafer. The latest technological advances in this segment allow chipmakers to continually increase the number of transistors on the same area of silicon, with lithography historically representing a meaningful portion of the cost of making cutting-edge chips. Chipmakers require next-generation EUV lithography tools from ASML to continue past the 5-nanometer process node. ASML's products are used at every major semiconductor manufacturer, including Intel, Samsung, and TSMC.
Read more on ASML →