Ambarella Inc vs KE Holdings Inc — how do they compare? Ambarella Inc trades at $82.73 (market cap $3.60B), while KE Holdings Inc trades at $17.39 (market cap $19.21B). The key difference: KE Holdings Inc is far larger — about 5.3× Ambarella Inc's market cap, and KE Holdings Inc pays a 1.56% dividend while Ambarella Inc pays none. Which is the better fit depends on your goals.
| AMBA | BEKE | |
|---|---|---|
Market Cap | $3.60B | $19.21B |
Sector | Technology | Technology |
52-Week High | $95.51 | $20.36 |
52-Week Low | $48.65 | $14.26 |
Enterprise Value | $3.33B | $14.96B |
Dividend Yield | — | 1.56% |
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.
BEKE trades at $17.04, up 0.71% with strong analyst support (91.67% buy ratings). The stock shows bullish technical signals with recent Q1 2026 earnings beating expectations at $0.20 EPS versus $0.14 forecast. Despite revenue declining from $94.58B in 2025 to $90.1B projected for 2026, net profit margin improved to 3.76% with better cost controls.
Outlook remains positive given technical momentum and fundamental improvements, though risks include China's property market volatility and competitive pressures. The company's transition to higher profitability supports potential upside, but investors should monitor housing market trends and execution on cost efficiency targets.
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 →KE Holdings (Beike) is China’s leading platform for housing transactions and services. It operates the Lianjia brand and uses data-driven technology to facilitate home sales, rentals, and home renovation services.
Read more on BEKE →