Ambarella Inc vs Baker Hughes Co — how do they compare? Ambarella Inc trades at $82.73 (market cap $3.60B), while Baker Hughes Co trades at $65 (market cap $63.60B). The key difference: Baker Hughes Co is far larger — about 17.7× Ambarella Inc's market cap, and Baker Hughes Co pays a 1.44% dividend while Ambarella Inc pays none. Which is the better fit depends on your goals.
| AMBA | BKR | |
|---|---|---|
Market Cap | $3.60B | $63.60B |
Sector | Technology | Energy |
52-Week High | $95.51 | $69.67 |
52-Week Low | $48.65 | $42.51 |
Enterprise Value | $3.33B | $64.13B |
Dividend Yield | — | 1.44% |
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.
Baker Hughes (BKR) trades at $61.55, down 1.91% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates solid fundamentals with Q2 2026 EPS of $0.64 beating estimates and robust cash flow generation. Recent contract wins in subsea systems and LNG technology highlight growth opportunities in energy infrastructure.
The outlook remains positive with 66.7% analyst buy ratings and a $73.25 consensus target suggesting 19% upside. Key risks include oil producer spending volatility and integration challenges from the Chart acquisition. Strong institutional interest and consistent earnings beats support the bullish case for this energy technology leader.
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 →Baker Hughes is a global leader in oilfield services and oilfield equipment, with particularly strong presences in the artificial lift, specialty chemicals, and completions markets. The other half of its business focuses on industrial power generation, process solutions, and industrial asset management, with high exposure to the liquid natural gas market specifically, as well as broader industrials end markets.
Read more on BKR →