Ambarella Inc vs Fidelity National Information Servcs Inc — how do they compare? Ambarella Inc trades at $74.98 (market cap $3.39B), while Fidelity National Information Servcs Inc trades at $42.02 (market cap $21.70B). The key difference: Fidelity National Information Servcs Inc is far larger — about 6.4× Ambarella Inc's market cap, and Fidelity National Information Servcs Inc pays a 4% dividend while Ambarella Inc pays none. Which is the better fit depends on your goals.
| AMBA | FIS | |
|---|---|---|
Market Cap | $3.39B | $21.70B |
Sector | Technology | Technology |
52-Week High | $95.51 | $81.94 |
52-Week Low | $48.65 | $37.72 |
Enterprise Value | $3.13B | $42.09B |
Dividend Yield | — | 4% |
Signals from Pluang's Aura AI — not financial advice
Ambarella (AMBA) trades at $77.30, down 1.38% on the day, with a bullish technical setup supported by moving averages and key resistance at $81. The company reported three consecutive quarterly EPS beats, with Q1 2027 earnings of $0.11 meeting estimates, while revenue grew 16.9% year-over-year to $100.4 million. A major catalyst is the $800+ million long-term edge AI agreement with Hanwha, signaling strong demand in physical AI markets. However, net income remains negative at -$117.13 million for 2025, though margins are improving.
Outlook: Wall Street is bullish with a $108.67 consensus price target (40% upside), driven by edge AI adoption and auto sector growth. Risks include persistent losses, competitive pressure from larger chipmakers, and execution challenges in scaling new AI contracts. The stock's valuation at 8.21x sales appears reasonable if revenue acceleration continues, but profitability remains key for sustained gains.
FIS trades at $41.98, up 0.89% today, with a bullish technical signal and strong analyst support. Recent earnings beat expectations in Q1 2026, and the company shows improving profitability with a 23.35% net income margin. Positive news includes cloud banking deals with Frankfurt International Bank and First Commerce Bank, reinforcing growth in digital banking services. The stock trades below the consensus price target of $52.57, indicating potential upside.
The outlook for FIS is positive due to strategic cloud expansions and earnings momentum, but risks include high debt levels and macroeconomic pressures on lending. Wall Street consensus is bullish with 58% buy ratings, though investors should monitor debt management and competitive threats in the fintech sector.
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 →Fidelity National Information Services' legacy operations provide core and payment processing services to banks, but its business has expanded over time. By acquiring Sungard in 2015, the company now provides record-keeping and other services to investment firms. With the acquisition of Worldpay in 2019, FIS now provides payment processing services for merchants and holds leading positions in the United States and United Kingdom. About a fourth of revenue is generated outside North America.
Read more on FIS →