Compare Ambarella Inc (AMBA) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Ambarella Inc vs Lam Research Corporation — how do they compare? Ambarella Inc trades at $83.67 (market cap $3.64B), while Lam Research Corporation trades at $325.91 (market cap $389.67B). The key difference: Lam Research Corporation is far larger — about 107.1× Ambarella Inc's market cap, and Lam Research Corporation pays a 0.33% dividend while Ambarella Inc pays none. Which is the better fit depends on your goals.
| AMBA | LRCX | |
|---|---|---|
Market Cap | $3.64B | $389.67B |
Sector | Technology | Technology |
52-Week High | $95.51 | $433.33 |
52-Week Low | $48.65 | $97.03 |
Enterprise Value | $3.37B | $387.83B |
Dividend Yield | — | 0.33% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Ambarella (AMBA) trades at $83.53, up 1.82% with bullish technical signals and strong analyst support. The company shows improving revenue trends ($405M projected for 2026) and consistent earnings beats, though profitability remains negative. Recent news highlights potential acquisition interest from NXP Semiconductors and strong positioning in edge AI markets.
Outlook remains positive with 58% analyst buy ratings and $108.67 price target, representing 30% upside. Key risks include ongoing net losses, competitive pressures in semiconductor space, and execution challenges in AI chip adoption. The stock offers growth exposure to physical AI trend but requires patience for profitability turnaround.
Lam Research (LRCX) trades at $326.02, up 6.4% in 24 hours, with a bullish technical signal and strong earnings beats. The stock shows robust fundamentals with a 29.06% net income margin and 65.07% ROE in 2025, supported by positive analyst sentiment and expansion into panel-level packaging. Recent news highlights AI-driven semiconductor demand as a key growth catalyst.
Outlook remains positive given consensus price target of $397.18 and 78% buy ratings, though high P/E of 54.06 and competitive pressures from new entrants like SpaceX's Terrafab pose risks. Revenue growth to $23.2B in 2026 suggests sustained momentum, but investors should monitor execution amid industry volatility.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Ambarella Inc
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 →About Lam Research Corporation
Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →
