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Compare Ambarella Inc (AMBA) vs Nebius Group NV (NBIS) Price & Performance

Ambarella IncTrade
Nebius Group NVTrade

Price performance (Past 24H)

Key statistics

Ambarella Inc vs Nebius Group NV — how do they compare? Ambarella Inc trades at $83.12 (market cap $3.60B), while Nebius Group NV trades at $211.3 (market cap $46.75B). The key difference: Nebius Group NV is far larger — about 13× Ambarella Inc's market cap. Which is the better fit depends on your goals.

AMBANBIS
Market Cap
$3.60B$46.75B
Sector
TechnologyTechnology
52-Week High
$95.51$286.69
52-Week Low
$48.65$64.06
Enterprise Value
$3.33B$46.94B

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Ambarella Inc

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.

Nebius Group NV

NBIS trades at $187.97, down 1.01% with a bearish technical signal despite strong analyst support. The stock shows extreme valuation multiples (P/E 71.08, P/S 55.67) while demonstrating explosive revenue growth projections from $530M in 2025 to $878M in 2026. Recent earnings have been mixed with Q1 2026 beating expectations but Q4 2025 missing, with Q2 2026 results pending. The company faces significant execution risk as it scales AI infrastructure amid substantial capital expenditures.

The investment case hinges on NBIS converting its $1.9B annual run rate and contracted backlog into profitable growth. While analyst consensus remains strongly bullish with a $248.73 price target, high valuation and Michael Burry's short position highlight execution risks. Success depends on managing capex intensity and demonstrating operating leverage in upcoming earnings.

Returns comparison

Trailing returns across standard periods

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 Nebius Group NV

Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.

Read more on NBIS