Compare Ambarella Inc (AMBA) vs Rocket Lab USA Inc (RKLB) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Ambarella Inc vs Rocket Lab USA Inc — how do they compare? Ambarella Inc trades at $83.21 (market cap $3.64B), while Rocket Lab USA Inc trades at $80.59 (market cap $50.01B). The key difference: Rocket Lab USA Inc is far larger — about 13.7× Ambarella Inc's market cap, and Ambarella Inc is trading nearer its 52-week high, Rocket Lab USA Inc nearer its low. Which is the better fit depends on your goals.
| AMBA | RKLB | |
|---|---|---|
Market Cap | $3.64B | $50.01B |
Sector | Technology | Technology |
52-Week High | $95.51 | $150.23 |
52-Week Low | $48.65 | $39.48 |
Enterprise Value | $3.37B | $47.84B |
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 $83.98, up 2.36% with strong technical momentum and bullish analyst sentiment. The stock shows positive earnings momentum with three consecutive quarterly beats, though the company remains unprofitable with a -17.18% net margin. Recent news of potential acquisition talks with NXP Semiconductors and strong positioning in edge AI markets provide catalysts for growth.
The outlook remains positive with a $108.67 consensus price target representing 29% upside potential. Key risks include ongoing profitability challenges, competitive pressures in semiconductor markets, and execution risks in transitioning to AI-focused products. The company's pivot to edge AI and automotive applications offers significant growth opportunities if successfully executed.
Rocket Lab (RKLB) trades at $81.06, up 1.27% today, with a bullish technical signal from moving averages and a record $2.36 billion backlog supporting growth. Revenue grew 60% year-over-year in Q2 2026, though net losses persist, and the stock is expensive with a P/S ratio of 60.8. Recent news highlights Neutron rocket development delays but strong contract wins.
The outlook is mixed: analyst consensus is bullish with a $118 price target, but profitability remains elusive until 2027. Key risks include execution on Neutron launches, high valuation, and cash burn. Upside depends on successful scaling and margin improvement from government contracts.
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 Rocket Lab USA Inc
Rocket Lab USA, Inc. is an aerospace manufacturer and small-satellite launch service provider. The company specializes in developing rockets for orbital launch, including its flagship *Electron* vehicle, and is developing the next-generation, reusable *Neutron* rocket. Beyond launch services, Rocket Lab also offers satellite design, manufacturing, and spacecraft component solutions, positioning itself as an end-to-end provider for the space industry.
Read more on RKLB →
