Ambarella Inc vs STMicroelectronics NV — how do they compare? Ambarella Inc trades at $83.12 (market cap $3.60B), while STMicroelectronics NV trades at $55.88 (market cap $49.31B). The key difference: STMicroelectronics NV is far larger — about 13.7× Ambarella Inc's market cap, and STMicroelectronics NV pays a 0.66% dividend while Ambarella Inc pays none. Which is the better fit depends on your goals.
| AMBA | STM | |
|---|---|---|
Market Cap | $3.60B | $49.31B |
Sector | Technology | Financials |
52-Week High | $95.51 | $79.91 |
52-Week Low | $48.65 | $21.20 |
Enterprise Value | $3.33B | $47.30B |
Dividend Yield | — | 0.66% |
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.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →