Ambarella Inc vs Zeta Global Holdings Corp — how do they compare? Ambarella Inc trades at $83.58 (market cap $3.64B), while Zeta Global Holdings Corp trades at $28.29 (market cap $7.32B). The key difference: Zeta Global Holdings Corp is far larger — about 2× Ambarella Inc's market cap, and Zeta Global Holdings Corp is trading nearer its 52-week high, Ambarella Inc nearer its low. Which is the better fit depends on your goals.
| AMBA | ZETA | |
|---|---|---|
Market Cap | $3.64B | $7.32B |
Sector | Technology | Technology |
52-Week High | $95.51 | $29.15 |
52-Week Low | $48.65 | $14.55 |
Enterprise Value | $3.37B | $7.20B |
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.
ZETA trades at $28.55, up 3.67% today, near its consensus price target of $30.44. The stock shows bullish technical signals with strong moving average support and resistance at $30. Fundamentally, revenue grew to $1.3B in 2025 with a gross margin of 59.48%, though net income remains negative. Recent Q2 2026 earnings beat estimates with 44% revenue growth, marking the 20th consecutive beat-and-raise quarter, driven by AI adoption and partnerships.
Outlook is positive with analyst consensus at Buy (73%) and a $30.44 target, but risks include rich valuation (P/S 4.35, EV/EBITDA 95.89) and execution challenges in integrating AI growth. Investors face volatility from high RSI levels, yet sustained earnings momentum and institutional accumulation support upside potential.
Trailing returns across standard periods
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 →Zeta Global is a leading data-driven marketing technology company that provides an omnichannel AI Marketing Cloud. By leveraging a proprietary data cloud of over 2.4 billion deterministic identities, it enables enterprise brands to acquire, grow, and retain customers through predictive intelligence and automated, agentic workflows.
Read more on ZETA →