Ambarella Inc vs Zeta Global Holdings Corp — how do they compare? Ambarella Inc trades at $83.67 (market cap $3.64B), while Zeta Global Holdings Corp trades at $28.44 (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 $83.48, up 1.76% with a bullish technical signal. Recent earnings beats and a strong analyst consensus support momentum. Revenue growth is projected from $285M in 2025 to $405M in 2026, though net losses persist. News highlights include potential acquisition talks with NXP and optimism around edge AI chips.
Outlook is positive with a $108.67 price target, but risks include sustained losses and competitive pressures. The stock's edge AI focus offers growth potential, yet profitability challenges and market volatility warrant caution for investors.
ZETA stock trades at $28.62, up 3.92% in the past 24 hours, with a bullish technical signal from moving averages and strong support at $28. The company reported its 20th consecutive beat-and-raise quarter in Q2 2026, with revenue up 44% year-over-year and achieving its first GAAP net income. Analyst consensus is strongly bullish with a $30.44 price target, and recent news highlights AI-driven growth and a partnership with Palantir.
The outlook for ZETA is positive due to robust revenue growth, expanding AI adoption, and improving profitability, but risks include a rich valuation with a P/S of 4.35 and EV/EBITDA of 95.89, execution challenges in integrating acquisitions, and competitive pressures in the marketing tech sector. The stock's proximity to its 52-week high suggests limited near-term upside without continued strong earnings performance.
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 →