Ambarella Inc vs Zillow Group Inc Class A — how do they compare? Ambarella Inc trades at $83.01 (market cap $3.64B), while Zillow Group Inc Class A trades at $32.86 (market cap $7.68B). The key difference: Zillow Group Inc Class A is far larger — about 2.1× Ambarella Inc's market cap, and Ambarella Inc is trading nearer its 52-week high, Zillow Group Inc Class A nearer its low. Which is the better fit depends on your goals.
| AMBA | ZG | |
|---|---|---|
Market Cap | $3.64B | $7.68B |
Sector | Technology | Media |
52-Week High | $95.51 | $86.76 |
52-Week Low | $48.65 | $29.14 |
Enterprise Value | $3.37B | $7.56B |
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.
Zillow Group (ZG) trades at $34.07, up 0.35% with a bearish technical signal despite recent earnings beats. The company shows improving fundamentals with 2025 revenue of $2.58B and a return to profitability ($23M net income) after years of losses. However, valuation remains elevated with a P/E of 149, while multiple class action lawsuits create near-term uncertainty. The stock faces resistance at $35 with support at $33.
ZG presents a mixed investment case with strong revenue growth and business model transition offset by legal overhangs and high valuation. The preferred agent model drives monetization improvement, but the stock requires careful risk management given the legal proceedings and technical bearish signals. Upside exists to the $47.56 consensus target if execution continues.
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 →Zillow Group is an Internet-based real estate company that has historically focused on deriving ad revenue from third-party brokers on online marketplaces such as Zillow.com, Trulia, and HotPads. More recently it has shifted its focus to iBuying via the Zillow Offers platform.
Read more on ZG →