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Ambarella (AMBA) Competitors

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$68.44 +0.42 (+0.61%)
As of 01:34 PM Eastern
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AMBA vs. AMAT, DIOD, ENTG, KLAC, LSCC, MKSI, MPWR, MTSI, NXPI, and SYNA

Should you be buying Ambarella stock or one of its competitors? The main competitors of Ambarella include Applied Materials (AMAT), Diodes (DIOD), Entegris (ENTG), KLA (KLAC), Lattice Semiconductor (LSCC), MKS (MKSI), Monolithic Power Systems (MPWR), MACOM Technology Solutions (MTSI), NXP Semiconductors (NXPI), and Synaptics (SYNA). These companies are all part of the "computer and technology" sector.

Ambarella vs. Its Competitors

Applied Materials (NASDAQ:AMAT) and Ambarella (NASDAQ:AMBA) are both computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, earnings, valuation, media sentiment, analyst recommendations, profitability, institutional ownership and risk.

In the previous week, Applied Materials had 72 more articles in the media than Ambarella. MarketBeat recorded 75 mentions for Applied Materials and 3 mentions for Ambarella. Applied Materials' average media sentiment score of 1.13 beat Ambarella's score of 0.96 indicating that Applied Materials is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Materials
53 Very Positive mention(s)
5 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ambarella
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

80.6% of Applied Materials shares are owned by institutional investors. Comparatively, 82.1% of Ambarella shares are owned by institutional investors. 0.2% of Applied Materials shares are owned by insiders. Comparatively, 5.3% of Ambarella shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Applied Materials has a net margin of 24.06% compared to Ambarella's net margin of -32.73%. Applied Materials' return on equity of 40.15% beat Ambarella's return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials24.06% 40.15% 22.42%
Ambarella -32.73%-17.50%-14.43%

Applied Materials has a beta of 1.69, suggesting that its stock price is 69% more volatile than the S&P 500. Comparatively, Ambarella has a beta of 2.05, suggesting that its stock price is 105% more volatile than the S&P 500.

Applied Materials presently has a consensus price target of $203.65, suggesting a potential upside of 2.52%. Ambarella has a consensus price target of $84.55, suggesting a potential upside of 23.58%. Given Ambarella's higher possible upside, analysts clearly believe Ambarella is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
2.68
Ambarella
0 Sell rating(s)
4 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.67

Applied Materials has higher revenue and earnings than Ambarella. Ambarella is trading at a lower price-to-earnings ratio than Applied Materials, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Applied Materials$27.18B5.87$7.18B$8.2224.17
Ambarella$284.86M10.19-$117.13M-$2.49-27.48

Summary

Applied Materials beats Ambarella on 11 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AMBA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AMBA vs. The Competition

MetricAmbarellaELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$2.90B$38.47B$27.49B$9.01B
Dividend YieldN/A2.17%3.13%4.03%
P/E Ratio-27.4447.5437.3520.20
Price / Sales10.19294.291,975.25172.51
Price / CashN/A91.5438.4457.97
Price / Book5.085.387.305.61
Net Income-$117.13M$528.96M$764.25M$248.50M
7 Day Performance1.66%2.50%0.91%4.92%
1 Month Performance24.62%11.00%5.31%7.42%
1 Year Performance13.23%32.60%52,367.68%21.48%

Ambarella Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMBA
Ambarella
3.1644 of 5 stars
$68.42
+0.6%
$84.55
+23.6%
+14.3%$2.90B$284.86M-27.44900
AMAT
Applied Materials
4.7666 of 5 stars
$183.07
-0.1%
$200.24
+9.4%
-22.3%$146.91B$28.09B22.2735,700Positive News
Analyst Forecast
DIOD
Diodes
2.0561 of 5 stars
$52.89
+0.1%
$55.00
+4.0%
-25.8%$2.45B$1.31B96.168,593News Coverage
ENTG
Entegris
4.2633 of 5 stars
$80.65
-2.1%
$113.00
+40.1%
-38.0%$12.21B$3.24B39.538,200Positive News
Analyst Forecast
KLAC
KLA
4.5717 of 5 stars
$895.74
+0.7%
$815.39
-9.0%
+5.5%$118.45B$9.81B32.5615,230Trending News
Analyst Forecast
LSCC
Lattice Semiconductor
3.4193 of 5 stars
$48.99
-2.4%
$63.15
+28.9%
-10.0%$6.74B$509.40M132.411,110
MKSI
MKS
4.739 of 5 stars
$99.36
-0.8%
$130.82
+31.7%
-21.7%$6.70B$3.59B29.6610,200Analyst Forecast
Insider Trade
MPWR
Monolithic Power Systems
4.8362 of 5 stars
$731.38
-0.6%
$789.42
+7.9%
-11.2%$35.02B$2.21B19.423,250Positive News
Analyst Forecast
MTSI
MACOM Technology Solutions
3.577 of 5 stars
$143.29
+0.9%
$133.50
-6.8%
+20.7%$10.65B$729.58M-117.451,700Positive News
Analyst Forecast
NXPI
NXP Semiconductors
4.8838 of 5 stars
$218.49
+0.7%
$244.78
+12.0%
-16.2%$55.20B$12.61B23.8034,500Positive News
Analyst Forecast
SYNA
Synaptics
3.5768 of 5 stars
$64.82
+0.1%
$93.75
+44.6%
-21.5%$2.50B$1.04B15.691,716

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This page (NASDAQ:AMBA) was last updated on 7/10/2025 by MarketBeat.com Staff
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