Free Trial

Ambarella (AMBA) Competitors

Ambarella logo
$68.02 +1.21 (+1.81%)
Closing price 07/9/2025 04:00 PM Eastern
Extended Trading
$68.50 +0.48 (+0.71%)
As of 04:27 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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 investment? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, earnings, risk, media sentiment, analyst recommendations and valuation.

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%

In the previous week, Applied Materials had 63 more articles in the media than Ambarella. MarketBeat recorded 66 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
47 Very Positive mention(s)
5 Positive mention(s)
10 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

Applied Materials presently has a consensus target price of $202.65, suggesting a potential upside of 3.72%. Ambarella has a consensus target price of $84.55, suggesting a potential upside of 24.29%. 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 a beta of 1.69, indicating that its stock price is 69% more volatile than the S&P 500. Comparatively, Ambarella has a beta of 2.05, indicating that its stock price is 105% more volatile than the S&P 500.

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$27.18B5.77$7.18B$8.2223.77
Ambarella$284.86M10.13-$117.13M-$2.49-27.32

80.6% of Applied Materials shares are held by institutional investors. Comparatively, 82.1% of Ambarella shares are held by institutional investors. 0.2% of Applied Materials shares are held by insiders. Comparatively, 5.3% of Ambarella shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

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

Get Ambarella News Delivered to You Automatically

Sign up to receive the latest news and ratings for AMBA and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

AMBA vs. The Competition

MetricAmbarellaELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$2.83B$38.16B$27.55B$8.95B
Dividend YieldN/A2.17%3.13%4.04%
P/E Ratio-27.3247.4437.3920.16
Price / Sales10.13262.501,903.61173.08
Price / CashN/A91.5438.4457.97
Price / Book5.055.327.275.62
Net Income-$117.13M$528.96M$764.25M$248.50M
7 Day Performance1.07%1.29%0.83%4.49%
1 Month Performance23.90%9.89%5.20%7.03%
1 Year Performance12.58%31.11%52,446.11%21.07%

Ambarella Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMBA
Ambarella
3.1486 of 5 stars
$68.02
+1.8%
$84.55
+24.3%
+14.3%$2.83B$284.86M-27.32900
AMAT
Applied Materials
4.7616 of 5 stars
$183.07
-0.1%
$200.24
+9.4%
-22.3%$146.91B$28.09B22.2735,700Trending News
Analyst Forecast
DIOD
Diodes
2.054 of 5 stars
$52.89
+0.1%
$55.00
+4.0%
-25.8%$2.45B$1.31B96.168,593
ENTG
Entegris
4.2744 of 5 stars
$80.65
-2.1%
$113.00
+40.1%
-38.0%$12.21B$3.24B39.538,200Positive News
KLAC
KLA
4.5721 of 5 stars
$895.74
+0.7%
$815.39
-9.0%
+5.5%$118.45B$9.81B32.5615,230Positive News
Analyst Forecast
LSCC
Lattice Semiconductor
3.41 of 5 stars
$48.99
-2.4%
$63.15
+28.9%
-10.0%$6.74B$509.40M132.411,110
MKSI
MKS
4.7025 of 5 stars
$99.36
-0.8%
$130.82
+31.7%
-21.7%$6.70B$3.59B29.6610,200Positive News
Analyst Forecast
Insider Trade
MPWR
Monolithic Power Systems
4.8321 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
3.5764 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
4.8773 of 5 stars
$218.49
+0.7%
$244.78
+12.0%
-16.2%$55.20B$12.61B23.8034,500Positive News
Analyst Forecast
SYNA
Synaptics
3.5696 of 5 stars
$64.82
+0.1%
$93.75
+44.6%
-21.5%$2.50B$1.04B15.691,716

Related Companies and Tools


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