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Ambarella (AMBA) Competitors

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$72.00 -5.30 (-6.86%)
Closing price 07/13/2026 04:00 PM Eastern
Extended Trading
$72.88 +0.88 (+1.22%)
As of 06:03 AM Eastern
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AMBA vs. COHU, DIOD, ENTG, KLAC, and LRCX

Should you buy Ambarella stock or one of its competitors? MarketBeat compares Ambarella with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Ambarella include Cohu (COHU), Diodes (DIOD), Entegris (ENTG), KLA (KLAC), and Lam Research (LRCX). These companies are all part of the "computer and technology" sector.

How does Ambarella compare to Cohu?

Ambarella (NASDAQ:AMBA) and Cohu (NASDAQ:COHU) are both mid-cap computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, dividends, profitability, media sentiment, institutional ownership and valuation.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ambarella$390.70M8.08-$75.86M-$1.61N/A
Cohu$452.96M5.50-$74.27M-$1.19N/A

Cohu has a net margin of -11.54% compared to Ambarella's net margin of -17.18%. Cohu's return on equity of -3.50% beat Ambarella's return on equity.

Company Net Margins Return on Equity Return on Assets
Ambarella-17.18% -10.94% -8.48%
Cohu -11.54%-3.50%-2.50%

Ambarella has a beta of 2.11, suggesting that its stock price is 111% more volatile than the broader market. Comparatively, Cohu has a beta of 1.55, suggesting that its stock price is 55% more volatile than the broader market.

82.1% of Ambarella shares are held by institutional investors. Comparatively, 94.7% of Cohu shares are held by institutional investors. 4.5% of Ambarella shares are held by company insiders. Comparatively, 3.1% of Cohu shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

In the previous week, Cohu had 11 more articles in the media than Ambarella. MarketBeat recorded 17 mentions for Cohu and 6 mentions for Ambarella. Ambarella's average media sentiment score of 1.06 beat Cohu's score of 1.02 indicating that Ambarella is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ambarella
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cohu
9 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Ambarella presently has a consensus price target of $101.13, indicating a potential upside of 40.45%. Cohu has a consensus price target of $59.29, indicating a potential upside of 12.26%. Given Ambarella's higher probable upside, research analysts clearly believe Ambarella is more favorable than Cohu.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ambarella
1 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.57
Cohu
1 Sell rating(s)
1 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.78

Summary

Cohu beats Ambarella on 10 of the 16 factors compared between the two stocks.

How does Ambarella compare to Diodes?

Ambarella (NASDAQ:AMBA) and Diodes (NASDAQ:DIOD) are both mid-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, earnings, valuation, media sentiment, analyst recommendations, institutional ownership, profitability and dividends.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ambarella$390.70M8.08-$75.86M-$1.61N/A
Diodes$1.48B2.86$66.14M$1.8450.16

82.1% of Ambarella shares are held by institutional investors. Comparatively, 99.2% of Diodes shares are held by institutional investors. 4.5% of Ambarella shares are held by company insiders. Comparatively, 1.7% of Diodes shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Diodes has a net margin of 5.50% compared to Ambarella's net margin of -17.18%. Diodes' return on equity of 3.48% beat Ambarella's return on equity.

Company Net Margins Return on Equity Return on Assets
Ambarella-17.18% -10.94% -8.48%
Diodes 5.50%3.48%2.74%

In the previous week, Ambarella had 1 more articles in the media than Diodes. MarketBeat recorded 6 mentions for Ambarella and 5 mentions for Diodes. Ambarella's average media sentiment score of 1.06 beat Diodes' score of 0.95 indicating that Ambarella is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ambarella
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Diodes
3 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Ambarella presently has a consensus price target of $101.13, suggesting a potential upside of 40.45%. Diodes has a consensus price target of $113.00, suggesting a potential upside of 22.44%. Given Ambarella's higher possible upside, analysts clearly believe Ambarella is more favorable than Diodes.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ambarella
1 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.57
Diodes
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60

Ambarella has a beta of 2.11, indicating that its share price is 111% more volatile than the broader market. Comparatively, Diodes has a beta of 1.88, indicating that its share price is 88% more volatile than the broader market.

Summary

Diodes beats Ambarella on 9 of the 17 factors compared between the two stocks.

How does Ambarella compare to Entegris?

Ambarella (NASDAQ:AMBA) and Entegris (NASDAQ:ENTG) are both computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, institutional ownership, valuation, earnings, dividends, media sentiment, risk and analyst recommendations.

82.1% of Ambarella shares are held by institutional investors. 4.5% of Ambarella shares are held by company insiders. Comparatively, 0.5% of Entegris shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Ambarella currently has a consensus target price of $101.13, indicating a potential upside of 40.45%. Entegris has a consensus target price of $164.22, indicating a potential upside of 20.51%. Given Ambarella's stronger consensus rating and higher probable upside, research analysts clearly believe Ambarella is more favorable than Entegris.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ambarella
1 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.57
Entegris
1 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.55

Ambarella has a beta of 2.11, suggesting that its share price is 111% more volatile than the broader market. Comparatively, Entegris has a beta of 1.31, suggesting that its share price is 31% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ambarella$390.70M8.08-$75.86M-$1.61N/A
Entegris$3.20B6.50$235.60M$1.7378.77

In the previous week, Entegris had 5 more articles in the media than Ambarella. MarketBeat recorded 11 mentions for Entegris and 6 mentions for Ambarella. Entegris' average media sentiment score of 1.14 beat Ambarella's score of 1.06 indicating that Entegris is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ambarella
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Entegris
7 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Entegris has a net margin of 8.18% compared to Ambarella's net margin of -17.18%. Entegris' return on equity of 11.45% beat Ambarella's return on equity.

Company Net Margins Return on Equity Return on Assets
Ambarella-17.18% -10.94% -8.48%
Entegris 8.18%11.45%5.34%

Summary

Entegris beats Ambarella on 9 of the 16 factors compared between the two stocks.

How does Ambarella compare to KLA?

Ambarella (NASDAQ:AMBA) and KLA (NASDAQ:KLAC) are both computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, media sentiment, valuation, institutional ownership, earnings, dividends, analyst recommendations and profitability.

Ambarella has a beta of 2.11, indicating that its share price is 111% more volatile than the broader market. Comparatively, KLA has a beta of 1.41, indicating that its share price is 41% more volatile than the broader market.

82.1% of Ambarella shares are held by institutional investors. Comparatively, 86.7% of KLA shares are held by institutional investors. 4.5% of Ambarella shares are held by company insiders. Comparatively, 91.5% of KLA shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, KLA had 16 more articles in the media than Ambarella. MarketBeat recorded 22 mentions for KLA and 6 mentions for Ambarella. Ambarella's average media sentiment score of 1.06 beat KLA's score of 0.71 indicating that Ambarella is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ambarella
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
KLA
10 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

KLA has a net margin of 35.66% compared to Ambarella's net margin of -17.18%. KLA's return on equity of 91.89% beat Ambarella's return on equity.

Company Net Margins Return on Equity Return on Assets
Ambarella-17.18% -10.94% -8.48%
KLA 35.66%91.89%29.21%

Ambarella currently has a consensus price target of $101.13, suggesting a potential upside of 40.45%. KLA has a consensus price target of $287.80, suggesting a potential upside of 29.49%. Given Ambarella's higher possible upside, research analysts plainly believe Ambarella is more favorable than KLA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ambarella
1 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.57
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ambarella$390.70M8.08-$75.86M-$1.61N/A
KLA$12.16B23.88$4.06B$3.5362.96

Summary

KLA beats Ambarella on 13 of the 17 factors compared between the two stocks.

How does Ambarella compare to Lam Research?

Ambarella (NASDAQ:AMBA) and Lam Research (NASDAQ:LRCX) are both computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, dividends, valuation, profitability, risk, earnings, institutional ownership and media sentiment.

82.1% of Ambarella shares are owned by institutional investors. Comparatively, 84.6% of Lam Research shares are owned by institutional investors. 4.5% of Ambarella shares are owned by insiders. Comparatively, 0.3% of Lam Research shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

In the previous week, Lam Research had 66 more articles in the media than Ambarella. MarketBeat recorded 72 mentions for Lam Research and 6 mentions for Ambarella. Lam Research's average media sentiment score of 1.21 beat Ambarella's score of 1.06 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Ambarella
4 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
51 Very Positive mention(s)
6 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Positive

Ambarella presently has a consensus target price of $101.13, indicating a potential upside of 40.45%. Lam Research has a consensus target price of $350.81, indicating a potential upside of 6.33%. Given Ambarella's higher possible upside, research analysts clearly believe Ambarella is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ambarella
1 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.57
Lam Research
0 Sell rating(s)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82

Lam Research has a net margin of 30.94% compared to Ambarella's net margin of -17.18%. Lam Research's return on equity of 66.21% beat Ambarella's return on equity.

Company Net Margins Return on Equity Return on Assets
Ambarella-17.18% -10.94% -8.48%
Lam Research 30.94%66.21%31.61%

Ambarella has a beta of 2.11, suggesting that its share price is 111% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.8, suggesting that its share price is 80% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Ambarella$390.70M8.08-$75.86M-$1.61N/A
Lam Research$18.44B22.38$5.36B$5.3062.25

Summary

Lam Research beats Ambarella on 13 of the 17 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$3.39B$72.09B$39.25B$12.61B
Dividend YieldN/A1.03%3.19%8.00%
P/E Ratio-44.7281.3178.5324.26
Price / Sales8.08107.54597.85117.88
Price / CashN/A192.4545.8249.36
Price / Book5.218.389.496.29
Net Income-$75.86M$854.67M$1.07B$330.66M
7 Day Performance0.25%-0.66%-0.54%-1.35%
1 Month Performance6.23%-13.10%-1.33%-0.64%
1 Year Performance8.70%121.33%140.15%19.08%

Ambarella Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMBA
Ambarella
3.4779 of 5 stars
$72.00
-6.9%
$101.13
+40.5%
+7.7%$3.39B$390.70MN/A900
COHU
Cohu
3.9613 of 5 stars
$50.99
-13.1%
$52.33
+2.6%
+160.5%$2.41B$452.96MN/A2,857
DIOD
Diodes
3.9253 of 5 stars
$91.45
-6.3%
$113.00
+23.6%
+60.8%$4.20B$1.48B49.707,989
ENTG
Entegris
4.7813 of 5 stars
$135.35
-6.8%
$164.22
+21.3%
+55.6%$20.64B$3.20B78.247,700
KLAC
KLA
4.9743 of 5 stars
$216.07
-7.4%
$280.34
+29.7%
+140.4%$282.25B$12.16B61.1615,200

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This page (NASDAQ:AMBA) was last updated on 7/14/2026 by MarketBeat.com Staff.
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