Ambarella (AMBA) Competitors $68.44 +0.42 (+0.61%) As of 01:34 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock AMBA vs. AMAT, DIOD, ENTG, KLAC, LSCC, MKSI, MPWR, MTSI, NXPI, and SYNAShould 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 Diodes Entegris KLA Lattice Semiconductor MKS Monolithic Power Systems MACOM Technology Solutions NXP Semiconductors Synaptics 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. Does the media prefer AMAT or AMBA? 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 Do institutionals and insiders hold more shares of AMAT or AMBA? 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. Is AMAT or AMBA more profitable? 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% Which has more volatility & risk, AMAT or AMBA? 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. Do analysts rate AMAT or AMBA? 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) 2.68Ambarella 0 Sell rating(s) 4 Hold rating(s) 8 Buy rating(s) 0 Strong Buy rating(s) 2.67 Which has better valuation & earnings, AMAT or AMBA? 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 RatioApplied Materials$27.18B5.87$7.18B$8.2224.17Ambarella$284.86M10.19-$117.13M-$2.49-27.48 SummaryApplied 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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 ChartMedia Sentiment Over TimeWhat is Media Sentiment?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 Export to ExcelMetricAmbarellaELEC COMP IndustryComputer SectorNASDAQ ExchangeMarket Cap$2.90B$38.47B$27.49B$9.01BDividend YieldN/A2.17%3.13%4.03%P/E Ratio-27.4447.5437.3520.20Price / Sales10.19294.291,975.25172.51Price / CashN/A91.5438.4457.97Price / Book5.085.387.305.61Net Income-$117.13M$528.96M$764.25M$248.50M7 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 Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)AMBAAmbarella3.1644 of 5 stars$68.42+0.6%$84.55+23.6%+14.3%$2.90B$284.86M-27.44900AMATApplied Materials4.7666 of 5 stars$183.07-0.1%$200.24+9.4%-22.3%$146.91B$28.09B22.2735,700Positive NewsAnalyst ForecastDIODDiodes2.0561 of 5 stars$52.89+0.1%$55.00+4.0%-25.8%$2.45B$1.31B96.168,593News CoverageENTGEntegris4.2633 of 5 stars$80.65-2.1%$113.00+40.1%-38.0%$12.21B$3.24B39.538,200Positive NewsAnalyst ForecastKLACKLA4.5717 of 5 stars$895.74+0.7%$815.39-9.0%+5.5%$118.45B$9.81B32.5615,230Trending NewsAnalyst ForecastLSCCLattice Semiconductor3.4193 of 5 stars$48.99-2.4%$63.15+28.9%-10.0%$6.74B$509.40M132.411,110MKSIMKS4.739 of 5 stars$99.36-0.8%$130.82+31.7%-21.7%$6.70B$3.59B29.6610,200Analyst ForecastInsider TradeMPWRMonolithic Power Systems4.8362 of 5 stars$731.38-0.6%$789.42+7.9%-11.2%$35.02B$2.21B19.423,250Positive NewsAnalyst ForecastMTSIMACOM Technology Solutions3.577 of 5 stars$143.29+0.9%$133.50-6.8%+20.7%$10.65B$729.58M-117.451,700Positive NewsAnalyst ForecastNXPINXP Semiconductors4.8838 of 5 stars$218.49+0.7%$244.78+12.0%-16.2%$55.20B$12.61B23.8034,500Positive NewsAnalyst ForecastSYNASynaptics3.5768 of 5 stars$64.82+0.1%$93.75+44.6%-21.5%$2.50B$1.04B15.691,716 Related Companies and Tools Related Companies Applied Materials Competitors Diodes Competitors Entegris Competitors KLA Competitors Lattice Semiconductor Competitors MKS Competitors Monolithic Power Systems Competitors MACOM Technology Solutions Competitors NXP Semiconductors Competitors Synaptics Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:AMBA) was last updated on 7/10/2025 by MarketBeat.com Staff From Our PartnersA grave, grave error.I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. 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