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AMBA vs CRDO
Which Stock Would AI Choose? Ambarella (AMBA) vs. Credo Technology Group Holding (CRDO) Stock Comparison
Key Takeaways
- AMBA focuses on edge AI vision processors, posting TTM revenue of $391 million but remains unprofitable with negative EPS of -$1.78, while CRDO delivers high-speed connectivity solutions with explosive TTM revenue growth to $1.07 billion and positive EPS of $1.82.
- CRDO shows superior recent momentum, up 35% YTD and 298% over one year, compared to AMBA's 5% YTD and 48% one-year gains, amid broader semiconductor volatility.
- Both stocks exhibit high betas—2.16 for AMBA and 3.18 for CRDO—reflecting sensitivity to AI and tech sector shifts, but CRDO trades at a premium price-to-sales ratio of 31x versus AMBA's 7.7x.
- Recent market activity highlights CRDO's acquisition of DustPhotonics for silicon photonics expansion, boosting AI infrastructure positioning, while AMBA advances edge AI SoCs amid ongoing profitability challenges.
- Tickeron's AI tools favor momentum-driven plays, with CRDO aligning better with current data center and AI connectivity trends.
Introduction
Ambarella (AMBA) and Credo Technology Group Holding (CRDO) represent key players in the semiconductor space, targeting AI-driven applications. AMBA specializes in low-power system-on-chip (SoC) solutions for edge AI vision, while CRDO provides high-speed connectivity for data centers and Ethernet networks. This stock comparison is relevant for traders eyeing short-term momentum in AI infrastructure and investors assessing long-term growth in edge computing versus hyperscale connectivity. Both benefit from surging AI demand but differ in scale, profitability, and market positioning amid recent semiconductor rallies and volatility.
AMBA Overview and Recent Performance
Ambarella, Inc. (AMBA) develops low-power SoCs and software for edge AI applications, including video processing for automotive, security, and drones. The company reported TTM revenue of $391 million, up significantly year-over-year, driven by demand for its 5nm AI chip portfolio, which now comprises about 80% of sales. Despite this, it posted a net loss of $76 million and EPS of -$1.78, reflecting ongoing investments in R&D (research and development).
In recent market activity, AMBA shares traded around $74, with a market cap of $3.3 billion and beta of 2.16 indicating elevated volatility. The stock gained 5% in a recent session, contributing to modest YTD returns of 5% and 48% over one year, within a 52-week range of $48 to $97. Sentiment has been influenced by analyst upgrades, such as Northland Securities' bullish note, and anticipation for Q1 FY2027 earnings on May 28. Broader edge AI adoption supports upside, tempered by profitability hurdles and sector rotations.
CRDO Overview and Recent Performance
Credo Technology Group Holding Ltd. (CRDO) offers high-speed connectivity solutions, including active electrical cables and optical devices for Ethernet and PCIe in data centers. TTM revenue reached $1.07 billion, fueled by 201% quarterly growth, with net income of $340 million and EPS of $1.82, yielding strong profitability margins around 32%.
Recent weeks saw CRDO shares near $194, boasting a $36 billion market cap and beta of 3.18. The stock rose 7.5% in a recent close, extending YTD gains to 35% and one-year returns to 298%, in a 52-week span from $46 to $214. Key catalysts include the $750 million DustPhotonics acquisition to bolster silicon photonics for AI scaling, alongside positive analyst commentary on data center capex. Robust hyperscaler demand drives sentiment, though high valuations introduce caution amid market swings.
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Head-to-Head Comparison
Ambarella (AMBA) and Credo (CRDO) both thrive in AI-enabling semis but diverge in focus: edge vision processing versus data center connectivity. Growth drivers contrast sharply—CRDO's hyperscale Ethernet demand yields 201% quarterly revenue growth and positive ROE (27.5%), outpacing AMBA's 20% growth but negative ROE (-13%). Recent momentum favors CRDO with triple-digit one-year gains versus AMBA's steadier climb.
Risk profiles highlight trade-offs: CRDO's higher beta (3.18) and 31x price-to-sales amplify volatility from AI capex cycles, while AMBA's 2.16 beta and 7.7x P/S offer relative stability but profitability risks. Sector exposure unites them in AI, yet CRDO leans hyperscale, AMBA edge devices. Market sentiment tilts toward CRDO's catalysts like acquisitions, positioning it for data center buildouts over AMBA's maturing vision niche.
Tickeron AI Verdict
Tickeron’s AI currently favors CRDO due to superior trend consistency, profitability, and alignment with surging AI data center demand. Explosive revenue growth, positive earnings, and recent acquisitions signal stronger catalysts versus AMBA's unprofitability and modest momentum. While both hold AI exposure, CRDO's relative positioning suggests higher probability of outperformance in prevailing conditions, though elevated valuations warrant monitoring.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMBA is a Hold and CRDO is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMBA’s FA Score shows that 1 FA rating(s) are green whileCRDO’s FA Score has 0 green FA rating(s).
- AMBA’s FA Score: 1 green, 4 red.
- CRDO’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMBA’s TA Score shows that 5 TA indicator(s) are bullish while CRDO’s TA Score has 6 bullish TA indicator(s).
- AMBA’s TA Score: 5 bullish, 4 bearish.
- CRDO’s TA Score: 6 bullish, 5 bearish.
Price Growth
AMBA (@Electronic Production Equipment) experienced а +6.37% price change this week, while CRDO (@Semiconductors) price change was -8.67% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was -0.97%. For the same industry, the average monthly price growth was +20.42%, and the average quarterly price growth was +140.48%.
The average weekly price growth across all stocks in the @Semiconductors industry was +4.47%. For the same industry, the average monthly price growth was +39.39%, and the average quarterly price growth was +81.10%.
Reported Earning Dates
AMBA is expected to report earnings on May 28, 2026.
CRDO is expected to report earnings on Jun 01, 2026.
Industries' Descriptions
@Electronic Production Equipment (-0.97% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
@Semiconductors (+4.47% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| AMBA | CRDO | AMBA / CRDO | |
| Capitalization | 3.55B | 31.8B | 11% |
| EBITDA | -56.94M | 350M | -16% |
| Gain YTD | 14.568 | 19.654 | 74% |
| P/E Ratio | N/A | 94.60 | - |
| Revenue | 391M | 1.07B | 37% |
| Total Cash | 313M | 1.3B | 24% |
| Total Debt | 13.4M | 16.3M | 82% |
AMBA | ||
|---|---|---|
OUTLOOK RATING 1..100 | 42 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 94 | |
PRICE GROWTH RATING 1..100 | 40 | |
P/E GROWTH RATING 1..100 | 2 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| AMBA | CRDO | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 86% | 3 days ago 85% |
| Stochastic ODDS (%) | 5 days ago 84% | 3 days ago 85% |
| Momentum ODDS (%) | 6 days ago 81% | 3 days ago 89% |
| MACD ODDS (%) | N/A | 3 days ago 82% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 81% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 86% |
| Advances ODDS (%) | 7 days ago 75% | 7 days ago 88% |
| Declines ODDS (%) | 20 days ago 80% | 3 days ago 80% |
| BollingerBands ODDS (%) | 3 days ago 80% | 3 days ago 82% |
| Aroon ODDS (%) | 3 days ago 82% | 3 days ago 87% |
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AMBA and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMBA has been closely correlated with ADI. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMBA jumps, then ADI could also see price increases.
| Ticker / NAME | Correlation To AMBA | 1D Price Change % | ||
|---|---|---|---|---|
| AMBA | 100% | +0.15% | ||
| ADI - AMBA | 68% Closely correlated | -2.18% | ||
| RMBS - AMBA | 68% Closely correlated | -2.61% | ||
| NXPI - AMBA | 65% Loosely correlated | -0.91% | ||
| MTSI - AMBA | 65% Loosely correlated | -2.08% | ||
| SLAB - AMBA | 65% Loosely correlated | -0.33% | ||
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CRDO and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRDO has been loosely correlated with AVGO. These tickers have moved in lockstep 59% of the time. This A.I.-generated data suggests there is some statistical probability that if CRDO jumps, then AVGO could also see price increases.
| Ticker / NAME | Correlation To CRDO | 1D Price Change % | ||
|---|---|---|---|---|
| CRDO | 100% | -6.70% | ||
| AVGO - CRDO | 59% Loosely correlated | -3.32% | ||
| ALAB - CRDO | 59% Loosely correlated | +1.77% | ||
| CAMT - CRDO | 56% Loosely correlated | -1.76% | ||
| AMBA - CRDO | 56% Loosely correlated | +0.15% | ||
| KLAC - CRDO | 55% Loosely correlated | -4.68% | ||
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