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AMBA or CAMT or CRDO
Which Stock Would AI Choose? Ambarella (AMBA) vs. Camtek (CAMT) vs. Credo Technology Group Holding (CRDO) Stock Comparison
Key Takeaways
- AMBA focuses on edge AI semiconductors, with recent 40% 30-day gains but modest YTD return of 5%, trading at a forward P/E of 94 amid automotive and IoT growth.
- CAMT, a semiconductor inspection equipment provider, leads with 85% YTD and 194% 1-year returns, supported by AI packaging demand and record revenues.
- CRDO dominates AI connectivity, boasting 35% YTD and 298% 1-year surges, with explosive revenue growth to $1.07B TTM but elevated valuations.
- All three benefit from AI infrastructure expansion, but CRDO shows strongest momentum while CAMT offers balanced profitability.
- Recent volatility highlights sector risks, with AMBA rebounding sharply after weakness and CAMT acquiring AI inspection tech.
- Valuations vary: AMBA at 7.7x sales, CAMT 18x, CRDO 31x, reflecting growth expectations in semiconductors.
Introduction
This comparison examines AMBA, CAMT, and CRDO, all key players in the semiconductor ecosystem fueled by AI demand. Ambarella specializes in edge AI chips, Camtek in inspection tools for advanced packaging, and Credo in high-speed connectivity for data centers. Traders seeking short-term momentum and investors eyeing long-term AI infrastructure growth will find value in analyzing their relative performance, valuations, and market positioning amid recent sector volatility and hyperscaler capex surges.
AMBA Overview and Recent Performance
Ambarella, Inc. (market cap $3.3B) designs low-power system-on-chip semiconductors and software for edge AI and intelligent automation, powering applications in automotive ADAS (advanced driver-assistance systems), IoT security cameras, and drones. Recent market activity has seen shares rebound sharply, with nearly 40% gains over the past 30 days following a period of weakness, driven by edge AI design wins and partnerships. Sentiment has improved on announcements like the upcoming Q1 FY2027 earnings and analyst upgrades, though YTD returns lag at 5% amid broader cyclical pressures in non-data-center semis. Influences include AI vision processor advancements and automotive sector recovery, positioning AMBA for multi-year edge AI expansion.
CAMT Overview and Recent Performance
Camtek Ltd. (market cap $9.2B), an Israel-based firm, develops inspection and metrology equipment for semiconductor manufacturing, targeting advanced packaging like CoWoS (chip on wafer on substrate). Shares have surged 85% YTD and 194% over the past year, reflecting robust demand from AI-driven high-bandwidth memory (HBM) and OSAT (outsourced semiconductor assembly and test) orders exceeding $90M recently. Recent weeks showed volatility with dips amid market rises but rebounds on record Q4 revenues of $128M and acquisitions like AI firm Visual Layer. Positive sentiment stems from 16% full-year growth to $496M revenue and double-digit 2026 guidance, bolstered by margin expansion to 51%.
CRDO Overview and Recent Performance
Credo Technology Group Holding Ltd (market cap $35.7B) delivers high-speed connectivity solutions like active electrical cables (AECs) and optical DSPs for AI data centers and Ethernet/PCIe applications. Explosive recent performance includes 82% 30-day and 35% YTD gains, with 298% 1-year returns, propelled by hyperscaler traction and the $750M DustPhotonics acquisition for silicon photonics. Revenue hit $1.07B TTM, up dramatically on AI infrastructure buildout. Sentiment remains bullish despite valuation debates, with analyst targets averaging $209 amid strong EBITDA of $350M and AI capex tailwinds.
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Head-to-Head Comparison
AMBA, CAMT, and CRDO operate in complementary semiconductor niches: edge AI processing, metrology/inspection, and data center connectivity. Growth drivers diverge—AMBA leverages automotive/IoT AI, CAMT advanced packaging for HBM, CRDO hyperscaler AECs/optics—with CRDO's revenue scaling fastest at $1B+ TTM versus CAMT's $496M and AMBA's $391M. Recent momentum favors CRDO (82% 30-day) over CAMT (strong YTD) and AMBA (rebound). Risks include AMBA's negative EBITDA (-$69M), CAMT's high debt/equity (0.84), and CRDO's premium 31x sales. Valuations reflect hype: CRDO forward P/E 37 (17x book), CAMT 54 (14x), AMBA 94 (no trailing P/E). Sector exposure ties all to AI semis, but CRDO leads sentiment on data center capex, CAMT on packaging stability, AMBA on edge diversification—trade-offs in growth versus profitability.
Tickeron AI Verdict
Tickeron’s AI currently favors CRDO for its superior trend consistency, explosive revenue from AI connectivity catalysts, and relative positioning in hyperscaler ecosystems. With 298% 1-year gains and analyst targets implying upside, CRDO edges out on momentum and stability versus CAMT's packaging strength and AMBA's edge recovery—though high valuations warrant caution in probabilistic terms.
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 Disclaimers and Limitations.
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 whileCAMT’s FA Score has 2 green FA rating(s), and CRDO’s FA Score reflects 0 green FA rating(s).
- AMBA’s FA Score: 1 green, 4 red.
- CAMT’s FA Score: 2 green, 3 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 CAMT’s TA Score has 3 bullish TA indicator(s), and CRDO’s TA Score reflects 6 bullish TA indicator(s).
- AMBA’s TA Score: 5 bullish, 4 bearish.
- CAMT’s TA Score: 3 bullish, 6 bearish.
- CRDO’s TA Score: 6 bullish, 5 bearish.
Price Growth
AMBA (@Electronic Production Equipment) experienced а +6.37% price change this week, while CAMT (@Electronic Production Equipment) price change was -18.09% , and CRDO (@Semiconductors) price fluctuated -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.
CAMT is expected to report earnings on Aug 05, 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 | CAMT | CRDO | |
| Capitalization | 3.55B | 7.85B | 31.8B |
| EBITDA | -56.94M | 48.6M | 350M |
| Gain YTD | 14.568 | 58.306 | 19.654 |
| P/E Ratio | N/A | 173.69 | 94.60 |
| Revenue | 391M | 499M | 1.07B |
| Total Cash | 313M | 670M | 1.3B |
| Total Debt | 13.4M | 488M | 16.3M |
AMBA | CAMT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 42 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 85 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 32 | |
SMR RATING 1..100 | 94 | 78 | |
PRICE GROWTH RATING 1..100 | 40 | 39 | |
P/E GROWTH RATING 1..100 | 2 | 2 | |
SEASONALITY SCORE 1..100 | 50 | 41 |
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.
CAMT's Valuation (85) in the Electronic Production Equipment industry is in the same range as AMBA (88) in the Semiconductors industry. This means that CAMT’s stock grew similarly to AMBA’s over the last 12 months.
CAMT's Profit vs Risk Rating (32) in the Electronic Production Equipment industry is significantly better than the same rating for AMBA (100) in the Semiconductors industry. This means that CAMT’s stock grew significantly faster than AMBA’s over the last 12 months.
CAMT's SMR Rating (78) in the Electronic Production Equipment industry is in the same range as AMBA (94) in the Semiconductors industry. This means that CAMT’s stock grew similarly to AMBA’s over the last 12 months.
CAMT's Price Growth Rating (39) in the Electronic Production Equipment industry is in the same range as AMBA (40) in the Semiconductors industry. This means that CAMT’s stock grew similarly to AMBA’s over the last 12 months.
CAMT's P/E Growth Rating (2) in the Electronic Production Equipment industry is in the same range as AMBA (2) in the Semiconductors industry. This means that CAMT’s stock grew similarly to AMBA’s over the last 12 months.
| AMBA | CAMT | CRDO | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 86% | 3 days ago 72% | 3 days ago 85% |
| Stochastic ODDS (%) | 5 days ago 84% | 3 days ago 84% | 3 days ago 85% |
| Momentum ODDS (%) | 6 days ago 81% | 3 days ago 69% | 3 days ago 89% |
| MACD ODDS (%) | N/A | 3 days ago 70% | 3 days ago 82% |
| TrendWeek ODDS (%) | 3 days ago 78% | 3 days ago 74% | 3 days ago 81% |
| TrendMonth ODDS (%) | 3 days ago 79% | 3 days ago 75% | 3 days ago 86% |
| Advances ODDS (%) | 7 days ago 75% | 7 days ago 83% | 7 days ago 88% |
| Declines ODDS (%) | 20 days ago 80% | 5 days ago 72% | 3 days ago 80% |
| BollingerBands ODDS (%) | 3 days ago 80% | 3 days ago 79% | 3 days ago 82% |
| Aroon ODDS (%) | 3 days ago 82% | 3 days ago 84% | 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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CAMT and
Correlation & Price change
A.I.dvisor indicates that over the last year, CAMT has been closely correlated with KLAC. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAMT jumps, then KLAC could also see price increases.
| Ticker / NAME | Correlation To CAMT | 1D Price Change % | ||
|---|---|---|---|---|
| CAMT | 100% | -1.76% | ||
| KLAC - CAMT | 73% Closely correlated | -4.68% | ||
| NVMI - CAMT | 73% Closely correlated | -8.44% | ||
| AMAT - CAMT | 70% Closely correlated | -0.89% | ||
| RMBS - CAMT | 68% Closely correlated | -2.61% | ||
| LRCX - CAMT | 67% Closely correlated | -4.82% | ||
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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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