Ambarella/$AMBA

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About Ambarella

Ambarella Inc is a developer of semiconductor processing solutions for high-definition video capture, sharing, and display. The firm's solutions are sold to original design manufacturers and original equipment manufacturers to be designed for use in infrastructure broadcast encoders, wearable device cameras, automotive cameras, security cameras, consumer cameras, and industrial and robotic applications. The company's system-on-a-chip designs, based on its proprietary technology platform, are configurable to applications in various end markets. Geographical presence in Taiwan, Asia Pacific, Europe, North America, and the United States. The firm derives the majority of its revenue from Taiwan.

Ticker

$AMBA

Sector

Semiconductors
Primary listing

Employees

941

Ambarella Metrics

BasicAdvanced
$3.6B
-
-$2.12
2.09
-

What the Analysts think about Ambarella

Analyst ratings (Buy, Hold, Sell) for Ambarella stock.

Bulls say / Bears say

In Q2 FY2026, revenue jumped 49.9% year-over-year to $95.5 million, and non-GAAP earnings per share of $0.15 strongly beat analyst estimates of $0.05. (Barron's)
Ambarella raised its full-year FY2026 revenue growth outlook to 31%–35%, with midpoint sales of $379 million, signaling management’s strong confidence in ongoing edge AI demand. (CNBC)
The company won key design contracts in Q2 FY2026 with IoT leader Samsara and drone innovator Arashi Vision, expanding its customer base beyond its traditional markets. (Barron's)
As of Q1 FY2026, WT Microelectronics made up about 63% of Ambarella’s revenue, exposing the company to a high degree of customer concentration risk. (SEC)
Despite strong revenue growth, Ambarella posted a GAAP net loss of $20.0 million in Q2 FY2026, highlighting ongoing profitability issues. (CNBC)
Ambarella’s non-GAAP gross margin fell to 62.0% in Q1 FY2026 from 63.4% a year ago, pointing to continued margin pressure from changes in product mix. (TradingView/Reuters)
Data summarised monthly by Lightyear AI. Last updated on 6 Oct 2025.

Ambarella Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Ambarella Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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