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Ambarella/$AMBA

Ambarella stock falls in a broad semiconductor sell-off amid post-election fears that tighter scrutiny could slow AI data-centre expansion, compounded by Qualcomm’s weak outlook for chip demand.
17 hours agoLightyear AI
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About Ambarella

Ambarella Inc is a developer of low-power system-on-a-chip, or SoC, semiconductors and software for edge and physical artificial intelligence (AI) applications and intelligent automation. Its products are used in a wide variety of human viewing, computer vision for edge and physical AI applications, including a variety of video security cameras, automotive camera systems, fixed robots, autonomous mobile robots (AMRs), industrial applications, intelligent transportation systems, and consumer devices, such as action, drone and 360 degree cameras. The company operates as a single operating and reportable segment and derives substantially all of its revenue from development and sales of low-power AI-based processing and video and image processing SoC solutions.
Ticker
$AMBA
Sector
Semiconductors
Primary listing
NASDAQ
Employees
959

Ambarella Metrics

BasicAdvanced
$2.4B
-
-$1.30
2.09
-

What the Analysts think about Ambarella

Analyst ratings (Buy, Hold, Sell) for Ambarella stock.
Analyst projections of the future price of Ambarella stock.

Bulls say / Bears say

Edge-AI demand is translating into sales: fiscal Q2 revenue rose 13.2% year on year to $108.1 million, with record edge-AI revenue and record automotive sales. Management forecast a further sequential rise in Q3 revenue to $115 million–$124 million. (Ambarella)
The long-term Hanwha agreement gives Ambarella a route to scale across security, robotics and industrial markets, with potential revenue above $800 million over more than ten years. The multi-generation deal also gives the companies a basis for planning products together. (Ambarella)
The X7 accelerator could take Ambarella beyond its traditional camera-chip markets into edge infrastructure and other systems using Arm or x86 processors. It is sampling, and Ambarella says customers are already developing designs with it. (Ambarella)
Growth has not yet delivered GAAP profitability: Ambarella lost $6.7 million in Q2. GAAP gross margin fell to 57.7% from 58.9% a year earlier, while non-GAAP gross margin also declined. (Ambarella)
Tight memory supply leaves near-term sales exposed to customers’ ability to secure components; management said Q4 allocations and prices remained uncertain. Rising supply-chain costs also threaten to make margin targets harder to sustain. (Investing.com)
Revenue is heavily reliant on a small number of distribution partners: WT Microelectronics accounted for 60.2% of Q2 sales and Hakuto for another 11%. That concentration leaves results vulnerable to changes in their shipments and the underlying customers’ orders. (The Motley Fool)
Data summarised monthly by Lightyear AI. Last updated on 5 Nov 2026.

Ambarella Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Ambarella Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

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