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
$3.4B
-
-$2.12
2.09
-

What the Analysts think about Ambarella

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

Bulls say / Bears say

Ambarella beat Q2 FY2026 revenue and adjusted EPS estimates with non-GAAP earnings of $0.15 per share on $95.5 million in revenue, surpassing consensus estimates of $0.05 EPS on $90 million in sales, underscoring strong edge AI demand. (Reuters)
The company raised its full-year FY2026 revenue growth guidance to 31%–35% (approximately $379 million at midpoint) and forecast Q3 revenue of $100 million–$108 million, well above analyst consensus, reflecting confidence in sustained edge AI market momentum. (Reuters)
Ambarella secured significant design wins with IoT firm Samsara and drone manufacturer Arashi Vision, diversifying its customer base and validating its CVflow AI SoC roadmap. (Barron’s)
Ambarella remains heavily reliant on Taiwan-based distributor WT Microelectronics, which generates over 60% of its sales, exposing the company to distributor concentration and potential geopolitical supply-chain disruptions. (Bloomberg)
Analysts argue that Ambarella’s valuation is hard to justify for a relatively subscale business where growth prospects beyond 2025 are now less certain, potentially leaving the stock vulnerable if growth slows. (Yahoo Finance)
Non-GAAP gross margin contracted to 60.5% in Q2 FY2026 from 63.3% a year earlier, reflecting margin pressure from product mix shifts and elevated R&D spending, which could constrain profitability. (GuruFocus)
Data summarised monthly by Lightyear AI. Last updated on 5 Sept 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.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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