Ambarella/$AMBA

1D1W1MYTD1Y5YMAX

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
$3B
-
-$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 producing strong growth: Q2 FY2027 revenue increased 13.2% year over year to $108.1 million, and Q3 guidance of $115 million to $124 million implies continued sequential growth. (SEC)
Ambarella has built substantial momentum in its target market: FY2026 revenue rose 37.2% to a record $390.7 million, edge-AI SoCs represented 80% of revenue, and the company reported more than 370 customer AI projects in production. (Ambarella)
Profitability and liquidity are improving: Q2 FY2027 non-GAAP net income increased to $8.2 million from $6.4 million a year earlier, while cash, cash equivalents and marketable debt securities totaled $272.3 million at quarter-end. (Ambarella)
Gross-margin pressure remains a concern: Q2 FY2027 GAAP gross margin fell to 57.7% from 58.9% year over year, while management attributed the decline partly to higher manufacturing costs tied to advanced process technologies. (SEC)
Ambarella remains GAAP-unprofitable despite improving results: it reported a $6.7 million net loss in Q2 FY2027 and a $24.8 million loss for the first six months. Sustained R&D and operating expenses could limit earnings conversion even as revenue grows. (SEC)
Revenue concentration creates meaningful execution and customer risk: WT Microelectronics represented approximately 60.2% of Q2 revenue and 60.5% of first-half revenue, while the top 10 end customers accounted for about 67% of first-half revenue. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 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
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.