Ambarella, Inc. (AMBA)
| Market Cap | 2.79B -24.1% |
| Revenue (ttm) | 417.80M +20.0% |
| Net Income | -56.32M |
| EPS | -1.30 |
| Shares Out | 44.14M |
| PE Ratio | n/a |
| Forward PE | 71.08 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 3,275,402 |
| Open | 61.36 |
| Previous Close | 64.58 |
| Day's Range | 58.32 - 64.43 |
| 52-Week Range | 48.30 - 96.69 |
| Beta | 2.38 |
| Analysts | Buy |
| Price Target | 87.55 (+38.7%) |
| Est. Earnings | Nov 24, 2026 |
About AMBA
Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation. The company’s system-on-a-chip (SOC) integrates third generation CVflow technology with advanced video processing, image signal processing, audio processing, and system control functions on a single chip. It also offers central domain controllers, CVflow SoCs, AI neural processors, vision processor SoCs, high-definition radars, and serializer/deserializers, as well as licenses... [Read more]
Financial Performance
In fiscal year 2026, Ambarella's revenue was $390.70 million, an increase of 37.15% compared to the previous year's $284.87 million. Losses were -$75.87 million, -35.23% less than in 2025.
Financial StatementsAnalyst Summary
According to 14 analysts, the average rating for AMBA stock is "Buy." The 12-month stock price target is $87.55, which is an increase of 38.70% from the latest price.
News
Ambarella takeover rumor highlighted in Betaville blog
A rumor regarding takeover talks for Ambarella (AMBA) was highlighted in Ben Harrington’s takeover-focused Betaville blog, contacts tell The Fly. Prior rumors regarding Ambarella have also been highli...
Ambarella takeover rumor highlighted in Betaville blog
A rumor regarding multiple bidders having interest in Ambarella (AMBA) was highlighted in Ben Harrington’s takeover-focused Betaville blog, contacts tell The Fly. Prior rumors regarding Ambarella have...
Ambarella takeover rumor highlighted in Betaville blog
A rumor regarding Qualcomm (QCOM) having interest in Ambarella (AMBA) was highlighted in Ben Harrington’s takeover-focused Betaville blog, contacts tell The Fly.
Ambarella jumps 5% to $66.23 after mention in Betaville blog
12:17 EDT Ambarella (AMBA) jumps 5% to $66.23 after mention in Betaville blog
Ambarella management to meet with Oppenheimer
Meeting to be held in Stockholm on October 5 and in Milan on October 6 hosted by Oppenheimer.
Ambarella rumor highlighted in Betaville blog
A rumor regarding Ambarella (AMBA) was highlighted in Ben Harrington’s M&A-focused Betaville blog, contacts tell The Fly. Rumors regarding the company were also highlighted by the blog on July 31.
Ambarella announces strategic partnership with Zededa
Ambarella (AMBA) and Zededa announced a strategic partnership to bring secure, cloud-orchestrated AI to cameras, robots, vehicles, industrial systems and edge appliances. Through this collaboration, Z...
Ambarella, Ultralytics collaborate to bring YOLO models to CVflow edge devices
Ambarella (AMBA) and Ultralytics announced a collaboration to support the deployment of Ultralytics YOLO models on Ambarella CVflow-powered edge devices. The collaboration brings together Ultralytics’...
Ambarella Launches X7, Its First Standalone AI Accelerator, to Add Physical AI to Any Host Processor
New edge AI accelerator brings Ambarella's third-generation CVflow® engine to Arm and x86 host systems Leading OEMs in several key verticals are currently creating designs with X7 SANTA CLARA, Calif.,...
Ambarella and Ultralytics Collaborate to Bring Ultralytics YOLO Models to CVflow-Powered Edge Devices
SANTA CLARA, Calif. and LONDON, Sept.
Ambarella Expands its Developer Zone with Remote Access to Live Silicon and Agentic AI Development on Google Cloud Platform
New capabilities built on Google Cloud Platform and Gemini Enterprise give developers a cloud-hosted IDE and remote access to live Ambarella silicon Recent collaborations add models from leading provi...
Ambarella and ZEDEDA Partner to Bring Cloud-Orchestrated AI to Billions of Devices at the Physical Edge
ZEDEDA Edge Intelligence Platform now runs on Ambarella's edge AI SoCs, letting enterprises deploy, secure and operate AI models on power-efficient silicon from a single control plane Joint demonstrat...
Ambarella Slides: Conference presentation
Ambarella has posted slides in relation to its latest quarterly earnings report, which was published on September 15, 2026.
Ambarella Transcript: Citi’s 2026 Global TMT Conference
Edge AI demand is accelerating across multiple verticals, with power efficiency and video processing as key differentiators. Revenue growth is guided at 10–15% for fiscal 2027, though memory supply remains a risk. Automotive and IoT segments drive growth, with Western OEMs as primary partners.
Ambarella price target lowered to $70 from $96 at BofA
BofA lowered the firm’s price target on Ambarella (AMBA) to $70 from $96 and keeps a Neutral rating on the shares. Ambarella raising their five-year serviceable available market, now expected…
Craig-Hallum downgrades Ambarella on lack of DRAM certainty, product initiatives
As previously reported, Craig-Hallum downgraded Ambarella (AMBA) to Hold from Buy with a price target of $70, down from $95. The firm notes the company’s report and guidance were essentially…
Ambarella downgraded to Hold from Buy at Craig-Hallum
Craig-Hallum analyst Richard Shannon downgraded Ambarella (AMBA) to Hold from Buy with a price target of $70, down from $95.
Ambarella price target lowered to $90 from $106 at Stifel
Stifel analyst Tore Svanberg lowered the firm’s price target on Ambarella (AMBA) to $90 from $106 and keeps a Buy rating on the shares following what the firm calls a…
Ambarella price target lowered to $65 from $90 at Roth Capital
Roth Capital lowered the firm’s price target on Ambarella (AMBA) to $65 from $90 and keeps a Neutral rating on the shares. The firm continues to model low-double-digit year-over-year revenue…
Ambarella hires Capgemini to speed enterprise adoption of edge, physical AI
Ambarella (AMBA) and Capgemini announced their engagement to accelerate the development and deployment of Edge and Physical AI solutions across smart infrastructure, retail and logistics, industrial a...
Ambarella Earnings Call Transcript: Q2 2027
Q2 revenue grew 13.2% YoY to $108.1M, led by record Edge AI and automotive sales, with non-GAAP EPS of $0.18. New partnerships and product launches are expected to drive future growth, while memory supply constraints remain a risk. Q3 revenue is guided at $115M–$124M.
Ambarella Earnings release: Q2 2027
Ambarella released its Q2 2027 earnings on September 3, 2026, summarizing the period's financial results.
Ambarella Quarterly report: Q2 2027
Ambarella has published its Q2 2027 quarterly earnings report on September 3, 2026.
Ambarella reports Q2 EPS 18c, consensus 17c
Reports Q2 revenue $108.13M, consensus $107.76M. “Our edge AI revenue reached record levels in Q2, with balanced sequential growth in Auto and IoT markets with very strong growth from our…
Ambarella appoints Macnica as non-exclusive authorized distributor
Ambarella (AMBA) announced that it has entered into a long-term strategic distribution agreement with Macnica to expand the availability and adoption of Ambarella’s edge AI infrastructure products and...