Ambarella, Inc.
AMBA
NASDAQ·Technology·Semiconductors·Mkt cap $2.8B
$62.89
▼ -0.77%
P/E
-48.75
Mkt Cap
$2.8B
52-Wk Range
$48.30–$96.69
52-Week Range
$48.30 - $96.69
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 25.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary system-on-chip architecture integrating video compression, AI, and neural networks on single die
- Deep expertise in low-power video processing critical for battery-operated and automotive applications
- Established relationships with major OEMs and ODMs across automotive and security sectors
- Specialized algorithms and IP in video compression and computer vision that competitors struggle to replicate
Bear Case
2 risks
- High volatility (beta 2.1). Larger-than-normal price swings expected.
- Growth premium of 1.6x vs Autonomous Vehicles & ADAS peers. Elevated but may be justified by growth trajectory.
Growth
Turning profitable
Autonomous vehicle adoption driving demand for advanced camera and sensor processing solutions
Value
Growth premium of 1.6x vs Autonomous Vehicles & ADAS peers. Elevated but may be justified by growth trajectory.
Momentum
Weak
-8.5% over 3m
Quality
Strong
High-growth business (20% revenue growth, 58% gross margin). Pre-profit but investing in growth.
Dividend
None
No dividend
Smart-money signal
Who's buying AMBA right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 24, 2026
SEP 3, 2026
Reported EPS of $0.18 vs $0.17 consensus (+5.3% surprise). Revenue of $108.1M vs $107.8M expected (+0.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+5.3%
Revenue trend · last 8Q
—
+63%
+58%
+50%
+31%
+20%
+17%
+13%
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 26
Q1 27
Q2 27
$82.7M
$84.0M
$85.9M
$95.5M
$108.5M
$100.9M
$100.4M
$108.1M
Margins · last 8Q
Gross
57.7%
Operating
-7.5%
Profit
-6.2%
Wall Street consensus
6 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Craig-Hallum · Sep 4, 2026
vs Industry
How AMBA stacks vs Semiconductors
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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