Ambarella Schedules Q4 and FY 2026 Earnings Call
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Should l Buy AMBA?
Source: Newsfilter
- Earnings Call Announcement: Ambarella will hold its Q4 and FY 2026 earnings conference call on February 26, 2026, at 1:30 p.m. PT, demonstrating the company's commitment to transparency and investor communication.
- Earnings Release Timing: The earnings report will be issued after market close on the same day, ensuring investors have access to the latest financial data prior to the call, thereby increasing market focus on the company's performance.
- Registration Requirements: Interested participants must register online in advance and will receive a verification code to complete the registration process, reflecting the company's emphasis on participant identity and the security of the call.
- Webcast Availability: The conference call will feature a live webcast and replay, ensuring that investors unable to attend in real-time can still access critical information, enhancing the accessibility and transparency of the communication.
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Analyst Views on AMBA
Wall Street analysts forecast AMBA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMBA is 96.70 USD with a low forecast of 80.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 60.750
Low
80.00
Averages
96.70
High
115.00
Current: 60.750
Low
80.00
Averages
96.70
High
115.00
About AMBA
Ambarella, Inc. is a developer of low-power system-on-a-chip (SoC) semiconductors and software for edge artificial intelligence (AI) applications. The Company's technologies make electronic systems smarter, enabling them to become partially or fully autonomous with features, such as person detection, object classification, and analytics, in addition to performing complex data analysis in real time, delivering imagery, and preserving vital system resources, such as power and network bandwidth. It specializes in the development of deployable, scalable designs for intelligent electronic systems that utilize high-bandwidth sensors. Its products are used in a variety of human viewing, computer vision and edge AI applications, including a variety of automotive camera systems, video security cameras, mobile and fixed robots, industrial applications, and consumer devices, such as action, drone, and 360-degree cameras.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Call Schedule: Ambarella will hold its fourth quarter and fiscal year 2026 earnings conference call on February 26, 2026, at 1:30 p.m. Pacific Time, demonstrating the company's commitment to market transparency by releasing its earnings after market close.
- Registration Requirement: Participants must register online in advance to ask questions, receiving a verification code to ensure security and confirm participant identity, thereby enhancing the professionalism of the call.
- Webcast Availability: The live conference call will be available via webcast along with a replay, allowing investors who cannot attend in real-time to access the information, thus improving communication efficiency between the company and its investors.
- Wide Product Applications: Ambarella's products are utilized in various fields such as video security and ADAS, showcasing their significance in edge AI and human vision applications, which further solidifies their market position.
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- Earnings Call Announcement: Ambarella will hold its Q4 and FY 2026 earnings conference call on February 26, 2026, at 1:30 p.m. PT, demonstrating the company's commitment to transparency and investor communication.
- Earnings Release Timing: The earnings report will be issued after market close on the same day, ensuring investors have access to the latest financial data prior to the call, thereby increasing market focus on the company's performance.
- Registration Requirements: Interested participants must register online in advance and will receive a verification code to complete the registration process, reflecting the company's emphasis on participant identity and the security of the call.
- Webcast Availability: The conference call will feature a live webcast and replay, ensuring that investors unable to attend in real-time can still access critical information, enhancing the accessibility and transparency of the communication.
See More
- Physical AI Transformation: Bank of America analyst Martyn Briggs highlights that the rise of Physical AI is underway, projected to drive a trillion-dollar market shift as value transitions from digital models to physical machines like robots, autonomous vehicles, and drones, marking a significant shift of intelligence from screens to machines.
- Humanoid Robot Production: Over 50 companies are developing humanoid robot platforms, with shipments expected to grow from tens of thousands today to millions annually over the next decade, driven by labor shortages and falling component costs, which will transform operations in manufacturing and logistics.
- Autonomous Driving Adoption: Robotaxis are operational in multiple cities, and advanced driver-assistance systems are set to achieve mass adoption in China by 2030, with hardware cost reductions significantly lowering ride-hailing and freight costs, thus transforming mobility into a software-defined, AI-driven platform.
- Investment Opportunities: Bank of America has highlighted 15 publicly traded companies exposed to Physical AI, including Nvidia, Tesla, and Qualcomm, which are leading in chips, robotics, mobility, and sensing, expected to spearhead this transformative wave.
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- Potential Buyout Candidates: A number of technology companies are being considered for potential buyout offers.
- Investor Opportunities: Investors may benefit financially when these buyout deals are officially announced.
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- Active Options Trading: Ambarella, Inc. (AMBA) has seen an options volume of 4,854 contracts today, equivalent to approximately 485,400 shares, indicating a trading activity level that represents 47.9% of its average daily volume over the past month, reflecting increased market interest in its future performance.
- High Demand Options: Notably, the $80 strike call option expiring on February 20, 2026, has traded 1,299 contracts today, representing about 129,900 shares, indicating a growing bullish sentiment among investors regarding Ambarella's stock price.
- DocuSign Options Activity: Concurrently, DocuSign Inc. (DOCU) has recorded an options volume of 14,263 contracts today, translating to approximately 1.4 million shares, also accounting for 47.9% of its average daily trading volume over the past month, showcasing strong market interest in its stock.
- Put Option Trading: Within DocuSign, the $50 strike put option has seen 861 contracts traded today, representing around 86,100 shares, suggesting that investors are wary of potential downside risks for the stock in the near term.
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- Acquisition Agreement: Worthington Steel Inc has entered into a Business Combination Agreement with Kloeckner & Co, planning a voluntary public offer to acquire all outstanding shares at €11 per share ($12.8), with management support and existing leadership expected to remain post-closing, thereby enhancing the company's market position and future growth potential.
- Stock Surge: Following the acquisition announcement, Worthington Steel's shares jumped 6.9% to $41.43, reflecting positive market expectations and increased investor confidence, which may provide financial support for the company's future developments.
- Industry Dynamics: On the same trading day, Kopin Corp shares rose 17.1% to $3.46, and ImmunityBio Inc shares increased by 17% to $4.62, indicating strong demand in the biotech and manufacturing sectors, potentially creating more investment opportunities for related companies.
- Positive Market Reaction: The overall market showed mixed performance, with the Nasdaq Composite gaining around 100 points, demonstrating continued investor interest and confidence in tech stocks, which may create a favorable market environment for Worthington Steel's acquisition plans.
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