Top Bullish IT Stocks Amid AI Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy AMBA?
Source: seekingalpha
- Capex Growth Leader: Ambarella (AMBA) leads with a year-over-year capital expenditure growth of 94.13%, reflecting its strong investment commitment in AI technology, which enhances market confidence in its future performance.
- Close Competitors: Lumentum Holdings (LITE) and nLIGHT (LASR) follow with capital expenditure growth rates of 74.45% and 60.60%, respectively, indicating their ongoing expansion in photonics and laser technologies, which may boost their market share.
- Other Strong Performers: TTM Technologies (TTMI) and SkyWater Technology (SKYT) achieve growth rates of 58.83% and 57.44%, respectively, showcasing their investment strategies in semiconductors and advanced manufacturing, potentially enhancing their competitive edge in the future.
- Overall Market Trend: Amid AI-related concerns, companies like Vistance Networks (VISN), Semtech (SMTC), and Cipher Mining (CIFR) also demonstrate robust capital expenditure growth, suggesting increasing investor confidence in these tech firms, which may support their future stock performance.
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Analyst Views on AMBA
Wall Street analysts forecast AMBA stock price to rise
11 Analyst Rating
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 65.860
Low
80.00
Averages
96.70
High
115.00
Current: 65.860
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.
Top Bullish IT Stocks Amid AI Concerns
- Capex Growth Leader: Ambarella (AMBA) leads with a year-over-year capital expenditure growth of 94.13%, reflecting its strong investment commitment in AI technology, which enhances market confidence in its future performance.
- Close Competitors: Lumentum Holdings (LITE) and nLIGHT (LASR) follow with capital expenditure growth rates of 74.45% and 60.60%, respectively, indicating their ongoing expansion in photonics and laser technologies, which may boost their market share.
- Other Strong Performers: TTM Technologies (TTMI) and SkyWater Technology (SKYT) achieve growth rates of 58.83% and 57.44%, respectively, showcasing their investment strategies in semiconductors and advanced manufacturing, potentially enhancing their competitive edge in the future.
- Overall Market Trend: Amid AI-related concerns, companies like Vistance Networks (VISN), Semtech (SMTC), and Cipher Mining (CIFR) also demonstrate robust capital expenditure growth, suggesting increasing investor confidence in these tech firms, which may support their future stock performance.
See More
Ambarella to Exhibit at Embedded World 2026
- Exhibition Theme: Ambarella will showcase its theme, 'The Ambarella Edge: From Agentic to Physical AI,' at Embedded World 2026, taking place from March 10-12 in Nuremberg, Germany, highlighting its AI SoCs, software stack, and developer tools that provide a competitive edge across various AI applications.
- Technology Showcase: The exhibit will feature a scalable AI SoC portfolio that delivers high performance per watt, complemented by a software platform that supports rapid development across diverse edge AI workloads, ensuring high performance in sectors such as robotics, industrial automation, and automotive.
- Developer Zone: Ambarella will establish a Developer Zone (DevZone) to provide hands-on access to software tools, optimized models, and agentic blueprints for developers, partners, and system integrators, aimed at simplifying integration and enhancing deployment efficiency at scale.
- Booth Information: Ambarella's exhibit will be located in Hall 5, Booth 5-355, and guided tours will be available during the event, encouraging attendees to contact Ambarella representatives in advance to schedule visits.
See More
Ambarella Schedules Q4 and FY 2026 Earnings Call
- 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
Ambarella to Hold Q4 2026 Earnings Call on February 26
- 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.
See More
The Rise and Transformation of Physical AI
- 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.
See More
Upcoming Tech Acquisitions: 6 Stocks Poised to Gain.
- 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.
See More
Top Bullish IT Stocks Amid AI Concerns
- Capex Growth Leader: Ambarella (AMBA) leads with a year-over-year capital expenditure growth of 94.13%, reflecting its strong investment commitment in AI technology, which enhances market confidence in its future performance.
- Close Competitors: Lumentum Holdings (LITE) and nLIGHT (LASR) follow with capital expenditure growth rates of 74.45% and 60.60%, respectively, indicating their ongoing expansion in photonics and laser technologies, which may boost their market share.
- Other Strong Performers: TTM Technologies (TTMI) and SkyWater Technology (SKYT) achieve growth rates of 58.83% and 57.44%, respectively, showcasing their investment strategies in semiconductors and advanced manufacturing, potentially enhancing their competitive edge in the future.
- Overall Market Trend: Amid AI-related concerns, companies like Vistance Networks (VISN), Semtech (SMTC), and Cipher Mining (CIFR) also demonstrate robust capital expenditure growth, suggesting increasing investor confidence in these tech firms, which may support their future stock performance.
See More
Ambarella to Exhibit at Embedded World 2026
- Exhibition Theme: Ambarella will showcase its theme, 'The Ambarella Edge: From Agentic to Physical AI,' at Embedded World 2026, taking place from March 10-12 in Nuremberg, Germany, highlighting its AI SoCs, software stack, and developer tools that provide a competitive edge across various AI applications.
- Technology Showcase: The exhibit will feature a scalable AI SoC portfolio that delivers high performance per watt, complemented by a software platform that supports rapid development across diverse edge AI workloads, ensuring high performance in sectors such as robotics, industrial automation, and automotive.
- Developer Zone: Ambarella will establish a Developer Zone (DevZone) to provide hands-on access to software tools, optimized models, and agentic blueprints for developers, partners, and system integrators, aimed at simplifying integration and enhancing deployment efficiency at scale.
- Booth Information: Ambarella's exhibit will be located in Hall 5, Booth 5-355, and guided tours will be available during the event, encouraging attendees to contact Ambarella representatives in advance to schedule visits.
See More
Ambarella Schedules Q4 and FY 2026 Earnings Call
- 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
Ambarella to Hold Q4 2026 Earnings Call on February 26
- 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.
See More
The Rise and Transformation of Physical AI
- 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.
See More
Upcoming Tech Acquisitions: 6 Stocks Poised to Gain.
- 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.
See More
