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AMBA Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
71.630
Open
71.070
VWAP
70.54
Vol
881.24K
Mkt Cap
3.10B
Low
69.280
Amount
62.16M
EV/EBITDA(TTM)
--
Total Shares
43.87M
EV
2.79B
EV/OCF(TTM)
84.36
P/S(TTM)
7.43
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.
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Events Timeline

(ET)
2026-05-29
17:00:00
Dell's Strong Earnings Propel Tech Stocks Higher
select
2026-05-29
12:10:00
Major Averages Rise on Last Trading Day of the Month
select
2026-05-29
12:10:00
Ambarella Shares Drop 21.8% to $71.84
select
2026-05-29
10:10:00
Ambarella Shares Drop 18.9% to $74.44
select

News

NASDAQ.COM
5.0
06-21NASDAQ.COM
Ambarella CFO John Young Sells Shares Amid Stock Recovery
  • Stock Sale Details: Ambarella CFO John Young sold 5,033 shares of common stock on June 17, 2026, for approximately $340,000, representing 4.28% of his direct holdings, reducing his ownership to 112,590 shares, indicating his ongoing commitment to the company’s equity.
  • Transaction Context: The sale was executed at a weighted average price of $67.54, and although the stock had rebounded from a 52-week low of $48.30, Young's sale was primarily to meet tax withholding obligations related to the vesting of restricted stock units, rather than a reaction to stock price movements.
  • Compliance with Trading Plan: The sale of 1,847 shares was part of a pre-arranged Rule 10b5-1 trading plan established in January 2026, which is designed to mitigate the risk of insider trading allegations, indicating that the transaction was non-discretionary and compliant with regulations.
  • Company Performance Insights: Ambarella reported a 17% year-over-year revenue increase to $100.4 million for the fiscal first quarter of 2026, with forecasts suggesting sales could accelerate to between $105 million and $111 million in the second quarter, reflecting growing demand for its artificial intelligence solutions.
Yahoo Finance
5.0
06-21Yahoo Finance
Ambarella CFO Sells 5,033 Shares of Stock
  • Stock Sale Overview: Ambarella CFO John Alexander Young sold 5,033 shares of common stock on June 17, 2026, for approximately $340,000, indicating a trend of reducing his stake in the company despite a recent recovery in stock price.
  • Transaction Background Analysis: This sale marks Young's ninth stock transaction in the past year, with the current sale being larger than his average of 2,845 shares per transaction, reflecting a decrease in his remaining holdings rather than a voluntary increase.
  • Tax Obligations and Trading Plan: Young sold 3,186 shares to meet tax withholding obligations related to the vesting of restricted stock units, while the remaining 1,847 shares were sold under a pre-arranged Rule 10b5-1 trading plan established in January 2026, indicating a non-discretionary nature of the transaction.
  • Company Performance and Market Reaction: Ambarella reported a revenue of $100.4 million for the fiscal first quarter of 2026, a 17% year-over-year increase, with expectations for second-quarter sales to accelerate to between $105 million and $111 million, although the CFO's stock sale may raise concerns among investors regarding his future intentions with his holdings.
Fool
5.0
06-20Fool
Ambarella CFO Sells Shares to Meet Tax Obligations
  • Stock Sale Overview: Ambarella CFO John Young sold 5,033 shares of common stock on June 17, 2026, for approximately $340,000, indicating a 4.28% decrease in his direct holdings, which now total 112,590 shares valued at around $7.4 million.
  • Transaction Background Analysis: This sale marks Young's eighth stock transaction in the past year, with the current sale being larger than his average of 2,845 shares, reflecting a trend of reducing holdings rather than a voluntary increase.
  • Tax Obligation Fulfillment: Young sold 3,186 shares to meet tax withholding obligations related to the vesting of restricted stock units, while the remaining 1,847 shares were sold under a pre-arranged Rule 10b5-1 trading plan established in January 2026, indicating a non-discretionary nature of the transaction.
  • Company Performance Recovery: Ambarella's stock rebounded from a 52-week low of $48.30, driven by a 17% year-over-year revenue increase to $100.4 million in the fiscal first quarter, with expectations for second-quarter sales to accelerate to between $105 million and $111 million, highlighting growing demand for its AI solutions.
NASDAQ.COM
8.5
06-15NASDAQ.COM
Ambarella Anticipates Rapid Growth in Edge AI Market
  • Significant Market Potential: Ambarella anticipates the edge AI market will grow from $25 billion in 2025 to $119 billion by 2033, reflecting a nearly 22% compound annual growth rate, indicating substantial future benefits for the company.
  • Long-Term Agreements Signed: The company has entered into a long-term agreement with South Korea's Hanwha, expected to generate over $800 million in revenue over the next decade, marking one of the largest agreements in its history and significantly enhancing its revenue pipeline.
  • Strong Earnings Growth: Ambarella reported a 17% year-over-year revenue increase to $100.4 million in Q1 fiscal 2027, with expectations to reach $108 million in the current quarter, showcasing robust growth potential in the edge AI sector.
  • Notable Design Wins: Ambarella has secured over 15 design wins across 30 customers in the robotics space, indicating its competitive strength and increasing market penetration in this emerging field.
Fool
3.5
06-15Fool
Ambarella Positioned for Growth in Edge AI Market
  • Market Potential: According to Grand View Research, the edge AI market is projected to grow from $25 billion in 2025 to $119 billion by 2033, with a compound annual growth rate of nearly 22%, providing significant opportunities for companies like Ambarella.
  • Long-Term Agreements: Ambarella recently signed a long-term agreement with South Korean company Hanwha, which could generate over $800 million in revenue over the next decade, indicating a substantial increase in the company's market recognition and collaboration potential in edge AI technology.
  • Strong Earnings Growth: In its fiscal 2027 first-quarter results, Ambarella reported a 17% year-over-year revenue increase to $100.4 million, with earnings per share growing 57% to $0.11, showcasing the company's robust performance in the rapidly expanding edge AI market.
  • Design Wins and Market Expansion: Ambarella has secured over 15 design wins in the robotics sector, and its serviceable addressable market is expected to grow at an annual rate of 18% through fiscal 2031, indicating strong future growth potential and competitive positioning.
CNBC
2.0
05-29CNBC
Dell Technologies Shares Surge 37% After Raising Full-Year Guidance
  • Dell Technologies Surge: Dell Technologies' stock surged nearly 37% after raising its full-year guidance, projecting adjusted earnings of $17.90 per share and revenue between $165 billion and $169 billion, significantly exceeding analysts' expectations of $13.09 per share and $142.5 billion in revenue, indicating robust market demand and profitability.
  • Computer Sector Rally: Following Dell's strong performance, shares of other computer hardware and services companies also rose, with Hewlett Packard Enterprise up over 17%, Super Micro Computer rising nearly 10%, and HP increasing almost 7%, reflecting optimistic sentiment towards the computer industry's outlook.
  • American Eagle Outfitters Decline: Shares of American Eagle Outfitters dropped about 11% as comparable sales at its American Eagle banner fell 2% in Q1, missing analysts' expectations of 3.1% growth, while disappointing second-quarter operating income guidance further highlights challenges in the retail sector.
  • Space Stocks Decline: Shares of space-related companies fell after a Blue Origin rocket exploded during a ground test in Florida, with AST SpaceMobile tumbling nearly 15%, EchoStar down 4.5%, and Rocket Lab down 5.5%, reflecting investor concerns over risks in the space industry.
Wall Street analysts forecast AMBA stock price to rise
11 Analyst Rating
Wall Street analysts forecast AMBA stock price to rise
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
80.00
Averages
96.70
High
115.00
Current: 0.000
sliders
Low
80.00
Averages
96.70
High
115.00
Rosenblatt
Rosenblatt
Buy
maintain
$115 -> $120
AI Analysis
2026-05-29
Reason
Rosenblatt
Rosenblatt
Price Target
$115 -> $120
AI Analysis
2026-05-29
maintain
Buy
Reason
Rosenblatt raised the firm's price target on Ambarella to $120 from $115 and keeps a Buy rating on the shares. The firm says applications for using AI models at the network edge is driving demand for Ambarella's computer vision system-on-chip platforms. The company's long-term agreement with Hanwha Group is a "significant shift from higher volume customers bringing SoC designs internally," the analyst tells investors in a research note. Rosenblatt believes the design complexity and need for flexibility brought on by AI applications will drive companies back to merchant system-on-chip designers like Ambarella. It recommends buying the stock for this "next phase in the Age of AI."
Summit Insights
KinNgai Chan
Buy
to
Hold
downgrade
2026-05-29
Reason
Summit Insights
KinNgai Chan
Price Target
2026-05-29
downgrade
Buy
to
Hold
Reason
Summit Insights analyst KinNgai Chan downgraded Ambarella to Hold from Buy. While the firm still sees enough catalysts for Ambarella to outperform its FY27 expectations, it sees elevated risk in the second half of FY26 as supply chain tightening could indirectly pressure customer orders and inflationary pressures in the tech supply chain could stifle end demand for Ambarella customers' products, the analyst tells investors.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for AMBA
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Valuation Metrics

The current forward P/E ratio for Ambarella Inc (AMBA.O) is 83.33, compared to its 5-year average forward P/E of -677.59. For a more detailed relative valuation and DCF analysis to assess Ambarella Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-677.59
Current PE
83.33
Overvalued PE
3282.71
Undervalued PE
-4637.89

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-7.05
Current EV/EBITDA
-41.08
Overvalued EV/EBITDA
143.06
Undervalued EV/EBITDA
-157.16

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
9.56
Current PS
6.09
Overvalued PS
12.81
Undervalued PS
6.31

Financials

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Whales Holding AMBA

O
Oberweis Asset Management, Inc.
Holding
AMBA
+48.63%
3M Return
S
Slate Path Capital LP
Holding
AMBA
+43.77%
3M Return
P
Pinnacle Associates, Ltd.
Holding
AMBA
+22.04%
3M Return
J
Jericho Capital Asset Management L.P.
Holding
AMBA
+14.23%
3M Return
G
Glenview Capital Management, LLC
Holding
AMBA
+14.03%
3M Return
F
Freemont Capital Pte. Ltd.
Holding
AMBA
+11.21%
3M Return

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Frequently Asked Questions

What is Ambarella Inc (AMBA) stock price today?

The current price of AMBA is 70.71 USD — it has increased 1.06

What is Ambarella Inc (AMBA)'s business?

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.

What is the price predicton of AMBA Stock?

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 is96.70 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.

What is Ambarella Inc (AMBA)'s revenue for the last quarter?

Ambarella Inc revenue for the last quarter amounts to 100.36M USD, increased 16.87

What is Ambarella Inc (AMBA)'s earnings per share (EPS) for the last quarter?

Ambarella Inc. EPS for the last quarter amounts to -0.41 USD, decreased -29.31

How many employees does Ambarella Inc (AMBA). have?

Ambarella Inc (AMBA) has 959 emplpoyees as of June 23 2026.

What is Ambarella Inc (AMBA) market cap?

Today AMBA has the market capitalization of 3.10B USD.