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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
81.490
Open
77.500
VWAP
78.60
Vol
970.79K
Mkt Cap
3.32B
Low
76.000
Amount
76.31M
EV/EBITDA(TTM)
--
Total Shares
43.86M
EV
2.89B
EV/OCF(TTM)
--
P/S(TTM)
7.67
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
Ambarella Shares Drop 21.8% to $71.84
select
2026-05-29
12:10:00
Major Averages Rise on Last Trading Day of the Month
select
2026-05-29
10:10:00
Ambarella Shares Drop 18.9% to $74.44
select

News

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.
Yahoo Finance
9.5
05-29Yahoo Finance
Ambarella Inc. Exceeds Revenue Expectations in Latest Earnings Report
  • Strong Revenue Performance: Ambarella Inc. reported revenue of $100.4 million for the quarter, slightly above the midpoint of prior guidance, despite a 0.5% sequential decline, reflecting a robust 16.9% year-over-year growth driven by strong automotive segment performance.
  • Stable Gross Margin: The non-GAAP gross margin stood at 59.9%, slightly exceeding the midpoint of the guidance range of 59% to 60.5%, indicating effective cost management and profitability, which enhances market confidence in the company's operational efficiency.
  • Long-Term Agreement Signed: Ambarella announced a significant long-term agreement with Hanhwa, potentially generating over $800 million in revenue over the next decade, which strategically strengthens its position as a leader in the AI technology market.
  • Cash Flow Challenges: Despite strong revenue and gross margin performance, the company reported a free cash outflow of $29.6 million for the quarter, indicating cash management challenges that could impact future investment capabilities.
seekingalpha
9.5
05-29seekingalpha
Ambarella Q1 Fiscal 2027 Earnings Highlights
  • Revenue Growth: Ambarella reported Q1 revenue of $100.4 million, slightly above the prior guidance midpoint of $97 million to $103 million, reflecting a 16.9% year-over-year increase and demonstrating the company's stable market performance.
  • Long-Term Agreement: The company signed a long-term agreement with South Korea's Hanwha, expected to generate over $800 million in potential revenue over more than 10 years, which will provide a more predictable revenue stream and enhance market competitiveness.
  • Automotive Business Innovation: Ambarella's automotive revenue reached an all-time high, driven by the rapid emergence of AI in the commercial vehicle telematics market and automotive safety applications, showcasing the company's strong performance in this fast-growing sector.
  • Future Outlook: Management forecasts Q2 revenue in the range of $105 million to $111 million, with non-GAAP gross margins between 59% and 60.5%, while maintaining a growth expectation of 10% to 15% for the full year despite supply chain challenges.
NASDAQ.COM
2.0
05-29NASDAQ.COM
Ambarella (AMBA) Q1 2027 Earnings Transcript
seekingalpha
9.5
05-28seekingalpha
Ambarella Reports Q1 FY2027 Results Exceeding Expectations
  • Strong Earnings Report: Ambarella's Q1 FY2027 adjusted EPS of $0.11 surpassed the $0.10 consensus estimate, indicating robust performance in the low-power system-on-chip sector.
  • Revenue Growth: The company reported a 17% year-over-year revenue increase to $100.4 million, slightly above the $100.15 million estimate, reflecting its sustained leadership in edge AI platforms.
  • Optimistic Outlook: For Q2, Ambarella expects revenue between $105 million and $111 million, with a midpoint of $108 million, exceeding the $107 million consensus, showcasing strong market demand.
  • Strategic Partnership: The long-term partnership with South Korea's Hanwha is projected to generate over $800 million in potential revenue, further solidifying Ambarella's position in intelligent vision solutions and AI technologies.
CNBC
9.5
05-28CNBC
Dell Technologies Shares Surge 30% After Raising Full-Year Guidance
  • Dell Technologies Guidance Upgrade: Dell raised its full-year adjusted earnings per share forecast to $17.90, with revenue expected between $165 billion and $169 billion, significantly surpassing analyst expectations of $13.09 per share and $142.5 billion in revenue, resulting in a 30% surge in stock price.
  • American Eagle Outfitters Sales Decline: American Eagle reported a 2% drop in comparable sales for Q1, missing the 3.1% growth forecast by analysts, and provided disappointing Q2 operating income guidance of $45 million to $50 million, below the $65.3 million consensus, leading to an approximately 11% decline in stock price.
  • Gap Sales Outlook Downgrade: Gap lowered its full-year sales growth forecast to between 1% and 2%, down from 2% to 3%, with Q1 revenue of $3.50 billion falling short of the $3.52 billion expected by analysts, causing a 13% drop in stock price.
  • Okta Performance Exceeds Expectations: Okta's stock rose 12% after it provided current-quarter and full-year revenue guidance that exceeded analyst expectations, alongside Q1 non-GAAP earnings and revenue that also surpassed consensus estimates, indicating strong business growth potential.
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
New
Reason
Rosenblatt
Rosenblatt
Price Target
$115 -> $120
AI Analysis
2026-05-29
New
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
New
Reason
Summit Insights
KinNgai Chan
Price Target
2026-05-29
New
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 96.15, compared to its 5-year average forward P/E of -677.36. 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
-677.36
Current PE
96.15
Overvalued PE
3282.99
Undervalued PE
-4637.71

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
-5.85
Current EV/EBITDA
-46.64
Overvalued EV/EBITDA
144.40
Undervalued EV/EBITDA
-156.11

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
9.63
Current PS
6.29
Overvalued PS
12.86
Undervalued PS
6.39

Financials

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Quarterly

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Whales Holding AMBA

O
Oberweis Asset Management, Inc.
Holding
AMBA
+42.96%
3M Return
S
Slate Path Capital LP
Holding
AMBA
+41.26%
3M Return
J
Jericho Capital Asset Management L.P.
Holding
AMBA
+28.10%
3M Return
P
Pinnacle Associates, Ltd.
Holding
AMBA
+18.66%
3M Return
G
Glenview Capital Management, LLC
Holding
AMBA
+7.96%
3M Return
F
Freemont Capital Pte. Ltd.
Holding
AMBA
+1.77%
3M Return

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Frequently Asked Questions

What is Ambarella Inc (AMBA) stock price today?

The current price of AMBA is 78.32 USD — it has increased 3.5

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 02 2026.

What is Ambarella Inc (AMBA) market cap?

Today AMBA has the market capitalization of 3.32B USD.