$
67.610
-1.04(-1.515%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings
Line
Line
|
Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
69.8416
Open
69.330
VWAP
--
Vol
545.01K
Mkt Cap
2.87B
Low
66.8175
Amount
--
EV/EBITDA(TTM)
--
Total Shares
40.99M
EV
2.65B
EV/OCF(TTM)
41.71
P/S(TTM)
9.04
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.
Show More

Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2026Q4
FY2026Q3
FY2026Q2
82.92M
-1.3%
-0.066
-159.8%
91.13M
+10.26%
0.056
-48.85%
90.01M
+41.25%
0.054
-141.65%
Estimates Revision
The market is revising Upward the revenue expectations for Ambarella, Inc. (AMBA) for FY2026, with the revenue forecasts being adjusted by 4.57% over the past three months. During the same period, the stock price has changed by 40.88%.
Revenue Estimates for FY2026
Revise Upward
up Image
+4.57%
In Past 3 Month
EPS Estimates for FY2026
Revise Upward
up Image
+166.63%
In Past 3 Month
Stock Price
Go Up
up Image
+40.88%
In Past 3 Month
11 Analyst Rating
up Image
16.11% Upside
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 78.50 USD with a low forecast of 63.00 USD and a high forecast of 95.00  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.
7 Buy
4 Hold
0 Sell
Moderate Buy
up Image
16.11% Upside
Current: 67.610
sliders
Low
63.00
Averages
78.50
High
95.00
Susquehanna
Positive
maintain
$80 -> $90
2025-07-22
Reason
Susquehanna raised the firm's price target on Ambarella to $90 from $80 and keeps a Positive rating on the shares as part of a Q2 preview for the semiconductor group. The firm expects in-line to modest upside reports, driving by tariff-related demand pull-ins and continued artificial intelligence strength. However, the back half of the year is more uncertain, the analyst tells investors in a research note.
BofA
Neutral
maintain
$50 -> $63
2025-05-30
Reason
BofA raised the firm's price target on Ambarella to $63 from $50 and keeps a Neutral rating on the shares. Ambarella's design-win traction points to steady execution, says the analyst, who argues that the FY26 guidance midpoint "could prove conservative," despite risks. Following April quarter results, the firm raised its FY26 and FY27 sales estimates 6% and 4%, respectively.
Roth Capital
Neutral
downgrade
$85 -> $65
2025-05-30
Reason
Roth Capital lowered the firm's price target on Ambarella to $65 from $85 and keeps a Neutral rating on the shares. The company guided above consensus, reflecting demand from edge AI applications, and the firm expects continued sequential growth from both auto and Internet of Things, though it has also reduced its forward revenue estimates modestly to reflect the tariff-related auto demand uncertainty, the analyst tells investors in a research note. Roth adds that its lower price target also reflects the overall market valuations.
Northland
Gus Richard
Outperform
maintain
$70 -> $75
2025-05-30
Reason
Northland analyst Gus Richard raised the firm's price target on Ambarella to $75 from $70 and keeps an Outperform rating on the shares. Ambarella reported "a strong quarter," guided to Q2 results "well above consensus," and expects FY26 revenue to grow 19%-25%, up from prior expectations of mid to high-teens, the analyst tells investors.
Needham
Buy
downgrade
$110 -> $90
2025-05-30
Reason
Needham lowered the firm's price target on Ambarella to $90 from $110 and keeps a Buy rating on the shares. The company's Q1 results and Q2 guidance exceeded estimates, though the firm is reducing its price target to reflect more conservative assumptions in its discount cash flow valuation model, the analyst tells investors in a research note.
Morgan Stanley
Overweight
downgrade
$90 -> $80
2025-05-27
Reason
Morgan Stanley lowered the firm's price target on Ambarella (AMBA) to $80 from $90 and keeps an Overweight rating on the shares. In addition to Nvidia (NVDA), several other "AI centric names" report this week, notes the analyst. The firm sees Ambarella - which is reporting after market close on Thursday, May 29 - reporting a better than seasonal April quarter, which it models flat sequentially versus typical seasonality of down 2-7% quarter-over-quarter. However, while the firm continues to see significant value in the strength of the company's core Edge AI technology, it lowered the multiple on increased macro uncertainty and tariffs that could disrupt their IoT business.

Valuation Metrics

The current forward P/E ratio for Ambarella Inc (AMBA.O) is -34995.00, compared to its 5-year average forward P/E of -593.81. For a more detailed relative valuation and DCF analysis to assess Ambarella Inc 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-593.81
Current PE
-34995.00
Overvalued PE
3046.61
Undervalued PE
-4234.22

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
4.73
Current EV/EBITDA
101.50
Overvalued EV/EBITDA
156.16
Undervalued EV/EBITDA
-146.71

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Fair
5Y Average PS
10.17
Current PS
8.16
Overvalued PS
13.31
Undervalued PS
7.04

Financials

Annual
Quarterly
FY2026Q1
YoY :
+57.64%
85.87M
Total Revenue
FY2026Q1
YoY :
-34.45%
-25.86M
Operating Profit
FY2026Q1
YoY :
-35.86%
-24.33M
Net Income after Tax
FY2026Q1
YoY :
-37.63%
-0.58
EPS - Diluted
FY2026Q1
YoY :
-163.64%
10.24M
Free Cash Flow
FY2026Q1
YoY :
-1.41%
60.01
Gross Profit Margin - %
FY2026Q1
YoY :
-219.70%
15.74
FCF Margin - %
FY2026Q1
YoY :
-59.31%
-28.33
Net Margin - %

Trading Trends

Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
683.3K
USD
7
3-6
Months
1.3M
USD
13
6-9
Months
2.4M
USD
23
0-12
Months
3.2M
USD
13
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds areBuying! The buying amount has increased 142.22% over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
0.0
Volume
0
6-9
Months
0.0
Volume
0
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
2
407.8K
Volume
Months
6-9
1
168.4K
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months

AMBA News & Events

Events Timeline

2025-06-24 (ET)
2025-06-24
14:06:15
Ambarella 'an interesting takeout candidate,' says Stifel
select
2025-06-24
11:35:20
Ambarella working with bankers to explore potential sale, Bloomberg reports
select
2025-05-29 (ET)
2025-05-29
16:09:44
Ambarella sees Q2 revenue $86M-$94M, consensus $84.64M
select
Sign Up For More Events

News

4.0
07-22Benzinga
Susquehanna Maintains Positive on Ambarella, Raises Price Target to $90
2.0
06-27Benzinga
Nvidia Just Became The World's Most Valuable Stock; Is It Time For A Semiconductor ETF Rethink?
6.5
06-25SeekingAlpha
Ambarella has 'strategic value' amid report it is exploring options: Morgan Stanley
Sign Up For More News

FAQ

arrow icon

What is Ambarella Inc (AMBA) stock price today?

The current price of AMBA is 67.61 USD — it has decreased -1.51 % in the last trading day.

arrow icon

What is Ambarella Inc (AMBA)'s business?

arrow icon

What is the price predicton of AMBA Stock?

arrow icon

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

arrow icon

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

arrow icon

What changes have occurred in the market's expectations for Ambarella Inc (AMBA)'s fundamentals?

arrow icon

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

arrow icon

What is Ambarella Inc (AMBA) market cap?