AMBA Earnings

AMBA reported its FY2026Q3 earnings on 2025-11-25, showcasing a revenue of 108.00M against an estimate of 104.00M, resulting in a 3.81% surprise. The EPS was 0.27, surpassing the expected 0.21 by 28.57% . The stock experienced a -18.78% price change on the earnings day and a -21.85% change over the next five days, reflecting market reactions to the results.

Following AMBA's FY2026Q3 earnings announcement on 2025-11-25, the stock price moved by -18.78% on the day of the release. Over the subsequent five days, it saw a -21.85% change. Historically, AMBA's stock price tends to shift by an average of -5.19% in the 10 days leading up to earnings and -4.17% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate AMBA’s annual revenue to reach 100.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 2.49% and EPS estimates Revise Upward by 6.34% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between AMBA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 2.49%, while EPS estimates moved Revise Upward by 6.34% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AMBA's stock price typically moves by -5.19% in the 10 days before its earnings and -4.17% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 100.00M.

The company shows strong revenue growth potential and optimistic guidance, particularly in edge AI and IoT markets. Despite slower automotive project timelines, high demand in drones and wearable cameras, along with a strategic focus on AI and robotics, indicate strong future prospects. While management avoided specifics, the overall sentiment is positive, with growth opportunities outweighing uncertainties. The market cap suggests moderate volatility, supporting a positive stock reaction.