AMBA Earnings

AMBA reported its earnings on 2026-05-28, showcasing a revenue of against an estimate of 100.16M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.1 by 0%. The stock experienced a -21.41% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following AMBA's earnings announcement on 2026-05-28, the stock price moved by -21.41% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, AMBA's stock price tends to shift by an average of -5.37% in the 10 days leading up to earnings and -7.04% in the 10 days following, providing insight into potential market.

For 2027/Q2, analysts estimate AMBA's annual revenue to reach 105.37M, while the EPS is projected at 0.14. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% 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 unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AMBA's stock price typically moves by -5.37% in the 10 days before its earnings and -7.04% in the 10 days after. For the upcoming 2027/Q2 earnings, analysts expect an EPS of 0.14 and revenue of 105.37M.

The earnings call summary reveals positive sentiment with strong growth projections in automotive and IoT, new product cycles, and a strategic partnership with Hanwha. Despite inventory buildup, the company is managing it prudently. The Q&A highlights robust market opportunities, flexible software platforms, and strategic initiatives in AI and edge infrastructure. Although operating cash outflow is a concern, the outlook remains optimistic with unchanged revenue guidance. The stock repurchase also signals confidence. Given the company's market cap, the stock is likely to experience a positive reaction, between 2% to 8% over the next two weeks.