Ambarella, Inc. (AMBA)

NASDAQ: AMBA · Real-Time Price · USD
63.60
-1.26 (-1.94%)
Apr 28, 2026, 2:48 PM EDT - Market open
-1.94%
Market Cap 2.78B
Revenue (ttm) 390.70M
Net Income (ttm) -75.87M
Shares Out 43.79M
EPS (ttm) -1.78
PE Ratio n/a
Forward PE 84.39
Dividend n/a
Ex-Dividend Date n/a
Volume 221,733
Open 62.96
Previous Close 64.86
Day's Range 62.18 - 64.28
52-Week Range 45.20 - 96.69
Beta 2.01
Analysts Strong Buy
Price Target 97.25 (+52.91%)
Earnings Date May 28, 2026

About AMBA

Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation. The company’s system-on-a-chip (SOC) integrates third generation CVflow technology with advanced video processing, image signal processing, audio processing, and system control functions on a single chip. It also offers central domain controllers, CVflow SoCs, AI neural processors, vision processor SoCs, high-definition radars, and serializer/deserializers, as well as licenses... [Read more]

Sector Technology
Founded 2004
Employees 959
Stock Exchange NASDAQ
Ticker Symbol AMBA
Full Company Profile

Financial Performance

In fiscal year 2026, Ambarella's revenue was $390.70 million, an increase of 37.15% compared to the previous year's $284.87 million. Losses were -$75.87 million, -35.23% less than in 2025.

Financial Statements

Analyst Forecast

According to 9 analysts, the average rating for AMBA stock is "Strong Buy." The 12-month stock price target is $97.25, which is an increase of 52.91% from the latest price.

Price Target
$97.25
(52.91% upside)
Analyst Consensus: Strong Buy
Stock Forecasts

News

Ambarella Transcript: Cantor Fitzgerald Global Technology & Industrial Growth Conference

Edge AI now drives 80% of revenue, with strong growth in IoT and automotive segments. New go-to-market strategies and advanced AI SoCs are expected to accelerate growth, while GenAI and agentic AI expand market opportunities and ASPs.

6 weeks ago - Transcripts

Ambarella Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Edge AI is driving rapid growth, with expanding applications in retail, fleet management, and robotics. New high-performance chips and a portable software platform enable fast customer adoption, while automotive and robotics remain strategic focuses. Production of 2nm chips is on track, with supply secured through 2027.

7 weeks ago - Transcripts

Ambarella Earnings Call Transcript: Q4 2026

Fiscal 2026 revenue rose 37.2% to $390.7M, led by strong IoT and automotive growth. Q4 revenue was $100.9M, with gross margin at 59.8%. FY27 guidance targets 10%-15% growth, driven by new product ramps and robust design win momentum.

2 months ago - Transcripts

Ambarella to Showcase “The Ambarella Edge: From Agentic to Physical AI” at Embedded World 2026

SANTA CLARA, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced that it will exhibit at Embedded World 2026, taking place March...

2 months ago - GlobeNewsWire

Ambarella Announces Fourth Quarter and Fiscal Year 2026 Earnings Conference Call to be Held February 26, 2026

SANTA CLARA, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its fourth quarter and fiscal year 2026 earnings c...

2 months ago - GlobeNewsWire

Ambarella Transcript: 28th Annual Needham Growth Conference Virtual

The company has evolved from video processors to advanced edge AI SoCs, now generating 80% of revenue from edge AI. Growth is driven by new transformer-based chips, expanding applications in robotics, automotive, and IoT, with strong fiscal performance and a focus on scalable business models.

3 months ago - Transcripts

Ambarella Transcript: CES 2026 Product & Technology Briefing

Announced major advances in Edge AI with new 4nm and 2nm SoCs, a unified software platform, and a shift to a channel-driven go-to-market strategy. Record Edge AI revenue, strong customer adoption, and new developer tools position the company for growth in robotics, automotive, and infrastructure.

3 months ago - Transcripts

Ambarella Launches a Developer Zone to Broaden its Edge AI Ecosystem

Ambarella announces the launch of its new Developer Zone to help Ambarella's growing ecosystem of partners learn, build and deploy Edge AI applications.

4 months ago - GlobeNewsWire

Ambarella Launches Powerful Edge AI 8K Vision SoC With Industry-Leading AI and Multi-Sensor Perception Performance

SANTA CLARA, Calif., Jan. 05, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced during CES the CV7 edge AI vision system-on-chip (SoC), which i...

4 months ago - GlobeNewsWire

Ambarella Announces CES 2026 Product and Technology Briefing Webcast on January 6, 2026

SANTA CLARA, Calif., Jan. 02, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, will host a Product and Technology Briefing for the investment community and te...

4 months ago - GlobeNewsWire

Ambarella Accelerates Edge AI Innovation for Next Generation of Drones; Antigravity Deploys Ambarella's CV5 AI SoC in Antigravity A1 Drone

Building on Long Track Record in Aerial Imaging, Ambarella Expands Focus for On-Device AI, Enables Smarter Autonomy for Fast-Growing Drone Applications, Including Antigravity's A1 – The World's First ...

4 months ago - GlobeNewsWire

Ambarella Transcript: 53rd Annual Nasdaq Investor Conference

Edge AI now drives 80% of revenue, with rapid expansion into drones, edge infrastructure, and robotics. Power-efficient chips and flexible software platforms are enabling new applications, while the business model adapts to prioritize growth and scalability in emerging markets.

5 months ago - Transcripts

Ambarella Transcript: UBS’s 2025 Global Technology and AI Conference

Ambarella positions itself as an edge AI leader, leveraging a unified platform for automotive and IoT markets, with strong growth in AI chip ASPs and expanding applications. Financial discipline, selective M&A, and a focus on high-value OEM wins underpin its strategy.

5 months ago - Transcripts

Nutanix Posts Downbeat Q1 Results, Joins HP, Ambarella, Pagerduty And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session

U.S. stock futures were higher this morning, with the Nasdaq futures gaining around 50 points on Wednesday.

Other symbols: HPQNTNXPD
5 months ago - Benzinga

Ambarella Earnings Call Transcript: Q3 2026

Record Q3 revenue and EPS exceeded expectations, driven by strong Edge AI adoption and higher ASPs. Fiscal 2026 revenue growth guidance was raised to 36%-38%, with robust performance in IoT, automotive, and portable video segments.

5 months ago - Transcripts

Ambarella, Inc. Announces Third Quarter Fiscal Year 2026 Financial Results

SANTA CLARA, Calif., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its third quarter of fiscal year 2026 end...

5 months ago - GlobeNewsWire

Ambarella Announces Third Quarter Fiscal Year 2026 Earnings Conference Call to be Held November 25, 2025

SANTA CLARA, Calif., Nov. 07, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its third quarter fiscal year 2026 earnings confer...

6 months ago - GlobeNewsWire

Jim Cramer Says 'No' To Ambarella, But Gilat Satellite Is Still A 'Buy'

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended not to pull the trigger here on Rivian Automotive, Inc. RIVN.

Other symbols: GILT
7 months ago - Benzinga

Overlooked Stock: AMBA Shares Soar After Earnings

Shares of Ambarella (AMBA) skied higher after a 2Q earnings beat. George Tsilis peels back the layers behind the fabless semiconductor manufacturer's latest figures to find out why, which includes som...

8 months ago - Schwab Network

Ambarella shares surge 20% on strong earnings and upbeat guidance

Ambarella (NASDAQ: AMBA) stock soared 20% on Friday after the semiconductor company delivered second-quarter earnings that topped Wall Street expectations and issued guidance well ahead of analyst for...

8 months ago - Invezz

Ambarella stock rips 20% higher after earnings as AI demand boosts guidance

Ambarella stock ripped higher as the chip designer reported better-than-expected second-quarter results and issued strong guidance. The company boosted its fiscal year revenue growth outlook to a rang...

8 months ago - CNBC

Ambarella Analysts Increase Their Forecasts After Upbeat Q2 Results

Ambarella Inc AMBA reported better-than-expected second-quarter results and issued strong third-quarter forecast on Thursday.

8 months ago - Benzinga

Ambarella Earnings Call Transcript: Q2 2026

Q2 revenue surged 49.9% year-over-year to $95.5M, driven by record AGI and IoT growth, with FY26 revenue guidance raised to 31%-35%. Edge AI applications in portable video, drones, and infrastructure are expanding rapidly, while automotive growth is expected to accelerate post-2027.

8 months ago - Transcripts

Ambarella, Inc. Announces Second Quarter Fiscal Year 2026 Financial Results

SANTA CLARA, Calif., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its second quarter of fiscal year 2026 en...

8 months ago - GlobeNewsWire

Ambarella Announces Second Quarter Fiscal Year 2026 Earnings Conference Call to be Held August 28, 2025

SANTA CLARA, Calif., Aug. 07, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its second quarter fiscal year 2026 earnings confe...

9 months ago - GlobeNewsWire