Ambarella, Inc. logo AMBA - Ambarella, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 21
HOLD 14
SELL 1
STRONG
SELL
0
| PRICE TARGET: $95.00 DETAILS
HIGH: $115.00
LOW: $80.00
MEDIAN: $90.00
CONSENSUS: $95.00
UPSIDE: 8.51%

Stock News

Ambarella Announces Inaugural Quarterly Briefing Call Targeting Non-Financial Industry Research Analysts

Ambarella Announces Inaugural Quarterly Briefing Call Targeting Non-Financial Industry Research Analysts

SANTA CLARA, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced the launch of its Industry Analyst Briefing Call, a new quarterly program designed to deepen engagement specifically with non-financial industry analysts whose coverage shapes how enterprise buyers, automotive OEMs, and ecosystem partners evaluate edge and physical AI silicon.

May 21, 2026 05:00 AM globenewswire.com
IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award

IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award

SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced that IEEE has honored Ambarella's co-founder, President and CEO, Dr. Fermi Wang, with the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award, alongside his Ph.D. advisor, Professor Dimitris Anastassiou of Columbia Engineering.

May 05, 2026 01:00 PM globenewswire.com
Ambarella Has A Better Growth Angle Than The Market Sees

Ambarella Has A Better Growth Angle Than The Market Sees

I am reiterating Ambarella as a Strong Buy, driven by its transformation into a full-stack edge AI platform company, not just a chip vendor. AMBA's edge AI SoCs now account for 80% of total revenue, with fiscal 2026 revenue reaching $390.7M, up 37.2% year-over-year. The market still values AMBA as a cyclical semiconductor stock, but I see it as an edge AI infrastructure enabler for physical AI and robotics.

Apr 27, 2026 05:28 AM seekingalpha.com
Ambarella Sees Growth In Industrial Robotics

Ambarella Sees Growth In Industrial Robotics

Ambarella, Inc. is positioned for growth in edge AI, targeting industrial automation, robotics, and automotive markets with new hardware and software platforms. I recommend AMBA shares with a Buy rating and $84.28 price target (6.60x eFY28 price/sales), citing valuation remediation and robust top-line growth prospects. AMBA's next-gen CV7 chip and Cooper Developer Platform enable cloudless robotics orchestration, providing a complete ecosystem for AI-enabled machine vision.

Apr 02, 2026 07:51 AM seekingalpha.com
Ambarella: It Will Need To Do A Lot To Get Back Investor Confidence

Ambarella: It Will Need To Do A Lot To Get Back Investor Confidence

Ambarella, Inc. reported Q4 revenue of $101M (+20% y/y), with IoT segment up 50%, but shares fell 19% post-earnings. I maintain a Hold rating on AMBA, citing stretched valuation (forward PE ~72x) and investor concerns over margin deterioration despite strong IoT growth. Profitability remains the key focus; margin recovery hinges on successful execution of advanced 5nm/4nm chip transition and AI-driven products.

Mar 12, 2026 05:06 AM seekingalpha.com

Price Targets