AMBA - Ambarella, Inc.

Price: -- -- | CONSENSUS: Buy DETAILS | PRICE TARGET: $103.50 DETAILS

Stock News

Ambarella: Edge AI Is Turning A Vision Chipmaker Into A Platform Company

Ambarella is evolving beyond video processors, integrating AI-powered edge processing and sensor fusion into a unified platform. AMBA's competitive moat grows as its software-rich, end-to-end edge AI stack accumulates deployments and third-party support, raising barriers to entry. Product cycle momentum is driven by next-gen CV7/CV8 launches, higher ASPs, and strategic partnerships like Hanwha, supporting revenue and margin expansion.

Aug 28, 2026 04:01 AM • seekingalpha.com

Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up

Gorilla Technology just posted revenue that nearly doubled and raised its full-year guidance for the second time, yet the stock is sinking while every comparable is green. Something in the numbers is spooking investors, and it is not the top line.

Aug 25, 2026 05:05 AM • 247wallst.com

The Most Important Part of Unitree’s IPO Wasn’t the Robot

Unitree's 460% IPO spotlights physical AI stocks across chips, sensors, optics, robotics, memory, power, and networking.

Aug 19, 2026 08:00 PM • investorplace.com

Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026

SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its second quarter fiscal year 2027 earnings conference call on Thursday, September 3, 2026 at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.

Aug 11, 2026 06:00 PM • globenewswire.com

Telecom Argentina S.A. announces consolidated results for the first half ("1H26") and second quarter of fiscal year 2026 ("2Q26")²

Telecom Argentina S.A. announces consolidated results for the first half ("1H26") and second quarter of fiscal year 2026 ("2Q26")Â²

Aug 07, 2026 06:00 AM • gurufocus.com

Strength Seen in Ambarella (AMBA): Can Its 16.1% Jump Turn into More Strength?

Ambarella (AMBA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Aug 02, 2026 11:11 PM • zacks.com

NXP in talks to buy chip developer Ambarella, FT reports

NXP Semiconductors is in talks to buy chip designer Ambarella , the Financial Times reported ‌on Friday, citing people familiar with the matter.

Jul 31, 2026 09:06 AM • reuters.com

Ambarella (AMBA) Upgraded to Buy: What Does It Mean for the Stock?

Ambarella (AMBA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Jul 21, 2026 09:01 AM • zacks.com

Ambarella: The New Product Cycle Changes The Narrative

Ambarella receives a Buy rating, despite a high current P/E, due to strong long-term growth prospects from new AI chip cycles. CV75, CV72, CV7, and CV8 chips target higher-value AI applications, supporting higher average selling prices and margin expansion. The Hanwha agreement and automotive telematics provide revenue visibility, while robotics and edge AI offer additional growth avenues.

Jul 19, 2026 02:32 AM • seekingalpha.com

The Physical AI Proof Points Are Suddenly Everywhere

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

Jul 13, 2026 08:00 PM • investorplace.com

This Edge AI Stock Just Got a Huge Vote of Confidence From Wall Street

Ambarella's NASDAQ: AMBA stock price has struggled with traction for years, but that may be coming to an end. The company's shift to computer vision and edge AI is paying off, and analysts are giving it the credit it deserves.

Jul 06, 2026 07:35 AM • marketbeat.com

What This Nearly $1 Million Ambarella Insider Sale Means With Shares Up 18% in a Year

A senior VP at Ambarella reported selling 10,000 common shares for a transaction value of $888,000 on July 1, 2026. The sale represented 5.75% of the executive's holdings at the time of the transaction.

Jul 04, 2026 02:19 PM • fool.com

Ambarella stock gains 28% as Rosenblatt sees it as one of the best physical AI plays

Shares of Ambarella Inc. (AMBA) surged about 28% on Tuesday. The rally came after Rosenblatt Securities identified the edge artificial intelligence chipmaker as one of its top technology stock picks for the second half of 2026, citing its strong positioning in the fast-growing physical AI market.

Jun 30, 2026 11:43 AM • invezz.com

AI Is Leaving the Cloud. Here’s Who Gets Paid When It Does.

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

Jun 21, 2026 08:00 PM • investorplace.com

Why Did Ambarella's CFO Sell Over 5,000 Company Shares?

CFO John Young sold 5,033 shares for a total of ~$340,000 on June 17, 2026. This sale represented 4.28% of Young's direct holdings, reducing direct ownership to 112,590 shares.

Jun 20, 2026 02:58 PM • fool.com

Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)

Ambarella's growth rate is likely to improve as the demand for edge AI hardware picks up.

Jun 15, 2026 06:47 AM • fool.com

RP1 and the Metaverse Standards Forum Introduce Sneeze, the First Metaverse Browser Engine for Spatial Computing

LONG BEACH, Calif.--(BUSINESS WIRE)---- $AMBA #AIAgents--RP1 and the Metaverse Standards Forum™, through the Open Metaverse Browser Initiative (OMBI), today introduced Sneeze, the first metaverse browser engine (MBE) ever built. Available immediately as open source under the Apache 2.0 license, Sneeze gives developers, enterprises, hardware manufacturers, and researchers the foundational technology to build the open metaverse. At the core of every web browser today sits an engine: Blink powers Chrome, Edge, and Br.

Jun 15, 2026 05:07 AM • businesswire.com

Ambarella, Inc. (AMBA) Presents at Bank of America 2026 Global Technology Conference Transcript

Jun 02, 2026 06:31 PM • seekingalpha.com

Ambarella Bets on Edge AI as Auto Sales Head for Record and Hanwha Deal Builds

Ambarella NASDAQ: AMBA Chief Executive Officer Fermi Wang said the company's edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products.

Jun 02, 2026 02:09 PM • marketbeat.com

Here's Why Ambarella (AMBA) is a Strong Momentum Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Jun 02, 2026 06:51 AM • zacks.com

Price Targets

Ambarella Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

$65.00 (was $51.20)

Gary Mobley · Wells Fargo

Aug 27, 2024 04:12 AM • Benzinga

Ambarella (AMBA) PT Raised to $60 at CFRA

$60.00 (was $57.26)

Angelo Zino · CFRA

May 31, 2024 04:24 AM • StreetInsider

Rosenblatt Reiterates Buy Rating on Ambarella (AMBA)

$85.00 (was $50.35)

Kevin Cassidy · Rosenblatt Securities

May 29, 2024 02:42 AM • StreetInsider

Stifel Reiterates Buy Rating on Ambarella (AMBA)

$75.00 (was $50.12)

Tore Svanberg · Stifel Nicolaus

May 28, 2024 01:16 AM • StreetInsider

AI Revenue To Bolster Ambarella's Growth By 60% In 2024, 3 Analysts On Q1 Print

$85.00 (was $70.19)

Christopher Rolland · Susquehanna

May 31, 2023 09:18 AM • Benzinga

Ambarella Gets Price Target Cuts By Analysts After Weak Forecast, Shares Tumble

$100.00 (was $81.96)

Quinn Bolton · Needham

May 31, 2023 03:52 AM • Benzinga

Susquehanna Initiates Coverage On Ambarella with Positive Rating, Announces Price Target of $90

$90.00 (was $78.07)

Susquehanna

Dec 12, 2022 01:37 AM • Benzinga

Morgan Stanley Maintains Overweight on Ambarella, Lowers Price Target to $105

$105.00 (was $75.69)

Morgan Stanley

Dec 02, 2022 04:12 AM • Benzinga

Wells Fargo Maintains Overweight on Ambarella, Lowers Price Target to $95

$95.00 (was $70.98)

Wells Fargo

Dec 02, 2022 03:31 AM • Benzinga

Needham Maintains Buy on Ambarella, Lowers Price Target to $85

$85.00 (was $73.93)

Needham

Dec 02, 2022 01:41 AM • Benzinga

The 'Trough' In Video Processing Is Over. Ambarella Will Drive Revenue From Here, Analyst Says Ahead of Earnings

$125.00 (was $84.65)