Ambarella, Inc. (AMBA)
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.
Algert Global LLC Increases Stake in Ambarella, Inc. $AMBA
Algert Global LLC raised its stake in Ambarella, Inc. (NASDAQ: AMBA) by 7.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 237,890 shares of the semiconductor company's stock after acquiring an additional 16,527 shares during the quarter. Algert Global LLC
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.
Ambarella, Inc. (AMBA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Ambarella, Inc. (AMBA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Ambarella Q4 Earnings and Revenues Surpass Estimates, Increase Y/Y
AMBA's Q4 revenues soar 20% on stronger edge AI demand, while efficient cost management leads to an 18% surge in earnings.
Ambarella (AMBA) Surpasses Q4 Earnings and Revenue Estimates
Ambarella (AMBA) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.11 per share a year ago.
Ambarella, Inc. (AMBA) Q4 2026 Earnings Call Transcript
Ambarella, Inc. (AMBA) Q4 2026 Earnings Call Transcript
Ambarella: Powering Physical AI Beyond The Data Center
Ambarella is positioned to capitalize on the surging demand for edge AI, delivering real-time perception and inference in cameras, robotics, and vehicles. AMBA posted record Q3 FY26 revenue of $108.5M (+31.2% YoY), with consensus projecting 36–38% full-year growth and operating leverage returning as edge AI revenue dominates. The CV7 SoC launch and DevZone ecosystem enhance AMBA's competitive edge in multi-stream, low-power, AI-intensive applications, increasing platform stickiness.
Ambarella, Inc. (AMBA) Discusses Edge AI Platform Developments and Market Strategy at CES Briefing Transcript
Ambarella, Inc. (AMBA) Discusses Edge AI Platform Developments and Market Strategy at CES Briefing Transcript
Ambarella, Inc. (AMBA) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Ambarella, Inc. (AMBA) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Ambarella, Inc. (AMBA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Ambarella, Inc. ( AMBA ) UBS Global Technology and AI Conference 2025 December 2, 2025 6:55 PM EST Company Participants Fermi Wang - Co-Founder, President, CEO & Executive Chairman Presentation Unknown Analyst Good afternoon, everybody. For one of the last sessions of the day, we have here with us Fermi Wang, the Chief Executive Officer of Ambarella, Inc. Fermi, thanks so much for being here.
Ambarella Q3 Earnings Beat Estimates, Revenues Jump More Than 31% Y/Y
AMBA's Q3 revenues soar 31% on stronger edge AI demand, while efficient cost management leads to a 145% surge in earnings.
