Ambarella, Inc. (NASDAQ:AMBA) Receives Consensus Rating of "Moderate Buy" from Brokerages
Ambarella, Inc. (NASDAQ:AMBA) has received a consensus "Moderate Buy" rating from fourteen brokerages, with an average 12-month price target of $96.00. Despite beating recent quarterly earnings estimates and experiencing year-over-year revenue growth, the semiconductor company remains unprofitable with a negative net margin. Insiders have been net sellers of the stock, which is currently trading significantly below its 52-week high.
Samsung Electronics’ World-Class 5nm Technology Selected by Ambarella for New Automotive AI Central Domain Controller
Samsung Foundry will provide its 5-nanometer process technology to Ambarella for its new CV3-AD685 automotive AI central domain controller. This collaboration aims to enhance autonomous driving vehicle safety systems by improving AI processing performance, power efficiency, and reliability. The integration of Samsung's advanced technology into Ambarella’s AI solution is expected to transform the next generation of autonomous driving.
Samsung Electronics’ World-Class 5nm Technology Selected by Ambarella for New Automotive AI Central Domain Controller
Samsung Electronics' Foundry business is supplying its 5-nanometer process technology to Ambarella for its new CV3-AD685 automotive AI central domain controller. This collaboration aims to enhance autonomous driving vehicle safety systems by improving AI processing performance, power efficiency, and reliability. The partnership signifies a step forward in the next generation of automotive AI technology.
SG Americas Securities LLC Boosts Stake in Ambarella, Inc.
SG Americas Securities LLC has significantly increased its stake in Ambarella, Inc. (NASDAQ:AMBA) by purchasing 55,225 shares, valued at approximately $3.91 million, in Q4 2025. This investment highlights the firm's confidence in Ambarella's technological capabilities and growth potential within the semiconductor industry, particularly in video processing and computer vision technologies. The substantial investment indicates a positive outlook for Ambarella in markets such as security, automotive, and consumer electronics.
Ambarella Inc. (AMBA) Stock Price | Live Quotes & Charts | NASDAQ
This page provides live stock quotes and charts for Ambarella Inc. (AMBA), noting its current price, daily change, and market performance. It also includes sections for analyst ratings, which are currently unavailable, and earnings information, which is also not provided. The content is presented by StocksToTrade.com and emphasizes trading tools and educational content.
Samsung Electronics’ World-Class 5nm Technology Selected by Ambarella for New Automotive AI Central Domain Controller
Samsung Electronics' Foundry business is supplying its 5-nanometer process technology to Ambarella for its new CV3-AD685 automotive AI central domain controller. This partnership aims to enhance autonomous driving vehicle safety systems by improving AI processing performance, power efficiency, and reliability. The collaboration underscores the advancement in semiconductor technology for next-generation automotive applications.
Ambarella (AMBA) stock down since Jim Cramer recommended against buying it
Ambarella (AMBA) stock has seen a decline since Jim Cramer advised against purchasing it. This article highlights the immediate impact of Cramer's recommendation on the stock's performance.
Exchange Traded Concepts Boosts Ambarella Stake by 30%
Exchange Traded Concepts LLC significantly increased its holdings in Ambarella, Inc. by 30.1% during Q4 2025, bringing its total ownership to 353,101 shares valued at $25 million. This investment signals confidence in Ambarella's long-term growth in the semiconductor industry, particularly its technologies for security, automotive, and robotics. The firm's increased stake represents 0.82% of Ambarella's outstanding stock, despite recent market volatility.
Understanding the Setup: (AMBA) and Scalable Risk
The article provides an AI-driven analysis of Ambarella Inc. (NASDAQ: AMBA), noting weak near-term sentiment but strong long-term potential. It offers specific trading strategies for different risk profiles, including position, momentum breakout, and risk hedging strategies, with defined entry points, targets, and stop losses. The analysis also details multi-timeframe signal analysis, highlighting support and resistance levels.
Ambarella, Inc. $AMBA Shares Purchased by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC significantly increased its stake in Ambarella (NASDAQ:AMBA) by 30.1% during the fourth quarter, purchasing an additional 81,668 shares to hold a total of 353,101 shares valued at approximately $25.0 million. This move, along with substantial additions from other major institutions like UBS, Barclays, and Balyasny, highlights strong institutional interest in the semiconductor company, which now has 82.09% of its stock owned by institutional investors. Despite a consensus "Moderate Buy" rating from analysts and recent positive earnings, Ambarella's stock trades near $50, below its average target price of $96, even as insiders have sold shares worth about $6.65 million in the past three months.
Ambarella, Inc. (NASDAQ:AMBA) Q3 2026 Earnings Call Transcript
The provided article is an earnings call transcript for Ambarella, Inc. (NASDAQ:AMBA) for their Q3 2026 period. It contains the discussions and financial details presented during the company's earnings call. However, the content of the article itself was not provided, only stating "MSN".
Ambarella, Inc. (NASDAQ:AMBA) Q3 2026 Earnings Call Transcript
This document is an earnings call transcript for Ambarella, Inc. (NASDAQ:AMBA) for their Q3 2026 financial results. It would contain detailed discussions about the company's performance, financial figures, and future outlook as presented by its management during the call.
Ambarella Inc (NASDAQ: AMBA) — Vanguard disaggregates holdings, reports 0% ownership
The Vanguard Group has filed an amended Schedule 13G/A for Ambarella Inc (AMBA), reporting 0 shares of common stock, representing 0% ownership. This change is due to an internal realignment within Vanguard and the disaggregation of certain subsidiaries, as explained in SEC Release No. 34-39538, rather than a market transaction. This means that Vanguard's various subsidiaries will now report their beneficial ownership separately.
AMBA stock $53.72 Ambarella NASDAQ 24 Mar 2026: Edge AI pivot hints upside
Ambarella (AMBA) stock is trading at $53.72, down 0.55% as investors assess its Edge AI revenue pivot, which now accounts for 80% of revenue and grew 50% last year. Despite a strong growth narrative in AI, the company faces valuation concerns and short-term margin pressure, indicated by a negative P/E and trading below its 50 and 200-day moving averages. Meyka AI rates AMBA as a "HOLD" with a score of 68.87, projecting a yearly price target of $80.73, while Wall Street analysts offer mixed views with targets up to $115.00.
Ambarella 10-K: Revenue $390.7M, EPS (loss) $(1.78)
Ambarella reported fiscal 2026 revenue of $390.7 million, a 37.2% increase year-over-year, and a net loss per share of $(1.78). This performance was driven by stronger shipments and higher average selling prices for AI processors, despite continued investment-related costs and a modest compression in gross margin due to advanced process manufacturing costs. The company's net loss and operating loss both improved compared to the prior year, supported by strong operating cash generation and substantial cash reserves.
Ambarella (NASDAQ: AMBA) leans on edge AI chips for auto, IoT and robotics
Ambarella (NASDAQ: AMBA) is focusing on low-power AI system-on-a-chip solutions for edge and physical AI applications in automotive, IoT, and robotics markets. The company's new CVflow architecture, including the CV7, CV3, and N1 SoC families, enhances AI performance, multi-modal sensor fusion, and supports generative AI models. Ambarella reported a 37.2% revenue increase in fiscal year 2026, reaching $390.7 million, with Asia accounting for 88% of its sales.
Hanwha Vision Partners With Ambarella to Develop Next-Generation AI Video Security
Hanwha Vision has announced a strategic partnership with Ambarella, an AI semiconductor company, to co-develop next-generation AI-based video security technologies. The collaboration will focus on system-on-chip (SoC) solutions, combining Hanwha Vision's imaging expertise with Ambarella's AI capabilities to create advanced video security products and expand into new business areas. This partnership aims to position both companies as leaders in the global AI semiconductor market.
Hanwha Vision partners with Ambarella of US to develop AI video security tech
Hanwha Vision has announced a strategic partnership with US-based AI vision silicon company Ambarella to jointly develop AI video security technology. This collaboration aims to create advanced AI capabilities for Hanwha Vision's security products, leveraging Ambarella's expertise in AI processing. The partnership signifies a move towards enhancing the intelligence and performance of video surveillance solutions.
Hanwha Vision partners with Ambarella of U.S. to develop AI video security tech
Hanwha Vision has announced a strategic partnership with U.S. AI chip design firm Ambarella Inc. to jointly develop next-generation AI video security technologies. This collaboration aims to combine Hanwha's video processing expertise with Ambarella's AI capabilities to deliver advanced solutions. The partnership is expected to expand Hanwha Vision's AI technology applications beyond traditional video surveillance.
Ambarella Accelerates Edge AI Shift While Shares Trade Below Valuation Estimates
Ambarella (NasdaqGS:AMBA) is accelerating its shift into Edge AI products, highlighted by new sales efforts and progress on semi-custom and two-nanometer chips. Despite a recent share price decline, the company's valuation is estimated to be 43.4% below fair value and 40% below analyst targets. While the company is currently loss-making, these strategic moves aim to reposition it towards higher-value products and a more balanced revenue base.
Ambarella (AMBA) CEO nets RSU vesting, sells 27,059 shares while retaining 838,561
Ambarella CEO Feng-Ming Wang reported exercising 27,598 Performance Stock Units and receiving 15,686 fully vested bonus restricted stock units (RSUs) in March 2026. Concurrently, he sold a total of 27,059 shares to cover tax obligations and through an open-market transaction. Following these transactions, Wang directly holds 838,561 Ordinary Shares, indicating routine compensation vesting and partial monetization.
AMBA Ambarella, Inc. NASDAQ pre-market $55.86 on 20 Mar 2026: watch edge-AI design wins
Ambarella, Inc. (AMBA) saw its stock rise to $55.86 pre-market on March 20, 2026, driven by an earnings beat and strong interest in its edge-AI positioning, despite clustered insider sales. The company reported increased revenue, emphasizing its edge-AI strategy and potential design wins in automotive and security. While valuation metrics are high and the company is not yet profitable, a healthy balance sheet and a Meyka AI forecast of 44.56% upside over 12 months suggest investor optimism for its future in AI.
Ambarella Insider Sold Shares Worth $1,438,977, According to a Recent SEC Filing
An insider at Ambarella (AMBA) recently sold shares valued at $1,438,977, as reported in a recent SEC filing. This transaction follows another insider sale on the same day worth $406,006. The article also provides recent news related to Ambarella's financial results and upcoming events.
Ambarella (AMBA) to Expand Its Edge AI Business
Ambarella, Inc. (NASDAQ: AMBA) is expanding its Edge AI business, with 80% of its revenue now from Edge AI solutions and 42 million processors shipped. The company plans to introduce indirect sales channels and a two-nanometer semi-custom chip design expected to generate revenue in early fiscal 2028. This strategic growth follows strong financial performance, including record fiscal 2026 revenue of $390.70 million, a 37.20% year-over-year increase.
Ambarella CEO Wang sells $1.44m in shares
Ambarella Inc. CEO Wang Feng-Ming sold shares worth approximately $1.44 million between March 17 and March 19, 2026, primarily to cover tax obligations after exercising Performance Stock Units and receiving annual bonuses. Following these transactions, Wang directly owns 838,561 shares of the company. Despite the stock's recent decline, analysts remain optimistic, predicting profitability, and InvestingPro analysis suggests the stock is currently undervalued.
Ambarella (AMBA) VP Chen gains RSU bonus and vested performance shares
Ambarella Inc. VP Yun-Lung Chen reported receiving 2,849 fully vested restricted stock units as an annual bonus and 4,651 Ordinary Shares from a performance-based RSU award. These transactions, which were equity compensation and not open-market trades, increase his direct holdings to 76,371 Ordinary Shares. The performance-based vesting was triggered by the company meeting target levels for total stockholder return and revenue growth over a specified period.
Ambarella (AMBA) CFO nets bonus RSUs, sells 7,615 shares in March
Ambarella CFO John Alexander Young engaged in multiple equity transactions in March 2026, including receiving 5,560 fully vested restricted stock units as his Fiscal Year 2026 annual bonus and the vesting of 3,556 performance-based RSUs. Concurrently, he sold a total of 7,615 Ordinary Shares, with a portion specifically for tax obligations arising from RSU vesting. After these transactions, Young directly owns 119,594 Ordinary Shares of Ambarella.
Ambarella (NASDAQ: AMBA) SVP reports RSU vesting, bonus grant and share sales
Ambarella Inc. SVP Ju Chi-Hong reported recent stock transactions including the vesting of 9,553 performance stock units and a bonus grant of 5,930 fully vested restricted stock units. He also reported selling a total of 6,884 Ordinary Shares in March 2026, primarily to cover tax obligations from RSU vesting. Following these transactions, Ju Chi-Hong retains a significant holding of 167,941 direct ordinary shares and an additional 8,000 shares indirectly through a foundation.
Ambarella (NASDAQ: AMBA) COO trades stock around RSU awards
Ambarella's COO, W. Chan Lee, engaged in several stock transactions in March 2026, including the vesting of performance stock units, the grant of restricted stock units as an annual bonus, and subsequent sales of Ordinary Shares to cover tax obligations and in open-market transactions. After these activities, Lee directly held 160,049 Ambarella Ordinary Shares. The performance-based RSUs vested at 100% of the target based on the company's total stockholder return and revenue growth metrics.
Samsung Electronics’ World-Class 5nm Technology Selected by Ambarella for New Automotive AI Central Domain Controller
Samsung Electronics' Foundry business will provide its 5-nanometer process technology to Ambarella for its new CV3-AD685 automotive AI central domain controller. This collaboration is set to enhance autonomous driving vehicle safety systems by improving AI processing performance, power efficiency, and reliability. The partnership signifies a significant step in advancing automotive AI technology.
AMBA stock Ambarella, Inc. (NASDAQ): $52.88 intraday; edge AI wins to watch
Ambarella (AMBA) stock is trading at $52.88, showing a modest intraday upside despite beating Q4 EPS estimates, as its share price remains below key moving averages. The company's edge AI product launches and design wins in automotive, cameras, and drones are seen as primary catalysts for future growth, with Meyka AI projecting a 12-month target of $80.73, implying over 50% upside, alongside a near-term downside risk. Investors are advised to weigh these potential catalysts against current valuation and profitability concerns.
The Technical Signals Behind (AMBA) That Institutions Follow
This article from Stock Traders Daily analyzes the technical signals for Ambarella Inc. (AMBA), indicating divergent sentiment across various time horizons and suggesting choppy trading conditions. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also provides multi-timeframe signal analysis, including support and resistance levels for near-term, mid-term, and long-term horizons, and notes elevated downside risk due to a lack of long-term support signals.
Ambarella is recognized as an 'Emerging Leaders Company' in MarketsandMarkets' latest 360Quadrant for the System-on-Chip Market
Ambarella, a California-based edge AI semiconductor company, has been recognized as an 'Emerging Leaders Company' in the System-on-Chip market by MarketsandMarkets' 360Quadrants platform. This recognition highlights Ambarella's low-power, high-performance AI SoC solutions for intelligent edge applications and its recent innovations like the CV7 and N1 series. The company's established market presence, with 40 million edge AI SoCs shipped globally, solidifies its position as a key player in the competitive edge AI SoC market.
Ambarella is recognized as an 'Emerging Leaders Company' in MarketsandMarkets' latest 360Quadrant for the System-on-Chip Market
Ambarella, a California-based edge AI semiconductor company, has been recognized as an 'Emerging Leaders Company' in the System-on-Chip market by MarketsandMarkets' 360Quadrants platform. The company is noted for its low-power, high-performance AI SoC solutions, including the recently announced CV7 edge AI vision SoC and the N1 series which supports generative and multi-modal AI models. With 400 million SoCs shipped globally, Ambarella's products are crucial for intelligent edge applications like video security, robotics, and ADAS.
Edge AI arrives with meldCX collaboration, Ambarella asserts
Ambarella has partnered with meldCX to launch a new edge AI solution at Embedded World 2026 (ew26), featuring meldCX's Journey Map demonstration powered by the Ambarella N1-655 Edge AI Box. This collaboration aims to extend advanced edge AI capabilities to industrial and commercial sectors. The initiative builds upon previous Ambarella developments, including the N1 platform and live agentic AI demonstrations, further solidifying edge AI adoption in commercial applications.
AMBA NASDAQ Ambarella at $54.00 pre-market on 12 Mar 2026: Edge AI progress vs. valuation gap
Ambarella (AMBA) is trading pre-market at $54.00 on NASDAQ as of March 12, 2026, below its 50-day and 200-day averages, despite revenue growth and AI wins. The company's pivot to edge AI is central to its investment case, with approximately 80% of revenue now stemming from this segment. While analysts hold a consensus price target near $96.00 and Meyka AI projects an $80.73 yearly price, the stock faces short-term technical weakness and valuation concerns due to negative EPS and stretched multiples.
Ambarella, Inc. (AMBA) Presents at 2026 Cantor Global Technology & Industrial Growth Conference - Slideshow
Ambarella, Inc. (AMBA) presented a slideshow at the 2026 Cantor Global Technology & Industrial Growth Conference. The article, published on March 11, 2026, details this event, with the accompanying slide deck made available by Ambarella. The content was provided by SA Transcripts, Seeking Alpha's team for earnings call and event transcription.
Is There Now An Opportunity In Ambarella (AMBA) After Recent Share Price Weakness
Ambarella (AMBA) has experienced recent stock price weakness, with declines over 7 and 30 days and year-to-date, though it shows a gain over one year. Despite the short-term pressure, a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 43.3%, indicating an intrinsic value of about $95.23 per share compared to its current price of $54.00. The Price/Sales ratio also screens the stock as slightly undervalued compared to its tailored Fair Ratio.
Do Options Traders Know Something About Ambarella Stock We Don't?
Ambarella (AMBA) stock is showing high implied volatility in its options market, particularly for the May 15, 2026 $42.50 Call, suggesting investors anticipate a significant price movement. This comes as analysts have increased Q3 earnings estimates for Ambarella, which holds a Zacks Rank #2 (Buy) in the Electronics - Semiconductors industry. Options traders may be looking to sell premium on highly volatile options, hoping the stock doesn't move as much as expected by expiration.
Barclays PLC Raises Holdings in Ambarella, Inc. $AMBA
Barclays PLC significantly increased its stake in Ambarella, Inc. by 121.7% in Q3, now holding 775,113 shares valued at approximately $63.96 million. Despite recent insider selling, institutional investors collectively own 82.09% of Ambarella. The semiconductor company surpassed quarterly EPS and revenue estimates, maintaining a "Moderate Buy" analyst consensus with a target price of $96.
Ambarella, Inc. $AMBA Stock Position Reduced by Citigroup Inc.
Citigroup Inc. significantly reduced its stake in Ambarella, Inc. (NASDAQ:AMBA) by 52.9% in the third quarter, selling 25,722 shares. Despite this, other institutional investors have increased their positions. The semiconductor company recently beat its quarterly EPS and revenue estimates, but has experienced considerable insider selling, with its CEO selling 50,000 shares in early March.
Assessing Ambarella (AMBA) Valuation After Earnings Progress And Growing AI Automotive Pipeline
Ambarella (AMBA) is gaining attention after reporting positive quarterly and full-year earnings, with increased sales and reduced losses, alongside updates on its AI and automotive pipeline. Despite these improvements, recent share price momentum has been weak, leading investors to re-evaluate its growth potential and risks. The article questions whether Ambarella, still unprofitable but with strong sales and analyst targets, is an undervalued AI chip player or if its future growth is already accounted for in its current valuation.
Ambarella (AMBA) Is Down 21.8% After Guiding to FY 2027 Revenue Growth of 10%–15%
Ambarella (AMBA) reported Q4 sales of US$100.87 million and a full-year revenue of US$390.70 million, with a narrowed net loss. The company provided fiscal year 2027 revenue guidance of 10-15% growth, driven by demand for its Edge-AI system-on-chip products in automotive and security markets. Despite improved sales trends and reduced losses, the stock fell by 21.8% as investors remain cautious about continued net losses and reliance on volatile end markets.
Ambarella (AMBA) Is Down 21.8% After Guiding to FY 2027 Revenue Growth of 10%–15%
Ambarella (AMBA) reported fourth-quarter sales of US$100.87 million and a net loss of US$16.44 million, with full-year sales reaching US$390.70 million and a reduced annual net loss of US$75.87 million. The company projects 10% to 15% revenue growth for fiscal 2027, driven by demand for its Edge-AI system-on-chip products. Despite improved sales trends, net losses and reliance on volatile markets remain risks, but analysts foresee potential upside based on current forecasts.
Precision Trading with Ambarella Inc. (AMBA) Risk Zones
This article provides a detailed analysis of Ambarella Inc. (AMBA) with focus on risk zones and trading strategies based on AI models. It highlights weak near and mid-term sentiment potentially challenging a positive long-term outlook, while offering specific position, momentum breakout, and risk hedging strategies. The analysis includes multi-timeframe signal analysis with support and resistance levels.
BofA Cuts PT on Ambarella, Inc. (AMBA) to $72 From $85 - Here's Why
BofA has reduced its price target for Ambarella, Inc. (AMBA) to $72 from $85, while maintaining a Neutral rating on the shares. This adjustment comes despite in-line Q4 results and Q1 guidance, primarily due to new U.S. limits imposed on Arashi Vision (Insta360), Ambarella's largest customer, following a patent dispute. Although BofA lifted future sales and EPS estimates, the target cut reflects a balance between edge AI opportunities and slightly slower sales growth compared to peers.
BofA Cuts PT on Ambarella, Inc. (AMBA) to $72 From $85 – Here’s Why
BofA has reduced its price target for Ambarella, Inc. (AMBA) to $72 from $85, while maintaining a Neutral rating. This decision follows Ambarella's in-line fiscal Q4 results and Q1 guidance, but also news of new U.S. limits on its largest customer, Arashi Vision (Insta360), due to a patent dispute. Despite lifting FY27 and FY28 sales and EPS estimates, the target reduction reflects a balance between AI opportunities and slightly slower sales growth compared to peers.
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Ambarella, Inc. (AMBA) and Encourages Stockholders to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC has launched an investigation into Ambarella, Inc. (AMBA) following a significant drop in its stock price. This decline occurred after the U.S. International Trade Commission ruled that Insta360, a company utilizing Ambarella's AI signal processor technology, infringed on GoPro's intellectual property rights. The law firm is encouraging investors who purchased Ambarella securities to join the investigation regarding potential claims.
Is Ambarella (AMBA) One of the Best EV Stocks to Buy Now?
Ambarella Inc. (NASDAQ: AMBA) is highlighted as a top EV stock pick by analysts, driven by its strong financial performance. The company reported record annual revenue of $390.7 million for FY2026, marking a 37.2% increase from the previous year, and achieved non-GAAP profitability. Ambarella is expanding its business model and anticipates continued revenue growth of 10% to 15% for FY2027, focusing on its deep learning AI accelerator for various applications.
[Form 4] AMBARELLA INC Insider Trading Activity
Ambarella Inc. executive Ju Chi-Hong reported new equity awards, including 17,329 Performance Stock Units and 17,329 Ordinary Shares, increasing his direct holdings to 159,188 Ordinary Shares. An additional 8,000 Ordinary Shares are held indirectly. The filing details vesting schedules for the RSU awards, with one vesting quarterly and a performance-based RSU vesting on March 15, 2029, dependent on total shareholder return and revenue growth.
