AMBA Ambarella (NASDAQ) Pre-Market 20 Feb 2026: Edge AI momentum guides outlook
Ambarella (AMBA) shares are trading around $66.23 ahead of its February 26 earnings call, driven by momentum in edge AI across automotive, drone, and security sectors. While the company reported record Q3 revenue of $108.50M, investors remain cautious regarding its negative EPS of -1.88 and high valuation multiples.
First National Bank of Omaha Takes $1.94 Million Position in Ambarella, Inc. $AMBA
First National Bank of Omaha has acquired a new position in Ambarella, Inc. (NASDAQ:AMBA), purchasing 23,545 shares valued at approximately $1.94 million. This move comes as institutional investors collectively own 82.09% of the company, while company insiders have recently been net sellers. Despite mixed analyst sentiment, Ambarella holds a "Moderate Buy" rating with a consensus target price of $96.00, and recently surpassed quarterly EPS and revenue expectations.
Readystate Asset Management LP Invests $6.02 Million in Ambarella, Inc. $AMBA
Readystate Asset Management LP has invested approximately $6.02 million in Ambarella, Inc. by purchasing 72,945 shares during the third quarter, representing about 0.17% ownership. Ambarella reported strong Q3 earnings, beating analyst expectations with $0.27 EPS and $108.45 million in revenue. Despite this, the company faces negative net margin and ROE, with analysts projecting a negative EPS for the year, while maintaining a "Moderate Buy" consensus rating and a $96 target price.
Top Bullish IT Stocks Amid AI Concerns
This article identifies top bullish IT stocks demonstrating strong capital expenditure growth, signaling robust investment in AI technology despite broader AI concerns. Ambarella (AMBA) leads with 94.13% year-over-year capex growth, followed by Lumentum Holdings (LITE) and nLIGHT (LASR), indicating strategic expansions in their respective tech sectors. Other companies like TTM Technologies (TTMI), SkyWater Technology (SKYT), Vistance Networks (VISN), Semtech (SMTC), and Cipher Mining (CIFR) are also highlighted for significant investment, suggesting growing investor confidence in their future performance.
AMBA stock $66.21 16 Feb 2026 market close (Ambarella NASDAQ): watch earnings
Ambarella (AMBA) closed at $66.21 on February 16, 2026, with below-average trading volume, ahead of an important earnings report scheduled for February 26, 2026. The company, which develops AI video SoCs for automotive and security cameras, shows solid cash per share but faces challenges with negative trailing EPS and PE. Meyka AI rates AMBA a "HOLD" with a projected yearly price of $80.58, indicating potential upside, while analysts have a higher target of $96.00.
Reasons Behind the Recent Decline in Ambarella Stock
Ambarella (AMBA) stock recently declined by 14.4% despite reporting earnings that surpassed analyst expectations, driven by a GAAP loss and concerns over its high price-to-free cash flow ratio. While the company saw a 31% increase in quarterly revenue and record sales in edge AI, analysts recommend selling due to valuation concerns, even as the CEO expresses optimism for future AI opportunities. Analysts from BofA and Rosenblatt have differing views on the stock, with BofA downgrading its price target due to overall semiconductor outlook, while Rosenblatt maintained a Buy rating citing strong edge AI demand.
Ambarella to Host Investor Technology Briefing on January 6
Ambarella (AMBA) is set to host a Product and Technology Briefing on January 6, 2026, at 4:00 PM PST, to highlight its edge AI semiconductor products to investors and tech research firms. The briefing, available via live webcast, will cover the company's low-power SoCs used in various sectors such as video security and autonomous driving. This event aims to showcase Ambarella's technological edge and expected sustained growth in the evolving edge AI market.
Ambarella, Inc. Forms Death Cross, Signaling Potential Bearish Trend Ahead
Ambarella, Inc. has formed a Death Cross, a technical indicator suggesting a potential bearish trend, as its short-term moving average crossed below its long-term moving average. The company's stock has declined by 19.07% over the past year, significantly underperforming the S&P 500's 13.95% gain. Investors are advised to monitor these trends due to ongoing volatility and challenges highlighted by bearish signals from KST and Dow Theory.
Ambarella, Inc. (NASDAQ:AMBA) Receives Average Rating of "Moderate Buy" from Brokerages
Ambarella, Inc. (NASDAQ:AMBA) has received a "Moderate Buy" consensus rating from analysts, with an average one-year price target of $96.00. Recent insider selling has been noted, with Chan W. Lee and John Alexander Young reducing their holdings. The company recently exceeded Q3 earnings and revenue estimates, reporting $0.27 EPS against an expected $0.21, and $108.45 million in revenue, up 31.2% year-over-year.
Trading the Move, Not the Narrative: (AMBA) Edition
This article analyzes Ambarella Inc. (NASDAQ: AMBA) using AI models to provide trading strategies. It highlights a positive near-term sentiment but a potential mid-term weak bias within a long-term strong context. The analysis identifies a strong risk-reward setup, support and resistance levels, and offers three distinct strategies for different risk profiles.
AMBA $66.26 pre-market 11 Feb 2026: Ambarella, Inc. (NASDAQ) edge AI outlook
Ambarella, Inc. (AMBA) is trading pre-market at $66.26 on February 11, 2026, with below-average volumes. The company, a prominent player in the edge AI and semiconductor sector, is poised for its fiscal Q4 earnings call on February 26, 2026, which is expected to be a significant driver for its stock price. Despite showing negative EPS and stretched valuations, Ambarella's strong R&D in edge AI and significant design wins in various sectors present a compelling long-term growth thesis, though it faces execution risks and sector cyclicality.
Ambarella to Showcase “The Ambarella Edge: From Agentic to Physical AI” at Embedded World 2026
Ambarella will exhibit at Embedded World 2026, showcasing "The Ambarella Edge: From Agentic to Physical AI," with demonstrations of its AI SoCs, software stack, and developer tools for various AI applications. The company will also feature a Developer Zone, offering hands-on access to software tools and blueprints to facilitate the integration and deployment of its technology at scale. This initiative highlights Ambarella's commitment to enabling developers to build efficient and high-performance edge AI solutions across diverse industries.
Robots, cars and factories: inside Ambarella's edge AI demos
Ambarella (NASDAQ: AMBA) will showcase its "Ambarella Edge: From Agentic to Physical AI" at Embedded World 2026, featuring live demonstrations and a Developer Zone. The company will highlight its AI SoCs, software stack, and developer tools for edge AI applications across various sectors including robotics, automotive, industrial automation, security, and AIoT. This exhibition continues Ambarella's strategy of expanding its edge AI platform and ecosystem, aiming to accelerate the development and deployment of AI solutions.
Ambarella to Showcase “The Ambarella Edge: From Agentic to Physical AI” at Embedded World 2026
Ambarella, Inc. announced its participation in Embedded World 2026 to showcase its "Ambarella Edge" theme, focusing on solutions for agentic and physical AI. The company will demonstrate how its AI SoCs, software stack, and developer tools offer a competitive advantage across various edge AI applications. Ambarella will also feature its Developer Zone, providing hands-on access to tools for developers and partners to accelerate edge AI solution deployment.
Ambarella, Inc. (NASDAQ:AMBA) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
Ambarella Inc. (NASDAQ:AMBA) has seen its share price drop 26% in the last month, contributing to a 24% decline over the past year. Despite this fall, the company's Price-to-Sales (P/S) ratio of 6.8x remains higher than most of its Semiconductor industry peers, which average around 5.3x. Analysts forecast a revenue growth of 15% per year for Ambarella over the next three years, significantly lower than the industry's predicted 30% growth, suggesting the current P/S might be unjustifiably high.
Ambarella, Inc. Schedules Fourth Quarter and Fiscal Year 2026 Earnings Conference Call
Ambarella, Inc. announced its fourth quarter and fiscal year 2026 earnings conference call will be held on February 26, 2026, at 1:30 p.m. PT. The call will follow the release of its earnings report after market close and will be accessible via online registration for questions and a live webcast. Ambarella, an edge AI semiconductor company, specializes in solutions for video security, autonomous driving, and robotics.
Ambarella Announces Fourth Quarter and Fiscal Year 2026 Earnings Conference Call to be Held February 26, 2026
Ambarella, Inc. (NASDAQ: AMBA) has announced that it will host its fourth quarter and fiscal year 2026 earnings conference call on February 26, 2026, at 1:30 p.m. Pacific Time. The company will release its earnings after the market closes on the same day. Those wishing to ask questions during the call must register online in advance.
Ambarella, Inc. (NASDAQ:AMBA) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
Ambarella, Inc. (NASDAQ:AMBA) has seen its share price drop by 26% recently, extending a 24% decline over the last year. Despite this slump, the company's price-to-sales (P/S) ratio of 6.8x remains higher than most of its Semiconductor industry peers, which typically have P/S ratios under 5.3x. Analysts forecast only 15% annual revenue growth for Ambarella for the next three years, significantly lower than the industry's projected 30% growth, suggesting the current high P/S ratio may not be sustainable and could pose risks to investors.
Ambarella Announces Fourth Quarter and Fiscal Year 2026 Earnings Conference Call to be Held February 26, 2026
Ambarella, Inc. announced its fourth quarter and fiscal year 2026 earnings conference call will take place on February 26, 2026, at 1:30 p.m. Pacific Time. The company will release its financial results after the market closes on the same day. Interested participants must register online in advance to ask questions during the call.
Ambarella, Inc. Schedules Fourth Quarter and Fiscal Year 2026 Earnings Conference Call
Ambarella, Inc. will host its fourth quarter and fiscal year 2026 earnings conference call on February 26, 2026, at 1:30 p.m. PT, following the release of its earnings report. The call will be accessible via online registration for questions and through a live webcast and replay on the company's investor relations website. Ambarella specializes in edge AI semiconductors for applications like video security and autonomous driving, offering advanced, low-power system-on-chip solutions.
15 Physical AI Stocks To Watch In 2026 As Robots And Autonomy Scale Globally
The article discusses the emerging trend of "Physical AI," where artificial intelligence moves from digital screens to real-world machines like robots, autonomous vehicles, and drones. Bank of America and Nvidia CEO Jensen Huang highlight this shift as a trillion-dollar transformation. The piece identifies 15 publicly traded companies, including Nvidia, Tesla, and Alphabet, that are poised to lead in this new phase of AI development.
Institutional investors may adopt severe steps after Ambarella, Inc.'s (NASDAQ:AMBA) latest 9.2% drop adds to a year losses
Institutional investors hold a significant 82% stake in Ambarella, Inc. (AMBA), making the stock vulnerable to their trading decisions, especially after a recent 9.2% drop added to a 21% year-long loss. The Vanguard Group is the largest shareholder with 13%, and while insider ownership shows alignment, continued downtrends may pressure institutions to sell, potentially impacting individual investors.
Institutional investors may adopt severe steps after Ambarella, Inc.'s (NASDAQ:AMBA) latest 9.2% drop adds to a year losses
Ambarella, Inc. (NASDAQ:AMBA) experienced a 9.2% stock drop, contributing to a 21% loss for shareholders over the past year. Institutional investors, holding an 82% stake in the company, are most affected and may consider selling, which could further impact the stock price. The top 17 shareholders control 51% of the company, with The Vanguard Group being the largest at 13%, while insiders and the general public hold smaller stakes.
Edge AI semiconductor Ambarella plans Feb. 26 earnings call, preregistration required
Ambarella (NASDAQ: AMBA) will hold its fourth quarter and fiscal year 2026 earnings conference call on February 26, 2026, at 1:30 p.m. PT, releasing its earnings after market close the same day. Pre-registration is required for those wishing to ask questions, and a live webcast will also be available. Historically, similar announcements have resulted in modest single-digit stock price movements, though the stock saw a significant 7.05% gain on the day this news was published.
Ambarella (NASDAQ:AMBA) investor five-year losses grow to 47% as the stock sheds US$179m this past week
Ambarella (NASDAQ:AMBA) shareholders have experienced significant losses over the last five years, with the stock down 47%, and a further 23% in the last quarter, losing US$179 million this past week. The company has not been profitable in the last twelve months, and its revenue growth rate over five years has been a modest 2.6% annually, which is considered weak for a non-profitable company. Analysts' future profit estimates are available, but investors are cautioned to consider the company's fundamentals and risks before investing.
AMBA (Ambarella, NASDAQ) pre-market $66.69 29 Jan 2026: AI vision demand anchors outlook
Ambarella (AMBA) stock is trading pre-market at $66.69 on January 29, 2026, below its 50-day average, with attention from investors focusing on AI vision in semiconductors. The company, which specializes in AI-enabled vision SoCs for various applications, is set to report earnings on February 25, 2026, a key catalyst to clarify revenue mix and AI SoC traction. Despite negative trailing EPS, Ambarella exhibits strong liquidity and profitable cash generation, with Meyka AI and other analyst forecasts suggesting significant upside potential over the next year.
Ambarella, Inc. $AMBA Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Ambarella, Inc. (AMBA) by 290.4% in the third quarter, now owning 58,428 shares valued at approximately $4.82 million. The semiconductor company has a "Moderate Buy" consensus rating from analysts with an average price target of $96, despite recent insider share sales totaling around $2.02 million. Ambarella exceeded quarterly earnings estimates but continues to operate unprofitably, with a negative net margin of 21.31%.
Ambarella (AMBA) NASDAQ After Hours Jan 26 2026: $67.04 signals AI edge outlook
Ambarella (AMBA) closed at $67.04 in after-hours trading on January 26, 2026, driven by investor interest in its edge AI technology and CV7 SoC. While the company exhibits strong cash per share, it faces profitability challenges with a negative EPS, leading to a mixed analyst outlook ahead of its February 25, 2026 earnings report. Meyka AI suggests a "HOLD" rating, projecting a yearly upside despite short-term negative signals.
AIGH Capital Management LLC Makes New $4.13 Million Investment in Ambarella, Inc. $AMBA
AIGH Capital Management LLC has made a new $4.13 million investment in Ambarella, Inc. (NASDAQ:AMBA), acquiring 50,000 shares which represent 1.2% of its portfolio. This investment comes as other institutional investors have also adjusted their positions in the semiconductor company. Analysts currently have a "Moderate Buy" rating for Ambarella with an average price target of $96.00, despite the company reporting negative net margins and a forecasted negative EPS for the current fiscal year, though it did beat recent quarterly estimates for EPS and revenue.
Ambarella raises fiscal 2026 revenue growth target to 31%-35% as edge AI demand accelerates
Ambarella has raised its fiscal 2026 revenue growth target to 31%-35%, an increase from its previous forecast of 20%. This upward revision is attributed to the accelerating demand for edge AI technology. The company anticipates strong growth across various sectors in the coming years.
Price-Driven Insight from (AMBA) for Rule-Based Strategy
This article provides a price-driven insight into Ambarella Inc. (AMBA) for rule-based trading strategies, highlighting divergent sentiment across all horizons and suggesting choppy conditions. It presents institutional trading strategies including position trading, momentum breakout, and risk hedging, along with a multi-timeframe signal analysis. The analysis also points to elevated downside risk due to a lack of additional long-term support signals.
Ambarella, Inc. (NASDAQ:AMBA) Receives Consensus Rating of "Moderate Buy" from Analysts
Ambarella, Inc. (NASDAQ:AMBA) has received a "Moderate Buy" consensus rating from 14 analysts, with an average 12-month price target of $96.00. Despite beating recent quarterly estimates with $0.27 EPS and $108.45M revenue (up 31.2% YoY), the company remains unprofitable, with analysts forecasting a negative EPS of -2.81 for the current year. Insiders have sold approximately $2.02 million worth of shares, while institutional investors hold about 82.1% of the stock.
Ambarella Shares Jump Following CV7 Edge AI Vision System-on-Chip Launch
Ambarella's stock jumped by over 6% following the launch of its new CV7 edge AI vision system-on-chip, which utilizes Samsung's 4nm process technology for enhanced efficiency. Despite challenges in profitability with negative margins, the company demonstrates strong gross margins and low debt, hinting at potential future gains from its strategic focus on AI and technological advancements. Analysts view the innovation as a positive catalyst, suggesting a potential bullish breakout if key resistance levels are surpassed.
Ambarella Stock Surges Amid Latest AI Chip Launch at CES
Ambarella Inc. (AMBA) stock surged by 6.11% following the launch of its CV7 Edge AI Vision System-on-Chip at CES, despite historical profitability challenges. While the company maintains strong liquidity and a solid gross margin, its negative EBIT and ROE indicate operational expense issues. The new AI chip and strategic focus on innovation are expected to drive long-term growth, though immediate financial returns remain uncertain.
Ambarella Shares Surge with Latest AI Chip Launch
Ambarella Inc. (AMBA) shares surged by 6.11% following the launch of its new CV7 edge AI vision system-on-chip, which utilizes Samsung's 4nm technology for improved AI perception efficiency. Despite market optimism and strategic initiatives like partnering with Antigravity for drone integration, the company faces financial challenges, including negative profitability ratios. Analysts maintain a cautious but optimistic outlook, setting a potential price target of $75 contingent on successful execution and market reception.
Ambarella’s Stock Boosted by Launch of CV7 Edge AI Vision Chip
Ambarella's stock (AMBA) recently surged by 6.11% following the launch of its CV7 edge AI vision SoC, manufactured with Samsung’s 4nm technology. Despite strong gross margins, the company faces significant challenges with negative EBIT and pretax profit margins, indicating operational costs outweighing revenues. The new AI chip, aimed at drones and consumer electronics, is a promising catalyst, with analysts cautiously optimistic about its potential to improve future financial performance and market position.
Stephens Investment Management Group LLC Sells 16,431 Shares of Ambarella, Inc. $AMBA
Stephens Investment Management Group LLC recently reduced its stake in Ambarella, Inc. by 3.3%, selling 16,431 shares and now holding 477,498 shares valued at approximately $39.4 million. Despite Ambarella beating Q3 earnings and revenue estimates, the company reports negative net margin and return on equity. Wall Street analysts maintain a "Moderate Buy" consensus for Ambarella, with a target price of around $96, while insider selling has also been noted in the last 90 days.
Ambarella, Inc. (AMBA) Options Volume Hits 485,400 Shares, Significant Increase
Ambarella, Inc. (AMBA) recently experienced a significant surge in options trading, with 485,400 shares worth of options traded, representing 47.9% of its average daily volume. This activity, particularly in the $80 strike call option for February 2026, suggests growing bullish sentiment among investors for AMBA. Concurrently, DocuSign (DOCU) also saw high options volume, though with notable put option activity indicating investor caution regarding potential downside risks.
Ambarella Stock Surges with Launch of CV7 Edge AI System-on-Chip
Ambarella Inc. saw its stock surge by nearly 8% following positive market sentiment fueled by strong quarterly earnings and the announcement of its new CV7 edge AI vision system-on-chip. The CV7 SoC, which uses Samsung’s 4nm technology for better efficiency, was showcased at CES supporting multiple 8Kp60 video streams and is expected to drive significant growth and transformation in AI applications. The company's recent developments highlight a strong commitment to low-power, cutting-edge AI systems, positioning it as a leader in the evolving AI market.
Ambarella (NASDAQ:AMBA) Trading 7% Higher - Time to Buy?
Ambarella (NASDAQ:AMBA) shares rose 7% on Friday after the company beat quarterly earnings expectations with $0.27 EPS against an estimated $0.21, and revenue of $108.45M, up 31.2% year-over-year. Despite these positive results, the company still reports negative net margin and ROE, with analysts forecasting a negative EPS for the full fiscal year. Analyst sentiment is mixed, with a consensus "Moderate Buy" rating and a price target of $96.00.
AMBA Ambarella, Inc. NASDAQ pre-market 16 Jan 2026: $64.80 signals AI camera growth gap
Ambarella, Inc. (NASDAQ: AMBA) is trading at $64.80 in pre-market on January 16, 2026, below its 50-day average, signaling concerns about AI camera growth despite strong gross margins and free cash flow. Meyka AI rates AMBA as a "Hold" with a score of 69.30/100, forecasting an 18.80% upside to $76.97 within 12 months. The company faces risks from fluctuating semiconductor sales and recent revenue decline, with upcoming earnings scheduled for February 25, 2026.
AMBA Ambarella (NASDAQ) down 4.27% to $65.64 AH Jan 13: AI upside 17.27%
Ambarella (AMBA) stock dropped 4.27% to $65.64 in after-hours trading on January 13, 2026, following its CES briefing and ahead of its upcoming earnings report. Despite healthy financials, including strong cash per share, the company has negative EPS and PE, reflecting significant R&D investment. Meyka AI projects a one-year upside of 17.27% to $76.97, but advises investors to consider risks like negative EPS momentum and sector competition.
Is Ambarella (AMBA) Quietly Recasting Itself From Chip Vendor To Full Edge AI Platform?
Ambarella (AMBA) is reportedly transitioning from solely a chip vendor to a full edge AI platform provider, highlighted by the launch of its CV7 edge AI vision SoC and the Ambarella Developer Zone. This strategic shift aims to integrate hardware and software offerings, streamlining the development and deployment of edge AI applications. While this could broaden revenue and reduce reliance on cyclical consumer demand, investors should note the potential for higher operating costs impacting margins.
Implied volatility surging for Ambarella stock options
This article from MSN focuses on the surging implied volatility for Ambarella (AMBA) stock options. Investors often look at implied volatility to gauge market expectations for future price movements and potential option premium increases, particularly in the lead-up to significant company events like earnings reports.
Institutional Investors May Adopt Severe Steps After Ambarella, Inc.'s (NASDAQ:AMBA) Latest 10% Drop Adds to a Year Losses
The article discusses the potential actions institutional investors might take following Ambarella, Inc.'s 10% stock price drop, which amplifies a year of losses for the company. It examines the ownership structure, considering that institutions own 77% of AMBA shares, and explores how this significant drop could prompt them to re-evaluate their positions. The analysis also touches on the company's financial performance and future prospects from the perspective of major shareholders.
An Ambarella Insider Just Sold 7,728 Shares. Here’s What Investors Should Know
An insider at Ambarella, Inc. (NASDAQ:AMBA), Ju Chi-Hong, a senior vice president, sold 7,728 shares of the company on January 5th. This transaction took place when the stock was valued at $75.58 per share. Ambarella specializes in semiconductors for video and AI processing, and despite this insider sale, the community currently shows strong positive sentiment with 18 buy predictions and a target price suggesting a 46.26% upside.
Implied Volatility Surging for Ambarella Stock Options
Ambarella (AMBA) stock options are showing a surge in implied volatility, particularly for the Jan. 16, 2026 $22.50 Call, indicating that the market anticipates significant price movement. Despite analysts currently rating Ambarella as a Zacks Rank #3 (Hold), with recent positive earnings estimate revisions, this high implied volatility could signal a potential trading opportunity or a strategy for experienced options traders to sell premium.
Tributary Capital Management LLC Purchases 198,934 Shares of Ambarella, Inc. $AMBA
Tributary Capital Management LLC significantly increased its stake in Ambarella, Inc. (NASDAQ:AMBA) by 88.5% in the third quarter, acquiring an additional 198,934 shares to own a total of 423,790 shares valued at $34.97 million. Ambarella, a semiconductor company, recently beat earnings estimates with $0.27 EPS and saw its revenue grow by 31.2% year-over-year, though it still faces negative net margins and return on equity. Despite a "Moderate Buy" consensus from analysts, insiders have been selling shares, with 38,898 shares ($2.93M) sold in the past 90 days.
Ambarella stock dives as AMBA reverses after CES CV7 chip and DevZone launch
Ambarella (AMBA) shares dropped sharply despite launching new products at CES, including a CV7 vision SoC and a new "DevZone." Investors are assessing near-term demand signals against upcoming earnings, as the stock saw a significant intraday reversal. The company aims to convert its edge AI vision technology into design wins and volume shipments, amidst a mixed performance in the broader semiconductor sector.
Ju Chi-Hong sells Ambarella (AMBA) shares worth $584,105
Ju Chi-Hong, Senior VP at Ambarella INC (NASDAQ:AMBA), sold 7,728 ordinary shares for $584,105 on January 5, 2026. This transaction leaves him with 146,039 direct shares and 8,000 indirect shares. The sale follows a strong third-quarter revenue beat for Ambarella, leading to increased price targets from analysts like Stifel and Rosenblatt, citing growth in IoT and edge AI solutions.
