Jerome Gigot, VP of Product Marketing, Ambarella: Best Advice
Jerome Gigot, VP of Product Marketing at Ambarella, shares his best advice, emphasizing the importance of human connection in business interactions. He advises aspiring security industry professionals to commit for the long haul, as success requires dedication beyond quick wins. Gigot also suggests listening to CTOs of leading companies, such as Johan Paulsson, Dieter Joecker, Mahesh Saptharishi, and Raj Misra, for profound industry insights.
Bank of America Corp DE Buys 34,843 Shares of Ambarella, Inc. $AMBA
Bank of America Corp DE has increased its stake in Ambarella, Inc. (NASDAQ:AMBA) by 7.8% in the first quarter, purchasing 34,843 additional shares to own a total of 481,758 shares valued at approximately $24.8 million. Institutional ownership of Ambarella stands at 82.09%, and analysts currently maintain a "Moderate Buy" consensus with an average price target of $101.12. Despite an increase in quarterly revenue, the company remains unprofitable, and insiders have sold a significant amount of stock recently.
Ambarella Inc (AMBA) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Ambarella Inc (AMBA), detailing its current price momentum score, support and resistance levels, and indicator readings. It shows that AMBA's price momentum score is 5.13, trading between a resistance of $89.72 and a support of $61.53, making it suitable for range-bound swing trading. The analysis includes a breakdown of various technical indicators and moving averages, concluding with a neutral overall signal.
T. Rowe Price (NASDAQ: AMBA) discloses 5.9% Ambarella ownership in Schedule 13G
T. Rowe Price Associates, Inc. has filed a Schedule 13G, disclosing a beneficial ownership of 2,598,863 shares of Ambarella Inc. common stock, which represents 5.9% of the class. The filing indicates that T. Rowe Price has sole voting power over 2,595,519 shares and sole dispositive power over all 2,598,863 shares, while explicitly denying beneficial ownership despite the reporting requirement. This disclosure provides transparency regarding significant ownership stakes in Ambarella.
Handelsbanken Fonder AB Sells 262,293 Shares of Ambarella, Inc. $AMBA
Handelsbanken Fonder AB significantly reduced its stake in Ambarella, Inc. by selling 262,293 shares, retaining 134,397 shares valued at $11.5 million. Despite this reduction, institutional investors still hold 82.09% of the company, and analysts generally maintain a "Moderate Buy" rating with a consensus price target of $101.12. However, insiders sold a substantial number of shares, while the company reported revenue growth and met earnings expectations for the quarter.
Ambarella, Inc. (0YU1.L) Analyst insights, Price targets and Recommendations
This article provides an overview of analyst ratings for Ambarella, Inc. (0YU1.L), including recent upgrades and downgrades from firms like B of A Securities, Susquehanna, and Rosenblatt. It lists various "Maintains" ratings, indicating that analysts reaffirmed their previous stances on the stock, mostly positive or neutral. The data shows several "Buy" and "Neutral" ratings issued on different dates in 2025 and 2026.
Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026
Ambarella, Inc. (NASDAQ: AMBA) has announced that it will host its second quarter fiscal year 2027 earnings conference call on September 3, 2026, at 1:30 p.m. Pacific Time. The company plans to release its earnings report after the market closes on the same day. Those wishing to ask questions during the call must register online in advance.
Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026
Ambarella, Inc. (NASDAQ: AMBA) announced its second-quarter fiscal year 2027 earnings conference call will take place on Thursday, September 3, 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 must register online in advance.
Ambarella Q2 Results: Earnings Call Scheduled for September 3, 2026
Ambarella, Inc. has announced its second-quarter fiscal year 2027 earnings conference call for September 3, 2026, at 1:30 p.m. Pacific Time, with the earnings release occurring after market close on the same day. Participants wishing to ask questions must complete a two-step online registration to receive dial-in details. The company, known for its edge AI semiconductor products and an installed base of over 42 million AI SoC units, will make the webcast and replay available on its investor relations website.
Ambarella to Release Fiscal Q2 Results After Sept. 3 Close
Ambarella (NASDAQ: AMBA) announced its second quarter fiscal year 2027 earnings conference call will be held on Thursday, September 3, 2026, at 1:30 p.m. Pacific Time. The company plans to release its earnings after the market closes on the same day. Investors wishing to ask questions must register online in advance, and both a live webcast and replay will be available.
Ambarella to Hold Second Quarter Fiscal 2027 Earnings Conference Call on September 3, 2026
Ambarella, Inc. announced it will host its second quarter fiscal year 2027 earnings conference call on September 3, 2026, at 1:30 p.m. Pacific Time, following the release of its earnings report after market close. Interested participants must register online to ask questions. The company, known for its edge AI semiconductor solutions, has over 42 million AI system-on-chip units deployed across various applications.
Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026
Ambarella, Inc. (NASDAQ: AMBA) has announced that it will host its second quarter fiscal year 2027 earnings conference call on Thursday, September 3, 2026, at 1:30 p.m. Pacific Time. The company plans to release its earnings results after the market closes on the same day. Those interested in participating in the Q&A session must register online in advance.
Why (AMBA) Price Action Is Critical for Tactical Trading
This article analyzes Ambarella Inc. (NASDAQ: AMBA) for tactical trading, highlighting a strong near- and mid-term sentiment but a weak long-term outlook. It identifies key price levels, support, and resistance, and outlines three AI-generated trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, tailored for different risk profiles. The analysis emphasizes the potential for upside due to a lack of resistance above current prices.
State Street (AMBA) discloses 2.56M-share, 5.8% passive stake in Ambarella
State Street Corporation has filed a Schedule 13G, disclosing a passive ownership of 2,562,733 shares, or 5.8%, of Ambarella Inc. common stock. The filing indicates shared voting and dispositive power over the majority of these shares through various affiliated investment management subsidiaries, with no sole voting or dispositive power reported. This disclosure is a regulatory requirement for investors acquiring a significant stake in a company for investment purposes.
Ambarella, Inc. (NASDAQ:AMBA) Receives Average Rating of "Moderate Buy" from Analysts
Ambarella, Inc. (NASDAQ:AMBA) has received an average rating of "Moderate Buy" from analysts, with a consensus 12-month price target of $101.13. The semiconductor company reported quarterly revenue of $100.36 million, a 16.9% year-over-year increase, and earnings per share of $0.11, meeting estimates. However, the company remains unprofitable with a negative net margin of 17.18%.
Ambarella, Inc. $AMBA Shares Purchased by Sei Investments Co.
Sei Investments Co. increased its holdings in Ambarella, Inc. by 38.4% in Q1, owning 89,139 shares valued at $4.6 million. Institutional investors collectively hold 82.09% of the company's stock, and analysts have a "Moderate Buy" rating with a target price above its current share price. Despite a 16.9% year-over-year revenue increase and matching EPS estimates, the company remains unprofitable, and insiders have sold a significant number of shares recently.
ETFs Investing in Ambarella, Inc. Stocks
This article provides a comprehensive list of Exchange Traded Funds (ETFs) that hold Ambarella, Inc. stocks, detailing each fund's market value, weight, issuer, management style, focus, expense ratio, assets under management (AUM), price, change, and 3-year NAV total return. The ETFs listed range from broad market indices to specialized funds focusing on semiconductors, artificial intelligence, robotics, and small-cap growth. It serves as a resource for investors interested in accessing Ambarella, Inc. through diversified ETF investments.
Rosenblatt Securities Maintains Ambarella(AMBA.US) With Buy Rating, Maintains Target Price $120
Rosenblatt Securities has reiterated its Buy rating for Ambarella (AMBA.US), maintaining a target price of $120. This indicates the firm's continued confidence in the company's stock performance and future prospects.
199,400 Shares in Ambarella, Inc. $AMBA Acquired by Renaissance Technologies LLC
Renaissance Technologies LLC acquired a new stake of 199,400 shares in Ambarella, Inc. (NASDAQ:AMBA) valued at approximately $10.3 million, giving it a 0.46% stake, with institutional investors collectively owning 82.09% of the company. Despite Ambarella being unprofitable, analysts generally maintain a "Moderate Buy" rating with an average price target of $101.12, influenced by potential acquisition talks with NXP and renewed optimism for edge-AI. However, insider selling by the CEO and CFO, along with execution risks, present cautionary signals for investors.
First Trust Advisors LP Sells 13,674 Shares of Ambarella, Inc. $AMBA
First Trust Advisors LP reduced its stake in Ambarella, Inc. by 9.3% in the first quarter, selling 13,674 shares but still retaining 132,938 shares valued at approximately $6.84 million. Despite this sale, institutional investors and hedge funds collectively own a significant 82.09% of the company. Analyst sentiment remains positive, with a "Moderate Buy" rating and an average price target of $101.12, further boosted by recent reports of potential acquisition discussions with NXP.
Ambarella (NASDAQ:AMBA) Shares Surge 16% Amid Takeover Speculation, Capping Gains
Ambarella (NASDAQ:AMBA) shares surged 16.1% following a Financial Times report suggesting NXP Semiconductors N.V. (NASDAQ:NXPI) is in acquisition talks. NXP's shares, however, dropped 6.5%, wiping out $4.0 billion in market capitalization, more than Ambarella's total equity value. While the acquisition could provide strategic benefits due to NXP's automotive reach and Ambarella's vision processors, risks remain, including potential deal collapse and Ambarella's ongoing execution challenges.
NXP in talks to buy chip developer Ambarella, FT reports
NXP Semiconductors is reportedly in discussions to acquire chip designer Ambarella, according to the Financial Times. The potential deal, which sent Ambarella's shares up nearly 17% and NXP's down over 3%, could enhance NXP's capabilities in areas like software-defined vehicles, radar, and electrification. While discussions are ongoing, the transaction is not guaranteed to materialize.
Ambarella, Inc. stock Analysis: July Surge & M&A Catalyst Impact
Ambarella, Inc. (AMBA) stock surged on July 31, closing at $86.00 after news of potential acquisition talks with NXP Semiconductors. The daily chart shows a strong bullish trend with momentum indicators supporting the breakout, though the 1-hour RSI indicates overbought conditions suggesting potential short-term consolidation. A daily close below $76.27 would invalidate the bullish thesis, while progression in acquisition talks could drive the stock towards $93.54.
Ambarella Inc (AMBA) Stock Up 15.9% but GF Value Says Overvalued -- GF Score: 77/100
Ambarella Inc (AMBA) shares rose 15.9% to $86.00, but GuruFocus's GF Value indicates it is 1.3% overvalued with a fair value of $84.93. The stock's GF Score of 77/100 is above average, yet its forward P/E of 108.7x is significantly higher than its historical median, and profitability is weak. Insiders have sold $7.6 million worth of shares in the last three months, raising concerns despite mixed guru activity.
AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker
Ambarella (AMBA) shares surged nearly 18% following reports that NXP Semiconductors (NXPI) is in talks to acquire the self-driving chip maker. The potential acquisition would strengthen NXP's automotive segment by integrating Ambarella's specialized image-processing and edge-AI technology. Although discussions are ongoing and not guaranteed to succeed, the deal would bolster NXP's offerings for increasingly smart and connected vehicles, further consolidating the AI-related assets in the semiconductor industry.
NXP Semiconductors in Talks to Acquire Ambarella Amid Market Consolidation
NXP Semiconductors is reportedly in talks to acquire Ambarella, a move that would significantly boost NXP's position in the automotive market, especially regarding AI-driven vision processing. While Ambarella's shares surged on the news, NXP's saw a slight dip, reflecting varied investor sentiment. This potential acquisition highlights the ongoing consolidation in the semiconductor industry and the strategic importance of AI-related assets.
AMBA Stock Climbs As Traders Parse Insider Share Sale
Ambarella Inc. (AMBA) stock surged 16.66% due to optimism over AI-vision chip demand, despite an insider share sale by VP Yun-Lung Chen. Chen sold 5,958 shares for $469,000 but retains a significant stake, which analysts view as profit-taking rather than a red flag. The company shows strong gross margins but remains unprofitable and cash-burning, making it a volatile momentum stock.
AMBA Stock Rockets 18% On NXP Buyout Talks For Self-Driving Chip Maker
Ambarella (AMBA) stock surged nearly 18% following reports that NXP Semiconductors (NXPI) is in talks to acquire the self-driving chip maker. The potential acquisition would bolster NXP's automotive chip business by integrating Ambarella's specialized image-processing and edge-AI technology. NXP's shares fell 5% on the news, while retail sentiment around Ambarella shifted from bearish to bullish.
Ambarella (NASDAQ:AMBA) surges almost 20% after takeover report, raising questions over valuation
Ambarella (NASDAQ:AMBA) shares surged nearly 20% following reports that NXP Semiconductors N.V. (NASDAQ:NXPI) is in acquisition discussions. This reported takeover premium raises questions about Ambarella's valuation, as its sales multiple is already significantly higher than NXP's and Mobileye's. While NXP's potential acquisition aims to bolster its automotive, radar, and electrification segments with Ambarella's edge-AI solutions, the deal is still in progress and faces risks, including the possibility of collapsing or resulting in a reduced offer.
AMBA Looks 4.7% Overvalued on GF Value™ Amid Buyout Buzz
Ambarella Inc (NASDAQ: AMBA) saw its shares surge 18% following reports of potential buyout negotiations, despite a GF Value™ suggesting it is 4.7% overvalued. The company, which specializes in semiconductors for AI applications, holds a strong GF Score of 77 but struggles with profitability. While guru investors show mixed but generally positive activity, insider selling raises some caution for investors.
NXP Semiconductors in Talks to Acquire Ambarella, Shares of Target Surge 17%
NXP Semiconductors is reportedly in discussions to acquire Ambarella, a developer of AI-enabled chips for edge devices, a move that sent Ambarella's shares surging by nearly 17% while NXP's fell. The potential acquisition would enhance NXP's automotive chip business, aligning with the broader trend of semiconductor industry consolidation driven by the AI revolution. While talks are ongoing and may not result in a deal, it marks a significant strategic consideration for NXP after its failed acquisition by Qualcomm in 2016.
NXP in talks to buy chip developer Ambarella, FT reports
NXP Semiconductors is reportedly in talks to acquire chip designer Ambarella, according to the Financial Times. The potential deal could significantly boost NXP's capabilities in software-defined vehicles, radar, and electrification, as Ambarella specializes in low-power AI chips for edge devices. Following the report, Ambarella's shares surged by about 19%, while NXP's shares saw a decline of over 3%.
Vanguard Capital Management (NASDAQ: AMBA) reports 5.01% Ambarella ownership in 13G
Vanguard Capital Management LLC has reported a beneficial ownership of 5.01% in Ambarella Inc. (NASDAQ: AMBA), totaling 2,198,918 shares. This passive investment is spread across various Vanguard funds and managed accounts, with Vanguard holding sole voting power over 325,379 shares and sole dispositive power over all 2,198,918 shares. The filing indicates that no single other person has an interest exceeding 5% within Vanguard's reported holdings.
Ambarella, Inc. $AMBA Shares Bought by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company significantly increased its stake in Ambarella, Inc. by 49.5% in the first quarter, now owning 1.59 million shares valued at $81.6 million. Despite institutional growth and a "Moderate Buy" consensus rating from analysts with an average price target of $101.12, Ambarella reported a negative net margin and faces expected full-year losses. Insiders, notably the CEO and CFO, have sold a substantial number of shares in recent months.
Ambarella Inc (AMBA) Valuation: PE, PB & Fair Value Analysis
This article analyzes the valuation of Ambarella Inc (AMBA), focusing on its P/E ratio and overall valuation score within the Semiconductors & Semiconductor Equipment industry. As of July 29, 2026, Ambarella Inc has a valuation score of 7.52, ranking 67 out of 105 in its industry, with a P/E ratio of -38.95. The report notes that relevant data for P/B, P/S, and P/CF ratios have not yet been disclosed by the company.
AMBA|Ambarella Inc|Price:68.970|Chg%:+0.740
This article provides an in-depth analysis of Ambarella Inc (AMBA), detailing its market trends, real-time quotes, and trading strategies. It highlights the company's strong fundamentals, high growth potential, and positive analyst ratings, despite a recent weak stock market performance. The piece includes key financial figures, stock scores, peer comparisons, and shareholder information, indicating that analysts consider it a 'Buy' with significant upside potential.
276,100 Shares in Ambarella, Inc. $AMBA Bought by Hawk Ridge Capital Management LP
Hawk Ridge Capital Management LP recently acquired 276,100 shares of Ambarella, Inc. (NASDAQ:AMBA), valued at approximately $14.2 million, adding to the significant institutional ownership of the semiconductor company. While Ambarella remains unprofitable, its latest quarterly results met analyst expectations with EPS of $0.11 and revenue of $100.36 million, a 16.9% year-over-year increase. Analysts generally maintain a "Moderate Buy" consensus rating with a target price of $101.12, significantly above the stock's recent opening price.
Stifel reiterates Buy on Ambarella stock, cites chip roadmap
Stifel reiterated a Buy rating on Ambarella (NASDAQ:AMBA) with a $106 price target, citing a constructive outlook driven by the ramp of its third-generation 5nm CV72/CV75 and 4nm CV7 chips, with the 2nm CV8 expected in early fiscal year 2028. The firm anticipates operating leverage due to revenue growth exceeding operating expense growth and increasing average selling prices for new chip generations. Ambarella also reported strong Q1 earnings, significant long-term agreements, and upward earnings revisions from analysts.
Ambarella Inc (AMBA) Institutional Confidence
Ambarella Inc's institutional shareholding score is 7.00, placing it 45th out of 105 in the Semiconductors & Semiconductor Equipment industry. The institutional shareholding proportion is 86.10%, which is a 12.35% decrease quarter-over-quarter. Steven Cohen is the largest institutional shareholder, holding 296.20K shares.
Ambarella Inc (AMBA) Dividends & Stock Splits: Historical Payouts and Event Timeline
The article provides a dividend and stock split history for Ambarella Inc (AMBA), noting that the company has not distributed any dividends over the past five years. It presents current stock performance data, including its market cap and recent price movements. The page also lists various links related to company financials, analysis, and shareholder information.
Stifel reiterates Buy on Ambarella stock, cites chip roadmap
Stifel reiterated a Buy rating on Ambarella Inc. (NASDAQ:AMBA) with a $106.00 price target, highlighting constructive building blocks for the company's outlook, including new chip developments and strong operating leverage potential. The firm noted the ramp of third-generation CV72/CV75 and CV7 chips, with the 2nm CV8 expected to enter production in fiscal year 2028. This positive outlook is supported by recent strong financial performance, long-term agreements, and upward earnings revisions by analysts.
AMBA|Ambarella Inc|Price:68.970|Chg%:+0.740
This article provides a comprehensive stock analysis of Ambarella Inc (AMBA) using TradingKey's stock score system. It highlights the company's healthy fundamentals, high growth potential, and fair valuation within the Semiconductors & Semiconductor Equipment industry. Despite recent weak stock market performance, Ambarella maintains strong fundamentals and institutional confidence, with analysts generally rating it as a "Buy."
Ambarella, Inc. Revenue Breakdown – NASDAQ:AMBA
Ambarella, Inc. (NASDAQ: AMBA) generated $390.70 million in revenue last year, with its Low-power Artificial Intelligence-based Processing and Video and Image Processing System on a Chip Solutions segment being the sole contributor. Taiwan was the largest regional contributor, accounting for $271.93 million of the total revenue. This represents an increase from the previous year's total revenue of $284.87 million.
AMBA|Ambarella Inc|Price:68.060|Chg%:-2.450
This article provides an overview of Ambarella Inc. (AMBA), a company specializing in low-power system-on-a-chip (SoC) semiconductors and software for edge artificial intelligence applications. It details the company's profile, including its products used in various applications like automotive cameras and robots, and lists key executives along with their shareholdings. The report also touches upon institutional ownership, noting that 710 institutions hold shares in Ambarella Inc as of Q1 2026.
AMBA|Ambarella Inc|Price:68.060|Chg%:-2.450
This article provides a detailed financial overview of Ambarella Inc. (AMBA), presenting its income statement, balance sheet, and cash flow statement. It highlights key financial indicators such as EPS, Revenue, Net Profit, and various margins, along with frequently asked questions regarding the company's financial performance for FY2026. The data is organized into customizable views for investor analysis.
Ambarella, Inc. (AMBA) stock price, news, quote and history
This Yahoo Finance page provides comprehensive information on Ambarella, Inc. (AMBA) stock, including its current price, historical performance, key financial statistics, and recent news. The article highlights Ambarella's role as a developer of low-power system-on-a-chip semiconductors for AI applications and intelligent automation, with solutions used across various sectors like automotive, IoT, and consumer electronics. It also presents analyst ratings and comparisons with similar companies in the Semiconductor Equipment & Materials industry.
Ambarella, Inc. (AMBA) stock price, news, quote and history
This Yahoo Finance page provides comprehensive information on Ambarella, Inc. (AMBA), including its stock price, news, and historical data. As of July 23rd, the stock closed at $70.51, with an overnight price of $69.94. The company, which develops low-power system-on-a-chip semiconductors and software for AI applications, shows a year-to-date return of 0.47% and a 1-year return of 3.74%.
Zacks Upgrade Highlights a Shifting Edge AI Earnings Narrative for Ambarella (AMBA)
Zacks recently upgraded Ambarella (AMBA) to a Rank #2 (Buy) due to an improved earnings outlook and upward revisions to analyst forecasts, signaling confidence in its edge AI and IoT positioning. This upgrade, coupled with a long-term co-development agreement with Hanwha, suggests growing traction in security, robotics, and industrial markets. However, the company still faces risks from volatile IoT demand and potential margin pressures from high R&D spend, with some analysts maintaining a more cautious outlook.
Ambarella (AMBA) Upgraded to Buy: What Does It Mean for the Stock?
Ambarella (AMBA) has been upgraded to a Zacks Rank #2 (Buy) due to an upward trend in its earnings estimates. This upgrade suggests a positive outlook for the company's earnings, which historically correlates with increased stock prices. Investors are encouraged to consider this indicator as a sign of improving business fundamentals for Ambarella.
Ambarella: The New Product Cycle Changes The Narrative (NASDAQ:AMBA)
Ambarella (AMBA) receives a Buy rating despite its high current P/E ratio, driven by strong long-term growth prospects from new AI chip cycles, including the CV75, CV72, CV7, and CV8. These chips target higher-value AI applications, supporting increased average selling prices and margin expansion. While risks like customer adoption and export restrictions exist, the company's partnerships and expansion into robotics and edge AI provide positive revenue visibility and an attractive risk/reward profile over a five-year horizon.
