AMBA Ambarella Inc

$69.77

*Only the 1D chart reflects 15-min delayed quotes during market hours. Other timeframes update after market close.

Reporting for fiscal period ending
Expected on
Report Time: Unknown Release Time
The Whisper Number
Consensus Estimate:
Revenue Estimate:

Latest Earnings Insight

As Ambarella approaches its earnings announcement on November 25, the focus is on its ability to navigate the competitive landscape of semiconductor solutions, particularly in the realm of artificial intelligence and computer vision. With an EPS estimate of $0.21 and a revenue forecast of $104.07 million, the market is keenly observing how the company will perform against these benchmarks. The whisper number, slightly higher at $0.25, suggests that investors are cautiously optimistic about Ambarella's potential to exceed expectations. This sentiment is likely fueled by the company's strategic emphasis on expanding its AI-driven product offerings, which could bolster its market position and drive future growth. With a market cap of approximately $3.75 billion, Ambarella's performance in this earnings cycle will be pivotal in setting the tone for its trajectory in the coming quarters.

Updated On 1/6/2026

About Ambarella Inc

Ambarella, Inc. develops semiconductor video solutions that enable high definition (HD) and ultra HD compression, image processing, and deep neural network processing globally. The company is headquartered in Santa Clara, California.

Website: https://www.ambarella.com

Sector
MANUFACTURING
Industry
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
Country
USA
Currency
USD
Fiscal Year End
January
CIK
1280263
Address
3101 JAY STREET, SANTA CLARA, CA, US
Valuation
Market Cap
$1.83B
P/E Ratio
nan
PEG Ratio
4.96
Price to Book
3.26
Performance
EPS
$-2.84
Dividend Yield
Profit Margin
-41.10%
ROE
-20.90%
Technicals
50D MA
$58.31
200D MA
$60.60
52W High
$85.15
52W Low
$38.86
Fundamentals
Shares Outstanding
42M
Target Price
$82.47
Beta
1.86

AMBA EPS Estimates vs Actual

Estimated
Actual

AMBA News & Sentiment

Dec 30, 2025 • GuruFocus SOMEWHAT-BEARISH
Insider Sell: Christopher Paisley Sells 500 Shares of Ambarella Inc (AMBA)
Christopher Paisley, a Director at Ambarella Inc (AMBA), sold 500 shares of the company on December 26, 2025, reducing his holdings to 41,279 shares. Over the past year, Paisley has sold a total of 2,000 shares with no purchases, contributing to a trend of 39 insider sells and no buys for the company. Ambarella stock is currently trading at $72.18, and its GF Value of $80.60 suggests it is modestly undervalued.
Dec 29, 2025 • MarketBeat NEUTRAL
Christopher Paisley Sells 500 Shares of Ambarella (NASDAQ:AMBA) Stock
Christopher Paisley, a director at Ambarella (NASDAQ:AMBA), sold 500 shares of the company's stock on December 26, 2025, for a total of $36,090. This transaction reduced his holding by 1.2% to 41,279 shares. The sale follows Ambarella's recent positive earnings report where it beat analyst estimates, despite the company still reporting negative net margins and return on equity.
Dec 29, 2025 • Stock Traders Daily SOMEWHAT-BULLISH
(AMBA) as a Liquidity Pulse for Institutional Tactics
This article analyzes Ambarella Inc. (NASDAQ: AMBA), highlighting weak near and mid-term sentiment despite a positive long-term outlook. Predictive AI models generated institutional trading strategies, including position, momentum breakout, and risk hedging, with specific entry, target, and stop-loss levels. The analysis emphasizes a significant risk-reward setup targeting a 24.2% gain against 0.3% risk.
Dec 27, 2025 • Insider Monkey BULLISH
Ambarella Expands AI Chip Footprint in Autonomous Drone Market
Ambarella, Inc. (NASDAQ:AMBA) is expanding its presence in the autonomous drone market through a collaboration with Antigravity. The drone company has integrated Ambarella's CV5 AI system-on-chip into its A1 drone, enabling 8K imaging and on-device AI processing for enhanced autonomy. This partnership highlights Ambarella's role in transforming drones from simple cameras to intelligent robotic platforms capable of real-time decision-making without constant cloud connectivity.
Dec 25, 2025 • MarketBeat SOMEWHAT-BULLISH
Ambarella, Inc. (NASDAQ:AMBA) Given Average Recommendation of "Moderate Buy" by Brokerages
Ambarella, Inc. (NASDAQ:AMBA) has received a "Moderate Buy" consensus rating from analysts, with an average one-year price target of $96.00. Despite reporting an EPS beat and 31.2% revenue growth year-over-year, the company has negative net margins and ROE. Insiders have sold approximately 29,569 shares worth $2.27 million in the past 90 days, while institutional investors own 82.09% of the stock.
Dec 25, 2025 • FinancialContent SOMEWHAT-BEARISH
Ambarella CFO Trims Stake as Edge AI Specialist Navigates Premium Valuation and Strategic Pivot
Ambarella Inc. (NASDAQ: AMBA) is undergoing a significant strategic pivot into "Edge AI," leading to a premium valuation. Recent insider sales by CFO John Alexander Young, totaling over $1 million in 2025, have raised investor questions about the stock's high valuation and whether it signals a market peak, despite his retained significant stake. The company is facing competition from larger players while balancing aggressive revenue growth projections with a lack of GAAP profitability.
Sentiment Snapshot

Average Sentiment Score:

0.179
50 articles with scored sentiment

Overall Sentiment:

Bullish

AMBA Reported Earnings

Aug 28, 2025
Jul 31, 2025 (Post market)
0.1 Surprise
  • Reported EPS: $0.15
  • Estimate: $0.05
  • Whisper:
  • Surprise %: 200.0%
May 29, 2025
Apr 30, 2025 (Post market)
0.03 Surprise
  • Reported EPS: $0.07
  • Estimate: $0.04
  • Whisper:
  • Surprise %: 75.0%
Feb 26, 2025
Jan 31, 2025 (Post market)
0.13 Surprise
  • Reported EPS: $0.11
  • Estimate: $-0.02
  • Whisper:
  • Surprise %: 650.0%
Nov 26, 2024
Oct 31, 2024 (Post market)
0.09 Surprise
  • Reported EPS: $-0.58
  • Estimate: $-0.67
  • Whisper:
  • Surprise %: 13.4%
Aug 27, 2024
Jul 31, 2024 (Post market)
0.06 Surprise
  • Reported EPS: $-0.13
  • Estimate: $-0.19
  • Whisper:
  • Surprise %: 31.6%
May 30, 2024
Apr 30, 2024 (Post market)
0.05 Surprise
  • Reported EPS: $-0.26
  • Estimate: $-0.31
  • Whisper:
  • Surprise %: 16.1%
Feb 27, 2024
Jan 31, 2024 (Post market)
0.09 Surprise
  • Reported EPS: $-0.24
  • Estimate: $-0.33
  • Whisper:
  • Surprise %: 27.3%
Nov 30, 2023
Oct 31, 2023 (Post market)
0.11 Surprise
  • Reported EPS: $-0.28
  • Estimate: $-0.39
  • Whisper:
  • Surprise %: 28.2%
Aug 29, 2023
Jul 31, 2023 (Post market)
0.03 Surprise
  • Reported EPS: $-0.15
  • Estimate: $-0.18
  • Whisper:
  • Surprise %: 16.7%

Financials