AMBA icon

Ambarella

66.88 USD
-0.58
0.86%
At close Jul 11, 4:00 PM EDT
After hours
67.24
+0.36
0.54%
1 day
-0.86%
5 days
0.72%
1 month
23.65%
3 months
51.90%
6 months
-10.26%
Year to date
-9.74%
1 year
8.87%
5 years
43.89%
10 years
-32.55%
 

About: Ambarella Inc is a developer of semiconductor processing solutions for high-definition video capture, sharing, and display. The firm's solutions are sold to original design manufacturers and original equipment manufacturers to be designed for use in infrastructure broadcast encoders, wearable device cameras, automotive cameras, security cameras, consumer cameras, and industrial and robotic applications. The company's system-on-a-chip designs, based on its proprietary technology platform, are highly configurable to applications in various end markets. Geographical presence in Taiwan, Asia Pacific, Europe, North America, and the United States. The firm derives the majority of its revenue from Taiwan.

Employees: 350

0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 2 [Q4 2024] → 4 (+2) [Q1 2025]

22% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 93

2.01% more ownership

Funds ownership: 80.9% [Q4 2024] → 82.91% (+2.01%) [Q1 2025]

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

1% less funds holding

Funds holding: 296 [Q4 2024] → 294 (-2) [Q1 2025]

9% less call options, than puts

Call options by funds: $29.7M | Put options by funds: $32.6M

28% less capital invested

Capital invested by funds: $2.45B [Q4 2024] → $1.77B (-$683M) [Q1 2025]

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$80
20%
upside
Avg. target
$86
29%
upside
High target
$95
42%
upside

4 analyst ratings

positive
100%
neutral
0%
negative
0%
Rosenblatt
Kevin Cassidy
42%upside
$95
Buy
Maintained
30 May 2025
Needham
Quinn Bolton
35%upside
$90
Buy
Maintained
30 May 2025
Morgan Stanley
Joseph Moore
20%upside
$80
Overweight
Maintained
27 May 2025
Stifel
Tore Svanberg
20%upside
$80
Buy
Maintained
17 Apr 2025

Financial journalist opinion

Based on 5 articles about AMBA published over the past 30 days

Positive
MarketBeat
9 hours ago
3 Hot Tech Stocks Showing Bullish Price Action Right Now
With attention focused on mega caps and AI, it's easy to overlook riskier trades like small and mid-cap technologies. However, bullish activity in the charts of Amprius Technologies NYSE: AMPX, Joby Aviation NYSE: JOBY, and Ambarella NASDAQ: AMBA highlights the potential they offer.
3 Hot Tech Stocks Showing Bullish Price Action Right Now
Positive
MarketBeat
1 week ago
3 Stocks With Near-Unanimous Buys That Could Rally Higher
When considering a stock as a potential investment target, it's typically important to develop a sense of the company's operational strengths and weaknesses, the fundamental aspects of its business that set it apart from competitors. Of course, Wall Street analysts also make these types of assessments for many publicly traded companies, and their evaluations are often classified with a Buy, Hold, or Sell rating.
3 Stocks With Near-Unanimous Buys That Could Rally Higher
Neutral
Seeking Alpha
1 week ago
Ambarella, Inc. (AMBA) Q4 2025 Earnings Conference Call Transcript
Ambarella, Inc. (NASDAQ:AMBA ) Q4 2025 Earnings Conference Call February 26, 2025 4:30 PM ET Company Participants Louis Gerhardy - VP of Corporate Development Fermi Wang - CEO John Young - CFO Conference Call Participants Quinn Bolton - Needham & Company Joe Moore - Morgan Stanley Aren Nakpil - Susquehanna Ross Seymore - Deutsche Bank Tore Svanberg - Stifel Kevin Cassidy - Rosenblatt Securities Suji Desilva - ROTH Capita Gus Richard - Northland Capital Markets Operator Good day and thank you for standing by. Welcome to Ambarella's Q4 and Fiscal Year 2025 Earnings Conference Call.
Ambarella, Inc. (AMBA) Q4 2025 Earnings Conference Call Transcript
Positive
The Motley Fool
2 weeks ago
Prediction: 2 Stocks That Will Be Worth More Than SoundHound AI 1 Year From Now
Shares of SoundHound AI have dropped more than 52% in 2025 as of this writing. That isn't surprising, considering the stock was trading at an extremely rich valuation at the start of the year, following a big surge in 2024.
Prediction: 2 Stocks That Will Be Worth More Than SoundHound AI 1 Year From Now
Positive
CNBC
2 weeks ago
Ambarella shares soar 17% on report chip designer is exploring sale
Chip designer Ambarella has held talks with bankers and is considering a sale, according to a Bloomberg report. Sources told the news outlet that the company could draw interest from semiconductor firms looking to beef up their automotive business.
Ambarella shares soar 17% on report chip designer is exploring sale
Positive
The Motley Fool
1 month ago
2 Underrated Artificial Intelligence (AI) Stocks Flying Under Wall Street's Radar
Artificial intelligence (AI) is disrupting many industries thanks to the efficiency gains that the technology can bring, such as by automating tasks or predicting potential challenges that a business may face. Because of that, spending on AI solutions and infrastructure has been growing at an incredible pace.
2 Underrated Artificial Intelligence (AI) Stocks Flying Under Wall Street's Radar
Positive
Zacks Investment Research
1 month ago
Here's Why Ambarella (AMBA) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Here's Why Ambarella (AMBA) is a Strong Momentum Stock
Positive
The Motley Fool
1 month ago
Prediction: 1 Stock That Will Be Worth More Than SoundHound AI 3 Years From Now
SoundHound AI (SOUN -3.47%) was one of the hottest stocks on the market in 2024, with phenomenal gains of 836% that year. Investors were buying stock in this conversational artificial intelligence (AI) solutions provider hand over fist thanks to its eye-popping growth.
Prediction: 1 Stock That Will Be Worth More Than SoundHound AI 3 Years From Now
Positive
Zacks Investment Research
1 month ago
Ambarella Stock Gains as Q1 Earnings Beat Estimates, Sales Rise Y/Y
Ambarella's Q1 EPS beats estimates, revenues surge 58% on record Edge AI sales, lifting AMBA shares 1.6% after hours.
Ambarella Stock Gains as Q1 Earnings Beat Estimates, Sales Rise Y/Y
Positive
Benzinga
1 month ago
These Analysts Revise Their Forecasts On Ambarella After Q1 Results
Ambarella, Inc. AMBA reported better-than-expected earnings for its first quarter on Thursday.
These Analysts Revise Their Forecasts On Ambarella After Q1 Results
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