Ambarella
AMBA

$53.04

0.68%

Market Cap: 2.17B

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, and security cameras. Ambarella'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: 915

Information Technology Semiconductors & Related Devices

0

Funds holding %

of 6,702 funds

0

Analysts bullish %

of 10 analysts

–

News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2023] → 2 (+1) [Q1 2024]

47% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 74

19% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 36

3% more funds holding

Funds holding: 254 [Q4 2023] → 261 (+7) [Q1 2024]

0.26% more ownership

Funds ownership: 82.03% [Q4 2023] → 82.28% (+0.26%) [Q1 2024]

1% less call options, than puts

Call options by funds: $37.5M | Put options by funds: $37.9M

17% less capital invested

Capital invested by funds: $2.02B [Q4 2023] → $1.69B (-$337M) [Q1 2024]

See Fund Rankings

Research analyst outlook

10 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target

$50

6%

downside

Avg. target

$74

39%

upside

High target

$90

70%

upside

10 analyst ratings

7 positive

70%

2 neutral

20%

1 negative

10%

Rosenblatt Kevin Cassidy	60%upside $85	Buy Maintained	11 Jun 2024
Wells Fargo Gary Mobley	4%upside $55	Equal-Weight Maintained	31 May 2024
Roth MKM Suji Desilva	13%upside $60	Neutral Maintained	31 May 2024
Morgan Stanley Joseph Moore	26%upside $67	Overweight Maintained	31 May 2024
Needham Quinn Bolton	70%upside $90	Buy Reiterated	31 May 2024

See Analyst Rankings

Financial journalist opinion

The Motley Fool

1 Growth Stock Down 73% That Can Benefit Dramatically From Artificial Intelligence (AI)

Ambarella stock competes with Nvidia and Qualcomm in the automotive market.

1 Growth Stock Down 73% That Can Benefit Dramatically From Artificial Intelligence (AI)

3 Quiet Machine Learning Stocks to Buy Before AI Makes Them Famous

Wherever machine learning exists so does the potential for broader artificial intelligence (AI) applications. That's because machine learning is, in effect, a subset of artificial intelligence development and is often used for the early days of training a model through algorithmic disciplines.

3 Quiet Machine Learning Stocks to Buy Before AI Makes Them Famous

7 Futuristic Tech Stocks to Tap Into ASAP

While the surging equities space following the Covid-19 disaster has worried some critics regarding a potential correction and possible recession, the framework behind futuristic tech stocks presents a clear counterpoint. Yes, it's unusual that the economy bounced back after a catastrophic disaster.

7 Futuristic Tech Stocks to Tap Into ASAP

Zacks Investment Research

Ambarella (AMBA) Expands Its Partner Base With New Agreement

Ambarella (AMBA) expands its partner base by signing a strategic cooperation agreement with Leapmotor for manufacturing energy vehicles with intelligent features.

Ambarella (AMBA) Expands Its Partner Base With New Agreement

Can Ambarella Bolster Growth with Edge AI and AI Inference Chips?

Ambarella Inc. NASDAQ: AMBA is a semiconductor developer focused on creating system-on-a-chip (SoCs) optimized for computer vision applications. Ambarella is actively participating in the edge artificial intelligence (AI) revolution.

Can Ambarella Bolster Growth with Edge AI and AI Inference Chips?

Leapmotor and Ambarella Announce Strategic Cooperation Agreement for Powerful Advanced Intelligent Driving Development

Leapmotor committed to creating an advanced intelligent driving solution based on Ambarella's CV3-AD family of automotive AI domain controller SoCs.

Leapmotor and Ambarella Announce Strategic Cooperation Agreement for Powerful Advanced Intelligent Driving Development

Zacks Investment Research

What Makes Ambarella (AMBA) a New Buy Stock

Ambarella (AMBA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

What Makes Ambarella (AMBA) a New Buy Stock

Zacks Investment Research

Wall Street Analysts Think Ambarella (AMBA) Could Surge 28.74%: Read This Before Placing a Bet

The consensus price target hints at a 28.7% upside potential for Ambarella (AMBA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Think Ambarella (AMBA) Could Surge 28.74%: Read This Before Placing a Bet

Zacks Investment Research

Ambarella (AMBA) Soars 16% on Narrower-Than-Expected Q1 Loss

Ambarella's (AMBA) fiscal Q1 results reflect the benefits of the gradual recovery in cyclical inventory correction measures adopted by customers in the IoT end market and growth in its AI portfolio.

Ambarella (AMBA) Soars 16% on Narrower-Than-Expected Q1 Loss

Ambarella Stock Pops After Earnings. Wall Street Has Mixed Opinions on the Chip Company.

Ambarella is seeing signs of ‘AI inferencing at the network edge' which could lead to a revenue boost.

Ambarella Stock Pops After Earnings. Wall Street Has Mixed Opinions on the Chip Company.

See News Rankings