AMBA stock icon

Ambarella
AMBA

$56.78
1.13%
 

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

0
Funds holding %
of 6,689 funds
0
Analysts bullish %
of 11 analysts
0
News positive %
of 12 articles

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

17% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 36

2% more funds holding

Funds holding: 254 [Q4 2023] → 260 (+6) [Q1 2024]

0.25% more ownership

Funds ownership: 82.03% [Q4 2023] → 82.28% (+0.25%) [Q1 2024]

3% less call options, than puts

Call options by funds: $28M | Put options by funds: $28.8M

17% less capital invested

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

Research analyst outlook

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

Low target
$50
12%
downside
Avg. target
$73
28%
upside
High target
$90
59%
upside

11 analyst ratings

positive
64%
neutral
27%
negative
9%
Rosenblatt
Kevin Cassidy
50%upside
$85
Buy
Maintained
11 Jun 2024
Wells Fargo
Gary Mobley
3%downside
$55
Equal-Weight
Maintained
31 May 2024
Roth MKM
Suji Desilva
6%upside
$60
Neutral
Maintained
31 May 2024
Morgan Stanley
Joseph Moore
18%upside
$67
Overweight
Maintained
31 May 2024
Needham
Quinn Bolton
59%upside
$90
Buy
Reiterated
31 May 2024

Financial journalist opinion

Based on 12 articles about AMBA published over the past 30 days