AmbarellaAMBA
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
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
7% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 91
4% more capital invested
Capital invested by funds: $1.76B [Q1] → $1.83B (+$75.5M) [Q2]
2% more call options, than puts
Call options by funds: $51.6M | Put options by funds: $50.6M
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
2% less funds holding
Funds holding: 265 [Q1] → 259 (-6) [Q2]
2.9% less ownership
Funds ownership: 85.71% [Q1] → 82.81% (-2.9%) [Q2]
14% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 44
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Roth MKM Suji Desilva 32% 1-year accuracy 13 / 41 met price target | 14%upside $60 | Neutral Maintained | 28 Aug 2024 |
B of A Securities Vivek Arya 50% 1-year accuracy 26 / 52 met price target | 8%upside $57 | Underperform Maintained | 28 Aug 2024 |
Stifel Tore Svanberg 40% 1-year accuracy 19 / 47 met price target | 51%upside $80 | Buy Maintained | 28 Aug 2024 |
Craig-Hallum Richard Shannon 21% 1-year accuracy 6 / 29 met price target | 61%upside $85 | Buy Maintained | 28 Aug 2024 |
Morgan Stanley Joseph Moore 44% 1-year accuracy 21 / 48 met price target | 38%upside $73 | Overweight Maintained | 28 Aug 2024 |
Financial journalist opinion
Based on 13 articles about AMBA published over the past 30 days