Ambarella

AMBA

Market cap $3.42B

Overview Fund Activity

80.11 USD

+0.97

1.23%

At close Updated Sep 17, 10:20 AM EDT

1 day

1.23%

5 days

-4.56%

1 month

16.15%

3 months

52.91%

6 months

42.95%

Year to date

8.11%

1 year

47.48%

5 years

53.5%

10 years

8.73%

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 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: 353

Technology Semiconductor Equipment & Materials

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 7 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

50% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 6 (+2) [Q2]

31% more capital invested

Capital invested by funds: $1.77B [Q1] → $2.32B (+$547M) [Q2]

20% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 49

3% more funds holding

Funds holding: 293 [Q1] → 301 (+8) [Q2]

5% more call options, than puts

Call options by funds: $64.4M | Put options by funds: $61.2M

3% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 104

0.19% less ownership

Funds ownership: 82.91% [Q1] → 82.72% (-0.19%) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$90

12% upside

Avg. target

$94

18% upside

High target

$100

25% upside

7 analyst ratings

6 positive

86%

1 neutral

14%

0 negative

0%

Northland Capital Markets Gus Richard	$95	Outperform Maintained	29 Aug 2025
Morgan Stanley Joseph Moore	$96	Overweight Maintained	29 Aug 2025
Stifel Tore Svanberg	$90	Buy Maintained	29 Aug 2025
Rosenblatt Kevin Cassidy	$100	Buy Maintained	29 Aug 2025
B of A Securities Vivek Arya	$90	Neutral Maintained	29 Aug 2025
Needham N. Quinn Bolton	$100	Buy Maintained	29 Aug 2025
Susquehanna Christopher Rolland	$90	Positive Maintained	22 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 15 articles about AMBA published over the past 30 days

The Motley Fool

Meet the Skyrocketing Artificial Intelligence (AI) Stock That's Leaving Nvidia in the Dust

Nvidia (NVDA 0.57%) and artificial intelligence (AI) have become synonymous with each other in the past couple of years as the company's graphics processing units have played a vital role in powering this new technology.

Meet the Skyrocketing Artificial Intelligence (AI) Stock That's Leaving Nvidia in the Dust

Ambarella's Earnings Prove Its Edge AI Strategy Is a Winner

Ambarella NASDAQ: AMBA recently caught the market's attention with a stock price jump of over 16% in a single trading session. This impressive gain followed the release of Ambarella's second-quarter financial results, which significantly outpaced expectations.

Ambarella's Earnings Prove Its Edge AI Strategy Is a Winner

The Motley Fool

Prediction: These AI Chip Stocks Can Soar in September (Hint: It's Not Nvidia or Broadcom)

Global semiconductor revenue is projected to reach $705 billion in 2025, according to Gartner, as demand for artificial intelligence (AI) and high-performance computing (HPC) chips surges across data centers and edge devices. While Nvidia and Broadcom dominate headlines in the AI chips market, there are a few other players better positioned to ride this wave in September.

Prediction: These AI Chip Stocks Can Soar in September (Hint: It's Not Nvidia or Broadcom)

Zacks Investment Research

How to Play Back-to-School Season With ETFs & Stocks

Shoppers have started back-to-school buying early, according to National Retail Federation data. ETFs like ONLN, RTH, PBJ and SMH can be tapped.

How to Play Back-to-School Season With ETFs & Stocks

The Motley Fool

Why Ambarella Stock Rocketed 17% Higher Today

Edge semiconductor designer Ambarella (AMBA 16.75%) barreled into the weekend on a high note, following its release of a fresh set of quarterly results. On a convincing double beat, the company's stock was justifiably popular, with investors sending its price just about 17% higher in Friday's trading session.

Why Ambarella Stock Rocketed 17% Higher Today

Overlooked Stock: AMBA Shares Soar After Earnings

Shares of Ambarella (AMBA) skied higher after a 2Q earnings beat. George Tsilis peels back the layers behind the fabless semiconductor manufacturer's latest figures to find out why, which includes some Wall Street speculation that it could be a takeout target for larger semiconductor companies.

Overlooked Stock: AMBA Shares Soar After Earnings

Ambarella: Riding AI Wave For Now

Ambarella is capitalizing on edge AI momentum, reporting strong revenue growth and promising design wins in AI video and robotics applications. The AI chip company guided for record revenues in FQ3, with future growth hinging on automotive autonomy deals and expanding edge AI product adoption. AMBA's stock valuation is rising rapidly to over 9x sales forecasts now; while growth prospects are strong, Ambarella stock is no longer a bargain after its recent rally above $80.

Ambarella: Riding AI Wave For Now

Ambarella shares surge 20% on strong earnings and upbeat guidance

Ambarella (NASDAQ: AMBA) stock soared 20% on Friday after the semiconductor company delivered second-quarter earnings that topped Wall Street expectations and issued guidance well ahead of analyst forecasts. The results underscored growing demand for the company's edge artificial intelligence (AI) solutions, boosting investor sentiment.

Ambarella shares surge 20% on strong earnings and upbeat guidance

Ambarella stock rips 20% higher after earnings as AI demand boosts guidance

Ambarella stock ripped higher as the chip designer reported better-than-expected second-quarter results and issued strong guidance. The company boosted its fiscal year revenue growth outlook to a range of 31-35%, to $379 million at the midpoint.

Ambarella stock rips 20% higher after earnings as AI demand boosts guidance

Ambarella Analysts Increase Their Forecasts After Upbeat Q2 Results

Ambarella Inc AMBA reported better-than-expected second-quarter results and issued strong third-quarter forecast on Thursday.

Ambarella Analysts Increase Their Forecasts After Upbeat Q2 Results

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