AmbarellaAMBA
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
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
4 analyst ratings
Rosenblatt Kevin Cassidy | 87%upside $95 | Buy Maintained | 30 May 2025 |
Needham Quinn Bolton | 77%upside $90 | Buy Maintained | 30 May 2025 |
Morgan Stanley Joseph Moore | 58%upside $80 | Overweight Maintained | 27 May 2025 |
Stifel Tore Svanberg | 58%upside $80 | Buy Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 10 articles about AMBA published over the past 30 days
