Ambarella

AMBA

Market cap $3.17B

Ambarella beat on sales and beat on earnings last night. The image-processing chips-maker is reporting surging revenue from AI.

AMBA's Q3 revenues soar 31% on stronger edge AI demand, while efficient cost management leads to a 145% surge in earnings.

U.S. stock futures were higher this morning, with the Nasdaq futures gaining around 50 points on Wednesday.

Ambarella, Inc. ( AMBA ) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST Company Participants Louis Gerhardy - Vice President of Corporate Development Fermi Wang - Co-Founder, President, CEO & Executive Chairman John Young - Chief Financial Officer Conference Call Participants Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Ross Seymore - Deutsche Bank AG, Research Division Joseph Moore - Morgan Stanley, Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Martin Yang - Oppenheimer & Co. Inc., Research Division Quinn Bolton - Needham & Company, LLC, Research Division Kevin Cassidy - Rosenblatt Securities Inc., Research Division Presentation Operator Good day, and thank you for standing by, and welcome to the Ambarella's Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions].

Ambarella (AMBA) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.11 per share a year ago.

SANTA CLARA, Calif., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its third quarter of fiscal year 2026 ended October 31, 2025.

With the rise in AI stocks, many investors focus on a narrow group of well-known semiconductor names; however, there are also under-the-radar companies developing breakthrough technologies that deserve close attention. In this article, I cover three small-cap semiconductor stocks with emerging AI technologies that could offer significant upside as the next wave of innovation unfolds. These stocks offer compelling growth potential, although reduced AI-spend represents a significant risk factor.

This AI stock addresses the need for artificial intelligence in localized devices. It is seen hitting a key profitability milestone soon.

Ambarella products extract valuable data from video and radar streams. Nvidia is working with numerous partners across its autonomous technology ecosystem.

SANTA CLARA, Calif., Nov. 07, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its third quarter fiscal year 2026 earnings conference call on Tuesday, November 25, 2025 at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.