Published

04 Aug 25

Updated

23 Jun 26

Views

115

Not Invested

Fair Value

US$118.2

Share price23 Jun

US$68.0642.4% undervalued

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1Y1.10%

7D10.06%

Edge AI And Autonomous Systems Will Transform Smart Infrastructure

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

04 Aug 25

Updated

23 Jun 26

Views

115

Not Invested

Shared on 23 Jun 26

Fair value Increased 0.63%

AMBA: Edge AI And Hanwha Agreement Will Support Future Upside

Ambarella draws fresh attention as edge AI becomes the heart of its business and a long-term partnership with Hanwha opens new ways to put its chips and software into security, robotics, and industrial equipment. But a recent legal ruling tied to a key partner raises doubts about future orders, and some analysts warn that supply-chain strain could still pressure customer demand.

8 views

Shared on 08 Jun 26

Fair value Increased 2.22%

AMBA: Edge AI And Hanwha Deal Will Drive Future Upside

Ambarella lands a long-term deal with Hanwha and sees strong demand from car makers, helping offset softer trends in consumer devices as more customers look to run AI on connected cameras and other edge equipment. The big watch-out is whether the company can deliver smoothly through tighter supply and higher component costs, which could slow orders later on.

11 views

Shared on 25 May 26

AMBA: Edge AI And Autonomy Design Wins Will Offset Customer Headwinds

New export limits tied to Ambarella’s biggest customer are weighing on expectations, and several analysts cut their targets even though recent results land as expected. The bull case rests on fresh design wins and broader use of its edge AI chips in areas like cars, drones, and robotics to help offset those customer headwinds.

4 views

Shared on 10 May 26

Fair value Decreased 0.084%

AMBA: Edge AI Design Wins In Autonomy Markets Will Drive Future Upside

Analysts have marginally reduced Ambarella's fair value estimate from about $115.00 to approximately $114.90, reflecting lower Street price targets, a higher discount rate, and updated views on edge AI growth, margins, and future P/E assumptions. Analyst Commentary Recent research on Ambarella has centered on how quickly edge AI and automotive demand can translate into revenue scale, and how patent or customer specific issues might affect that trajectory.

4 views

Shared on 20 Apr 26

AMBA: Edge AI Design Wins And Partnerships Will Drive Future Upside

Analysts have trimmed their price targets on Ambarella, with cuts such as BofA to $72 from $85, Stifel to $90 from $100, and Roth Capital to $65 from $85. This reflects a mixed view that balances the edge AI opportunity against customer specific risks and expectations for sales growth that differ from some small to mid cap semiconductor peers.

3 views

Shared on 05 Apr 26

AMBA: Edge AI And Automotive Design Wins Will Drive Future Upside

Narrative Update Ambarella's updated analyst price targets, which now cluster in a lower $65 to $90 range, reflect analysts balancing the edge AI opportunity against factors such as slightly slower expected sales growth compared with some semiconductor peers and customer-specific, patent-related risks. Analyst Commentary Recent research reflects a mixed but generally constructive stance on Ambarella, with lower price targets now more tightly grouped and analysts weighing edge AI growth against customer and patent-related risks.

3 views

Shared on 22 Mar 26

AMBA: Edge AI And Automotive Execution Will Drive Future Upside

Analysts have trimmed their average price targets on Ambarella to a range of roughly $65 to $90, reflecting updated sales and EPS forecasts that highlight opportunities in edge AI and automotive, while also acknowledging customer specific risks and comparatively slower sales growth versus some small to mid cap semiconductor peers. Analyst Commentary Recent research updates show a mixed but generally constructive view on Ambarella, with price targets now clustered between roughly $65 and $90.

8 views

Shared on 07 Feb 26

Fair value Increased 9.52%

AMBA: Edge AI Platform And Drone Demand Will Drive Future Upside

Analysts now place Ambarella's fair value at US$115, up from US$105, citing updated assumptions around revenue growth, profit margins, the discount rate, and a revised future P/E multiple. What's in the News Launched the Ambarella Developer Zone at CES, a centralized hub with optimized models, low code and no code agentic blueprints, and documentation aimed at speeding up edge AI application development on its SoCs using Cooper software (Key Developments).

7 views

Fair Value vs Share Price

US$118.2

vs US$68.0642.4% undervalued

17.1%

Revenue growth

16.9%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Ambarella

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Flawless balance sheet and good value.

Market capUS$3.0b

PB4.9x

Estimated Growth14.2%

Dividend YieldN/A

CEO & management

Feng-Ming Wang

CEO

7.1yrs

CEO Tenure

Develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.