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Ambarella
AMBA
Ambarella
Geopolitical Strain And Chip Rivalry Will Undermine Future Value
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 12 Analysts
Published
06 Aug 25
Updated
10 Aug 25
0
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
US$50.02
33.9% overvalued
intrinsic discount
10 Aug
US$66.99
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1Y
40.8%
7D
3.8%
Author's Valuation
US$50.0
33.9% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
0
Valuator
Company Info
Notes
AnalystLowTarget Fair Value
US$50.0
33.9% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
-175m
448m
2014
2017
2020
2023
2025
2026
2028
Revenue US$447.7m
Earnings US$64.5m
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
13.39%
Semiconductors revenue growth rate
0.77%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
10.09%
Calculation
US$64.50m
Earnings '28
x
47.63x
PE Ratio '28
=
US$3.07b
Market Cap '28
US$3.07b
Market Cap '28
/
46.03m
No. shares '28
=
US$66.75
Share Price '28
US$66.75
Share Price '28
Discounted to 2025 @ 10.11% p.a.
=
US$50.00
Fair Value '25