Edge AI Momentum and IoT Diversification Will Shape Future Performance

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Mar 25

Updated

11 Dec 25

Views

167

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-0.5%

7D

-1.3%

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1Y

-0.5%

7D

-1.3%

You can edit this narrative until Dec 12 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$98.0925.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

AMBA: Edge AI Demand Will Drive Multi Year Expansion Trajectory Forward

Analysts have modestly increased their price target on Ambarella, raising fair value by approximately 0.00 dollars to about 98.09 dollars per share. This reflects a slightly improved profit margin outlook that offsets a marginally lower future price to earnings multiple.

Shared on 27 Nov 25

Fair value Increased 4.66%

AMBA: Edge AI Momentum Will Drive Emerging IoT Opportunities Forward

Ambarella's analyst price target has increased from approximately $93.73 to $98.09, as analysts cite strong Q2 results and growing momentum in the company's IoT and Edge AI businesses. Analyst Commentary Recent analyst activity has reflected growing confidence in Ambarella's valuation, supported by robust Q2 results and momentum across IoT and Edge AI applications.

Shared on 13 Nov 25

AMBA: Momentum in Edge AI and IoT Will Face Ongoing Market Risks

Ambarella's analyst price target has risen sharply, with several firms lifting their outlooks by $10 to $30 per share. Analysts cite strong Q2 results, expanding IoT applications, and momentum in Edge AI design wins as key growth drivers.

Shared on 30 Oct 25

Ambarella's analyst price target has seen a significant upward revision, rising by as much as $37 to $100 per share. Analysts cite robust Q2 performance, design wins in IoT and Edge AI, and an improved revenue outlook as key drivers of optimism.

Shared on 15 Oct 25

Fair value Increased 4.08%

Analysts have raised their fair value estimate for Ambarella, increasing the price target from $90.05 to $93.73. They cite solid earnings, growing momentum in edge AI markets, and diverse new IoT design wins as key drivers.

Shared on 30 Aug 25

Fair value Increased 16%

Ambarella’s analyst price target has been notably raised to $90.05, driven by stronger-than-expected Q2 results and momentum in Edge AI and IoT applications outside automotive, despite continued sector softness. Analyst Commentary Bullish analysts cite Ambarella's strong Q2 performance, with revenue and earnings surpassing expectations and exceeding prior guidance.

Shared on 01 May 25

Fair value Decreased 3.59%

Shared on 24 Apr 25

Fair value Decreased 7.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 3.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 6.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$98.09

25.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

12.02%

Semiconductors revenue growth rate

1.03%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.48%

Calculation

US$82.65m

Earnings '28

x

75.11x

PE Ratio '28

=

US$6.21b

Market Cap '28

US$6.21b

Market Cap '28

/

47.36m

No. shares '28

=

US$131.07

Share Price '28

US$131.07 Share Price '28

Discounted to 2025 @ 10.43% p.a.

=

US$97.34

Fair Value '25