Ambarella Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Ambarella sono diminuiti a un tasso medio annuo di -20.6%, mentre il settore Semiconductor ha visto gli utili crescere a un tasso medio annuo di 5.3%. I ricavi sono cresciuti crescere a un tasso medio annuo di 2.9%.
Informazioni chiave
-20.58%
Tasso di crescita degli utili
-17.56%
Tasso di crescita dell'EPS
| Semiconductor Crescita del settore | 27.66% |
| Tasso di crescita dei ricavi | 2.90% |
| Rendimento del capitale proprio | -12.75% |
| Margine netto | -19.42% |
| Prossimo aggiornamento sugli utili | 28 May 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • Apr 27
Ambarella Has A Better Growth Angle Than The Market Sees
Summary I am reiterating Ambarella as a Strong Buy, driven by its transformation into a full-stack edge AI platform company, not just a chip vendor. AMBA's edge AI SoCs now account for 80% of total revenue, with fiscal 2026 revenue reaching $390.7M, up 37.2% year-over-year. The market still values AMBA as a cyclical semiconductor stock, but I see it as an edge AI infrastructure enabler for physical AI and robotics. Near-term growth is fueled by IoT, but the strategic shift targets real-time enterprise inference, multi-camera AI boxes, and robotics applications. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Apr 20
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.Aggiornamento dell'analisi • Apr 05
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.Aggiornamento dell'analisi • Mar 22
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.
Aggiornamento dell'analisi • Mar 07
AMBA: Edge AI Platforms And Developer Tools Will Support Future Profitability
Narrative Update on Ambarella Analysts have reduced their Ambarella fair value estimate from $80 to $65. They point to lower price targets that now cluster around $65 to $90, reflecting modestly softer revenue growth assumptions, a slightly higher discount rate, and tempered future P/E expectations despite ongoing interest in edge AI and automotive opportunities.Aggiornamento dell'analisi • Feb 21
AMBA: Edge AI Exhibitions And Developer Tools Will Support Stronger Profitability Ahead
Analysts have kept their $80.00 price target for Ambarella unchanged, citing updated assumptions that now reflect revenue growth of 16.50%, a profit margin of 15.51% and a future P/E of 51.68x, along with a slightly lower discount rate of 10.41%. What's in the News Ambarella plans to exhibit at Embedded World 2026 in Nuremberg, Germany, with a focus on "The Ambarella Edge: From Agentic to Physical AI," featuring live demos across robotics, industrial automation, automotive, edge infrastructure, security and AIoT use cases (Product-Related Announcements).Aggiornamento dell'analisi • Feb 07
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).Articolo di analisi • Feb 06
Ambarella, Inc. (NASDAQ:AMBA) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
Unfortunately for some shareholders, the Ambarella, Inc. ( NASDAQ:AMBA ) share price has dived 26% in the last thirty...
Aggiornamento dell'analisi • Jan 24
AMBA: Edge AI DevZone Will Drive Multi Year Platform Expansion
Analysts have modestly lifted their price target on Ambarella, with updated assumptions around profit margins and a higher future P/E multiple supporting a new fair value estimate that now stands at roughly US$97.45 per share. What's in the News Ambarella launched its online Ambarella Developer Zone, or DevZone, aimed at helping partners build and deploy edge AI applications faster using optimized models, low code and no code blueprints, and consolidated documentation and tools.Aggiornamento dell'analisi • Jan 09
AMBA: Edge AI Platform And DevZone Will Support Multi Year Expansion
Analysts have slightly reduced their fair value estimate for Ambarella from US$98.09 to US$97.45. This revision mainly reflects a modestly higher discount rate and a lower forward P/E assumption, while revenue growth and margin expectations remain broadly unchanged.Aggiornamento dell'analisi • Dec 25
AMBA: Drone-Focused Edge AI Platform Will Drive Stronger Profitability Ahead
Narrative Update on Ambarella Analyst Price Target Analysts have raised their price target on Ambarella from 57.94 dollars to 80.00 dollars, citing expectations for slightly slower top line growth, improved profitability, and a higher justified earnings multiple. What's in the News Ambarella reaffirmed its strategic focus on the drone market, emphasizing low power, high-performance SoCs that combine video processing with on-device AI to enable more autonomous, connectivity-independent drone operations (company announcement).Aggiornamento dell'analisi • Dec 11
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.Aggiornamento dell'analisi • Nov 27
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.Aggiornamento dell'analisi • Nov 13
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.Articolo di analisi • Nov 11
Ambarella, Inc.'s (NASDAQ:AMBA) 30% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Ambarella, Inc. ( NASDAQ:AMBA ) shares have been powering on, with a gain of 30% in the...Aggiornamento dell'analisi • Oct 30
Edge AI Momentum and IoT Diversification Will Shape Future Performance
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.Aggiornamento dell'analisi • Oct 15
Expanding Edge AI Markets Will Unlock Future Opportunities
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.Articolo di analisi • Aug 31
Ambarella, Inc.'s (NASDAQ:AMBA) 29% Share Price Surge Not Quite Adding Up
Ambarella, Inc. ( NASDAQ:AMBA ) shares have continued their recent momentum with a 29% gain in the last month alone...Aggiornamento dell'analisi • Aug 30
Leveraging Edge AI Processing With DeepSeek-R1 Will Unlock New Applications
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.Articolo di analisi • Jul 14
There's Reason For Concern Over Ambarella, Inc.'s (NASDAQ:AMBA) Massive 32% Price Jump
Despite an already strong run, Ambarella, Inc. ( NASDAQ:AMBA ) shares have been powering on, with a gain of 32% in the...Articolo di analisi • Jun 25
Is It Too Late To Consider Buying Ambarella, Inc. (NASDAQ:AMBA)?
Ambarella, Inc. ( NASDAQ:AMBA ), is not the largest company out there, but it led the NASDAQGS gainers with a...Articolo di analisi • May 30
Revenues Not Telling The Story For Ambarella, Inc. (NASDAQ:AMBA) After Shares Rise 32%
Ambarella, Inc. ( NASDAQ:AMBA ) shareholders would be excited to see that the share price has had a great month...Articolo di analisi • Apr 05
More Unpleasant Surprises Could Be In Store For Ambarella, Inc.'s (NASDAQ:AMBA) Shares After Tumbling 25%
To the annoyance of some shareholders, Ambarella, Inc. ( NASDAQ:AMBA ) shares are down a considerable 25% in the last...
Nuova analisi • Mar 21
Leveraging Edge AI Processing With DeepSeek-R1 Will Unlock New Applications
Ambarella's focus on edge AI, innovative SoCs, and automotive market expansion is driving potential revenue and earnings growth.Articolo di analisi • Mar 17
We Think Ambarella (NASDAQ:AMBA) Can Easily Afford To Drive Business Growth
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Articolo di analisi • Mar 01
Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report
Ambarella, Inc. ( NASDAQ:AMBA ) defied analyst predictions to release its annual results, which were ahead of market...Articolo di analisi • Feb 20
Should You Investigate Ambarella, Inc. (NASDAQ:AMBA) At US$82.94?
Ambarella, Inc. ( NASDAQ:AMBA ), might not be a large cap stock, but it saw a significant share price rise of 46% in...Seeking Alpha • Jan 19
High Valuation = High Risk For This Name: Downgrading Ambarella To A Sell
Summary I'm downgrading Ambarella from a hold to a sell because while I like the business, I think the valuation is not justified for the near-term headwinds present. The stock has extensive exposure to IoT and automotive markets and there is still a lacking recovery in terms of demand in those markets that Wall Street is not factoring. Regarding the valuation metrics, Ambarella is also expensive at current levels with its metrics above the peer group. I share my thoughts on Ambarella here, and why I see limited upside for the near-term. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Ambarella Earnings: The Surge Could Make A New Dawn For Investors
Summary Ambarella projects over 25% y/y revenue growth for fiscal 2026, driven by strong product momentum in automotive and IoT sectors. The company is debt-free with $230 million in cash, but its free cash flow is largely offset by stock-based compensation. Valued at 11x forward sales, Ambarella offers a compelling entry point for long-term investors despite competitive pressures and market volatility. Risks include potential inventory corrections and market downturns, which could impact investor willingness to pay the current valuation. Read the full article on Seeking AlphaArticolo di analisi • Nov 19
Are Investors Undervaluing Ambarella, Inc. (NASDAQ:AMBA) By 40%?
Key Insights The projected fair value for Ambarella is US$95.42 based on 2 Stage Free Cash Flow to Equity Ambarella is...Seeking Alpha • Nov 11
Ambarella: Intriguing, As We Have Been Here Before
Summary Ambarella has severely disappointed investors in recent years as investments into R&D and new products did not result in tangible results. Recent trends reveal that these investments might be paying off, yet the company continues to post substantial losses. Awaiting Q3 results, I remain skeptical due to high stock-based compensation expenses and demanding sales multiples, although the potential still lures. Read the full article on Seeking AlphaArticolo di analisi • Oct 15
At US$60.09, Is Ambarella, Inc. (NASDAQ:AMBA) Worth Looking At Closely?
Ambarella, Inc. ( NASDAQ:AMBA ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...Articolo di analisi • Aug 30
Ambarella, Inc. (NASDAQ:AMBA) Just Reported Second-Quarter Earnings And Analysts Are Lifting Their Estimates
A week ago, Ambarella, Inc. ( NASDAQ:AMBA ) came out with a strong set of quarterly numbers that could potentially lead...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Ambarella guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Jan 26 | 391 | -76 | 75 | 239 |
| 31 Oct 25 | 374 | -80 | 75 | 237 |
| 31 Jul 25 | 348 | -89 | 73 | 234 |
| 30 Apr 25 | 316 | -104 | 73 | 231 |
| 31 Jan 25 | 285 | -117 | 73 | 226 |
| 31 Oct 24 | 252 | -157 | 74 | 221 |
| 31 Jul 24 | 220 | -175 | 76 | 217 |
| 30 Apr 24 | 219 | -171 | 76 | 215 |
| 31 Jan 24 | 226 | -169 | 76 | 215 |
| 31 Oct 23 | 258 | -120 | 76 | 216 |
| 31 Jul 23 | 291 | -98 | 76 | 215 |
| 30 Apr 23 | 309 | -90 | 77 | 213 |
| 31 Jan 23 | 338 | -65 | 78 | 205 |
| 31 Oct 22 | 345 | -63 | 77 | 200 |
| 31 Jul 22 | 354 | -43 | 74 | 189 |
| 30 Apr 22 | 352 | -26 | 71 | 176 |
| 31 Jan 22 | 332 | -26 | 67 | 167 |
| 31 Oct 21 | 304 | -30 | 62 | 156 |
| 31 Jul 21 | 268 | -48 | 61 | 151 |
| 30 Apr 21 | 238 | -55 | 59 | 144 |
| 31 Jan 21 | 223 | -60 | 56 | 141 |
| 31 Oct 20 | 218 | -60 | 55 | 137 |
| 31 Jul 20 | 230 | -48 | 54 | 133 |
| 30 Apr 20 | 236 | -43 | 53 | 131 |
| 31 Jan 20 | 229 | -45 | 53 | 130 |
| 31 Oct 19 | 223 | -36 | 52 | 129 |
| 31 Jul 19 | 212 | -41 | 50 | 128 |
| 30 Apr 19 | 218 | -38 | 50 | 129 |
| 31 Jan 19 | 228 | -30 | 50 | 128 |
| 31 Oct 18 | 247 | -25 | 50 | 127 |
| 31 Jul 18 | 279 | -4 | 50 | 125 |
| 30 Apr 18 | 288 | 6 | 49 | 121 |
| 31 Jan 18 | 295 | 19 | 48 | 116 |
| 31 Oct 17 | 312 | 36 | 47 | 111 |
| 31 Jul 17 | 324 | 53 | 46 | 107 |
| 30 Apr 17 | 317 | 59 | 44 | 103 |
| 31 Jan 17 | 310 | 58 | 43 | 101 |
| 31 Oct 16 | 291 | 45 | 43 | 98 |
| 31 Jul 16 | 283 | 45 | 41 | 94 |
| 30 Apr 16 | 303 | 59 | 40 | 90 |
| 31 Jan 16 | 316 | 77 | 38 | 82 |
| 31 Oct 15 | 313 | 89 | 35 | 75 |
| 31 Jul 15 | 286 | 78 | 34 | 68 |
Guadagni di qualità: AMBA al momento non è redditizia.
Margine di profitto in crescita: AMBA al momento non è redditizia.
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: AMBA non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 20.6% all'anno.
Accelerare la crescita: Impossibile confrontare la crescita degli utili di AMBA nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia
Guadagni vs Settore: AMBA non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Semiconductor ( 10.3% ).
Rendimento del capitale proprio
ROE elevato: AMBA ha un Return on Equity negativo ( -12.75% ), in quanto al momento non è redditizio.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 19:10 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2026/01/31 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ambarella, Inc. è coperta da 22 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Alexi Unger | Arete Research Services LLP |
| David Williams | Ascendiant Capital Markets LLC |
| Tristan Gerra | Baird |