Ambarella（AMBA）株式概要
アンバレラ社は、エッジおよびフィジカル人工知能、アプリケーション、インテリジェントオートメーション向けの低消費電力システムオンチップ、半導体、ソフトウェアを開発しています。 詳細
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Analyst Price Targets
Ambarella, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$71.56 |
| 52週高値 | US$96.69 |
| 52週安値 | US$48.30 |
| ベータ | 2.01 |
| 1ヶ月の変化 | 40.09% |
| 3ヶ月変化 | 11.74% |
| 1年変化 | 41.90% |
| 3年間の変化 | 8.28% |
| 5年間の変化 | -22.77% |
| IPOからの変化 | 1,080.86% |
最新ニュース
Ambarella Has A Better Growth Angle Than The Market Sees
Apr 27
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.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.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.
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.Recent updates
Ambarella Has A Better Growth Angle Than The Market Sees
Apr 27AMBA: 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.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.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.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.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).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).Ambarella, Inc. (NASDAQ:AMBA) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
Feb 06
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.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.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).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.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.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.Ambarella, Inc.'s (NASDAQ:AMBA) 30% Price Boost Is Out Of Tune With Revenues
Nov 11Edge 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.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.Ambarella, Inc.'s (NASDAQ:AMBA) 29% Share Price Surge Not Quite Adding Up
Aug 31Leveraging 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.There's Reason For Concern Over Ambarella, Inc.'s (NASDAQ:AMBA) Massive 32% Price Jump
Jul 14Is It Too Late To Consider Buying Ambarella, Inc. (NASDAQ:AMBA)?
Jun 25Revenues Not Telling The Story For Ambarella, Inc. (NASDAQ:AMBA) After Shares Rise 32%
May 30More Unpleasant Surprises Could Be In Store For Ambarella, Inc.'s (NASDAQ:AMBA) Shares After Tumbling 25%
Apr 05
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.We Think Ambarella (NASDAQ:AMBA) Can Easily Afford To Drive Business Growth
Mar 17Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report
Mar 01Should You Investigate Ambarella, Inc. (NASDAQ:AMBA) At US$82.94?
Feb 20High Valuation = High Risk For This Name: Downgrading Ambarella To A Sell
Jan 19Ambarella Earnings: The Surge Could Make A New Dawn For Investors
Nov 27Are Investors Undervaluing Ambarella, Inc. (NASDAQ:AMBA) By 40%?
Nov 19Ambarella: Intriguing, As We Have Been Here Before
Nov 11At US$60.09, Is Ambarella, Inc. (NASDAQ:AMBA) Worth Looking At Closely?
Oct 15Ambarella, Inc. (NASDAQ:AMBA) Just Reported Second-Quarter Earnings And Analysts Are Lifting Their Estimates
Aug 30株主還元
| AMBA | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 7.0% | -1.3% | 0.8% |
| 1Y | 41.9% | 108.9% | 27.7% |
業界別リターン: AMBA過去 1 年間で108.9 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: AMBA過去 1 年間で27.7 % の収益を上げたUS市場を上回りました。
価格変動
| AMBA volatility | |
|---|---|
| AMBA Average Weekly Movement | 7.7% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
安定した株価: AMBA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AMBAの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 959 | Fermi Wang | www.ambarella.com |
アンバレラ社は、エッジおよびフィジカル人工知能、アプリケーション、インテリジェントオートメーション向けの低消費電力システムオンチップ、半導体、ソフトウェアを開発しています。同社のシステムオンチップ（SOC）は、第3世代のCVflow技術と高度な映像処理、画像信号処理、音声処理、システム制御機能を1チップに集積している。また、セントラルドメインコントローラー、CVflow SoC、AIニューラルプロセッサー、ビジョンプロセッサーSoC、高解像度レーダー、シリアライザー/デシリアライザー、ライセンスソフトウェアモジュールも提供している。同社のソリューションは、自動車分野では車載用ビデオレコーダー、電子ミラー、フロント先進運転支援システムカメラ、AIテレマティクスシステム、キャビンモニタリングシステムおよびドライバーモニタリングシステムカメラ、自律走行分野では自律走行車用中央ドメインコントローラー、IoT分野では企業および公共クラス、ホームセキュリティカメラ、企業、家庭、公共スペース、消費者向けアプリケーションのほか、ビデオ会議、入退室管理、ヘルスケア、医療、バーチャルリアリティアプリケーションに使用されている。同社のソリューションは、直販部隊や代理店を通じて、設計メーカー、相手先商標製品メーカー、自動車市場、Tier-1サプライヤーに販売されている。台湾、アジア太平洋地域、欧州、米国、北米で事業を展開している。アンバレラは2004年に設立され、カリフォルニア州サンタクララに本社を置いている。
Ambarella, Inc. 基礎のまとめ
| AMBA 基礎統計学 | |
|---|---|
| 時価総額 | US$3.01b |
| 収益（TTM） | -US$75.86m |
| 売上高(TTM) | US$390.70m |
8.0x
P/Sレシオ-41.3x
PER（株価収益率AMBA は割高か？
公正価値と評価分析を参照収益と収入
| AMBA 損益計算書（TTM） | |
|---|---|
| 収益 | US$390.70m |
| 売上原価 | US$159.44m |
| 売上総利益 | US$231.27m |
| その他の費用 | US$307.13m |
| 収益 | -US$75.86m |
直近の収益報告
Jan 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.73 |
| グロス・マージン | 59.19% |
| 純利益率 | -19.42% |
| 有利子負債／自己資本比率 | 0% |
AMBA の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/01 11:11 |
| 終値 | 2026/05/01 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Ambarella, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22
| アナリスト | 機関 |
|---|---|
| Alexi Unger | Arete Research Services LLP |
| David Williams | Ascendiant Capital Markets LLC |
| Tristan Gerra | Baird |