Ambarella, Inc.

NasdaqGS:AMBA 株式レポート

時価総額：US$3.8b

Ambarella 将来の成長

Future 基準チェック /16

Ambarella利益と収益がそれぞれ年間38.7%と13.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.4% 43.9%なると予測されています。

主要情報

38.7%

収益成長率

43.90%

EPS成長率

Semiconductor 収益成長25.8%
収益成長率13.3%
将来の株主資本利益率11.40%
アナリストカバレッジ

Good

最終更新日26 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 25

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

Ambarella's updated analyst price target has stepped down into a range anchored by cuts to $72, $65, and $90, as analysts factor in in-line recent results, new U.S. limits on a key customer, and a mixed balance between the edge AI opportunity and expectations for sales growth versus small to mid cap semiconductor peers. Analyst Commentary Recent research updates cluster around lower price targets, but the tone is not uniformly negative.
ナラティブの更新 • May 10

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.
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha

業績と収益の成長予測

NasdaqGS:AMBA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/2029579-34861154
1/31/2028501-52458313
1/31/2027441-60306213
1/31/2026391-765874N/A
10/31/2025374-806480N/A
7/31/2025348-893752N/A
4/30/2025316-1045064N/A
1/31/2025285-1172334N/A
10/31/2024252-157-44N/A
7/31/2024220-175-26N/A
4/30/2024219-171-29-18N/A
1/31/2024226-169719N/A
10/31/2023258-1201628N/A
7/31/2023291-981226N/A
4/30/2023309-902033N/A
1/31/2023338-652944N/A
10/31/2022345-634360N/A
7/31/2022354-434862N/A
4/30/2022352-266477N/A
1/31/2022332-262939N/A
10/31/2021304-302131N/A
7/31/2021268-482735N/A
4/30/2021238-551219N/A
1/31/2021223-602631N/A
10/31/2020218-602122N/A
7/31/2020230-483031N/A
4/30/2020236-434042N/A
1/31/2020229-453839N/A
10/31/2019223-36N/A49N/A
7/31/2019212-41N/A31N/A
4/30/2019218-38N/A30N/A
1/31/2019228-30N/A24N/A
10/31/2018247-25N/A36N/A
7/31/2018279-4N/A59N/A
4/30/20182886N/A62N/A
1/31/201829519N/A85N/A
10/31/201731236N/A93N/A
7/31/201732453N/A109N/A
4/30/201731759N/A121N/A
1/31/201731058N/A113N/A
10/31/201629145N/A111N/A
7/31/201628345N/A104N/A
4/30/201630359N/A114N/A
1/31/201631677N/A124N/A
10/31/201531389N/A110N/A
7/31/201528678N/A91N/A

アナリストによる今後の成長予測

収入対貯蓄率: AMBA今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: AMBA今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: AMBA今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: AMBAの収益 ( 13.3% ) US市場 ( 11.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: AMBAの収益 ( 13.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AMBAの 自己資本利益率 は、3年後には低くなると予測されています ( 11.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/26 11:38
終値2026/05/26 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 UngerArete Research Services LLP
David WilliamsAscendiant Capital Markets LLC
Tristan GerraBaird