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14.3%と12.6%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8.8% 20.1%なると予測されています。

主要情報

14.3%

収益成長率

20.14%

EPS成長率

Semiconductor 収益成長	24.9%
収益成長率	12.6%
将来の株主資本利益率	8.79%
アナリストカバレッジ	Good
最終更新日	22 Oct 2025

今後の成長に関する最新情報

Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report

Mar 01

Recent updates

There's Reason For Concern Over Ambarella, Inc.'s (NASDAQ:AMBA) Massive 32% Price Jump

Jul 14

Is It Too Late To Consider Buying Ambarella, Inc. (NASDAQ:AMBA)?

Jun 25

Revenues Not Telling The Story For Ambarella, Inc. (NASDAQ:AMBA) After Shares Rise 32%

May 30

More 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

Mar 21 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 17

Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report

Mar 01

Should You Investigate Ambarella, Inc. (NASDAQ:AMBA) At US$82.94?

Feb 20

High Valuation = High Risk For This Name: Downgrading Ambarella To A Sell

Jan 19

Ambarella Earnings: The Surge Could Make A New Dawn For Investors

Nov 27

Are Investors Undervaluing Ambarella, Inc. (NASDAQ:AMBA) By 40%?

Nov 19

Ambarella: Intriguing, As We Have Been Here Before

Nov 11

At US$60.09, Is Ambarella, Inc. (NASDAQ:AMBA) Worth Looking At Closely?

Oct 15

Ambarella, Inc. (NASDAQ:AMBA) Just Reported Second-Quarter Earnings And Analysts Are Lifting Their Estimates

Aug 30

Why Ambarella Soared After Posting Q2 2025 Results

Aug 28

Ambarella: Headwinds May Put A Stop To The Turnaround

Aug 13

Ambarella, Inc.'s (NASDAQ:AMBA) 30% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Aug 12

We're Interested To See How Ambarella (NASDAQ:AMBA) Uses Its Cash Hoard To Grow

Jul 22

Ambarella, Inc.'s (NASDAQ:AMBA) Intrinsic Value Is Potentially 47% Above Its Share Price

Jul 04

Ambarella: Unfulfilled Potential

May 28

Ambarella, Inc.'s (NASDAQ:AMBA) Business Is Yet to Catch Up With Its Share Price

Apr 22

Are Investors Undervaluing Ambarella, Inc. (NASDAQ:AMBA) By 30%?

Mar 26

Ambarella: More Talk Than Performance

Mar 24

Why Ambarella, Inc. (NASDAQ:AMBA) Could Be Worth Watching

Mar 03

Ambarella: Shift Forward To FY26, And Upgrade To Buy

Jan 10

Pinning Down Ambarella, Inc.'s (NASDAQ:AMBA) P/S Is Difficult Right Now

Jan 07

Calculating The Intrinsic Value Of Ambarella, Inc. (NASDAQ:AMBA)

Dec 20

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
1/31/2028	476	-76	66	82	5
1/31/2027	410	-87	25	51	13
1/31/2026	380	-84	21	49	14
7/31/2025	348	-89	37	52	N/A
4/30/2025	316	-104	50	64	N/A
1/31/2025	285	-117	23	34	N/A
10/31/2024	252	-157	-4	4	N/A
7/31/2024	220	-175	-2	6	N/A
4/30/2024	219	-171	-29	-18	N/A
1/31/2024	226	-169	7	19	N/A
10/31/2023	258	-120	16	28	N/A
7/31/2023	291	-98	12	26	N/A
4/30/2023	309	-90	20	33	N/A
1/31/2023	338	-65	29	44	N/A
10/31/2022	345	-63	43	60	N/A
7/31/2022	354	-43	48	62	N/A
4/30/2022	352	-26	64	77	N/A
1/31/2022	332	-26	29	39	N/A
10/31/2021	304	-30	21	31	N/A
7/31/2021	268	-48	27	35	N/A
4/30/2021	238	-55	12	19	N/A
1/31/2021	223	-60	26	31	N/A
10/31/2020	218	-60	21	22	N/A
7/31/2020	230	-48	30	31	N/A
4/30/2020	236	-43	40	42	N/A
1/31/2020	229	-45	38	39	N/A
10/31/2019	223	-36	47	49	N/A
7/31/2019	212	-41	29	31	N/A
4/30/2019	218	-38	N/A	30	N/A
1/31/2019	228	-30	N/A	24	N/A
10/31/2018	247	-25	N/A	36	N/A
7/31/2018	279	-4	N/A	59	N/A
4/30/2018	288	6	N/A	62	N/A
1/31/2018	295	19	N/A	85	N/A
10/31/2017	312	36	N/A	93	N/A
7/31/2017	324	53	N/A	109	N/A
4/30/2017	317	59	N/A	121	N/A
1/31/2017	310	58	N/A	113	N/A
10/31/2016	291	45	N/A	111	N/A
7/31/2016	283	45	N/A	104	N/A
4/30/2016	303	59	N/A	114	N/A
1/31/2016	316	77	N/A	124	N/A
10/31/2015	313	89	N/A	110	N/A
7/31/2015	286	78	N/A	91	N/A
4/30/2015	248	64	N/A	67	N/A
1/31/2015	218	51	N/A	52	N/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 ( 12.6% ) US市場 ( 10.3% ) 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 ( 12.6% ) 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 ( 8.8 %)。

成長企業の発掘

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	2025/11/14 04:58
終値	2025/11/14 00:00
収益	2025/07/31
年間収益	2025/01/31

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	SECフォーム10-K SECフォーム10-Q
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	アナリストリサーチレポート Blue Matrix
市場価格	30年	株価配当、分割、措置	ICEマーケットデータ SECフォームS-1
所有権	10年	トップ株主インサイダー取引	SECフォーム4 SECフォーム13D
マネジメント	10年	リーダーシップ・チーム取締役会	SECフォーム10-K SECフォームDEF 14A
主な進展	10年	会社からのお知らせ	SECフォーム8-K

* 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

このレポートの作成に使用した分析モデルの詳細は、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でのチュートリアルもご用意しています。

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. 14 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。25

アナリスト	機関
Alexi Unger	Arete Research Services LLP
Tayla-Blair Botha	Arete Research Services LLP
David Williams	Ascendiant Capital Markets LLC

Ambarella 将来の成長

Future 基準チェック /16

主要情報

今後の成長に関する最新情報

Consensus estimates of losses per share improve by 22%

Price target increased by 16% to US$90.05

Ambarella, Inc. Revises Revenue Guidance for the Fiscal Year 2026

Ambarella, Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2025

Price target decreased by 8.4% to US$82.47

Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report

Recent updates

Ambarella: From Auto To IoT, But Execution Is Key

Ambarella, Inc.'s (NASDAQ:AMBA) 30% Price Boost Is Out Of Tune With Revenues

Ambarella, Inc. to Report Q3, 2026 Results on Nov 25, 2025

Insider recently sold US$909k worth of stock

Now 25% overvalued after recent price rise

Co-Founder recently sold US$391k worth of stock

Now 20% overvalued after recent price rise

Insider recently sold US$717k worth of stock

Consensus estimates of losses per share improve by 22%

Ambarella, Inc.'s (NASDAQ:AMBA) 29% Share Price Surge Not Quite Adding Up

Price target increased by 16% to US$90.05

Ambarella, Inc. Revises Revenue Guidance for the Fiscal Year 2026

Ambarella, Inc. to Report Q2, 2026 Results on Aug 28, 2025

There's Reason For Concern Over Ambarella, Inc.'s (NASDAQ:AMBA) Massive 32% Price Jump

Ambarella, Inc.(NasdaqGS:AMBA) dropped from Russell 3000 Value Index

Is It Too Late To Consider Buying Ambarella, Inc. (NASDAQ:AMBA)?

Ambarella Reportedly Explores Potential Sale

New minor risk - Share price stability

Co-Founder recently sold US$244k worth of stock

Now 23% undervalued after recent price drop

Revenues Not Telling The Story For Ambarella, Inc. (NASDAQ:AMBA) After Shares Rise 32%

Ambarella, Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2025

Ambarella, Inc. to Report Q1, 2026 Results on May 29, 2025

Ambarella, Inc., Annual General Meeting, Jun 04, 2025

Price target decreased by 8.4% to US$82.47

More Unpleasant Surprises Could Be In Store For Ambarella, Inc.'s (NASDAQ:AMBA) Shares After Tumbling 25%

Ambarella, Inc. Debuts Next-Generation Edge GenAI Technology At ISC West, Including Reasoning Models Running on Its CVflow®? Edge AI SoCs

Full year 2025 earnings: EPS and revenues exceed analyst expectations

Leveraging Edge AI Processing With DeepSeek-R1 Will Unlock New Applications

We Think Ambarella (NASDAQ:AMBA) Can Easily Afford To Drive Business Growth

Co-Founder recently sold US$226k worth of stock

Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report

Ambarella, Inc. Appoints Chantelle Breithaupt as an Independent Director to the Board and Member of the Board's Audit Committee

Full year 2025 earnings: EPS and revenues exceed analyst expectations

Ambarella, Inc. Provides Earnings Guidance for the First Quarter of Fiscal Year 2026, Ending April 30, 2025

Should You Investigate Ambarella, Inc. (NASDAQ:AMBA) At US$82.94?

Ambarella, Inc. to Report Q4, 2025 Results on Feb 26, 2025

High Valuation = High Risk For This Name: Downgrading Ambarella To A Sell

Ambarella Expands N1 Edge GenAI Family With SoC Targeted at On-Premise Multi-Channel VLM and NN Processing in Under 20 Watts

Insider recently sold US$387k worth of stock

Insider notifies of intention to sell stock

Ambarella, Inc. Revises Earnings Guidance for the Fiscal Year 2025

Price target increased by 16% to US$88.18

Ambarella, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2025, Ending January 31, 2025

Ambarella Earnings: The Surge Could Make A New Dawn For Investors

Are Investors Undervaluing Ambarella, Inc. (NASDAQ:AMBA) By 40%?

Ambarella: Intriguing, As We Have Been Here Before

Ambarella, Inc. to Report Q3, 2025 Results on Nov 26, 2024

At US$60.09, Is Ambarella, Inc. (NASDAQ:AMBA) Worth Looking At Closely?

Co-Founder notifies of intention to sell stock

Ambarella, Inc. (NASDAQ:AMBA) Just Reported Second-Quarter Earnings And Analysts Are Lifting Their Estimates

New minor risk - Share price stability

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Why Ambarella Soared After Posting Q2 2025 Results

Ambarella, Inc. Provides Financial Guidance for the Third Quarter of Fiscal Year 2025, Ending October 31, 2024

Ambarella: Headwinds May Put A Stop To The Turnaround

Ambarella, Inc.'s (NASDAQ:AMBA) 30% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Ambarella, Inc. to Report Q2, 2025 Results on Aug 27, 2024

We're Interested To See How Ambarella (NASDAQ:AMBA) Uses Its Cash Hoard To Grow

Ambarella, Inc.'s (NASDAQ:AMBA) Intrinsic Value Is Potentially 47% Above Its Share Price

Insider recently sold US$317k worth of stock

Insider notifies of intention to sell stock

Insider recently sold US$239k worth of stock

First quarter 2025 earnings: EPS exceeds analyst expectations

Ambarella, Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2024

Ambarella: Unfulfilled Potential

Ambarella’S Next-Gen AI Socs for Fleet Dash Cams and Vehicle Gateways Enable Vision Language Models and Transformer Networks Without Fan Cooling

Ambarella, Inc. to Report Q1, 2025 Results on May 30, 2024

Ambarella, Inc., Annual General Meeting, Jun 12, 2024