Ambarella, Inc.

NasdaqGS:AMBA 株式レポート

時価総額：US$2.9b

Ambarella バランスシートの健全性

財務の健全性 基準チェック /66

Ambarellaの総株主資本は$594.8M 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$798.6Mと$203.8Mです。

主要情報

0%

負債資本比率

US$0

負債

インタレスト・カバレッジ・レシオn/a
現金US$312.57m
エクイティUS$594.79m
負債合計US$203.81m
総資産US$798.60m

財務の健全性に関する最新情報

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

Mar 17
We Think Ambarella (NASDAQ:AMBA) Can Easily Afford To Drive Business Growth

Recent updates

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.

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
Ambarella, Inc. (NASDAQ:AMBA) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely

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 11
Ambarella, Inc.'s (NASDAQ:AMBA) 30% Price Boost Is Out Of Tune With Revenues

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.

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 31
Ambarella, Inc.'s (NASDAQ:AMBA) 29% Share Price Surge Not Quite Adding Up

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.

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

Jul 14
There's Reason For Concern Over Ambarella, Inc.'s (NASDAQ:AMBA) Massive 32% Price Jump

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

Jun 25
Is It Too Late To Consider Buying Ambarella, Inc. (NASDAQ:AMBA)?

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

May 30
Revenues Not Telling The Story For Ambarella, Inc. (NASDAQ:AMBA) After Shares Rise 32%

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

Apr 05
More Unpleasant Surprises Could Be In Store For Ambarella, Inc.'s (NASDAQ:AMBA) Shares After Tumbling 25%
User avatar

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 17
We Think Ambarella (NASDAQ:AMBA) Can Easily Afford To Drive Business Growth

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

Mar 01
Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report

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

Feb 20
Should You Investigate Ambarella, Inc. (NASDAQ:AMBA) At US$82.94?

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

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

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

Aug 30
Ambarella, Inc. (NASDAQ:AMBA) Just Reported Second-Quarter Earnings And Analysts Are Lifting Their Estimates

財務状況分析

短期負債: AMBAの 短期資産 ( $410.3M ) が 短期負債 ( $177.9M ) を超えています。

長期負債: AMBAの短期資産 ( $410.3M ) が 長期負債 ( $25.9M ) を上回っています。

デット・ツー・エクイティの歴史と分析

負債レベル: AMBAは負債がありません。

負債の削減: AMBA過去 5 年間負債を抱えていません。

貸借対照表

キャッシュ・ランウェイ分析

過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。

安定したキャッシュランウェイ: 利益は出ていないものの、 AMBAは現在のプラスの フリーキャッシュフロー レベルを維持すれば、3 年以上は十分な キャッシュランウェイ を有しています。

キャッシュランウェイの予測: AMBAは利益は出ていませんが、フリーキャッシュフローがプラスで年間0.4 % 減少しているにもかかわらず、3 年以上は十分なキャッシュランウェイがあります。

健全な企業の発掘

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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2026/04/30 17:42
終値2026/04/30 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