Ambarella, Inc.

NasdaqGS:AMBA 주식 리포트

시가총액: US$3.1b

Ambarella 경영진

경영진 기준 점검 3/4

Ambarella CEO는 Fermi Wang, Jan2004 에 임명되었습니다 의 임기는 22.33 년입니다. 총 연간 보상은 $7.48M, 6.8% 급여 및 93.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $59.30M 가치에 해당하는 회사 주식의 1.92% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7 년과 12.2 년입니다.

핵심 정보

Fermi Wang

최고경영자

US$7.5m

총 보수

CEO 급여 비율6.75%
CEO 재임 기간22.3yrs
CEO 지분 보유율1.9%
경영진 평균 재임 기간7yrs
이사회 평균 재임 기간12.2yrs

최근 경영진 업데이트

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

CEO 보수 분석

Fermi Wang의 보수는 Ambarella의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jan 31 2026n/an/a

-US$76m

Oct 31 2025n/an/a

-US$80m

Jul 31 2025n/an/a

-US$89m

Apr 30 2025n/an/a

-US$104m

Jan 31 2025US$7mUS$505k

-US$117m

Oct 31 2024n/an/a

-US$157m

Jul 31 2024n/an/a

-US$175m

Apr 30 2024n/an/a

-US$171m

Jan 31 2024US$6mUS$561k

-US$169m

Oct 31 2023n/an/a

-US$120m

Jul 31 2023n/an/a

-US$98m

Apr 30 2023n/an/a

-US$90m

Jan 31 2023US$6mUS$561k

-US$65m

Oct 31 2022n/an/a

-US$63m

Jul 31 2022n/an/a

-US$43m

Apr 30 2022n/an/a

-US$26m

Jan 31 2022n/an/a

-US$26m

Oct 31 2021n/an/a

-US$30m

Jul 31 2021n/an/a

-US$48m

Apr 30 2021n/an/a

-US$55m

Jan 31 2021US$6mUS$379k

-US$60m

Oct 31 2020n/an/a

-US$60m

Jul 31 2020n/an/a

-US$48m

Apr 30 2020n/an/a

-US$43m

Jan 31 2020US$5mUS$368k

-US$45m

보상 대 시장: Fermi의 총 보수(USD7.48M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.23M) 수준입니다.

보상과 수익: Fermi의 보상은 회사가 적자임에도 증가했습니다.

CEO

Fermi Wang (61 yo)

22.3yrs
재임 기간
US$7,477,266
보수

Dr. Feng-Ming Wang, also known as Fermi, PhD., Co-founded Ambarella, Inc in January 2004 and has been its Executive Chairman, Chief Executive Officer and President since January 2004. Prior to co-founding...

리더십 팀

이름직위재임 기간보수지분
Feng-Ming Wang
Co-Founder22.3yrsUS$7.48m1.92%
$ 59.3m
Leslie Kohn
Co-Founder & Chief Technology Advisor22.3yrsUS$4.07m2.23%
$ 69.1m
John Young
Chief Financial Officer2.3yrsUS$4.53m0.27%
$ 8.3m
Chan Lee
Chief Operating Officer4.7yrsUS$3.78m0.37%
$ 11.3m
Chi-Hong Ju
Senior VP of Systems & GM of Asia Design Centers4.7yrsUS$2.80m0.40%
$ 12.4m
Michael Morehead
General Counsel & Secretary16.3yrs데이터 없음데이터 없음
Louis Gerhardy
Vice President of Corporate Developmentno data데이터 없음데이터 없음
Amee Orozco-Guiriba
Vice President of Human Resources6.3yrs데이터 없음데이터 없음
Alberto Broggi
General Manager at VisLab7.6yrs데이터 없음데이터 없음
Muneyb Minhazuddin
Customer Growth Officerno data데이터 없음데이터 없음
Robert Kunz
Senior Director of Architectureno data데이터 없음데이터 없음
Malhar Palkar
Director of Software Engineeringno data데이터 없음데이터 없음
7.0yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 관리: AMBA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7 년).

이사회 구성원

이름직위재임 기간보수지분
Feng-Ming Wang
Co-Founder22.3yrsUS$7.48m1.92%
$ 59.3m
Christopher Paisley
Independent Director13.8yrsUS$270.00k0.090%
$ 2.8m
Chenming C. Hu
Independent Director14.5yrsUS$262.50k0.060%
$ 1.9m
David Jeffrey Richardson
Independent Director12.2yrsUS$275.00k0.060%
$ 1.9m
Gregory Bryant
Independent Directorno data데이터 없음데이터 없음
Hsiao-Wuen Hon
Independent Director8.8yrsUS$252.50k0.063%
$ 1.9m
Elizabeth Schwarting
Independent Director5.9yrsUS$260.00k0.011%
$ 340.6k
Chantelle Breithaupt
Independent Director1.3yrs데이터 없음0.0037%
$ 115.2k
12.2yrs
평균 재임 기간
61.5yo
평균 나이

경험이 풍부한 이사회: AMBA의 이사회는 노련하고 경험이 풍부합니다(평균 재임 12.2 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/05 06:33
종가2026/05/05 00:00
수익2026/01/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Ambarella, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Alexi UngerArete Research Services LLP
David WilliamsAscendiant Capital Markets LLC
Tristan GerraBaird