Ambarella Balans Gezondheid
Financiële gezondheid criteriumcontroles 6/6
Ambarella heeft een totaal eigen vermogen van $594.8M en een totale schuld van $0.0, wat de schuld-eigenvermogensverhouding op 0% brengt. De totale activa en totale passiva bedragen respectievelijk $798.6M en $203.8M.
Belangrijke informatie
0%
Verhouding schuld/eigen vermogen
US$0
Schuld
| Rente dekkingsratio | n/a |
| Contant | US$312.57m |
| Aandelen | US$594.79m |
| Totaal verplichtingen | US$203.81m |
| Totaal activa | US$798.60m |
Recente financiële gezondheidsupdates
Recent updates
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaSeeking 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 AlphaAnalyseartikel • 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 AlphaAnalyseartikel • Oct 15
At US$60.09, Is Ambarella, Inc. (NASDAQ:AMBA) Worth Looking At Closely?
Ambarella, Inc. ( NASDAQ:AMBA ), might not be a large cap stock, but it led the NASDAQGS gainers with a relatively...Analyse van de financiële positie
Kortlopende schulden: De korte termijn activa ( $410.3M ) AMBA } overtreffen de korte termijn passiva ( $177.9M ).
Langlopende schulden: De kortetermijnactiva AMBA ( $410.3M ) overtreffen de langetermijnschulden ( $25.9M ).
Schuld/ eigen vermogen geschiedenis en analyse
Schuldniveau: AMBA is schuldenvrij.
Schuld verminderen: AMBA heeft de afgelopen 5 jaar geen schulden gehad.
Balans
Analyse van de cashflow
Voor bedrijven die in het verleden gemiddeld verliesgevend zijn geweest, beoordelen we of ze ten minste 1 jaar kasstroom hebben.
Stabiele cash runway: Terwijl het verlieslatende AMBA voldoende cash runway heeft voor meer dan 3 jaar, als het zijn huidige positieve vrije kasstroom-niveau behoudt.
Voorspelling contante baan: AMBA is verlieslatend, maar heeft voldoende kasmiddelen voor meer dan 3 jaar, zelfs bij een positieve vrije kasstroom die met 0.4 % per jaar krimpt.
Ontdek gezonde bedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/22 23:26 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
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| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
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| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Ambarella, Inc. wordt gevolgd door 22 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Alexi Unger | Arete Research Services LLP |
| David Williams | Ascendiant Capital Markets LLC |
| Tristan Gerra | Baird |