DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Semiconductors
Author Program NEWCreate Narrative
AMBA logo

Ambarella, Inc. Stock Price

NasdaqGS:AMBA Community·US$3.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 86 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AMBA Share Price Performance

US$67.86
-12.51 (-15.57%)
​
US$89.36
Fair Value
US$67.86
-12.51 (-15.57%)
24.1% undervalued intrinsic discount
US$89.36
Fair Value
Price US$67.86
AnalystConsensusTarget US$89.36
AnalystHighTarget US$118.20
AnalystLowTarget US$80.00
Fri, 4 Sep 26
Fair ValueUS$89.36
Share Pricen/a

AMBA Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$89.36 24.1% undervalued intrinsic discount

Edge AI Momentum and IoT Diversification Will Shape Future Performance

0users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$118.2 42.6% undervalued intrinsic discount

Edge AI And Autonomous Systems Will Transform Smart Infrastructure

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$80 15.2% undervalued intrinsic discount

Edge AI Competition And Cyclical Downturns Will Erode Margins

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AMBA logo
Ambarella
24.1% undervalued intrinsic discount

Edge AI Momentum and IoT Diversification Will Shape Future Performance

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 4 Sep
Read Narrative
AMBA logo
Ambarella
42.6% undervalued intrinsic discount

Edge AI And Autonomous Systems Will Transform Smart Infrastructure

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 23 Jun
Read Narrative
AMBA logo
Ambarella
15.2% undervalued intrinsic discount

Edge AI Competition And Cyclical Downturns Will Erode Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Jul
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
AMBA logo

AMBA: Edge AI And Auto Expansion Will Drive Long Term Upside

Fair Value: US$89.36 24.1% undervalued intrinsic discount
35 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
AMBA logo

AMBA: Edge AI And Auto Wins Offset Supply Chain And IoT Risks

Fair Value: US$80 15.2% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
AMBA logo

AMBA: Edge AI And Hanwha Agreement Will Support Future Upside

Fair Value: US$118.2 42.6% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with low risk.

3 Risks
2 Rewards
View Full Analysis

Ambarella, Inc. Key Details

US$417.8m

Revenue

US$173.3m

Cost of Revenue

US$244.5m

Gross Profit

US$300.8m

Other Expenses

-US$56.3m

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
-1.28
58.52%
-13.48%
0%
View Full Analysis

About AMBA

Founded
2004
Employees
959
CEO
Feng-Ming Wang
WebsiteView website
www.ambarella.com

Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation. The company’s system-on-a-chip (SOC) integrates third generation CVflow technology with advanced video processing, image signal processing, audio processing, and system control functions on a single chip. It also offers central domain controllers, CVflow SoCs, AI neural processors, vision processor SoCs, high-definition radars, and serializer/deserializers, as well as licenses software modules. The company’s solutions are used in automotive video recorders, electronic mirrors, front advanced driver assistance system camera, AI Telematics Systems, and cabin monitoring system and driver monitoring system cameras in automotive field; central domain controllers for autonomous vehicles in autonomy; enterprise and public class, and home security cameras in the field of IoT; and enterprise, home, public spaces, and consumer applications, as well as for video conferencing, access control, healthcare, medical, and virtual reality applications. It sells its solutions to original design manufacturers, original equipment manufacturers, automotive market, and Tier-1 suppliers through its direct sales force and distributors. The company operates in Taiwan, rest of the Asia Pacific, Europe, the United States, and rest of North America. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.

Recent AMBA News & Updates

User avatar
Narrative Update • Sep 04

AMBA: Edge AI And Auto Expansion Will Drive Long Term Upside

Ambarella's updated analyst price target moves lower from $97.45 to $89.36, as analysts factor in reduced valuation multiples across edge AI peers and the semiconductor sector, along with ongoing uncertainty around near term demand and memory related visibility. Analyst Commentary Recent research on Ambarella points to a split view.

Recent updates

No updates

Ambarella, Inc. Competitors

MKSI logo

MKS

Symbol: NasdaqGS:MKSI
Market cap: US$17.7b
LSCC logo

Lattice Semiconductor

Symbol: NasdaqGS:LSCC
Market cap: US$16.2b
SMTC logo

Semtech

Symbol: NasdaqGS:SMTC
Market cap: US$15.6b
IONQ logo

IonQ

Symbol: NYSE:IONQ
Market cap: US$14.6b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide