Ambarella, Inc.

NasdaqGS:AMBA Aktierapport

Börsvärde: US$3.3b

Ambarella Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

Ambarella har inte registrerat sig för att betala utdelning.

Viktig information

n/a

Avkastning på utdelning

-0.3%

Återköpsavkastning

Total avkastning till aktieägarna-0.3%
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandeln/a

Senaste utdelnings- och återköpsuppdateringar

Inga uppdateringar

Recent updates

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 Alpha
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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).
Analysuppdatering 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).
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
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Ny analys 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel Aug 30

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

A week ago, Ambarella, Inc. ( NASDAQ:AMBA ) came out with a strong set of quarterly numbers that could potentially lead...

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om AMBA s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om AMBA s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

Ambarella Utdelningsavkastning jämfört med marknaden
Hur är AMBA:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (AMBA)n/a
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Semiconductor)0.3%
Prognosanalytiker (AMBA) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera AMBA s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera AMBA s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: Otillräcklig data för att beräkna AMBA s utbetalningskvot för att avgöra om dess utdelningar täcks av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom AMBA inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/06 10:19
Aktiekurs vid dagens slut2026/05/06 00:00
Intäkter2026/01/31
Årlig intjäning2026/01/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Ambarella, Inc. bevakas av 22 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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