Ambarella Tidigare resultatutveckling
Tidigare kriterier kontrolleras 0/6
Ambarella s intäkter har minskat med en genomsnittlig årlig takt på -17.5%, medan Semiconductor -branschen såg intäkter på växande 1.8% årligen. Intäkterna har varit växande med en genomsnittlig takt på 3.3% per år.
Viktig information
-17.51%
Tillväxttakt i vinsten
-14.84%
Tillväxttakt för EPS
| Semiconductor Tillväxt i branschen | 27.66% |
| Intäkternas tillväxttakt | 3.27% |
| Avkastning på eget kapital | -11.49% |
| Nettomarginal | -17.18% |
| Senaste uppdateringen av resultatet | 30 Apr 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Analysartikel • Jun 17
Ambarella (AMBA) Stock Could Be 32.4% Undervalued After Patent Ruling Sparks Risk Questions
Ambarella (AMBA) stock fell 18.05% after GoPro secured a patent victory against Insta360. This development raised legal and commercial questions for Ambarella’s camera ecosystem partners, even as its latest quarterly earnings results outperformed expectations. See our latest analysis for Ambarella. Over the past year, Ambarella’s total shareholder return of 24.61% contrasts with a share price that is down 12.35% year to date and 16.48% over 30 days. This suggests momentum has cooled recently...
Uppdatering av berättelse • Jun 08
AMBA: Edge AI And Hanwha Deal Will Drive Future Upside
Analysts lifted Ambarella's average price target to about $117 from roughly $115, citing growing interest in its edge AI computer vision and ASIC platforms; long-term agreements with customers such as Hanwha; and steady Auto demand that helped offset softer trends in Consumer IoT. Analyst Commentary Recent research shows a mix of optimism and caution around Ambarella, with several bullish analysts lifting valuation targets while others flagging execution risks tied to the supply chain and end demand.Seeking Alpha • May 29
Ambarella Q1: Investors Are Not Liking The Slow Progress
Summary Ambarella, Inc. reported Q1 revenue of $100.4M, up 17% y/y, but shares dropped 19% as operational efficiency and profitability remain concerns. Three-quarters of AMBA’s revenue comes from IoT, which declined, while automotive AI revenue hit a record; gross margin stayed flat at 59.9%. AMBA’s cash position remains strong at $277.7M with no debt, but ongoing cash burn and high stock-based compensation pressure profitability. I maintain a Hold rating on AMBA, as top-line growth is not translating into profit, and valuation correction may continue despite the new $800M Hanwha AI partnership. Read the full article on Seeking AlphaUppdatering av berättelse • May 25
AMBA: Edge AI And Autonomy Design Wins Will Offset Customer Headwinds
Ambarella's updated analyst price target has stepped down into a range anchored by cuts to $72, $65, and $90, as analysts factor in in-line recent results, new U.S. limits on a key customer, and a mixed balance between the edge AI opportunity and expectations for sales growth versus small to mid cap semiconductor peers. Analyst Commentary Recent research updates cluster around lower price targets, but the tone is not uniformly negative.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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...
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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...Uppdatering av berättelse • 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...
Ny berättelse • 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 AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Ambarella tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Apr 26 | 405 | -70 | 77 | 238 |
| 31 Jan 26 | 391 | -76 | 75 | 239 |
| 31 Oct 25 | 374 | -80 | 75 | 237 |
| 31 Jul 25 | 348 | -89 | 73 | 234 |
| 30 Apr 25 | 316 | -104 | 73 | 231 |
| 31 Jan 25 | 285 | -117 | 73 | 226 |
| 31 Oct 24 | 252 | -157 | 74 | 221 |
| 31 Jul 24 | 220 | -175 | 76 | 217 |
| 30 Apr 24 | 219 | -171 | 76 | 215 |
| 31 Jan 24 | 226 | -169 | 76 | 215 |
| 31 Oct 23 | 258 | -120 | 76 | 216 |
| 31 Jul 23 | 291 | -98 | 76 | 215 |
| 30 Apr 23 | 309 | -90 | 77 | 213 |
| 31 Jan 23 | 338 | -65 | 78 | 205 |
| 31 Oct 22 | 345 | -63 | 77 | 200 |
| 31 Jul 22 | 354 | -43 | 74 | 189 |
| 30 Apr 22 | 352 | -26 | 71 | 176 |
| 31 Jan 22 | 332 | -26 | 67 | 167 |
| 31 Oct 21 | 304 | -30 | 62 | 156 |
| 31 Jul 21 | 268 | -48 | 61 | 151 |
| 30 Apr 21 | 238 | -55 | 59 | 144 |
| 31 Jan 21 | 223 | -60 | 56 | 141 |
| 31 Oct 20 | 218 | -60 | 55 | 137 |
| 31 Jul 20 | 230 | -48 | 54 | 133 |
| 30 Apr 20 | 236 | -43 | 53 | 131 |
| 31 Jan 20 | 229 | -45 | 53 | 130 |
| 31 Oct 19 | 223 | -36 | 52 | 129 |
| 31 Jul 19 | 212 | -41 | 50 | 128 |
| 30 Apr 19 | 218 | -38 | 50 | 129 |
| 31 Jan 19 | 228 | -30 | 50 | 128 |
| 31 Oct 18 | 247 | -25 | 50 | 127 |
| 31 Jul 18 | 279 | -4 | 50 | 125 |
| 30 Apr 18 | 288 | 6 | 49 | 121 |
| 31 Jan 18 | 295 | 19 | 48 | 116 |
| 31 Oct 17 | 312 | 36 | 47 | 111 |
| 31 Jul 17 | 324 | 53 | 46 | 107 |
| 30 Apr 17 | 317 | 59 | 44 | 103 |
| 31 Jan 17 | 310 | 58 | 43 | 101 |
| 31 Oct 16 | 291 | 45 | 43 | 98 |
| 31 Jul 16 | 283 | 45 | 41 | 94 |
| 30 Apr 16 | 303 | 59 | 40 | 90 |
| 31 Jan 16 | 316 | 77 | 38 | 82 |
| 31 Oct 15 | 313 | 89 | 35 | 75 |
| 31 Jul 15 | 286 | 78 | 34 | 68 |
Kvalitetsintäkter: AMBA är för närvarande olönsam.
Växande vinstmarginal: AMBA är för närvarande olönsam.
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: AMBA är olönsam och förlusterna har ökat under de senaste 5 åren i en takt av 17.5% per år.
Accelererande tillväxt: Det går inte att jämföra AMBA s intäktstillväxt under det senaste året med dess 5-åriga genomsnitt eftersom det för närvarande är olönsamt
Resultat vs industri: AMBA är olönsam, vilket gör det svårt att jämföra det senaste årets vinsttillväxt med Semiconductor branschen ( 22.6% ).
Avkastning på eget kapital
Hög ROE: AMBA har en negativ avkastning på eget kapital ( -11.49% ), eftersom det för närvarande är olönsamt.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/21 12:58 |
| Aktiekurs vid dagens slut | 2026/06/18 00:00 |
| Intäkter | 2026/04/30 |
| Årlig intjäning | 2026/01/31 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar 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. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Alexi Unger | Arete Research Services LLP |
| David Williams | Ascendiant Capital Markets LLC |
| Tristan Gerra | Baird |