Ambarella, Inc.
- Open
- 67.92
- Day high
- 69.99
- Day low
- 67.50
- Prev close
- 69.38
- Volume
- 108K
- Mkt cap
- $3.0B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 4.9
- P/S
- 7.3
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$4.6M over the last 3 months (0 open-market buys, 10 sales)
- 🏛Institutions accumulating (13F)
Ambarella, Inc. (AMBA) is a Technology company listed on NASDAQ. The stock is down 12% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 10 sales (SEC Form 4).
Ambarella, Inc. (AMBA) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
AMBA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 28, 2026 | $0.11 | $0.11 | +0.0% | $100M | +0.2% |
| Nov 25, 2025 | $0.20 | $0.27 | +32.8% | $108M | +4.1% |
| Aug 28, 2025 | $0.06 | $0.15 | +150.0% | $96M | +1.8% |
| May 29, 2025 | $0.04 | $0.07 | +82.6% | $86M | +2.2% |
| Feb 26, 2025 | $-0.01 | $0.11 | +1200.0% | $84M | +0.0% |
| Nov 26, 2024 | $0.03 | $0.11 | +266.7% | $83M | +4.6% |
| May 30, 2024 | $-0.32 | $-0.26 | +18.8% | $54M | +2.3% |
| Feb 27, 2024 | $-0.33 | $-0.24 | +27.3% | $52M | -4.9% |
| Nov 30, 2023 | $-0.39 | $-0.28 | +28.2% | $51M | -0.6% |
| Aug 29, 2023 | $-0.21 | $-0.15 | +28.6% | $62M | -0.6% |
| May 30, 2023 | $-0.20 | $-0.15 | +25.0% | $62M | -2.1% |
| Feb 28, 2023 | $0.15 | $0.23 | +53.3% | $83M | -0.8% |
AMBA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 10, 2026 | Chen Yun-Lungofficer: VP, Business Dev. & Marketing | Sell | 5,958 | $78.66 |
| Jul 2, 2026 | Ju Chi-Hongofficer: Senior VP, Systems & GM | Sell | 10,000 | $88.84 |
| Jul 2, 2026 | Wang Feng-Mingdirector, officer: CEO | Sell | 16,250 | $90.08 |
| Jun 30, 2026 | PAISLEY CHRISTOPHER Bdirector | Sell | 250 | $62.01 |
| Jun 18, 2026 | Lee Chan Wofficer: Chief Operations Officer | Sell | 2,951 | $67.87 |
| Jun 18, 2026 | Young John Alexanderofficer: CFO | Sell | 1,847 | $66.98 |
| Jun 18, 2026 | Ju Chi-Hongofficer: Senior VP, Systems & GM | Sell | 2,017 | $67.87 |
| Jun 18, 2026 | Wang Feng-Mingdirector, officer: CEO | Sell | 6,204 | $67.87 |
| Jun 18, 2026 | Young John Alexanderofficer: CFO | Sell | 3,186 | $67.87 |
| Jun 16, 2026 | Chen Yun-Lungofficer: VP, Business Development and | Sell | 9,856 | $67.06 |
| May 28, 2026 | Wang Feng-Mingdirector, officer: CEO | Sell | 17,285 | $90.38 |
| May 28, 2026 | Wang Feng-Mingdirector, officer: CEO | Sell | 9,150 | $92.05 |
| May 28, 2026 | Young John Alexanderofficer: CFO | Sell | 400 | $96.00 |
| May 28, 2026 | Young John Alexanderofficer: CFO | Option | 400 | $55.80 |
| May 28, 2026 | Wang Feng-Mingdirector, officer: CEO | Sell | 6,065 | $91.23 |
Source: AMBA SEC Form 4 filings, latest Jul 10, 2026. For informational purposes only — not investment advice.
See the full AMBA insider & 13F page →Ambarella, Inc. company profile
Overview
Ambarella, Inc. (NASDAQ:AMBA) is a semiconductor company founded in 2004 and headquartered in Santa Clara, California. The company went public in October 2012 and specializes in developing system-on-chip (SoC) solutions that enable high-definition video processing, image processing, and artificial intelligence capabilities for edge devices. Ambarella has evolved from a traditional video compression chip provider to a leading developer of AI inference processors, serving automotive and Internet of Things (IoT) markets with advanced computer vision and machine learning capabilities.
Business
Ambarella operates in the semiconductor industry, specifically focusing on edge AI inference processors and computer vision system-on-chip (SoC) solutions. The company's core technology integrates multiple functions onto a single chip, including high-definition video processing, image processing, artificial intelligence algorithms, audio processing, and system functions, all while maintaining low power consumption. The company's primary product families include: 1. CV (Computer Vision) Series Processors - These are AI-enabled SoCs designed for various applications. The CV5 family operates on 5-nanometer process technology and has shipped over 1 million units with 1,000+ design wins. The newer CV7 family is expected to enter production by the end of fiscal 2025, while the CV3-AD family specifically targets Level 2+ autonomous driving applications with expected revenue beginning in fiscal 2027. 2. Traditional Video Processing Chips - These include the CV22 and other legacy processors that handle standard video compression and processing tasks without advanced AI capabilities. 3. N1 Processor for Generative AI - A specialized chip designed for edge generative AI applications, capable of supporting up to 34 billion parameter large language models. The company's revenue is primarily split between two main segments: IoT applications represent approximately 70% of total revenue, while automotive applications account for roughly 30%. Within these segments, AI-enabled products now constitute approximately 70% of total revenue, reflecting the company's successful transition from traditional video processing to AI inference capabilities. Ambarella's solutions are used in automotive cameras (dashboard cameras, electronic mirrors, advanced driver assistance systems, cabin monitoring), professional and consumer security cameras, robotics and industrial applications, and consumer devices including action cameras, drones, and virtual reality systems.
Revenue model
Ambarella generates revenue primarily through product sales of its semiconductor chips to original design manufacturers (ODMs) and original equipment manufacturers (OEMs). The company sells its solutions through both a direct sales force and distributor network globally. The business model centers on developing highly integrated SoC solutions that customers embed into their end products. Revenue is generated when customers purchase chips for their manufacturing processes, with pricing typically based on the complexity and capabilities of the specific processor. The company's newer AI-enabled processors command higher average selling prices (ASPs) compared to traditional video processing chips, contributing to improved revenue per unit. Key factors that influence Ambarella's profitability include: Positive margin drivers: The transition to AI-enabled processors has enabled higher ASPs and better margins. Advanced process nodes (5-nanometer and planned 2-nanometer) allow for more sophisticated features and justify premium pricing. The company's focus on edge AI applications, where power efficiency is critical, provides competitive differentiation. Long-term partnerships with Tier 1 automotive suppliers like Bosch and Continental help secure design wins in high-value automotive applications. Negative margin pressures: The semiconductor industry faces cyclical demand patterns and inventory corrections that can significantly impact quarterly results. Competition from larger players like NVIDIA, Qualcomm, and Mobileye in the automotive AI space puts pressure on pricing. The high cost of developing advanced process node chips (particularly 2-nanometer technology) requires substantial R&D investment. Economic headwinds and slower adoption of Level 2+ autonomous driving features in vehicles can delay revenue recognition from automotive design wins. The company's gross margins typically range between 59-62%, with the company targeting long-term non-GAAP operating margins of 30% as it scales revenue and achieves better operating leverage.
Competitive moat
Ambarella's competitive moat is moderate but narrowing due to increasing competition in the AI inference market. The company's primary competitive advantages stem from its specialized expertise in low-power, high-efficiency AI processing and its established relationships with automotive Tier 1 suppliers. The company's technical moat includes its ability to deliver superior AI performance per watt, which is critical for battery-powered and automotive applications where power efficiency directly impacts system design. Ambarella has shipped over 25 million edge AI SoCs and maintains over 1,000 design wins across various applications, demonstrating proven execution in bringing complex chips to market. The company's software stack and development tools, including the Cooper developer platform, provide additional customer stickiness. However, this moat faces significant challenges. Large technology companies pose substantial competitive threats: NVIDIA dominates the high-performance AI market and is expanding into automotive applications, Qualcomm leverages its massive scale and wireless expertise, and Mobileye maintains strong relationships with automotive OEMs. Additionally, Chinese competitors like Horizon Robotics are gaining traction, particularly in the important Chinese automotive market. The company's relatively small scale (approximately $285 million in fiscal 2025 revenue) compared to these larger competitors limits its ability to invest in R&D at the same pace. The automotive market's long design cycles (3-4 years) mean that competitive positioning decisions made today won't impact revenue for several years, creating execution risk. Furthermore, the shift toward more standardized AI architectures and the potential for automotive OEMs to develop in-house capabilities could erode Ambarella's specialized positioning over time.
Risks & safety
Ambarella demonstrates strong financial stability with minimal solvency risk, though the company is currently unprofitable and burning cash on operations. • Liquidity position: $144.6 million in cash and short-term investments with minimal debt ($5.3 million total debt), providing substantial financial cushion • Current ratio: 2.65x indicating strong ability to meet short-term obligations • Debt levels: Debt-to-equity ratio of just 0.9%, representing minimal financial leverage • Cash flow: Positive free cash flow of $21.2 million in Q4 2025, though full-year free cash flow was $23.5 million after significant losses in earlier quarters • Profitability: Net loss of $117.1 million for fiscal 2025, though the company achieved non-GAAP profitability in Q3 2025 • Valuation metrics: Price-to-book ratio of 5.7x appears elevated, though Graham net-net ratio of 3.9x suggests the stock trades below tangible book value • Burn rate considerations: While currently loss-making, the company's strong balance sheet provides multiple years of runway at current spending levels
Recent development
Over the past few years, Ambarella has executed a significant strategic transformation from a traditional video processing company to an AI inference processor specialist. The company has organized its product development around three distinct "waves": the current CV5 AI processors, the upcoming CV7 processors expected to commence production next year, and the CV3-AD family targeting autonomous driving applications expected in fiscal 2027. The company has made substantial investments in advanced process technology, partnering with Samsung to develop 2-nanometer chip technology with the first 2nm chip expected to tape out in Q4 of the next fiscal year. This represents a major technological leap aimed at enabling next-generation AI capabilities and generative AI workloads at the edge. In the automotive sector, Ambarella has secured its first passenger vehicle design win for the CV3-AD family in the Chinese EV market, representing a potential lifetime value over $100 million. The company has also established strategic partnerships with major Tier 1 automotive suppliers including Continental and Bosch, positioning itself for the eventual adoption of Level 2+ autonomous driving features. The company has expanded into generative AI applications, demonstrating vision language models (VLMs) that enable real-time camera description and text-based video search capabilities. This technology has attracted customer interest across enterprise IoT and automotive markets, representing a new revenue opportunity beyond traditional computer vision applications. Ambarella has also introduced its first customer for the CV server family, expanding beyond edge devices into more powerful AI inference applications. The company has shipped over 25 million edge AI SoCs to date, demonstrating successful market penetration across its target applications.
AMBA company profile · for informational purposes only — not investment advice.
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