Ambarella, Inc. logo

Ambarella, Inc.

AMBA

NASDAQTechnologySemiconductors

Previous close

$73.73

+$1.28 · +1.77%

Aug 21, 4:00 PM ET

AMBA company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

82

Deep Value

Momentum

53

Neutral

Sentiment

53

Mixed

Risk resilience

42

Elevated Risk

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Company profile

Company website

Ambarella, Inc. is a global semiconductor company specializing in advanced video processing technology. They develop chips that facilitate high-definition (HD) and ultra-HD (UHD) video compression, sophisticated image manipulation, and cutting-edge deep learning capabilities. Their core offering comprises highly integrated system-on-a-chip (SoC) designs. These single-chip solutions seamlessly combine HD video and image processing, artificial intelligence (AI) computer vision, audio processing, and various system functions, resulting in superior video and image clarity, distinct features, and efficient power usage. Ambarella's technology finds broad application across diverse markets. In the automotive sector, their chips power devices like vehicle dashcams, digital rearview mirrors, advanced driver-assistance systems (ADAS) cameras, interior and driver monitoring systems, and central domain controllers for self-driving vehicles. Beyond automotive, their solutions are crucial for professional and residential IP security cameras, various robotics and industrial applications (including identification, authentication, robotic products, and sensing), and a wide range of consumer products. The consumer segment encompasses wearable cameras, sports action cameras, social media devices, aerial drones, video conferencing equipment, and virtual reality systems. The company distributes its semiconductor solutions to original equipment manufacturers (OEMs) and original design manufacturers (ODMs) through a combination of its direct sales team and a network of distributors. Established in 2004, Ambarella, Inc. is headquartered in Santa Clara, California.

Industry
Semiconductors
Sector
Technology
Headquarters
US
CEO
Feng-Ming Wang
Listed since
Oct 10, 2012
Employees
959

Market position

Day range

Current $73.73

52-week range

Current $73.73

Open
$73.03
Previous close
$72.45
Volume
989.65K
0.64× average
Average volume
1.55M
Average daily volume
Market cap
3.23B USD
Beta
2.12
Market reference 1
50-day average
$73.7502
-0.03% below average
200-day average
$70.1869
+5.05% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
2.56B USD
P/E (TTM)
-45.8×
P/B (TTM)
5.31×
P/S (TTM)
7.98×
EV / EBITDA
-53.16×
Earnings yield
-2.77%
Free cash flow yield
2.12%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
58.28%
Operating margin
-18.18%
Net margin
-17.18%
Return on equity
-12.75%
Return on assets
-9.50%
Return on invested capital
-13.25%

Financial health

Debt / equity
0.02×
Current ratio
2.31×
Altman Z-score
10.25
Piotroski F-score
4 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends76%21%-34%-89%Gross margin, FY2022: 62.72%Gross margin, FY2023: 61.89%Gross margin, FY2024: 60.41%Gross margin, FY2025: 58.85%Gross margin, FY2026: 57.96%Operating margin, FY2022: -8.93%Operating margin, FY2023: -21.99%Operating margin, FY2024: -68.25%Operating margin, FY2025: -44.44%Operating margin, FY2026: -21.12%Net margin, FY2022: -7.96%Net margin, FY2023: -19.37%Net margin, FY2024: -74.81%Net margin, FY2025: -41.12%Net margin, FY2026: -19.42%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 62.72%. Gross margin FY2023 61.89%. Gross margin FY2024 60.41%. Gross margin FY2025 58.85%. Gross margin FY2026 57.96%. Operating margin FY2022 -8.93%. Operating margin FY2023 -21.99%. Operating margin FY2024 -68.25%. Operating margin FY2025 -44.44%. Operating margin FY2026 -21.12%. Net margin FY2022 -7.96%. Net margin FY2023 -19.37%. Net margin FY2024 -74.81%. Net margin FY2025 -41.12%. Net margin FY2026 -19.42%.

Income trends

Revenue

390.7M USD+37.15%

Operating income

−82.53M USD+34.81%

Net income

−75.87M USD+35.23%
Income trends across reported periods446.71M USD222.67M USD−1.38M USD−225.43M USDRevenue, FY2022: 331.86M USDRevenue, FY2023: 337.61M USDRevenue, FY2024: 226.47M USDRevenue, FY2025: 284.87M USDRevenue, FY2026: 390.7M USDOperating income, FY2022: −29.64M USDOperating income, FY2023: −74.26M USDOperating income, FY2024: −154.56M USDOperating income, FY2025: −126.6M USDOperating income, FY2026: −82.53M USDNet income, FY2022: −26.41M USDNet income, FY2023: −65.39M USDNet income, FY2024: −169.42M USDNet income, FY2025: −117.13M USDNet income, FY2026: −75.87M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 331.86M USD. Revenue FY2023 337.61M USD. Revenue FY2024 226.47M USD. Revenue FY2025 284.87M USD. Revenue FY2026 390.7M USD. Operating income FY2022 −29.64M USD. Operating income FY2023 −74.26M USD. Operating income FY2024 −154.56M USD. Operating income FY2025 −126.6M USD. Operating income FY2026 −82.53M USD. Net income FY2022 −26.41M USD. Net income FY2023 −65.39M USD. Net income FY2024 −169.42M USD. Net income FY2025 −117.13M USD. Net income FY2026 −75.87M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue390.7M USD284.87M USD226.47M USD337.61M USD331.86M USD
Cost of goods sold164.24M USD117.24M USD89.66M USD128.67M USD123.72M USD
Gross profit226.47M USD167.63M USD136.82M USD208.93M USD208.13M USD
Research and development238.52M USD226.11M USD215.05M USD204.95M USD167.34M USD
Selling, general, and administrative70.47M USD68.12M USD76.33M USD78.24M USD70.44M USD
Operating expenses308.99M USD294.23M USD291.38M USD283.19M USD237.78M USD
Depreciation and amortization25.59M USD26.06M USD24.81M USD19.93M USD14.01M USD
Operating income−82.53M USD−126.6M USD−154.56M USD−74.26M USD−29.64M USD
Net income−75.87M USD−117.13M USD−169.42M USD−65.39M USD−26.41M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
100%
11 beats, 0 misses, 0 met estimates
Average EPS surprise
+170.80%
11 comparable reports
Latest EPS result
0.11
Estimate 0.1 · Beat by 10.85%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.310.190.07-0.05Q4 '24BeatQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26Estimate
Q4 2024, reported Nov 26, 2024: actual 0.11, estimate 0.03, surprise +266.67%, Beat. Q1 2025, reported Feb 26, 2025: actual 0.11, estimate -0.01, surprise +1200.00%, Beat. Q2 2025, reported May 29, 2025: actual 0.07, estimate 0.038, surprise +82.62%, Beat. Q3 2025, reported Aug 28, 2025: actual 0.15, estimate 0.06, surprise +150.00%, Beat. Q4 2025, reported Nov 25, 2025: actual 0.27, estimate 0.203, surprise +32.81%, Beat. Q1 2026, reported Feb 26, 2026: actual 0.13, estimate 0.1, surprise +30.00%, Beat. Q2 2026, reported May 28, 2026: actual 0.11, estimate 0.099, surprise +10.85%, Beat. Q3 2026, reported Sep 3, 2026: actual —, estimate 0.171, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates112.79M100.09M87.38M74.68MQ4 '24BeatQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26Estimate
Q4 2024, reported Nov 26, 2024: actual 82.65M USD, estimate 79.01M USD, surprise +4.60%, Beat. Q1 2025, reported Feb 26, 2025: actual 84.02M USD, estimate 84.01M USD, surprise +0.00%, Beat. Q2 2025, reported May 29, 2025: actual 85.87M USD, estimate 84M USD, surprise +2.23%, Beat. Q3 2025, reported Aug 28, 2025: actual 95.51M USD, estimate 93.86M USD, surprise +1.76%, Beat. Q4 2025, reported Nov 25, 2025: actual 108.45M USD, estimate 104.16M USD, surprise +4.12%, Beat. Q1 2026, reported Feb 26, 2026: actual 100.87M USD, estimate 100.16M USD, surprise +0.71%, Beat. Q2 2026, reported May 28, 2026: actual 100.36M USD, estimate 100.12M USD, surprise +0.24%, Beat. Q3 2026, reported Sep 3, 2026: actual —, estimate 107.76M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$103.5

40.38% upside
Past 12 months12-month forecastHigh $106Average $103.5Low $101

Rating distribution

36 ratings
Strong buy00%
Buy2158%
Hold1439%
Sell13%
Strong sell00%

AMBA peers

ETFs holding AMBA

Funds reporting this stock among their holdings, ordered by reported position size.

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