AMBA Stock - Ambarella, Inc.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $284.87M | $226.47M | $337.61M | $331.86M | $222.99M |
| Gross Profit | $172.33M | $136.82M | $208.93M | $208.13M | $135.57M |
| Gross Margin | 60.5% | 60.4% | 61.9% | 62.7% | 60.8% |
| Operating Income | $-126,595,000 | $-154,560,000 | $-74,256,000 | $-29,643,000 | $-61,166,000 |
| Net Income | $-117,126,000 | $-169,417,000 | $-65,386,000 | $-26,411,000 | $-59,786,000 |
| Net Margin | -41.1% | -74.8% | -19.4% | -8.0% | -26.8% |
| EPS | $-2.84 | $-4.25 | $-1.70 | $-0.72 | $-1.72 |
Ambarella, Inc. develops semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions are used in automotive cameras, such as automotive video recorders, electronic mirrors, front advanced driver assistance system camera, cabin monitoring system and driver monitoring system camera, and central domain controllers for autonomous vehicle; and professional and home internet protocol security camera; robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras, as well as cameras for the home, public spaces, and consumer leisure comprising wearable body cameras, sports action cameras, social media cameras, drones for capturing aerial video or photographs, video conferencing, and virtual reality applications. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| August 29th 2025 | Needham | Reiterated | Buy | $100← $90 |
| August 29th 2025 | Summit Insights | Upgrade | Buy | - |
| December 16th 2024 | BofA Securities | Upgrade | Neutral | $80 |
| November 27th 2024 | Needham | Reiterated | Buy | $100← $90 |
| August 28th 2024 | TD Cowen | Reiterated | Hold | $75← $65 |
| January 3rd 2024 | Wells Fargo | Downgrade | Equal Weight | $65← $85 |
| September 18th 2023 | Northland Capital | Initiation | Outperform | $70 |
| August 30th 2023 | Needham | Reiterated | Buy | $90← $100 |
| August 30th 2023 | TD Cowen | Downgrade | Market Perform | $65← $90 |
| May 31st 2023 | KeyBanc Capital Markets | Downgrade | Sector Weight | - |
| April 6th 2023 | Imperial Capital | Upgrade | Outperform | $95 |
| March 1st 2023 | Imperial Capital | Downgrade | In-line | - |
| March 1st 2023 | ROTH MKM | Downgrade | Neutral | $95 |
| December 16th 2022 | Needham | Reiterated | Buy | $100← $85 |
| December 12th 2022 | Susquehanna | Initiation | Positive | $90 |
Earnings History & Surprises
AMBAEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 27, 2026 | — | — | — | — |
Q1 2026 | Feb 25, 2026 | $0.10 | — | — | — |
Q4 2025 | Nov 25, 2025 | $0.20 | $0.27 | +32.8% | ✓ BEAT |
Q3 2025 | Aug 28, 2025 | $0.06 | $0.15 | +150.0% | ✓ BEAT |
Q2 2025 | May 29, 2025 | $0.04 | $0.07 | +82.6% | ✓ BEAT |
Q1 2025 | Feb 26, 2025 | $-0.01 | $0.11 | +1200.0% | ✓ BEAT |
Q4 2024 | Nov 26, 2024 | $0.03 | $0.11 | +266.7% | ✓ BEAT |
Q3 2024 | Aug 27, 2024 | $-0.19 | $-0.13 | +31.6% | ✓ BEAT |
Q2 2024 | May 30, 2024 | $-0.32 | $-0.26 | +18.8% | ✓ BEAT |
Q1 2024 | Feb 27, 2024 | $-0.33 | $-0.24 | +27.3% | ✓ BEAT |
Q4 2023 | Nov 30, 2023 | $-0.39 | $-0.28 | +28.2% | ✓ BEAT |
Q3 2023 | Aug 29, 2023 | $-0.21 | $-0.15 | +28.6% | ✓ BEAT |
Q2 2023 | May 30, 2023 | $-0.20 | $-0.15 | +25.0% | ✓ BEAT |
Q1 2023 | Feb 28, 2023 | $0.15 | $0.23 | +53.3% | ✓ BEAT |
Q4 2022 | Dec 1, 2022 | $0.19 | $0.24 | +26.3% | ✓ BEAT |
Q3 2022 | Aug 30, 2022 | $0.20 | $0.20 | 0.0% | = MET |
Q2 2022 | May 31, 2022 | $0.37 | $0.44 | +18.9% | ✓ BEAT |
Q1 2022 | Feb 28, 2022 | $0.43 | $0.45 | +4.7% | ✓ BEAT |
Q4 2021 | Nov 30, 2021 | $0.49 | $0.57 | +16.3% | ✓ BEAT |
Q3 2021 | Aug 31, 2021 | $0.25 | $0.35 | +40.0% | ✓ BEAT |
Latest News
B of A Securities Maintains Neutral on Ambarella, Raises Price Target to $92
➖ NeutralRosenblatt Maintains Buy on Ambarella, Raises Price Target to $115
📈 PositiveAmbarella shares are trading lower. The company reported Q3 financial results.
📉 NegativeAmbarella falls despite 'solid' Q3 results drawing praise from analysts
➖ NeutralStifel Reiterates Buy on Ambarella, Raises Price Target to $100
📈 PositiveNeedham Reiterates Buy on Ambarella, Maintains $100 Price Target
📈 PositiveAmbarella Sees Q4 Sales $97.000M-$103.000M vs $94.102M Est
📈 PositiveAmbarella Q3 Adj. EPS $0.27 Beats $0.21 Estimate, Sales $108.500M Beat $104.120M Estimate
📈 PositiveRosenblatt Maintains Buy on Ambarella, Maintains $100 Price Target
📈 PositiveShares of semiconductor stocks are trading higher amid a broader rebound in tech names. Stocks across sectors are also higher amid Fed Governor Waller backing a December rate cut.
📈 PositiveShares of companies in the broader semiconductor sector are trading nigher, rebounding after Thursday's weakness. Additionally, stocks across sectors are rising after NY Fed President Williams indicated he sees room for a further policy adjustment in the near term.
📈 PositiveShares of companies in the broader chip sector are trading higher, rebounding from recent weakness in tech stocks.
📈 PositiveShares of semiconductor stocks are trading lower amid continued weakness due to a broader selloff in tech and AI-related names.
📉 NegativeShares of chip stocks are trading higher amid the Supreme Court's tariff hearing.
📈 PositiveShares of chip and semiconductor stocks are trading lower amid overall tech weakness, with investors possibly assessing earnings and AI-related valuations.
📉 NegativeShares of semiconductor companies are trading higher amid overall market strength. President Trump's recent social media post may have eased economic concerns and boosted trader confidence in growth stocks.
📈 PositiveNorthland Capital Markets Maintains Outperform on Ambarella, Raises Price Target to $95
📈 PositiveOppenheimer Maintains Perform on Ambarellato Perform
➖ NeutralMorgan Stanley Maintains Overweight on Ambarella, Raises Price Target to $96
📈 PositiveStifel Maintains Buy on Ambarella, Raises Price Target to $90
📈 PositiveFrequently Asked Questions about AMBA
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