Ambarella, Inc.

Ambarella, Inc.

AMBAยทNASDAQ

$73.80

+0.48%
TechnologySemiconductors

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.

At a Glance

Live Snapshot
Market Cap$3.24B
EPS-1.7800
P/E Ratio-41.46
Earnings Date06/04/2026
Ambarella, Inc.

Ambarella, Inc. Fair Value Envelope

AMBA ยท NASDAQ

Our analysis suggests that AMBA has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $73.8, this represents a potential HIDDEN relative to our calculated worth for Ambarella, Inc..

Intrinsic Value
Current Price: $73.8

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$640.2B
+ Cash & Equivalents$191.0M
Firm Value$640.4B
- Debt$13.4M
Equity Value$640.4B
/ Shares Outstanding42,689,006B
DCF Value$15.0K
UNDERVALUED BY 20228%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$147.0M
$294.1M
$588.2M
$1.2B
$2.4B
$4.7B
$9.4B
$18.8B
$37.6B
$75.3B
Maintenance CapEx
-$6.2M
-$12.4M
-$24.8M
-$49.6M
-$99.3M
-$198.6M
-$397.2M
-$794.3M
-$1.6B
-$3.2B
Owner Earnings
$140.8M
$281.7M
$563.3M
$1.1B
$2.3B
$4.5B
$9.0B
$18.0B
$36.1B
$72.1B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$130.4M
$241.5M
$447.2M
$828.1M
$1.5B
$2.8B
$5.3B
$9.7B
$18.0B
$33.4B
Terminal Value represents 88.7% of Enterprise Value