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Technology - Semiconductors - NASDAQ - US
$ 51.68
-2.25 %
$ 2.19 B
Market Cap
-20.76
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one AMBA stock under the worst case scenario is HIDDEN Compared to the current market price of 51.7 USD, Ambarella, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one AMBA stock under the base case scenario is HIDDEN Compared to the current market price of 51.7 USD, Ambarella, Inc. is HIDDEN

This DCF valuation model was last updated on Jun, 21, 2025.

The intrinsic value of one AMBA stock under the best case scenario is HIDDEN Compared to the current market price of 51.7 USD, Ambarella, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AMBA

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$85.0$85.0$80.0$80.0$75.0$75.0$70.0$70.0$65.0$65.0$60.0$60.0$55.0$55.0$50.0$50.0$45.0$45.0$40.0$40.0Jan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 Jun
FINANCIALS
285 M REVENUE
25.78%
-127 M OPERATING INCOME
18.09%
-117 M NET INCOME
30.87%
33.8 M OPERATING CASH FLOW
77.86%
-40.5 M INVESTING CASH FLOW
-516.78%
6.4 M FINANCING CASH FLOW
41.99%
84 M REVENUE
1.65%
-25.4 M OPERATING INCOME
5.35%
-20.2 M NET INCOME
15.94%
25.4 M OPERATING CASH FLOW
284.20%
-10.5 M INVESTING CASH FLOW
70.78%
2.54 M FINANCING CASH FLOW
5.89%
Balance Sheet Ambarella, Inc.
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Current Assets 321 M
Cash & Short-Term Investments 250 M
Receivables 29.8 M
Other Current Assets 40.5 M
Non-Current Assets 368 M
Long-Term Investments 0
PP&E 14.3 M
Other Non-Current Assets 354 M
36.32 %4.32 %5.88 %51.40 %Total Assets$689.0m
Current Liabilities 121 M
Accounts Payable 21.8 M
Short-Term Debt 5.66 M
Other Current Liabilities 93.6 M
Non-Current Liabilities 6.56 M
Long-Term Debt 2.44 M
Other Non-Current Liabilities 4.13 M
17.07 %4.44 %73.35 %3.23 %Total Liabilities$127.6m
EFFICIENCY
Earnings Waterfall Ambarella, Inc.
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Revenue 285 M
Cost Of Revenue 113 M
Gross Profit 172 M
Operating Expenses 299 M
Operating Income -127 M
Other Expenses -9.47 M
Net Income -117 M
300m300m250m250m200m200m150m150m100m100m50m50m00(50m)(50m)(100m)(100m)(150m)(150m)285m(113m)172m(299m)(127m)9m(117m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
60.50% GROSS MARGIN
60.50%
-44.44% OPERATING MARGIN
-44.44%
-41.12% NET MARGIN
-41.12%
-20.86% ROE
-20.86%
-17.00% ROA
-17.00%
-21.96% ROIC
-21.96%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Ambarella, Inc.
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140m140m120m120m100m100m80m80m60m60m40m40m20m20m00201720172018201820192019202020202021202120222022202320232024202420252025
Net Income -117 M
Depreciation & Amortization 26.1 M
Capital Expenditures 0
Stock-Based Compensation 108 M
Change in Working Capital 17.3 M
Others 36.8 M
Free Cash Flow 23.5 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Ambarella, Inc.
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Wall Street analysts predict an average 1-year price target for AMBA of $78.3 , with forecasts ranging from a low of $65 to a high of $85 .
AMBA Lowest Price Target Wall Street Target
65 USD 25.77%
AMBA Average Price Target Wall Street Target
78.3 USD 51.57%
AMBA Highest Price Target Wall Street Target
85 USD 64.47%
Price
Max Price Target
Min Price Target
Average Price Target
85858080757570706565606055555050454540403535Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 14
6. Ownership
Insider Ownership Ambarella, Inc.
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Sold
0-3 MONTHS
621 K USD 6
3-6 MONTHS
2.3 M USD 7
6-9 MONTHS
1.69 M USD 9
9-12 MONTHS
3.82 M USD 8
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
2 Underrated Artificial Intelligence (AI) Stocks Flying Under Wall Street's Radar Artificial intelligence (AI) is disrupting many industries thanks to the efficiency gains that the technology can bring, such as by automating tasks or predicting potential challenges that a business may face. Because of that, spending on AI solutions and infrastructure has been growing at an incredible pace. fool.com - 2 weeks ago
Here's Why Ambarella (AMBA) is a Strong Momentum Stock The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. zacks.com - 3 weeks ago
Prediction: 1 Stock That Will Be Worth More Than SoundHound AI 3 Years From Now SoundHound AI (SOUN -3.47%) was one of the hottest stocks on the market in 2024, with phenomenal gains of 836% that year. Investors were buying stock in this conversational artificial intelligence (AI) solutions provider hand over fist thanks to its eye-popping growth. fool.com - 3 weeks ago
Ambarella Stock Gains as Q1 Earnings Beat Estimates, Sales Rise Y/Y Ambarella's Q1 EPS beats estimates, revenues surge 58% on record Edge AI sales, lifting AMBA shares 1.6% after hours. zacks.com - 3 weeks ago
These Analysts Revise Their Forecasts On Ambarella After Q1 Results Ambarella, Inc. AMBA reported better-than-expected earnings for its first quarter on Thursday. benzinga.com - 3 weeks ago
Ambarella, Inc. (AMBA) Q1 2026 Earnings Call Transcript Ambarella, Inc. (NASDAQ:AMBA ) Q1 2026 Results Conference Call May 29, 2025 4:30 PM ET Company Participants Louis Gerhardy - Vice President, Corporate Development Dr. Fermi Wang - President and Chief Executive Officer John Young - Chief Financial Officer Conference Call Participants Christopher Rolland - Susquehanna Tore Svanberg - Stifel Kevin Cassidy - Rosenblatt Securities Joe Moore - Morgan Stanley Suji Desilva - ROTH Capital Shadi Mitwalli - Needham & Company Gus Richard - Northland Capital Markets Martin Yang - Oppenheimer Operator Hello, everyone, and welcome to Ambarella's First Quarter Fiscal Year 2026 Earnings Call. At this time, all participants are in a listen-only mode. seekingalpha.com - 4 weeks ago
Ambarella (AMBA) Q1 Earnings and Revenues Top Estimates Ambarella (AMBA) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to loss of $0.26 per share a year ago. zacks.com - 4 weeks ago
Ambarella, Inc. Announces First Quarter Fiscal Year 2026 Financial Results SANTA CLARA, Calif., May 29, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced first quarter fiscal 2026 financial results for the period ended April 30, 2025. globenewswire.com - 4 weeks ago
Ambarella: CV5 And CV7 Families To Increase Revenues Significantly Ambarella is poised for strong growth in the next 12–24 months, driven by its edge AI semiconductor leadership. The company achieved record AI-driven revenue in 2025, highlighting robust demand for its solutions. Management emphasized AMBA's strategic position and momentum during the 4Q 2024 earnings call. seekingalpha.com - 1 month ago
Ambarella Announces First Quarter Fiscal Year 2026 Earnings Conference Call to be Held May 29, 2025 SANTA CLARA, Calif., May 06, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its first quarter fiscal year 2026 earnings conference call on Thursday, May 29, 2025 at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day. globenewswire.com - 1 month ago
The Big 3: LW, AMBA, SKX @ProsperTradingAcademy's Mike Shorr turns to three trades he thinks investors have off their radars that are worthwhile in a tariff-induced environment. He talks about Lamb Weston's (LW) tariff-resistance play and how investors can "bottom pick" Ambarella (AMBA) and Skechers (SKX). youtube.com - 2 months ago
3 Under-the-Radar AI Stocks With Market-Beating Potential The Trump administration's "Liberation Day" tariffs on most of America's trading partners recently deflated many of the market's hottest artificial intelligence (AI) stocks. While the AI market should keep growing, higher tariffs could force many companies to rein in their spending on those expensive projects until the macro environment stabilizes. fool.com - 2 months ago
8. Profile Summary

Ambarella, Inc. AMBA

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COUNTRY US
INDUSTRY Semiconductors
MARKET CAP $ 2.19 B
Dividend Yield 0.00%
Description 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.
Contact 3101 Jay Street, Santa Clara, CA, 95054 https://www.ambarella.com
IPO Date Oct. 10, 2012
Employees 941
Officers Mr. Louis P. Gerhardy Vice President of Corporate Development Mr. Leslie D. Kohn Co-Founder, Chief Technology Officer & Director Ms. Amee Orozco-Guiriba Vice President of Human Resources Mr. Christopher Day Vice President of Marketing & Business Development Mr. George W. Laplante Jr. Non-Financial Consultant Mr. John A. Young Chief Financial Officer Mr. Chi-Hong Ju Senior Vice President of Systems & GM of Asia Design Centers Mr. Chan W. Lee Chief Operating Officer Mr. Michael Morehead J.D. General Counsel & Secretary Dr. Feng-Ming Wang Ph.D. Co-Founder, President, Chief Executive Officer & Executive Chairman