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Ambarella Inc

Ambarella Inc

AMBA
$62.89USD↓-0.77%-0.49 today

MARKET CAP

2.8B

P/E (TTM)

91.9x

FWD P/E

75.2x

DAY RANGE

$58 – $65

52W RANGE

$48
$97

AI Summary

Stalk
Sell NowHigh

After a decisive breakdown below the key support cluster with heavy volume, AMBA remains in a clear downtrend across all horizons. The medium-term structure has failed, and short-term momentum is negative with no exhaustion evident. Sell-side engagement is appropriate now on continuation toward the next support zone.

  • ↑Q2 revenue $108.1M (+13.2% YoY) with Q3 guidance of $115–124M
  • ↑Shifting to AI-powered edge platform via CV7/CV8 product launches
  • ↓Q2 GAAP net loss of $6.7M (EPS –$0.15) missed estimates by $0.51
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The case for & against

Bull & Bear analysis

Bullish

Ambarella, Inc. (NASDAQ: AMBA) is a leading player in the semiconductor industry, specializing in video processing and AI technology for edge devices. The company is transitioning from a traditional video processor manufacturer to a platform company that leverages edge AI capabilities, particularly in machine vision and autonomous vehicles. With strategic partnerships and new product launches, Ambarella is poised to capitalize on the growing demand for AI-driven solutions across various sectors, making it a key participant in the ongoing technological advancement and digitization theme.

Bull says

  • ↑Q2 revenue $108.1M (+13.2% YoY) with Q3 guidance of $115–124M
  • ↑Shifting to AI-powered edge platform via CV7/CV8 product launches
  • ↑Record edge AI revenue capturing expanding market share
  • ↑82.1% institutional ownership highlights investor confidence
  • ↑Favorable sensitivity to rising rates and oil supports margins
  • ↑Strong growth and liquidity factors underpin resilience

Bear says

  • ↓Q2 GAAP net loss of $6.7M (EPS –$0.15) missed estimates by $0.51
  • ↓GAAP gross margin narrowed to 57.7% from 58.9% YoY
  • ↓Negative profitability metrics and earnings yield suggest overvaluation
  • ↓High short interest signals market skepticism and volatility risk
  • ↓Intense competition from Nvidia, Intel, Qualcomm pressures market share
  • ↓Negative book-to-price and QS scores highlight valuation and balance-sheet risks

Investment themes with AMBA

Robotics↑ +0.45%

Robotics and automation technology companies

IPGP · ZBRA · 6954.T

Earnings Call · Q2 2026 · Mgmt. Guidance

Updated 09-04-2026bullish

Transcript signals

Bull points

  • For fiscal Q2, revenue was $95.5 million, above the high end of our prior guidance range of $86 to $94 million, up 11.2% from the prior quarter and up 49.9% year-over-year.
  • For fiscal 2026, we anticipate a revenue growth range of 31 to 35%.
  • Our strong momentum continued in our second quarter with revenue over $95.5 million, increasing 11% sequentially above the high end of our prior guidance range of $86 to $94 million.
Read full transcript analysis ›