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NASDAQ · US · Semiconductor Equipment & Materials

AMBA Ambarella

Edge vision AI SoCs

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$66.35
−0.23% today
1W
+5.7%
1M
−8.7%
3M
−3.8%
YTD
−6.3%
1Y
−22.5%
Off 52w high
−30.5%
Next earnings (est.): 2026-12-01
Market cap$2.94B
P/E (trailing)—Forward 63.0
EV / sales6.0×EV/EBITDA -51.7×
Revenue (TTM)$418MGrowth 13.2% y/y
Margins58.5%gross · op -7.5%
Free cash flow$32.83MCash $272M · debt $12.64M
Analyst target$87.55+32.0% upside · 11 analysts · buy
Riskβ 2.38Short 14.1% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

AMBA · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-09-03EarningsBeat / raise

    Reported EPS 0.18 vs 0.17 expected (+5.3% surprise).

  2. 7
    2026-05-28EarningsBeat / raise

    Reported EPS 0.11 vs 0.1 expected (+5.4% surprise).

  3. 6
    2026-02-26EarningsBeat / raise

    Reported EPS 0.13 vs 0.1 expected (+26.7% surprise).

  4. 5
    2025-11-25EarningsBeat / raise

    Reported EPS 0.27 vs 0.21 expected (+29.6% surprise).

  5. 4
    2025-08-28EarningsBeat / raise

    Reported EPS 0.15 vs 0.05 expected (+177.1% surprise).

  6. 3
    2025-05-29EarningsBeat / raise

    Reported EPS 0.07 vs 0.04 expected (+83.1% surprise).

  7. 2
    2025-02-26EarningsBeat / raise

    Reported EPS 0.11 vs -0.02 expected (+651.4% surprise).

  8. 1
    2024-11-26EarningsBeat / raise

    Reported EPS 0.11 vs 0.04 expected (+214.2% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-09-030.170.18+5.3%
2026-05-280.10.11+5.4%
2026-02-260.10.13+26.7%
2025-11-250.210.27+29.6%
2025-08-280.050.15+177.1%
2025-05-290.040.07+83.1%
2025-02-26-0.020.11+651.4%
2024-11-260.040.11+214.2%
2024-08-27-0.19-0.13+32.5%
2024-05-30-0.31-0.26+16.9%
2024-02-27-0.33-0.24+26.9%
2023-11-30-0.39-0.28+28.3%
2023-08-29-0.18-0.15+18.9%
2023-05-30-0.21-0.15+27.3%
2023-02-280.150.23+54.9%
2022-12-010.20.24+20.9%
2022-08-300.190.2+3.2%
2022-05-310.370.44+19.5%
2022-02-280.420.45+6.2%
2021-11-300.490.57+16.6%
2021-08-310.250.35+41.4%
2021-06-010.170.23+32.9%
2021-03-020.080.14+74.5%
2020-11-230.050.09+67.2%

About Ambarella

Website ↗

Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation. The company's system-on-a-chip (SOC) integrates third generation CVflow technology with advanced video processing, image signal processing, audio processing, and system control functions on a single chip. It also offers central domain controllers, CVflow SoCs, AI neural processors, vision processor SoCs, high-definition radars, and serializer/deserializers, as well as licenses software modules. The company's solutions are used in automotive video recorders, electronic mirrors, front advanced driver assistance system camera, AI Telematics Systems, and cabin monitoring system and driver monitoring system cameras in automotive field; central domain controllers for autonomous vehicles in autonomy; enterprise and public clas…

959 employees · Santa Clara, United States

Running vision-language-action models on the robot needs power-efficient edge accelerators — a smaller cousin of the datacentre race.

SoC→Module→Software stack→Robot

What would prove us wrong. Strengthens if robot builders report compute availability as a gating item.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
NVDA
NVIDIA
Demand aggregator for HBM, packaging, optics and robotics compute $216.0+2.38%−4.0%+16.1%
QCOM
Qualcomm
Edge AI SoCs for robots and vehicles $178.4+1.41%−11.7%+5.9%
ARM
Arm Holdings
CPU IP inside custom accelerators, servers and edge devices $222.8+5.92%−28.2%+103.8%
NXPI
NXP Semiconductors
Automotive and edge processors $248.3+5.70%+4.3%+15.9%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.