Ambarella (AMBA)
Designs low-power edge AI chips and software for vehicles, cameras, robots, and industrial systems.
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Sells low-power edge AI, video, and image-processing SoCs plus radar and automotive software for vehicles, security cameras, robotics, industrial systems, and consumer devices. Revenue comes from chip sales and software licensing under a fabless model, with most sales routed through customers and fulfillment partners in Asia.
Designs low-power system-on-chip semiconductors and software for edge and physical AI, combining CVflow neural-network acceleration with image, video, radar, and sensor-fusion processing. Product lines include CV3 automotive domain controllers, CVflow camera and perception SoCs, N1 edge AI processors, vision processors, B8 serializer/deserializer chips, radar software, and separately licensed software modules. Applications span automotive systems, video security, industrial equipment, robotics, intelligent transportation, and consumer cameras.
Operates a fabless model, concentrating engineering on power-efficient hardware-software integration and software tools that let customers deploy their own or third-party AI models. Sales run through global OEMs, ODMs, automotive suppliers, distributors, and fulfillment partners, while manufacturing, assembly, and testing are outsourced. Most revenue comes from customers in Asia, one fulfillment partner represents most sales, and Samsung supplies the substantial majority of its SoCs.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 4, 2026 | Craig-Hallum | Downgrade | Target: $85 | Target: $70 |
| Sep 4, 2026 | Roth Capital | Reiterate | Rating: —Target: $85 | Target: $65 |
| Jun 17, 2026 | Northland Securities | Target | Target: $95 | Target: $101 |
| May 29, 2026 | Stifel Nicolaus | Target | Target: $90 | Target: $106 |
| May 22, 2026 | Stifel Nicolaus | Target | Target: $100 | Target: $90 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $272.3M · Total debt $12.6M · Total assets $780.2M · Shareholders' equity $620.3M
- Revenue
- $108.1M
- Operating income
- −$8.1M
- Net income
- −$6.7M
No dividends on record.
| Institutions | 82.20% | 36.29M shares | |
|---|---|---|---|
| 366 holders · as of Jun 30, 2026 | |||
| Insiders | 29.09% | 12.84M shares | |
| 15 holders · as of Sep 21, 2026 | |||
| Adds to | 111.29% | ||
44.14M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 111.29%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Lewis CirneInsider | 23.63% | 10.43M | filed Apr 8, 2022 |
BlackRock, Inc.Institution | 8.94% | 3.94M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.36% | 3.69M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 5.89% | 2.60M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.81% | 2.56M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 18, 2026 | John Alexander Young | officer: CFO | −1,896 | $67.28 |
| Sep 17, 2026 | John Alexander Young | officer: CFO | −3,126 | $64.83 |
| Sep 17, 2026 | Chan W. Lee | officer: Chief Operations Officer | −2,893 | $64.83 |
| Sep 17, 2026 | Chi-Hong Ju | officer: Senior VP, Systems & GM | −2,009 | $64.83 |
| Sep 17, 2026 | Feng-Ming Wang | director, officer: CEO | −6,086 | $64.83 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ambarella | $67.06 | +0.04% | $3.02B | — | 75.1 | 7.2 | +13.2% |
| Qualcomm | $197.80 | −0.23% | $203.94B | 22.2 | 21.4 | 4.6 | −4.0% |
| Nvidia | $228.11 | −0.32% | $5.51T | 28.7 | 19.1 | 18.2 | +105.9% |
| Mobileye | $7.75 | +0.98% | $6.52B | — | 18.6 | 3.2 | +0.4% |
| Texas Instruments | $270.62 | −0.29% | $247.37B | 41.2 | 28.5 | 12.7 | +22.8% |
| NXP Semiconductors | $237.40 | −0.10% | $58.61B | 19.8 | 14.2 | 4.4 | +19.5% |
| Median | 25.5 | 19.1 | 4.6 | +19.5% |