AMBA

Ambarella Inc. (AMBA) | Rumor.io

Ambarella

AMBA

Attention (50-day avg)0.01%

Attention rank (50-day avg)#397

Bullish sentiment (50-day avg)89%

Price to earnings ratio-38.6

Market capitalization3B

Earnings per share-1.3

Dividend yield (TTM)—

Revenue (annual)390.7M

Net income (annual)-75.9M

Social

What share of all stock conversation is about AMBA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0.01% -0.01	0.02% +0.02

Sep 25

Ambarella, Inc. (AMBA) is being discussed in relation to a potential takeover by NXPI, with a Delaware entity filing surfacing just before a FT report on the topic.
A recent FT report on AMBA's takeover talks has sparked speculation, with some analysts doubling down on the idea.
AMBA is being touted as a potential "key 'physical AI' winner" as Bezos' Prometheus targets robotics and manufacturing, with the stock seen as an interesting intersection of hardware and finance.

Generated by AI

Sentiment

Of the messages about AMBA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	97.62% -0.42	81.02% -16.35	95.67% +5.2
Bearish	—	2.38% +0.42	18.98% +16.35	4.33% -5.2

Bullish· Jul 31

$AMBA has received a takeover approach, with Sony reportedly showing interest and analysts having targets over $100.
The potential acquisition by NXP could strengthen the company's position in automotive technology and expand its AI chip portfolio.
The stock is running hot on acquisition talks, with a 16.7% gain and significant volume, and some investors expect it to go much higher now.

Bearish· Sep 3

Ambarella's results were technically positive but not enough to justify the stock's high expectations, with non-GAAP gross margin falling to 59.3% and inventory days climbing to 157.
The company's free cash flow remained negative at -$7.1M, and management warned about rising memory and supply-chain costs.
Ambarella's stock price has seen a significant decline, with a target reduction to $45 and a current price of $40, indicating a bearish market sentiment.

Generated by AI

Topics

Of the messages about AMBA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	73.33%	12.69%	2.72%
Technical Analysis	—	10%	6.34%	0.44%
Analysts	—	0%	27.63%	47.81%
Earnings	—	0%	31.05%	1.3%
Macro	—	0%	20.62%	47.66%
Controversies	—	16.67%	1.67%	0.07%

Earnings· May 29

Ambarella reported Q1 revenue of $100.4M, up 16.9% YoY, with non-GAAP EPS of $0.11, a clean beat.
Automotive revenue hit an all-time high, driven by growing adoption of Edge AI in commercial vehicles.
The stock fell 20% after earnings, suggesting a valuation reset rather than a deterioration in the business, with the company guiding Q2 revenue above consensus.

Analysts· Aug 29

Summit Insights upgraded Ambarella ($AMBA) to Buy from Hold, citing growth driven by higher average selling price CV-based system-on-chips and tariff-related customer pull-ins.
Analysts have raised their price targets for Ambarella, with Morgan Stanley setting a target of 96, Stifel at 90, and BofA at 90, following the company's strong Q2 results and guidance.
Ambarella's stock surged 18% after the company raised its full-year revenue growth forecast, driven by accelerating adoption of its computer vision chips in AI applications and design wins with major customers.

Announcements· Jul 31

NXP is in talks to acquire Ambarella, a deal that would expand NXP's automotive portfolio and strengthen its position in edge computing and AI chips.
The potential acquisition is valued at around $3.3 billion, and a deal could be announced as early as this weekend.
If the deal goes through, Ambarella's edge-AI and computer vision chips would slot into NXP's automotive lineup, currently projected to reach $15.1 billion in 2026 revenue.

Controversies· Oct 8

Ambarella ($AMBA) shares fell 6% after being added to a US blacklist of Chinese firms, alongside its customer Hikvision, which accounts for a high teens percentage of Ambarella's revenues.
The US blacklist expansion was seen as a result of the Trump administration's trade war with China, hitting Ambarella shares and the broader tech sector.
Ambarella's stock price declined by as much as 14.8% pre-market, with the company's shares being crushed on the blacklisting of Hikvision, one of its largest Chinese customers.

Macro· Oct 8

Ambarella ($AMBA) fell 11.5% after customer Hangzhou Hikvision was put on a Trump administration blacklist.
Hikvision accounts for a high teens percentage of Ambarella's revenues.
The trade ban is expected to negatively impact Ambarella's business due to its significant Chinese customer base.

Technical Analysis· Aug 31

$AMBA is gapping down under recent consolidation, reaching its lowest levels since early 2016, potentially presenting a technical short opportunity.
The stock has shown a reversal after overshotting on its pullback, with a gap fill complete and a break of $37 possible, leading to a potential decline to $36.
$AMBA's multi-year downtrend has reached the bottom of its channel, with technical alerts including a MACD Bullish Centerline Cross, indicating potential reversal and re-entry possibilities on pullback.

Generated by AI

Community

Of the messages about AMBA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	55.7%	49.31%	8.71%
Newcomers	—	44.3%	50.69%	91.29%

Regulars· Sep 4

Ambarella's Q2 FY27 revenue reached $108.1 million, a 13.2% year-over-year increase driven by record AI and automotive revenue.
The company reported adjusted EPS of $0.18, meeting the estimate, and Ambarella's shares have been impacted by the Q2 print, with a 2.2% pre-market decline.
The stock's concentration risk has increased, with two major distributors holding around 70.5% of receivables and 7.2%/4.8% of revenue, and the company notes that shifting to new markets and past disruptions have hit and could again hit revenue.

Newcomers· Sep 4

Newcomers are focused on Ambarella's recent earnings beat, with revenue up 13.2% YoY and record AI revenue, but with concerns about a falling gross margin.
Some newcomers are considering Ambarella as a potential acquisition target, citing the company's strong fundamentals and the possibility of a buyout by a major semiconductor player.
Others are analyzing the impact of a cancelled project on Ambarella's recent loss improvement, with one newcomer suggesting that the loss reduction was mainly due to the cancelled project, rather than an improvement in the chip business.

Generated by AI

News

Ambarella director Christopher Paisley sells $17,690 in shares

1d agoInvesting.com

Ambarella speculated to have a rival suitor - Betaville

Ambarella (AMBA) takeover talk heats up: a US-listed buyer may bid $95–$105/share with 75% cash and 25% stock.

6d agoSeeking Alpha

Ambarella (AMBA) Could Be 23% Undervalued After Its Edge AI Partnerships

Why Ambarella’s latest AI partnerships matter for the stock Ambarella (AMBA) just widened its Ambarella Developer Zone and deepened partnerships with ZEDEDA and Ultralytics, creating a fuller toolkit for running computer vision and generative AI directly on edge devices. These moves target real world use cases such as cameras, robots, vehicles, and industrial systems, where latency, power limits, and security constraints shape what AI hardware and software can realistically do in the...

7d agoYahoo Finance

Is Ambarella (AMBA) Quietly Turning Its AI SoC Footprint Into A Strategic Cloud Platform?

Earlier this month, Ambarella expanded its Developer Zone on Google Cloud, adding a cloud-hosted IDE, Gemini-powered agentic AI tools, and secure access to fleets of Ambarella SoC-based edge devices, alongside new integrations with ZEDEDA and Ultralytics for model deployment. This move effectively turns Ambarella’s hardware footprint of more than 50 million AI SoCs into a managed software platform for deploying and updating physical AI applications across distributed cameras, robots,...

8d agoYahoo Finance

Ambarella CFO John Young sells $127,562 in company stock

8d agoInvesting.com

Ambarella CEO Disposes of Over 6,000 Shares Worth Nearly $400,000 | The Motley Fool

The producer of advanced video processing semiconductors for AI reported a notable insider stock sale.

8d agoThe Motley Fool

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Ambarella Inc.

Technology
Semiconductor Equipment & Materials

Ambarella Inc. is a semiconductor company that develops low-power system-on-chip solutions and software for edge artificial intelligence applications. The company focuses on processing visual data at the device level, supporting functions such as video capture, image analysis, object detection, and intelligent automation. Its product portfolio includes AI-driven processors, video and image processing chips, and related software tools designed for use in systems that need efficient, real-time decision-making. Ambarella serves markets including automotive, video security, robotics, and industrial automation, where compact, power-efficient semiconductors are essential for advanced sensing and local analytics. Based in Santa Clara, California, Ambarella plays a notable role in the market for edge AI and computer vision hardware, supplying technology that enables smarter electronic systems across connected devices and embedded platforms.

Website

Location

3001 Tasman Drive

Santa Clara, CA, 95054

United States

Social

What share of all stock conversation is about AMBA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0.01% -0.01	0.02% +0.02

Sep 25

Ambarella, Inc. (AMBA) is being discussed in relation to a potential takeover by NXPI, with a Delaware entity filing surfacing just before a FT report on the topic.
A recent FT report on AMBA's takeover talks has sparked speculation, with some analysts doubling down on the idea.
AMBA is being touted as a potential "key 'physical AI' winner" as Bezos' Prometheus targets robotics and manufacturing, with the stock seen as an interesting intersection of hardware and finance.

Generated by AI

Sentiment

Of the messages about AMBA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	97.62% -0.42	81.02% -16.35	95.67% +5.2
Bearish	—	2.38% +0.42	18.98% +16.35	4.33% -5.2

Bullish· Jul 31

$AMBA has received a takeover approach, with Sony reportedly showing interest and analysts having targets over $100.
The potential acquisition by NXP could strengthen the company's position in automotive technology and expand its AI chip portfolio.
The stock is running hot on acquisition talks, with a 16.7% gain and significant volume, and some investors expect it to go much higher now.

Bearish· Sep 3

Ambarella's results were technically positive but not enough to justify the stock's high expectations, with non-GAAP gross margin falling to 59.3% and inventory days climbing to 157.
The company's free cash flow remained negative at -$7.1M, and management warned about rising memory and supply-chain costs.
Ambarella's stock price has seen a significant decline, with a target reduction to $45 and a current price of $40, indicating a bearish market sentiment.

Generated by AI

Topics

Of the messages about AMBA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	73.33%	12.69%	2.72%
Technical Analysis	—	10%	6.34%	0.44%
Analysts	—	0%	27.63%	47.81%
Earnings	—	0%	31.05%	1.3%
Macro	—	0%	20.62%	47.66%
Controversies	—	16.67%	1.67%	0.07%

Earnings· May 29

Ambarella reported Q1 revenue of $100.4M, up 16.9% YoY, with non-GAAP EPS of $0.11, a clean beat.
Automotive revenue hit an all-time high, driven by growing adoption of Edge AI in commercial vehicles.
The stock fell 20% after earnings, suggesting a valuation reset rather than a deterioration in the business, with the company guiding Q2 revenue above consensus.

Analysts· Aug 29

Summit Insights upgraded Ambarella ($AMBA) to Buy from Hold, citing growth driven by higher average selling price CV-based system-on-chips and tariff-related customer pull-ins.
Analysts have raised their price targets for Ambarella, with Morgan Stanley setting a target of 96, Stifel at 90, and BofA at 90, following the company's strong Q2 results and guidance.
Ambarella's stock surged 18% after the company raised its full-year revenue growth forecast, driven by accelerating adoption of its computer vision chips in AI applications and design wins with major customers.

Announcements· Jul 31

NXP is in talks to acquire Ambarella, a deal that would expand NXP's automotive portfolio and strengthen its position in edge computing and AI chips.
The potential acquisition is valued at around $3.3 billion, and a deal could be announced as early as this weekend.
If the deal goes through, Ambarella's edge-AI and computer vision chips would slot into NXP's automotive lineup, currently projected to reach $15.1 billion in 2026 revenue.

Controversies· Oct 8

Ambarella ($AMBA) shares fell 6% after being added to a US blacklist of Chinese firms, alongside its customer Hikvision, which accounts for a high teens percentage of Ambarella's revenues.
The US blacklist expansion was seen as a result of the Trump administration's trade war with China, hitting Ambarella shares and the broader tech sector.
Ambarella's stock price declined by as much as 14.8% pre-market, with the company's shares being crushed on the blacklisting of Hikvision, one of its largest Chinese customers.

Macro· Oct 8

Ambarella ($AMBA) fell 11.5% after customer Hangzhou Hikvision was put on a Trump administration blacklist.
Hikvision accounts for a high teens percentage of Ambarella's revenues.
The trade ban is expected to negatively impact Ambarella's business due to its significant Chinese customer base.

Technical Analysis· Aug 31

$AMBA is gapping down under recent consolidation, reaching its lowest levels since early 2016, potentially presenting a technical short opportunity.
The stock has shown a reversal after overshotting on its pullback, with a gap fill complete and a break of $37 possible, leading to a potential decline to $36.
$AMBA's multi-year downtrend has reached the bottom of its channel, with technical alerts including a MACD Bullish Centerline Cross, indicating potential reversal and re-entry possibilities on pullback.

Generated by AI

Community

Of the messages about AMBA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	55.7%	49.31%	8.71%
Newcomers	—	44.3%	50.69%	91.29%

Regulars· Sep 4

Ambarella's Q2 FY27 revenue reached $108.1 million, a 13.2% year-over-year increase driven by record AI and automotive revenue.
The company reported adjusted EPS of $0.18, meeting the estimate, and Ambarella's shares have been impacted by the Q2 print, with a 2.2% pre-market decline.
The stock's concentration risk has increased, with two major distributors holding around 70.5% of receivables and 7.2%/4.8% of revenue, and the company notes that shifting to new markets and past disruptions have hit and could again hit revenue.

Newcomers· Sep 4

Newcomers are focused on Ambarella's recent earnings beat, with revenue up 13.2% YoY and record AI revenue, but with concerns about a falling gross margin.
Some newcomers are considering Ambarella as a potential acquisition target, citing the company's strong fundamentals and the possibility of a buyout by a major semiconductor player.
Others are analyzing the impact of a cancelled project on Ambarella's recent loss improvement, with one newcomer suggesting that the loss reduction was mainly due to the cancelled project, rather than an improvement in the chip business.

Generated by AI

Ambarella

Social

Sep 25

Bullish· Jul 31

Bearish· Sep 3

Earnings· May 29

Analysts· Aug 29

Announcements· Jul 31

Controversies· Oct 8

Macro· Oct 8

Technical Analysis· Aug 31

Regulars· Sep 4

Newcomers· Sep 4

Ambarella director Christopher Paisley sells $17,690 in shares

Ambarella speculated to have a rival suitor - Betaville

Ambarella (AMBA) Could Be 23% Undervalued After Its Edge AI Partnerships

Is Ambarella (AMBA) Quietly Turning Its AI SoC Footprint Into A Strategic Cloud Platform?

Ambarella CFO John Young sells $127,562 in company stock

Ambarella CEO Disposes of Over 6,000 Shares Worth Nearly $400,000 | The Motley Fool

Also Discussed

Ambarella Inc.

Company Information

Location

Ambarella director Christopher Paisley sells $17,690 in shares

Ambarella speculated to have a rival suitor - Betaville

Ambarella (AMBA) Could Be 23% Undervalued After Its Edge AI Partnerships

Is Ambarella (AMBA) Quietly Turning Its AI SoC Footprint Into A Strategic Cloud Platform?

Ambarella CFO John Young sells $127,562 in company stock

Ambarella CEO Disposes of Over 6,000 Shares Worth Nearly $400,000 | The Motley Fool

Also Discussed

Social

Sep 25

Bullish· Jul 31

Bearish· Sep 3

Earnings· May 29

Analysts· Aug 29

Announcements· Jul 31

Controversies· Oct 8

Macro· Oct 8

Technical Analysis· Aug 31

Regulars· Sep 4

Newcomers· Sep 4