Ambarella raises FY26 revenue view to $379M from $348M, consensus $348.01M

The company said, “We are increasing our fiscal 2026 revenue growth estimate to a range of 31% to 35%, or approximately $379 million at the midpoint. The midpoint of our new third quarter and full year fiscal 2026 revenue guidance would represent all-time record quarterly and fiscal year total revenue for Ambarella (AMBA). With more than 36 million edge AI processors shipped-to-date, we are an established, market leader and we remain exclusively focused on our customers’ needs in the edge AI market including automotive.”