Market PotentialAmbarella remains a candidate for acquisition by a larger diversified vendor looking to expand into edge AI, which could potentially enhance its market position.
Product WinsAmbarella has secured a high-volume autonomous aerial drone design win with HK-based Insta360, expected to be 10s of millions over the product’s lifetime at a triple-digit ASP.
Revenue GrowthManagement raised FY26 revenue growth expectations to 31–35%, with the midpoint implying ~$379M — an all-time high.