Ambarella Inc. (CH:A8B)
NASDAQ:A8B
A8B Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Conservative Balance Sheet And Cash BufferVery low leverage and substantial liquid resources provide durable financial flexibility. Cash and marketable securities (~$278M reported) support R&D, product ramps, LTA fulfillment, and buybacks while limiting refinancing risk, enabling multi‑year execution even through cyclical downturns.
High And Sustainable Gross Margins (59%–62% Target)Consistently high gross margins reflect differentiated SoC performance-per-watt and software value, creating durable margin economics. At scale, these margins allow reinvestment in R&D and sales while providing room to absorb component cost pressure and support path to operating leverage as volumes rise.
Strong Design‑win Momentum And Material LTAsLarge LTAs and accelerating automotive ramps create multi‑year revenue visibility and production demand. Cumulative shipments, multiple SoC families, and robotics/automotive design wins point to durable platform adoption that can lift ASPs and smooth revenue across product cycles.
Bears Say
High Customer/channel ConcentrationExtremely high concentration in one fulfillment partner increases revenue volatility and negotiation risk. A single channel disruption, pricing pressure, or order timing change could produce outsized swings in shipments and revenue despite diversified end markets and product wins.
Operating And Net Profitability Remain NegativeDespite gross margins, the company still reports negative operating and net results on a TTM basis. Sustained profitability depends on scaling revenue and controlling opEx; until then returns on capital remain negative and earnings are fragile to seasonality and ramp timing.
Inventory Build And Recent Free Cash OutflowsA sizable inventory increase ties up working capital and reflects forecasting or fulfillment timing risks. Coupled with sequential cash outflows, this reduces liquidity cushion and makes cash conversion volatile, constraining the firm's ability to fund LTAs or respond to supply shocks without using reserves.
Ambarella News
A8B FAQ
What was Ambarella Inc.’s price range in the past 12 months?
Currently, no data Available
What is Ambarella Inc.’s market cap?
Ambarella Inc.’s market cap is CHF2.72B.
When is Ambarella Inc.’s upcoming earnings report date?
Ambarella Inc.’s upcoming earnings report date is Sep 01, 2026 which is in 89 days.
How were Ambarella Inc.’s earnings last quarter?
Ambarella Inc. released its earnings results on May 28, 2026. The company reported $0.087 earnings per share for the quarter, beating the consensus estimate of $0.078 by $0.009.
Is Ambarella Inc. overvalued?
According to Wall Street analysts Ambarella Inc.’s price is currently Undervalued.
Does Ambarella Inc. pay dividends?
Ambarella Inc. does not currently pay dividends.
What is Ambarella Inc.’s EPS estimate?
Ambarella Inc.’s EPS estimate is 0.13.
How many shares outstanding does Ambarella Inc. have?
Currently, no data Available
What happened to Ambarella Inc.’s price movement after its last earnings report?
Ambarella Inc. reported an EPS of $0.087 in its last earnings report, beating expectations of $0.078. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Ambarella Inc.?
Currently, no hedge funds are holding shares in CH:A8B
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Ambarella Stock Smart Score
Neutral
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Technicals
SMA
Positive
20 days / 200 days
Momentum
47.44%
12-Months-Change
Fundamentals
Return on Equity
-11.77%
Trailing 12-Months
Asset Growth
13.24%
Trailing 12-Months
Company Description
Ambarella Inc.
Ambarella, Inc. develops semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions are used in automotive cameras, such as automotive video recorders, electronic mirrors, front advanced driver assistance system camera, cabin monitoring system and driver monitoring system camera, and central domain controllers for autonomous vehicle; and professional and home internet protocol security camera; robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras, as well as cameras for the home, public spaces, and consumer leisure comprising wearable body cameras, sports action cameras, social media cameras, drones for capturing aerial video or photographs, video conferencing, and virtual reality applications. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
A8B Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized clear execution and strong secular momentum: revenue grew 16.9% YoY, automotive set a record quarter with steep product ramps, major LTAs (including an $800M+ potential Hanwha deal) and extensive design‑win momentum support a constructive growth outlook. However, the company is managing near‑term headwinds including a sizable inventory build (days inventory up from 99 to 145), sequential cash outflows, customer/fulfillment concentration (WT Microelectronics ~60.7% of revenue), supply‑chain pressures on DRAM/flash, and a double‑digit sequential decline in consumer IoT. On balance, the positives (product road map, LTAs, YoY growth, margins, design wins and guidance for Q2 expansion) materially outweigh the near‑term operational and concentration risks.View all CH:A8B earnings summariesA8B Revenue Breakdown
60.37% Taiwan
21.73% APAC
7.42% Europe
6.86% North America other than U.S.
3.61% U.S.
A8B Stock 12 Month Forecast
Average Price Target
$79.98
Options Prices
Currently, No data available
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