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Ambarella (0YU1) Share Price & Analysis

1 Followers

0YU1 Stock Chart & Stats

$61.29-$1.79(-2.83%)
At close: 4:30 PM GMT
$60$70$80Aug 17Aug 31Sep 14Sep 28Oct 12Oct 26Nov 9
Day’s Range
$60.31 - $64.08
52-Week Range
$48.33 - $96.99
Previous Close
$63.08
Volume
N/A
Average Volume (3M)
3,359
Market Cap
$2.76B
Enterprise Value
$3.52B
Total Cash (Recent Filing)
$272.33M
Total Debt (Recent Filing)
$12.64M
Price to Earnings (P/E)
―
Beta
0.88
Next Earnings
Nov 24, 2026 (Est.)
EPS Estimate
0.32
Last Dividend Ex-Date
Mar 15, 2022
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Revenue Growth And Gross Margins

Sustained revenue expansion alongside resilient gross margins indicates improving demand and solid product economics. If Ambarella maintains this mix as newer AI SoCs ramp, the company should have a stronger foundation for operating leverage and eventual earnings conversion.

Conservative Balance Sheet

Very low leverage materially reduces financial risk and preserves flexibility through semiconductor cycles. The balance sheet can support continued product investment, customer development and strategic initiatives without the interest burden or refinancing pressure associated with a heavily indebted structure.

Expanding Edge AI Opportunity

A larger projected serviceable market gives Ambarella more room to compound beyond its existing camera business. Exposure to expanding IoT and edge AI applications, combined with its SoC expertise, could support longer product cycles and broader design-win opportunities.

Bears Say

Persistent Operating Losses

Ambarella has improved revenue but still does not consistently convert sales into operating or net earnings. Continued losses can constrain internally funded investment, reduce returns on shareholder capital and leave results more dependent on successful product ramps and future operating leverage.

Weaker And More Volatile Cash Generation

Positive cash generation remains supportive, but the recent deterioration reduces confidence in the quality and durability of growth. Lower or volatile cash flow can limit funding for research, customer programs and strategic expansion, especially while the income statement remains loss-making.

Revenue Concentration Through Logistics Partners

Heavy reliance on two logistics and distribution partners creates a meaningful channel concentration risk. Changes in partner relationships, execution or customer shipment patterns could affect revenue timing and visibility, making reported growth less diversified across the company’s commercial network.

Ambarella News

0YU1 FAQ

What was Ambarella’s price range in the past 12 months?
Ambarella lowest share price was $48.33 and its highest was $96.99 in the past 12 months.
What is Ambarella’s market cap?
Ambarella’s market cap is $2.76B.
When is Ambarella’s upcoming earnings report date?
Ambarella’s next earnings report is estimated for Nov 24, 2026 (not yet confirmed), which is in 11 days.
How were Ambarella’s earnings last quarter?
Ambarella released its earnings results on Sep 03, 2026. The company reported $0.18 earnings per share for the quarter, beating the consensus estimate of $0.171 by $0.009.
Is Ambarella overvalued?
According to Wall Street analysts Ambarella’s price is currently Undervalued.
Does Ambarella pay dividends?
Ambarella pays a dividend of $0.285 which represents an annual dividend yield of ―. See more information on Ambarella dividends here
What is Ambarella’s EPS estimate?
Ambarella’s EPS estimate is 0.32.
How many shares outstanding does Ambarella have?
Ambarella has 44,140,972 shares outstanding.
What happened to Ambarella’s price movement after its last earnings report?
Ambarella reported an EPS of $0.18 in its last earnings report, beating expectations of $0.171. Following the earnings report the stock price went down -2.584%.
Which hedge fund is a major shareholder of Ambarella?
Hedge funds hold Ambarella shares: the largest hedge-fund position in Ambarella is 1,520,028,029 shares, and hedge funds decreased their holdings by 339.9K shares last quarter.
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