Ambarella (AMBAN) Stock Price & Analysis
AMBAN Stock Chart & Stats
- Day’s Range
- MXN 1,000.00 - MXN 1,245.00
- 52-Week Range
- MXN 864.01 - MXN 1,565.00
- Previous Close
- MXN 1,245.00
- Volume
- 0
- Average Volume (3M)
- 1
- Market Cap
- MXN 52.36B
- Enterprise Value
- MXN 3.52B
- Total Cash (Recent Filing)
- MXN 272.33M
- Total Debt (Recent Filing)
- MXN 12.64M
- Price to Earnings (P/E)
- ―
- Beta
- 0.79
- Next Earnings
- Dec 01, 2026 (Est.)
- EPS Estimate
- 5.92
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Revenue Growth And Gross Margins
Ambarella is combining strong top-line recovery with resilient gross margins, indicating improving demand for its products and solid underlying product economics. If these trends persist, the company has a stronger base for absorbing operating costs and converting future growth into profitability.
Very Low Financial Leverage
The conservative capital structure materially reduces financial risk and preserves flexibility through semiconductor cycles. Low debt limits interest and refinancing pressure, allowing Ambarella to continue funding product development and market expansion without relying heavily on external financing.
AI Product Ramp And Market Expansion
Rapid adoption of the CV75 and CV72 platforms supports a durable shift toward higher-value AI-enabled SoCs. Product ramps can broaden Ambarella’s revenue base and improve mix as customers deploy edge vision applications across automotive, IoT, robotics, and security markets.
Bears Say
Continued Net Losses
Despite revenue growth and healthy gross margins, Ambarella has not yet translated scale into sustained operating or net profitability. Continued losses can constrain internally funded investment, weaken returns on shareholder capital, and leave earnings dependent on further growth and operating-cost discipline.
Cash-Flow Deterioration
Recent cash consumption reduces confidence in the quality and consistency of Ambarella’s growth, even though longer-term TTM operating and free cash flow remain positive. Persistent volatility would limit funding flexibility and make product investment more reliant on the existing cash balance.
Memory Supply And Cost Exposure
Memory constraints and higher input costs create a structural risk to customer production volumes and near-term demand for Ambarella chips. Although the company plans to pass costs to customers, reduced affordability or availability could slow product ramps and make revenue growth less predictable.
Ambarella News
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Ambarella Stock Smart Score
Company Description
Ambarella
Ambarella, Inc. is a global semiconductor company specializing in advanced video processing technology. They develop chips that facilitate high-definition (HD) and ultra-HD (UHD) video compression, sophisticated image manipulation, and cutting-edge deep learning capabilities. Their core offering comprises highly integrated system-on-a-chip (SoC) designs. These single-chip solutions seamlessly combine HD video and image processing, artificial intelligence (AI) computer vision, audio processing, and various system functions, resulting in superior video and image clarity, distinct features, and efficient power usage. Ambarella's technology finds broad application across diverse markets. In the automotive sector, their chips power devices like vehicle dashcams, digital rearview mirrors, advanced driver-assistance systems (ADAS) cameras, interior and driver monitoring systems, and central domain controllers for self-driving vehicles. Beyond automotive, their solutions are crucial for professional and residential IP security cameras, various robotics and industrial applications (including identification, authentication, robotic products, and sensing), and a wide range of consumer products. The consumer segment encompasses wearable cameras, sports action cameras, social media devices, aerial drones, video conferencing equipment, and virtual reality systems. The company distributes its semiconductor solutions to original equipment manufacturers (OEMs) and original design manufacturers (ODMs) through a combination of its direct sales team and a network of distributors. Established in 2004, Ambarella, Inc. is headquartered in Santa Clara, California.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Feng-Ming Wang
- Employees
- 959
- Website
- www.ambarella.com
- Address
- 3001 Tasman Drive, Santa Clara, CA, 95054, US
Ambarella (AMBAN) Earnings & Revenues
AMBAN Earnings Call
Earnings Call SentimentPositive
The call was broadly positive, supported by record edge AI and automotive revenue, double-digit year-over-year growth, a higher five-year serviceable market forecast, new product ramps, design wins, and major channel partnerships. The company also provided favorable Q3 revenue guidance. Offsetting concerns included memory scarcity, rising supply chain costs, uncertainty around Q4 customer demand, below-midpoint gross margin, negative free cash flow, higher inventory days and competition in the AI accelerator market.
View all MX:AMBAN earnings summariesAMBAN Net sales Breakdown
- 60.37% Taiwan
- 21.73% APAC
- 7.42% Europe
- 6.86% North America other than U.S.
- 3.61% U.S.
AMBAN Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 1 | 6 |
| Technical Analysis | 2 | 1 | 6 |
| Moving Averages | 12 | 0 | 0 |
