AMBATechnology · Semiconductor Equipment & MaterialsThe 14 Wall Street analysts covering Ambarella, Inc. hold a median 12-month price target of $90 — +47.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 50 of 100 as at 3 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Ambarella, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (80): Analysts have, on balance, been raising their forecasts.
Issuance (33): The company has been issuing shares or taking on financing, diluting existing holders.
Size (31): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AMBA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +47.7% from it.
Of the 20 most recent actions, 3 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Sept 2026 | Rosenblatt | Maintains | Buy | $120 |
| 4 Sept 2026 | B of A Securities | Maintains | Neutral | $96 → $70 |
| 4 Sept 2026 | B of A Securities | Maintains | Neutral | — |
| 4 Sept 2026 | Rosenblatt | Maintains | Buy | — |
| 4 Sept 2026 | Rosenblatt | Maintains | Buy | $120 |
| 4 Sept 2026 | Roth Capital | Maintains | Neutral | — |
| 4 Sept 2026 | Roth Capital | Maintains | Neutral | $90 → $65 |
| 4 Sept 2026 | Stifel | Maintains | Buy | — |
| 4 Sept 2026 | Stifel | Maintains | Buy | $106 → $90 |
| 31 Aug 2026 | Rosenblatt | Maintains | Buy | $120 |
| 31 Aug 2026 | Rosenblatt | Maintains | Buy | — |
| 29 May 2026 | B of A Securities | Maintains | Neutral | $72 → $96 |
| 29 May 2026 | B of A Securities | Maintains | Neutral | — |
| 29 May 2026 | Rosenblatt | Maintains | Buy | — |
| 29 May 2026 | Rosenblatt | Maintains | Buy | $115 → $120 |
| 29 May 2026 | Susquehanna | Maintains | Positive | — |
| 29 May 2026 | Susquehanna | Maintains | Positive | $80 → $110 |
| 26 May 2026 | Rosenblatt | Maintains | Buy | $115 |
| 26 May 2026 | Rosenblatt | Maintains | Buy | — |
| 23 Mar 2026 | Rosenblatt | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AMBA appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Ambarella, Inc. returned −25.7% against +12.9% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 98% of US stocks
Cheaper than 19% of US stocks
Cheaper than 21% of US stocks
Cheaper than 95% of US stocks
Higher than 60% of US stocks
Higher than 52% of US stocks
Higher than 71% of US stocks
Higher than 25% of US stocks
Higher than 18% of US stocks
Higher than 36% of US stocks
Higher than 32% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Ambarella, Inc. has a market value of $2.7B and an enterprise value of $2.5B.
Revenue in the twelve months to 31 July 2026: $417.8M. The latest quarter grew 13.2% year on year.
Net income over the same four quarters: −$56.3M, a −13.5% net margin.
Diluted earnings per share, trailing twelve months: $−1.29.
Free cash flow in the twelve months to 31 July 2026: $9.7M.
Ambarella, Inc. spent $2.4M on share buybacks in the twelve months to 31 July 2026.
Trailing P/E: −34.9×; forward P/E: 58.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Ambarella, Inc. employs 959 people — $436K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Ambarella, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Ambarella is expanding its business toward edge AI with new 5nm chips and the X7 AI accelerator. Q2 FY2027 revenue rose 13.2% to $108.1 million, while profit lagged and free cash flow remained negative.
Why it matters — For AMBA watchers, the article highlights the potential importance of upcoming product cycles and partnerships, alongside profitability and valuation concerns.
On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he would stick with Applied Aerospace & Defense, Inc. (NYSE: AADX).
Why it matters — The item concerns Cramer’s comments on Applied Aerospace & Defense, not Ambarella, so it offers no direct information about AMBA.
Ambarella's CEO disposed of 6,086 shares valued at roughly $395,000 on September 17, 2026. The sale represented 0.79% of the executive's direct equity position held prior to the filing.
Why it matters — A CEO's insider stock sale is a metric that AMBA watchers monitor for signals about executive confidence and trading activity.
Ambarella and ZEDEDA have partnered to bring the ZEDEDA Edge Intelligence Platform to Ambarella's edge AI SoCs, enabling enterprises to deploy, secure, and operate AI models on power-efficient silicon from a single control plane. Joint demonstrations with Roboflow and Liquid AI debuted at the AI Infrastructure Summit 2026.
Why it matters — This partnership expands Ambarella's edge AI silicon into broader enterprise deployment and orchestration use cases, potentially broadening its addressable market at the physical edge.
Ambarella announced the X7 edge AI accelerator, its first dedicated CVflow AI accelerator chip designed to bring its third-generation CVflow engine to Arm and x86 host systems. Leading OEMs in several verticals are currently creating designs with X7.
Why it matters — This marks Ambarella's entry into the standalone AI accelerator market as a first dedicated CVflow chip, potentially broadening its addressable customer base beyond its integrated edge AI offerings.
The 14 Wall Street analysts covering Ambarella, Inc. have a median 12-month price target of $90, with estimates ranging from $65 to $120. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 14 analysts covering Ambarella, Inc., 6 rate it a Buy, 8 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Ambarella, Inc. 50 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Ambarella, Inc. ranks 50 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (80 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +47.7% from the last close, and Ticker Nerd's factor model ranks Ambarella, Inc. 50 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Ambarella, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AMBA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $65 to $120 over the next 12 months.
Ambarella, Inc. returned -25.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Ambarella Inc. is a semiconductor company that develops low-power system-on-chip solutions and software for edge artificial intelligence applications.
The most recent item we track (Seeking Alpha, 20 Oct 2026): "Ambarella: The Biggest AI Growth Opportunity Is Still Ahead". Ambarella is expanding its business toward edge AI with new 5nm chips and the X7 AI accelerator. Q2 FY2027 revenue rose 13.2% to $108.1 million, while profit lagged and free cash flow remained negative.
Ambarella Inc. is a semiconductor company that develops low-power system-on-chip solutions and software for edge artificial intelligence applications. The company focuses on processing visual data at the device level, supporting functions such as video capture, image analysis, object detection, and intelligent automation. Its product portfolio includes AI-driven processors, video and image processing chips, and related software tools designed for use in systems that need efficient, real-time decision-making. Ambarella serves markets including automotive, video security, robotics, and industrial automation, where compact, power-efficient semiconductors are essential for advanced sensing and local analytics. Based in Santa Clara, California, Ambarella plays a notable role in the market for edge AI and computer vision hardware, supplying technology that enables smarter electronic systems across connected devices and embedded platforms.
CEO Dr. Feng-Ming Wang Ph.D. · 959 employees · United States · https://www.ambarella.com
