AMBATechnology · Semiconductor Equipment & MaterialsThe 14 Wall Street analysts covering Ambarella, Inc. hold a median 12-month price target of $96 — +51.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 53 of 100 as at 2 Sept 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
Growth (73): Sales and profits are climbing, and climbing faster than before.
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 quant trader with fourteen 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 +51.4% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 May 2026 | B of A Securities | Maintains | Neutral | $72 → $96 |
| 29 May 2026 | Rosenblatt | Maintains | Buy | $115 → $120 |
| 29 May 2026 | Susquehanna | Maintains | Positive | $80 → $110 |
| 26 May 2026 | Rosenblatt | Maintains | Buy | $115 |
| 23 Mar 2026 | Rosenblatt | Maintains | Buy | — |
| 26 Nov 2025 | B of A Securities | Maintains | Neutral | — |
| 26 Nov 2025 | Needham | Reiterates | Buy | — |
| 26 Nov 2025 | Rosenblatt | Maintains | Buy | — |
| 26 Nov 2025 | Stifel | Reiterates | Buy | — |
| 24 Nov 2025 | Rosenblatt | Maintains | Buy | — |
| 29 Aug 2025 | B of A Securities | Maintains | Neutral | — |
| 29 Aug 2025 | Morgan Stanley | Maintains | Overweight | — |
| 29 Aug 2025 | Needham | Maintains | Buy | — |
| 29 Aug 2025 | Northland Capital Markets | Maintains | Outperform | — |
| 29 Aug 2025 | Oppenheimer | Maintains | Perform | — |
| 29 Aug 2025 | Rosenblatt | Maintains | Buy | — |
| 29 Aug 2025 | Stifel | Maintains | Buy | — |
| 22 July 2025 | Susquehanna | Maintains | Positive | — |
| 30 May 2025 | Needham | Maintains | Buy | — |
| 30 May 2025 | 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.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AMBA appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, Ambarella, Inc. returned −20.1% against +21.4% 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 18% of US stocks
Cheaper than 22% of US stocks
Cheaper than 93% of US stocks
Higher than 66% of US stocks
Higher than 55% of US stocks
Higher than 72% of US stocks
Higher than 22% of US stocks
Higher than 16% of US stocks
Higher than 35% of US stocks
Higher than 30% of US stocks
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 $3.0B and an enterprise value of $2.7B.
Revenue in the twelve months to 30 Apr 2026: $405.2M. The latest quarter grew 16.9% year on year.
Net income over the same four quarters: −$69.6M, a −17.2% net margin.
Diluted earnings per share, trailing twelve months: $−1.61.
Free cash flow in the twelve months to 30 Apr 2026: $18.2M, after $14.9M of capital spending.
Ambarella, Inc. spent $2.4M on share buybacks in the twelve months to 30 Apr 2026.
Trailing P/E: −38.1×; forward P/E: 59.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Ambarella, Inc. employs 959 people — $423K 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 →
The transcript of Ambarella, Inc.'s Q2 2027 earnings call was published on Seeking Alpha, covering the company's financial results and management commentary for the quarter.
Why it matters — AMBA watchers would care because the earnings call transcript provides management's direct discussion of the quarter's performance and business outlook.
Ambarella reported quarterly earnings of $0.18 per share, surpassing the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.15 per share in the same quarter a year ago.
Why it matters — The earnings beat the consensus estimate and improved year over year, which is a notable signal for investors tracking Ambarella's financial performance.
Ambarella reported fiscal second-quarter revenue of $108.1 million, up 7.7% sequentially and 13.2% year over year, driven by record AI revenue and continued demand from automotive and IoT customers. The company posted non-GAAP diluted EPS of $0.18 on non-GAAP net income of $8.2 million.
Why it matters — The record AI revenue and double-digit year-over-year growth signal strengthening demand across Ambarella's core automotive and IoT markets.
Ambarella reported its fiscal 2027 second-quarter results after Thursday's market close, beating analyst estimates but leaving investors unsatisfied, causing the company's shares to sink. The report details the specific figures behind the disappointing reaction.
Why it matters — This earnings report is a key indicator of the company's recent financial performance and explains why its stock declined despite beating expectations.
Ambarella narrowly beat analyst estimates for its fiscal second quarter and matched expectations with its sales forecast for fiscal Q3. The company's stock rose following the mixed earnings report.
Why it matters — The results provide AMBA watchers with a snapshot of the company's recent financial performance and near-term outlook.
The 14 Wall Street analysts covering Ambarella, Inc. have a median 12-month price target of $96, with estimates ranging from $80 to $120. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 14 analysts covering Ambarella, Inc., 7 rate it a Buy, 7 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Ambarella, Inc. 53 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Ambarella, Inc. ranks 53 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 Growth (73 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +51.4% from the last close, and Ticker Nerd's factor model ranks Ambarella, Inc. 53 out of 100 as at 2 Sept 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: $80 to $120 over the next 12 months.
Ambarella, Inc. returned -20.1% over the 12 months to 3 Sept 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, 3 Sept 2026): "Ambarella, Inc. (AMBA) Q2 2027 Earnings Call Transcript". The transcript of Ambarella, Inc.'s Q2 2027 earnings call was published on Seeking Alpha, covering the company's financial results and management commentary for the quarter.
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
