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AMBAAMBATechnology · Semiconductor Equipment & Materials

AMBA Stock Forecast: Ambarella, Inc. Price Predictions for 2026-2027

Last close, 14 Aug 2026
$82
+0.10% on the day

The 14 Wall Street analysts covering Ambarella, Inc. hold a median 12-month price target of $96 — +17.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 53 of 100 as at 13 Aug 2026 — in the upper half.

Market cap
$3.7B
Ticker Nerd rank
53 / 100
Median analyst target
$96
Analysts covering
14
Total return, dividends reinvested
1W
−5.5%
1M
+12.5%
YTD
+15.8%
1Y
+19.6%
From 52W high
−14.1%
From 52W low
+68.6%
$49
$96
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AMBA stock analysis: one number for the whole business

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.

Where the model ranks itAs at 13 Aug 2026
53 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
73
Growth
71
Accruals
68
Momentum
53
Value
47
Quality
46
Volatility
40
Issuance
33
Size
29

Revisions (73): Analysts have, on balance, been raising their forecasts.

Issuance (33): The company has been issuing shares or taking on financing, diluting existing holders.

Size (29): 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.

Wall Street

AMBA stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AMBA, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$40$60$80$100$120Oct 25Jan 26Apr 26Jul 26AMBAHigh $120Median $96Low $80

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says14 analysts
7 Buy7 Hold0 Sell
Low $80Median $96High $120

The green dot is the last close — the median target sits +17.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
29 May 2026B of A SecuritiesMaintainsNeutral$72 → $96
29 May 2026RosenblattMaintainsBuy$115 → $120
29 May 2026SusquehannaMaintainsPositive$80 → $110
26 May 2026RosenblattMaintainsBuy$115
23 Mar 2026RosenblattMaintainsBuy—
26 Nov 2025B of A SecuritiesMaintainsNeutral—
26 Nov 2025NeedhamReiteratesBuy—
26 Nov 2025RosenblattMaintainsBuy—
26 Nov 2025StifelReiteratesBuy—
24 Nov 2025RosenblattMaintainsBuy—
29 Aug 2025B of A SecuritiesMaintainsNeutral—
29 Aug 2025Morgan StanleyMaintainsOverweight—
29 Aug 2025NeedhamMaintainsBuy—
29 Aug 2025Northland Capital MarketsMaintainsOutperform—
29 Aug 2025OppenheimerMaintainsPerform—
29 Aug 2025RosenblattMaintainsBuy—
29 Aug 2025StifelMaintainsBuy—
22 July 2025SusquehannaMaintainsPositive—
30 May 2025NeedhamMaintainsBuy—
30 May 2025RosenblattMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Estimates

AMBA analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+5.2%
Analysts raising
8
Analysts cutting
1
Fundamentals

Ambarella, Inc. (AMBA) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−46.9×

Cheaper than 98% of US stocks

Price / sales
9.0×

Cheaper than 16% of US stocks

Price / book
6.0×

Cheaper than 18% of US stocks

EV / EBITDA
−54.2×

Cheaper than 94% of US stocks

Growth & margins
Revenue growth (YoY)
16.9%

Higher than 66% of US stocks

Earnings growth (YoY)
16.9%

Higher than 56% of US stocks

Gross margin
58.4%

Higher than 72% of US stocks

Operating margin
−19.3%

Higher than 22% of US stocks

Net margin
−17.2%

Higher than 17% of US stocks

Returns & dividend
Return on equity
−11.8%

Higher than 35% of US stocks

Return on assets
−6.4%

Higher than 30% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

AMBA vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductor Equipment & Materials
CompanyMarket capTKN rank
AMBAAmbarella, Inc.$3.7B
53
IPGPIPG Photonics Corp.$3.5B
56
VECOVeeco Instruments, Inc.$3.3B
47
AEHRAehr Test Systems$3.9B
29
UCTTUltra Clean Holdings, Inc.$4.2B
40
ACLSAxcelis Technologies, Inc.$4.4B
72
COHUCohu, Inc.$2.7B
68

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 →

News

Latest AMBA news & analysis

Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026

GlobeNewsWire · 12 Aug 2026neutral

Ambarella announced it will hold its second quarter fiscal year 2027 earnings conference call on Thursday, September 3, 2026 at 1:30 p.m. Pacific Time, and will issue its earnings release after the market closes that day.

Why it matters — AMBA watchers will want to mark the date to hear the company's latest quarterly results and commentary on its edge AI semiconductor business.

Strength Seen in Ambarella (AMBA): Can Its 16.1% Jump Turn into More Strength?

Zacks Investment Research · 3 Aug 2026neutral

Ambarella shares jumped 16.1% in the last session on higher-than-average trading volume, according to Zacks Investment Research. However, the latest trend in earnings estimate revisions may not translate into further price increases in the near term.

Why it matters — AMBA watchers would care because the stock's recent surge is offset by a cautious outlook tied to earnings estimate revisions, signaling that momentum may not persist.

NXP in talks to buy chip developer Ambarella, FT reports

Reuters · 31 July 2026positive

NXP Semiconductors is in talks to acquire chip designer Ambarella, according to a Financial Times report citing unnamed sources familiar with the matter.

Why it matters — A potential acquisition by NXP would be a major corporate event for Ambarella, making this a key development for AMBA watchers.

FAQ

Frequently asked questions about AMBA stock

What is the AMBA stock price forecast for 2026-2027?

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.

Is AMBA stock a buy right now?

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 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AMBA?

As at 13 Aug 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 Revisions (73 of 100).

Will AMBA stock go up?

No one can know that. What the data says: the median 12-month target from 14 analysts implies +17.0% from the last close, and Ticker Nerd's factor model ranks Ambarella, Inc. 53 out of 100 as at 13 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AMBA stock forecast for 2030?

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.

How has AMBA stock performed over the past year?

Ambarella, Inc. returned +19.6% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Ambarella, Inc. do?

Ambarella, Inc. is a semiconductor company specializing in low-power system-on-a-chip (SoC) designs and software for edge artificial intelligence and intelligent automation.

What is the latest news on AMBA?

The most recent item we track (GlobeNewsWire, 12 Aug 2026): "Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026". Ambarella announced it will hold its second quarter fiscal year 2027 earnings conference call on Thursday, September 3, 2026 at 1:30 p.m. Pacific Time, and will issue its earnings release after the market closes that day.

Company

About Ambarella, Inc.

Ambarella, Inc. is a semiconductor company specializing in low-power system-on-a-chip (SoC) designs and software for edge artificial intelligence and intelligent automation. Its technology is used to process high-resolution video and sensor data directly on devices, enabling real-time analysis with reduced power consumption. Ambarella’s products serve key applications such as video security cameras, advanced driver assistance systems, electronic mirrors, drive recorders, driver and cabin monitoring, autonomous driving platforms, and various industrial and consumer robotics solutions. By providing integrated AI processing, image signal processing, and connectivity, the company supports customers in automotive, security, industrial, and broader Internet of Things markets. Ambarella collaborates with original equipment manufacturers and technology partners to embed its chips into end systems sold worldwide. Founded in 2004 and headquartered in Santa Clara, California, Ambarella, Inc. today plays a notable role in enabling on-device AI and computer vision capabilities across a wide range of connected and increasingly autonomous devices.

CEO Dr. Feng-Ming Wang Ph.D. · 959 employees · United States · https://www.ambarella.com