Ambarella
Designs low-power edge AI chips and software for vehicles, cameras, robots, and industrial systems.
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Profile
Sells low-power edge AI, video, and image-processing SoCs plus radar and automotive software for vehicles, security cameras, robotics, industrial systems, and consumer devices. Revenue comes from chip sales and software licensing under a fabless model, with most sales routed through customers and fulfillment partners in Asia.
Designs low-power system-on-chip semiconductors and software for edge and physical AI, combining CVflow neural-network acceleration with image, video, radar, and sensor-fusion processing. Product lines include CV3 automotive domain controllers, CVflow camera and perception SoCs, N1 edge AI processors, vision processors, B8 serializer/deserializer chips, radar software, and separately licensed software modules. Applications span automotive systems, video security, industrial equipment, robotics, intelligent transportation, and consumer cameras.
Operates a fabless model, concentrating engineering on power-efficient hardware-software integration and software tools that let customers deploy their own or third-party AI models. Sales run through global OEMs, ODMs, automotive suppliers, distributors, and fulfillment partners, while manufacturing, assembly, and testing are outsourced. Most revenue comes from customers in Asia, one fulfillment partner represents most sales, and Samsung supplies the substantial majority of its SoCs.
Company facts
Key statistics
Year to date −6.0% · Average volume (30d) 1.6M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Jun 17, 2026 | Northland Securities | Target | $95 | $101 |
| May 29, 2026 | Stifel Nicolaus | Target | $90 | $106 |
| May 22, 2026 | Stifel Nicolaus | Target | $100 | $90 |
| Nov 26, 2025 | Rosenblatt Securities | Target | $85 | $115 |
| Nov 26, 2025 | Deutsche Bank | Target | $115 | $80 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 28, 2026Q1 FY27 | $0.11 | $0.11 | 0.0% | $100.1M | $100.4M | +0.2% | −21.41% |
| Feb 26, 2026Q4 FY26 | $0.10 | $0.13 | +30.0% | $100.2M | $100.9M | +0.7% | −14.89% |
| Nov 25, 2025Q3 FY26 | $0.20 | $0.27 | +32.8% | $104.2M | $108.5M | +4.1% | −18.78% |
| Aug 28, 2025Q2 FY26 | $0.06 | $0.15 | +150.0% | $93.9M | $95.5M | +1.8% | +16.78% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $84.0M | $85.9M | $95.5M | $108.5M | $100.9M | $100.4M | |
| Gross profit | $50.0M | $50.4M | $55.0M | $63.4M | $58.4M | $59.3M | |
| Operating income | −$24.1M | −$25.9M | −$22.0M | −$16.2M | −$17.2M | −$18.2M | |
| Net income | −$20.2M | −$24.3M | −$20.0M | −$15.1M | −$16.4M | −$18.1M | |
| Diluted EPS | −$0.48 | −$0.58 | −$0.47 | −$0.35 | −$0.38 | −$0.41 | |
| Gross margin | 59.6% | 58.7% | 57.6% | 58.4% | 57.9% | 59.1% | |
| Operating margin | -28.7% | -30.1% | -23.0% | -15.0% | -17.1% | -18.1% |
Fiscal years (4-quarter sums)FY22 $331.9M · FY23 $337.6M · FY24 $226.5M · FY25 $284.9M · FY26 $390.7M
Revenue by geography · Q1 FY27
Balance sheet, Apr 30, 2026Cash & short-term investments $277.8M · Total debt $13.3M · Total assets $794.8M · Shareholders' equity $605.8M
Dividends
No dividends on record.
Ownership
Shares outstanding 43.87M · Float 41.85M · 95.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.94M | 8.99% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.69M | 8.41% | 13F | Aug 13, 2026 |
| Price T Rowe Associates Inc /MD/ | 2.60M | 5.92% | 13F | Aug 14, 2026 |
| T. Rowe Price Associates, Inc. | 2.60M | 5.90% | 13G | Aug 14, 2026 |
| State Street Corp | 2.56M | 5.84% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 9, 2026 | Yun-Lung Chen | officer: VP, Business Dev. & Marketing | −5,958 | $78.66 |
| Jul 1, 2026 | Feng-Ming Wang | director, officer: CEO | −16,250 | $90.08 |
| Jul 1, 2026 | Chi-Hong Ju | officer: Senior VP, Systems & GM | −10,000 | $88.84 |
| Jun 26, 2026 | Christopher B. Paisley | director | −250 | $62.01 |
| Jun 17, 2026 | Feng-Ming Wang | director, officer: CEO | −6,204 | $67.87 |
Peers
- Qualcomm
Automotive ADAS, cockpit, camera perception, and IoT edge AI
- Nvidia
High-end automotive, robotics, and edge vision AI compute
- Mobileye
Direct ADAS and autonomous-driving vision SoC competition
- Texas Instruments
Automotive ADAS, radar, and embedded edge processing
- NXP Semiconductors
Automotive edge AI, radar SoCs, and industrial IoT processors
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ambarella | $70.93 | +0.37% | $3.10B | — | 85.6 | 7.6 | +16.9% |
| Qualcomm | $164.28 | +0.07% | $172.40B | 18.7 | 17.7 | 3.9 | −4.0% |
| Nvidia | $217.88 | +0.15% | $5.27T | 27.5 | 19.6 | 17.4 | +105.9% |
| Mobileye | $8.57 | −0.29% | $7.00B | — | 20.9 | 3.5 | +0.4% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| NXP Semiconductors | $223.80 | +0.18% | $56.38B | 19.1 | 13.3 | 4.3 | +19.5% |
| Median | 23.3 | 19.6 | 4.3 | +19.5% |