AMBA Ambarella Inc.
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Semiconductor Equipment & Materials · Santa Clara, CA · 959 employees · ambarella.com
Ambarella develops low-power semiconductor systems-on-a-chip and software designed for edge artificial intelligence and video processing. The company generates revenue by selling its processors, domain controllers, and radar hardware, as well as licensing software, to original equipment manufacturers and suppliers across automotive, security, and industrial markets.
Bull case
The business benefits from an industry tailwind as a supplier of physical hardware that artificial intelligence workloads consume.
- Trades at the 15th percentile of its own valuation history.
Bear case
Ambarella is burning cash once stock-based compensation is accounted for, with equity awards consuming a substantial portion of revenue, while its annual revenue expansion has slowed.
- Burns cash after stock pay (-20% of revenue).
- Valued above what companies with similar growth, margins and size trade at.
- Annual revenue growth fell from +58% to +20%.
- Stock pay equals 22% of revenue.
Features
- V-DECELERATING Growth slowing Annual revenue growth fell from +58% to +20%.
- G-AGENCY Heavy stock pay Stock pay equals 22% of revenue.
- F-UPSIDE Analyst upside Analysts' average target is 33% above the price.
AI impact
Supplies what AI runs on Tailwind
The company sells semiconductor chips and processors that run artificial intelligence workloads in cameras, vehicles, and other edge devices. Rising demand for its dedicated AI processors has increased sales and average selling prices, while its reports do not show any of the key AI risks.
Where AI helps it
- Sells what AI workloads consume
In the company's words
Our advanced AI SoCs handle an array of complex algorithms, from low-level perception functions and neural networks to higher-level autonomous software stacks, while our neural network-based image signal processing (NN-ISP) provides advanced noise reduction to enable better performance in…
Assessed by AI from the company's own annual report filed 23 Mar 2026 and quarterly report filed 4 Sep 2026. A reading of the business, not a forecast or a recommendation.
Valuation position
AMBA is at the 15th percentile of its own valuation history. Depending on how far back you look, it ranges from the 14th to the 36th percentile. This is a relative measurement, not a price target or recommendation, and it assumes the business is still the one its history describes.
Price ladder
The measured price sits in the Reference zone. These are reference zones, not buy instructions or forecasts that the prices will be reached.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not available — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.