Added to YB: 2026-04-13
Pitch date: 2026-04-09
AMBA [bullish]
Ambarella, Inc.
-1.91%
current return
Author Info
No bio for this author
Company Info
Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.
Market Cap
$2.3B
Pitch Price
$53.81
Price Target
97.00 (+84%)
Dividend
N/A
EV/EBITDA
-30.99
P/E
-29.93
EV/Sales
5.21
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Ambarella: Down but not forgotten
AMBA: Record FY26 rev $390.7M (+37% YoY), beat est, 17th yr pos FCF $58M, returned to non-GAAP profit. Stock -19% post-ER on auto softness & 10-15% FY27 guide despite edge AI (80% rev mix, +50% YoY). 5nm CV75/CV72 ramp, drone production, edge infra vertical, CV7 samples shipping, 2nm ASIC funded. Trading 5.6x rev vs $97 consensus PT (+92% upside). Risks: WT concentration, auto delays, GAAP losses, China displacement.
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