Added to YB: 2026-06-02
Pitch date: 2026-05-30
AMBA [bullish]
Ambarella, Inc.
Author Info
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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
$3.2B
Pitch Price
N/A
Price Target
110.00 (+52%)
Dividend
N/A
EV/EBITDA
-47.57
P/E
-44.63
EV/Sales
7.15
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Ambarella, Inc. - $AMBA
AMBA: Edge AI vision SoC maker, fabless, for robotics/drones/security. -21% post-Q1 selloff = sentiment reset after +60% run, in-line results & held 10-15% rev guide. $800M+ 10yr Hanwha deal, 15+ robotic design wins ($100M+ lifetime), 2nm CV8 taped out. PT raised to $110 (+53%). Physical AI bubble-stock potential, 5-10x tail. Risk: unprofitable, inventory days 99→145.
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