Added to YB: 2026-09-14
Pitch date: 2026-09-10
AMBA [bullish]
Ambarella, Inc.
Author Info
StableBread shares write-ups and models on asymmetric stocks and macro themes. Sign up for the newsletter.
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
$3.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-61.74
P/E
-52.89
EV/Sales
6.65
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Two Channels Worth $1B on Paper - Ambarella, Inc.
AMBA (earnings): Q2 revenue rose 13.2% to $108.1M, while gross margin fell to 59.3%. At ~$64, the operating business trades at 5.8x FY2027 guided sales, and the 10-15% growth outlook is conditional on memory availability. New Macnica and Capgemini relationships each carry management expectations of ~$500M over seven years, but meaningful revenue is 2-3 years away. Asia represented 83.4% of Q2 revenue, while reported NXP talks remain unconfirmed and the stock sits ~$10 below its pre-report close.
Read full article (12 min)