StreetInsider.com News Articles

Craig-Hallum Downgrades Ambarella (AMBA) to Hold

Fri, 04 Sep 2026 07:15:26 -0400

Craig-Hallum analyst Richard Shannon downgraded Ambarella (NASDAQ: AMBA) from Buy to Hold with a price target of $70.00.

For an analyst ratings summary and ratings history on Ambarella click here. For more ratings news on Ambarella click here.

Shares of Ambarella closed at $63.38 yesterday.

Needham Reiterates Buy Rating on Ambarella (AMBA)

Fri, 04 Sep 2026 06:11:03 -0400

Needham analyst N. Quinn Bolton reiterated a Buy rating and $100.00 price target on Ambarella (NASDAQ: AMBA).

The analyst comments "AMBA reported in line F2Q27 results, while guiding F3Q27 revenue below our estimate but in line with consensus. Our key takeaways include: 1) Signed two 7-year indirect channel agreements, Macnica for distribution and Capgemini for systems integration, each sized at ~$500MM in potential revenue, another step for its indirect GTM strategy; 2) Raised its rolling 5-year SAM, now representing a ~20% CAGR (vs. ~18% prior). IoT is now ~70% of the terminal year mix vs. a more auto-weighted prior forecast; 3)

Oppenheimer Reiterates Perform Rating on Ambarella (AMBA)

Fri, 04 Sep 2026 05:24:48 -0400

Oppenheimer analyst Martin Yang reiterated a Perform rating on Ambarella (NASDAQ: AMBA).

The analyst comments "Ambarella reported F2Q27 revenue/non-GAAP EPS of $108.1M/$0.18, in-line with guidance and consensus estimates. Management announced agreements with Capgemini and Macnica, which we view as important milestones for its channel strategy. Management expects each partner to create $0.5B in sales over time. The new partnerships further advance AMBA's strategy to embrace IoT/physical AI adoption Accordingly, management raised its rolling five-year SAM to $22.9B by FY32 (~20% CAGR, IoT ~70% of the terminal year). F3Q27 guidance of $115–124M (in-line with consensus estimates) implies roughly 10% sequential growth on

Ambarella (AMBA) PT Lowered to $90 at Stifel

Fri, 04 Sep 2026 05:11:46 -0400

Stifel analyst Tore Svanberg lowered the price target on Ambarella (NASDAQ: AMBA) to $90.00 (from $106.00) while maintaining a Buy rating.

The analyst comments "Roughly in-line F2Q27 print, with revenue of $108.1mn (+7.7% q/q) coming in +0.1% higher than our $108.0mn estimate, reflecting a new record in Automotive. Slight F3Q27E raise, with the revenue guidance midpoint of $119.5mn (+10.5% q/q) coming +0.6% above our prior $118.8mn estimate, led by physical AI demand within IoT. AMBA announced indirect channel partnerships with Capgemini and Macnica and lifted its rolling five-year SAM to $8.5bn in FY27 and $22.9bn in FY32, a CAGR of roughly

Ambarella (AMBA) PT Lowered to $90 at Stifel

Fri, 04 Sep 2026 05:11:46 -0400

Stifel analyst Tore Svanberg lowered the price target on Ambarella (NASDAQ: AMBA) to $90.00 (from $106.00) while maintaining a Buy rating.

Ambarella (AMBA) Tops Q2 EPS by 1c; offers guidance

Thu, 03 Sep 2026 16:16:34 -0400

Ambarella (NASDAQ: AMBA) reported Q2 EPS of $0.18, $0.01 better than the analyst estimate of $0.17. Revenue for the quarter came in at $108.13 million versus the consensus estimate of $107.76 million.

GUIDANCE:

Ambarella sees Q3 2027 revenue of $115-124 million, versus the consensus of $119.3 million.

For earnings history and earnings-related data on Ambarella (AMBA) click here.

Ambarella (AMBA) Tops Q2 EPS by 1c; offers guidance

Thu, 03 Sep 2026 16:16:34 -0400

GUIDANCE:

Ambarella sees Q3 2027 revenue of $115-124 million, versus the consensus of $119.3 million.

For earnings history and earnings-related data on Ambarella (AMBA) click here.

Rosenblatt: 'We are expecting Ambarella to deliver another slight beat-n-raise'

Mon, 31 Aug 2026 06:48:44 -0400

Rosenblatt analyst Kevin Cassidy reiterated a Buy rating and $120.00 price target on Ambarella (NASDAQ: AMBA).

The analyst comments "We are expecting Ambarella to deliver another slight beat-n-raise for its 2QF27 earnings report as the company's 5nm Edge AI SoCs designs won over the past couple of years ramp into higher volume production. These Gen 3 SoCs are lifting Ambarella's average selling prices and expanding the company's customer base.

Looking out further, we see management's strategy of keeping pace with leading edge process technology will pay off in long-term agreements (LTAs). The LTAs are based on customers' need for a product roadmap

Stifel sees a buying opportunity in this IoT stock

Tue, 25 Aug 2026 06:00:00 -0400

Stifel reiterated a Buy rating on a semiconductor company specializing in edge AI chips, pointing to auto momentum, seasonal Internet of Things (IoT) strength, and a growing pipeline of long-term agreements as key catalysts.

AI chip firm Ambarella (NASDAQ: AMBA) is positioned to meet, with potential for slight upside, its fiscal second-quarter 2027 revenue estimate of $108.0 million, representing 7.6% sequential growth and 13.1% year-over-year growth, analyst Tore Svanberg said.

Looking ahead, he expects Ambarella to guide toward or slightly above its fiscal third-quarter estimates of $118.8 million in revenue and $0.28 in non-GAAP EPS. Support should come from the production

Stifel sees a buying opportunity in this IoT stock

Tue, 25 Aug 2026 06:00:00 -0400

Stifel sees a buying opportunity in this IoT stock

Tue, 25 Aug 2026 06:00:00 -0400

Stifel sees a buying opportunity in this IoT stock

Tue, 25 Aug 2026 06:00:00 -0400

Stifel on Ambarella (AMBA): 'We believe AMBA is well positioned to meet, with potential for slight upside'

Mon, 24 Aug 2026 05:20:00 -0400

Stifel analyst Tore Svanberg reiterated a Buy rating and $106.00 price target on Ambarella (NASDAQ: AMBA).

The analyst comments "We believe AMBA is well positioned to meet, with potential for slight upside, our F2Q27 revenue estimate of $108.0mn (+7.6% q/q, +13.1% y/y). We believe AMBA is positioned to guide towards or slightly above our F3Q27E estimates ($118.8mn / NG EPS $0.28), supported by the production ramp of the 3rd-gen 5nm CV75/CV72 family, the first N1-655 edge infrastructure conversion expected in F2H27E, and the typical seasonal q/q step-up. With Edge AI workloads becoming more complex, we believe AMBA's combination of 12 available

Form SCHEDULE 13G AMBARELLA INC Filed by: PRICE T ROWE ASSOCIATES INC /MD/

Fri, 14 Aug 2026 10:39:00 -0400

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Form SCHEDULE 13G AMBARELLA INC Filed by: PRICE T ROWE ASSOCIATES INC /MD/

Fri, 14 Aug 2026 10:39:00 -0400

si-local-file:///var/storage/secattach/20260814/26926599.html

Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026

Tue, 11 Aug 2026 22:00:00 -0400

SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its second quarter fiscal year 2027 earnings conference call on Thursday, September 3, 2026 at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.

Those interested in asking a question on the call are required to register online in advance. Upon completing the first step of the online registration process, please note a registration verification

Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026

Tue, 11 Aug 2026 22:00:00 -0400

Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026

Tue, 11 Aug 2026 22:00:00 -0400

Ambarella Announces Second Quarter Fiscal Year 2027 Earnings Conference Call to be Held September 3, 2026

Tue, 11 Aug 2026 22:00:00 -0400

Form SCHEDULE 13G AMBARELLA INC Filed by: STATE STREET CORP

Fri, 07 Aug 2026 08:56:00 -0400

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Form SCHEDULE 13G AMBARELLA INC Filed by: STATE STREET CORP

Fri, 07 Aug 2026 08:56:00 -0400

si-local-file:///var/storage/secattach/20260807/26888194.html

Ambarella (AMBA) call put ratio 1 call to 1.1 puts

Fri, 07 Aug 2026 05:05:03 -0400

Ambarella (NASDAQ: AMBA) 30-day call option implied volatility is 79; compared to its 52-week range of 36 to 109. Call put ratio 1 call to 1.1 puts.

Form S-8 AMBARELLA INC

Mon, 03 Aug 2026 17:19:00 -0400

si-local-file:///var/storage/secattach/20260803/26859355.html

Form S-8 AMBARELLA INC

Mon, 03 Aug 2026 17:19:00 -0400

si-local-file:///var/storage/secattach/20260803/26859355.html

Ambarella reportedly in talks to be acquired by NXP Semiconductors, shares spike

Fri, 31 Jul 2026 13:10:59 -0400

Investing.com -- NXP Semiconductors is in discussions to acquire Ambarella, a chip designer focused on AI-enabled chips for camera technology in self-driving cars, the Financial Times reported on Friday.

The talks between the two companies are ongoing, though a transaction is not certain, the report said. Other buyers could emerge or the discussions could fall through entirely.

Ambarella, based in San Francisco, has a market value of about $3.3 billion as of Friday. The company designs chips for edge AI applications, where models run directly on devices rather than through the cloud.

The potential acquisition would strengthen NXP's automotive chip