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AMAMBA

Ambarella, Inc.

$AMBA·$3.0B·Semiconductors·Technology
$63.34+3.1%YTD-13.0%1Y-23.9%
Price updated 11h ago·X counts updated 4d ago
AMAMBA
$AMBAAmbarella, Inc.
$63.35+3.07%192 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AMBA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

192X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AMBA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 63% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-16

Ambarella chatter is celebratory and short. Traders flag a call from $62.57 running near $70, a 12% move on no news, and openly speculate a buyout is being sniffed — helped by memory of the NXPI rumor that once sent it to $90. Nobody in the window is on the other side.

Read what X is saying about $AMBA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMBA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Edge-AI vision chip maker with a live M&A rumor at $95-105 — insiders selling into the setup is the counter-signal.

Ambarella makes system-on-chip processors for computer vision — the physical-AI compute platform behind automotive and surveillance cameras. The stock is coiling around $68 with a live M&A rumor at $95-105 driving the setup.

  • The core business is growing but still red: Q1 fiscal 2027 revenue of $100M at +17% YoY on 58% gross margins and -19% operating margins — the Street has 2028 EPS reaching $1.06, with consensus still well below the rumored M&A take-out multiple.
  • The M&A rumor is the whole catalyst: an M&A blog reported on Sep 23 that AMBA is being weighed by an unnamed US strategic acquirer at $95-$105/share in stock-and-cash — not confirmed, but reminiscent of the NXPI rumor that once took it to $90.
  • Insiders are selling into the rumor: multiple officers sold on Sep 17 ($200K-$400K range each) and the CEO disposed of 6,000+ shares worth ~$400K on Sep 21 — not a crisis cluster, but a tell that doesn't quite support the strategic-acquisition thesis.

A confirmed M&A announcement takes the stock to the $95-$105 band; a rumor fade with no deal and the stock gives back the recent gains back toward $55.

Agrees with X sentimentX cites the 12% move on no news and the memory of the NXPI rumor at $90 — directionally aligned with the active M&A speculation. The crowd under-weights the insider-selling cluster from Sep 17 and Sep 21 that doesn't quite support the strategic-acquisition thesis they're pricing in.

What to watch: Confirmation or denial of the M&A rumor (unnamed US strategic at $95-$105), Dec 1 fiscal Q3 earnings for operating-margin trend, and any further insider selling. A confirmed deal takes the stock to the top of the rumored band; a rumor fade gives back everything.

On the calendar: 2026-12-01 — fiscal Q3 2027 earnings

Read the AI verdict on $AMBA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs low-power AI vision SoCs for security cameras, automotive ADAS, and IoT devices; growing into edge AI inference.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $AMBA.

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $AMBA

Partial — Designs low-power AI vision SoCs for security cameras, automotive ADAS, and IoT devices; growing into edge AI inference.; participates in the broader semiconductor supply chain, with AI capex exposure dependent on customer concentration in hyperscaler programs.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-45.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-12.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-18.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-11.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$0.18$0.17+5.3%
Q1 2026May 28, 2026$0.11$0.10+10.9%
Q4 2025Feb 26, 2026$0.13$0.10+30.0%
Q3 2025Nov 25, 2025$0.27$0.20+32.8%
Next earningsTue, Dec 1·consensus EPS $0.32

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$100.4M+16.9%58.4%-19.3%$-0.41—
Q4 FY26$100.9M+20.1%57.7%-19.5%$-0.38$14.3M
Q3 FY26$108.5M+31.2%60.3%-13.9%$-0.35$31.4M
Q2 FY26$95.5M+49.9%58.9%-23.0%$-0.47$10.1M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$440.4M$437.3M – $443.3M$0.80$0.74 – $0.849
FY28$491.3M$482.9M – $498.3M$1.06$0.85 – $1.1910
FY29$580.1M$552.4M – $606.1M$1.48$1.42 – $1.583
FY30$740.0M$718.3M – $781.4M$2.75$2.65 – $2.951
FY31$940.0M$912.5M – $992.6M$4.35$4.18 – $4.671

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 42.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 25Christopher B PaisleyDirector250 sh$18KSellSep 18Young John AlexanderCFO1.9K sh$128KSellSep 17Feng-ming WangCEO6.1K sh$395KSellSep 17Chi-hong JuSenior VP, Systems & GM2.0K sh$130KSellSep 17Chan W LeeChief Operations Officer2.9K sh$188KSellSep 17Young John AlexanderCFO3.1K sh$203KSellJul 9Yun-lung ChenVP, Business Dev. & Marketing6.0K sh$469KSellJul 1Chi-hong JuSenior VP, Systems & GM10.0K sh$888KSellJul 1Feng-ming WangCEO16.3K sh$1.5MSellJun 26Christopher B PaisleyDirector250 sh$16K
1–10 of 18
+ 9 other (7 awards · 1 gift · 1 exempt) in window

See when $AMBA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

At Ambarella's (AMBA) June 26, 2026 Annual Meeting — with approximately 86.31% of outstanding shares represented — shareholders approved the amended and restated 2021 Equity Incentive Plan (expanding the share pool) and elected three Class II directors to serve until the 2029 annual meeting. The equity plan amendment details were previously disclosed in the May 15, 2026 proxy statement. This is routine annual governance; the expanded equity plan is modestly dilutive but expected at this stage of growth.

+ 14 other (4 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Jim Cramer Likes This Tech Stock, Recommends Sticking With Applied Aerospacebenzinga.com·3d agoAmbarella Inc (AMBA) Shares Fall 3.8% -- What GF Score of 75 Tells Investorsgurufocus.com·9d agoAmbarella (NASDAQ:AMBA) Share Price Crosses Below 200 Day Moving Average – Should You Sell?defenseworld.net·10d agoAmbarella, Inc. (NASDAQ:AMBA) Receives Consensus Rating of “Hold” from Brokeragesdefenseworld.net·20d agoWhatching Ambarella; Traders Circulating Rumors An M&A Blog Reported That AMBA Is Being Weighed By Unnamed US Strategic Acquirer; Reported Offer For $95-$105/Share In Stock-And-Cash Dealbenzinga.com·23d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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