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AMAMBA

Ambarella, Inc.

$AMBA·$3.0B·Semiconductors·Technology
$66.91+6.6%YTD-13.8%1Y-20.8%
Price updated 1h ago·X counts updated 3d ago
AMAMBA
$AMBAAmbarella, Inc.
$66.91+6.60%244 posts1.2×
AI analysisFundamentalsVoices on X
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On X

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.

244X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
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 96% 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.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-17

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 fresh product launch and revived M&A speculation — the tape smells something.

Ambarella designs video-processing and edge-AI chips for cameras, drones, autonomous driving, and increasingly physical-AI applications. Shares are down 14% YTD but caught a fresh bid on last week's product-launch stack.

  • Growth is compounding in a small business: Q1 FY27 revenue grew 17% YoY to $100M and the last three quarterly EPS surprises averaged +15% — a real beat pattern on a $3B cap, and the company is not yet profitable on a TTM basis (P/E is negative).
  • The product-launch and M&A optionality are stacking: Ambarella launched the X7 standalone AI accelerator, expanded its developer zone on Google Cloud, and partnered with ZEDEDA and Ultralytics — plus the buyout speculation the tape is running with, echoing the old NXPI rumor that took shares to $90.

Dec 1 Q2 earnings is the check — a fresh ADAS or physical-AI design-win backlog is what carries the coil upward, while an M&A denial or another quarter of loss-generating growth is what would seal the drift. The Sept 10 director-award cluster is normal comp cycle, not a directional signal.

Agrees with X sentimentMatch the celebratory X read — the $62.57 call to $70 near-term move, plus the 12%-on-no-news pattern, plus buyout speculation echoing the NXPI rumor are all real dynamics on the tape. What the crowd isn't naming: the X7 launch and ADAS/physical-AI pipeline are what actually justify the current move, not just deal speculation.

What to watch: Dec 1 Q2 earnings for ADAS/physical-AI revenue, backlog commentary, and any M&A confirmation or denial. A named ADAS design-win or a deal at a premium carries the run; a fresh profitless-growth quarter with no deal confirms the drift.

On the calendar: 2026-12-01 — Q2 FY27 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

Hyperscaler AI capex drives the cycle — Blackwell GPU allocation constrained, HBM3e pricing firm. AVGO custom ASIC wins confirm AI demand broadening beyond NVDA. An Anthropic/OpenAI-led push to slow AI growth introduces regulatory tail risk but has not yet slowed near-term capex commitments.

What this means for $AMBA

Partial — AI vision SoCs for security cameras and automotive ADAS benefit from edge inference deployments; not a direct hyperscaler capex beneficiary, but AI hardware demand supports ASP trajectory.

Top industry ETF

$SMHVanEck Semiconductor ETF
+47.9%YTD
+77.6%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$441.0M$437.9M – $443.9M$0.80$0.79 – $0.839
FY28$494.1M$485.7M – $501.1M$1.06$0.82 – $1.1610
FY29$593.4M$565.1M – $620.0M$1.46$1.41 – $1.573
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.0.7×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.30%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.-13.5%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.-8.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% 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

SellJul 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$16KSellJun 17Young John AlexanderCFO5.0K sh$340KSellJun 17Chan W LeeChief Operations Officer3.0K sh$200KSellJun 17Feng-ming WangCEO6.2K sh$421KSellJun 17Chi-hong JuSenior VP, Systems & GM2.0K sh$137KSellJun 12Yun-lung ChenVP, Business Development and9.9K sh$661KSellMay 26Young John AlexanderCFO400 sh$38K
1–10 of 12
+ 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.

+ 16 other (5 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.

Ambarella and Ultralytics Collaborate to Bring Ultralytics YOLO Models to CVflow-Powered Edge Devicesglobenewswire.com·3d agoAmbarella and ZEDEDA Partner to Bring Cloud-Orchestrated AI to Billions of Devices at the Physical Edgeglobenewswire.com·3d agoAmbarella Expands its Developer Zone with Remote Access to Live Silicon and Agentic AI Development on Google Cloud Platformglobenewswire.com·3d agoAmbarella Launches X7, Its First Standalone AI Accelerator, to Add Physical AI to Any Host Processorglobenewswire.com·3d agoAmbarella: Physical AI's Hidden Efficiency Winnerseekingalpha.com·3d ago

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Voices on X · last 7 days

No standout posts about $AMBA on X in the last 7 days.

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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