AMBA Ambarella, Inc. - Ordinary Shares

Why Ambarella’s latest AI partnerships matter for the stock Ambarella (AMBA) just widened its Ambarella Developer Zone and deepened partnerships with ZEDEDA and Ultralytics, creating a fuller toolkit for running computer vision and generative AI directly on edge devices. These moves target real world use cases such as cameras, robots, vehicles, and industrial systems, where latency, power limits, and security constraints shape what AI hardware and software can realistically do in the...

Earlier this month, Ambarella expanded its Developer Zone on Google Cloud, adding a cloud-hosted IDE, Gemini-powered agentic AI tools, and secure access to fleets of Ambarella SoC-based edge devices, alongside new integrations with ZEDEDA and Ultralytics for model deployment. This move effectively turns Ambarella’s hardware footprint of more than 50 million AI SoCs into a managed software platform for deploying and updating physical AI applications across distributed cameras, robots,...

The producer of advanced video processing semiconductors for AI reported a notable insider stock sale.

Lattice launches Mach-N2 FPGAs with up to 2x logic density, advanced connectivity and security for long-lifecycle infrastructure systems.

Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the fabless semiconductor company is positioning its system-on-chip portfolio for broader adoption of edge artificial intelligence, with opportunities spanning enterprise security, consumer video, wearables, automotive and edge infrastr

AXTI's 22% pullback looks attractive as surging InP demand, capacity expansion and supply deals support its AI data-center growth outlook.

Record edge AI revenue and $22.9B SAM forecast drive growth outlook.

Ambarella, Inc. (NASDAQ:AMBA) reported fiscal second-quarter 2027 revenue of $108.1 million, up 13.2% from $95.5 million a year earlier. Management said edge-AI revenue reached a record, supported by sequential growth across automotive and Internet of Things markets and strong growth from the 5-nanometer CV75 and CV72 systems-on-chip. Profitability presented a more complicated picture. GAAP gross […]

Ambarella reported fiscal Q2 revenue of $108.1 million, up 13.2% year over year, and adjusted earnings of $0.18 per share versus $0.17 expected. Shares remained sharply lower following the results, extending a 5.6% regular-session decline as investors weighed margin and memory-supply uncertainty. The results arrived weeks after a report that NXP was in talks to […]

Why Ambarella’s latest quarter matters for stock watchers Ambarella (AMBA) just reported fiscal second quarter results that combined higher sales with a narrower net loss. The company also issued new revenue guidance and announced new AI focused distribution and services partnerships. The quarter brought sales of US$108.13 million and a net loss of US$6.69 million. Management provided guidance for third quarter revenue of US$115 million to US$124 million and highlighted expanded collaboration...

Ambarella stock has had a difficult long run, with the share price down 56.7% over the past five years, yet its valuation signals now send mixed messages as the intrinsic value estimate suggests upside while market multiples lean the other way. Investors looking at Ambarella today see a Discounted Cash Flow (DCF) view that screens the stock as undervalued, but earnings and sales based ratios point to an overvalued profile. The share price decline of 56.7% over five years suggests the market...

UiPath downgraded, Shell upgraded: Wall Street's top analyst calls

Capgemini’s new Edge AI mandate with Ambarella Capgemini (ENXTPA:CAP) stock is back in focus after Ambarella selected the company to help design and deploy Edge and Physical AI solutions across several data intensive sectors. The Ambarella mandate comes as Capgemini’s share price has shown a 4.66% 1 day gain and an 8.05% 90 day share price return, yet the stock is still down 21.85% on a year to date share price basis and has a 7.05% decline in 1 year total shareholder return. This points to...

Moby summary of Ambarella, Inc.'s Q2 2027 earnings call

Wall Street wrapped a turbulent week with a wave of upgrades and downgrades hitting energy giants, homebuilders, and tech names just ahead of the Labor Day weekend. Find out which stocks analysts are rushing to buy and which ones just lost their support.

Ambarella Inc (AMBA) posts 13.2% year-over-year revenue growth to $108.1 million, driven by record automotive sales and new AI accelerator X7, while navigating memory cost headwinds.

Ambarella (NASDAQ:AMBA) reported fiscal second-quarter revenue of $108.1 million, up 7.7% sequentially and 13.2% from a year earlier, as record AI revenue and continued demand from automotive and IoT customers supported results. The company posted non-GAAP diluted earnings per share of $0.18, or non

Ambarella (AMBA) delivered earnings and revenue surprises of +12.50% and +0.09%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Ambarella narrowly beat estimates for its fiscal second quarter and matched views with its sales forecast for fiscal Q3. AMBA stock rose.

Broadcom Inc. (AVGO) delivered earnings and revenue surprises of +3.11% and +0.41%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Credo Technology Group (CRDO) delivered earnings and revenue surprises of +2.56% and +0.69%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Gorilla Technology just posted revenue that nearly doubled and raised its full-year guidance for the second time, yet the stock is sinking while every comparable is green. Something in the numbers is spooking investors, and it is not the top line.

Brains of the semis that deliver connectivity, sensing, and edge inference is on a "royal" path to profits

A top Wall Street analyst slapped a Street-high price target on NXP Semiconductors just as the stock cratered 20% in a single month, and the gap between his conviction and the market's fear has rarely looked this wide in large-cap chips.

Ichor Holdings (ICHR) delivered earnings and revenue surprises of +9.68% and -1.85%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, seesawed. However, Nvidia stock retook a key support level. On the stock market today, the SOX rose just over 1%.

Ambarella (AMBA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Rumored NXP Deal Puts Ambarella Stock in the M&A Spotlight Reports that NXP Semiconductors is in talks to acquire Ambarella (NasdaqGS:AMBA) have pushed the stock into focus. For investors, potential terms and the level of deal certainty now sit at the center of the story. See our latest analysis for Ambarella. The rumored NXP deal comes after a sharp swing in Ambarella’s share price. The stock shows a 20.2% 90 day share price return and 34.9% 1 year total shareholder return, although the 5...

NXP, the Netherlands-based large chipmaker, is reportedly discussing an acquisition of Ambarella, the San Francisco-based designer of AI-powered chips used in cameras for self-driving cars and security systems.

Key takeawaysAmbarella shares jumped nearly 20 per cent after reports that NXP Semiconductors is considering an acquisition worth more than US$3 billion. The rally lifted Ambarella’s market capitalization to almost US$3.

Tech stocks were mixed late Friday afternoon, with the State Street Technology Select Sector SPDR ET

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.

NXP Semiconductors is in talks to buy chip ‌designer Ambarella, the Financial Times ‌reported on Friday, citing people familiar with the ​matter. Shares of Ambarella, which has a market capitalization of $3.25 billion, jumped about 19%, while NXP shares fell ‌more than 3%, ⁠following the report. A potential deal can bolster NXP's ⁠capabilities in software-defined vehicles, radar and electrification, as Ambarella develops low-power ​AI chips ​and software ​for edge devices ‌such as cameras, vehicles and robotics.

MCHP's Hailo acquisition expands its edge AI portfolio across robotics, vision and embedded systems while boosting software reach and growth prospects.

Among the equity partners in the round are Bain Capital, Fifth Wall, Chemistry, A*, K5 Global, Abstract, SV Angel and Alpha Square Group — as well as Uber, the ride-hailing giant Kalanick co-founded and was forced to exit in 2017.

Ambarella (AMBA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Ambarella, Ouster, and AMETEK supply the chips, lidar, and precision motion parts behind humanoid robots, and all three now trade well below their 52-week highs after a growth-stock sell-off.

Wall Street is betting big on Ambarella's Physical AI opportunity.