Symbols / AMBA $61.28 +2.17% Ambarella, Inc.

Technology • Semiconductor Equipment & Materials • United States • NMS
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About

Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation. The company's system-on-a-chip (SOC) integrates third generation CVflow technology with advanced video processing, image signal processing, audio processing, and system control functions on a single chip. It also offers central domain controllers, CVflow SoCs, AI neural processors, vision processor SoCs, high-definition radars, and serializer/deserializers, as well as licenses software modules. The company's solutions are used in automotive video recorders, electronic mirrors, front advanced driver assistance system camera, AI Telematics Systems, and cabin monitoring system and driver monitoring system cameras in automotive field; central domain controllers for autonomous vehicles in autonomy; enterprise and public class, and home security cameras in the field of IoT; and enterprise, home, public spaces, and consumer applications, as well as for video conferencing, access control, healthcare, medical, and virtual reality applications. It sells its solutions to original design manufacturers, original equipment manufacturers, automotive market, and Tier-1 suppliers through its direct sales force and distributors. The company operates in Taiwan, rest of the Asia Pacific, Europe, the United States, and rest of North America. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.

Fundamentals
Scroll to Statements
Market Cap 2.68B Enterprise Value 2.38B Income -75.86M Sales 390.70M Book/sh 13.73 Cash/sh 7.14
Dividend Yield Payout 0.00% Employees 959 IPO P/E Forward P/E 56.42
PEG 2.28 P/S 6.87 P/B 4.46 P/C EV/EBITDA -34.44 EV/Sales 6.10
Quick Ratio 1.98 Current Ratio 2.31 Debt/Eq 2.26 LT Debt/Eq EPS (ttm) -1.78 EPS next Y 1.09
EPS Growth Revenue Growth 20.10% Earnings 2026-05-28 ROA -6.93% ROE -13.12% ROIC
Gross Margin 59.19% Oper. Margin -18.27% Profit Margin -19.42% Shs Outstand 43.79M Shs Float 41.29M Short Float 5.66%
Short Ratio 2.46 Short Interest 52W High 96.69 52W Low 43.71 Beta 2.01 Avg Volume 825.12K
Volume 505.68K Target Price $87.92 Recom Buy Prev Close $59.98 Price $61.28 Change 2.17%
Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$87.92
Mean price target
2. Current target
$61.28
Latest analyst target
3. DCF / Fair value
$35.71
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$61.28
Low
$65.00
High
$115.00
Mean
$87.92

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-03-23 main Rosenblatt Buy → Buy $115
2025-11-26 main B of A Securities Neutral → Neutral $92
2025-11-26 main Rosenblatt Buy → Buy $115
2025-11-26 reit Stifel Buy → Buy $100
2025-11-26 reit Needham Buy → Buy $100
2025-11-24 main Rosenblatt Buy → Buy $100
2025-08-29 main Northland Capital Markets Outperform → Outperform $95
2025-08-29 main Oppenheimer Perform → Perform
2025-08-29 main Morgan Stanley Overweight → Overweight $96
2025-08-29 main Stifel Buy → Buy $90
2025-08-29 main Rosenblatt Buy → Buy $100
2025-08-29 main B of A Securities Neutral → Neutral $90
2025-08-29 main Needham Buy → Buy $100
2025-07-22 main Susquehanna Positive → Positive $90
2025-05-30 main Rosenblatt Buy → Buy $95
2025-05-30 main Needham Buy → Buy $90
2025-05-27 main Morgan Stanley Overweight → Overweight $80
2025-04-17 main Stifel Buy → Buy $80
2025-02-27 main Stifel Buy → Buy $100
2025-02-27 main Needham Buy → Buy $110
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-19 LEE CHAN W Chief Operating Officer 10,370 $52.77 $552,213
2026-03-19 JU CHI-HONG JOHN Officer 6,884 $52.77 $366,221
2026-03-19 WANG FENG MING Chief Executive Officer 27,059 $52.77 $1,438,977
2026-03-19 YOUNG JOHN ALEXANDER Chief Financial Officer 7,615 $52.77 $406,006
2026-03-18 LEE CHAN W Chief Operating Officer 7,320 $0.00 $0
2026-03-18 JU CHI-HONG JOHN Officer 5,930 $0.00 $0
2026-03-18 WANG FENG MING Chief Executive Officer 15,686 $0.00 $0
2026-03-18 CHEN YUN-LUNG Officer 2,849 $0.00 $0
2026-03-18 YOUNG JOHN ALEXANDER Chief Financial Officer 5,560 $0.00 $0
2026-03-17 LEE CHAN W Chief Operating Officer 13,678
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2026-01-31 2025-01-31 2024-01-31 2023-01-31
Total Revenue
390.70
+37.15%
284.87
+25.78%
226.47
-32.92%
337.61
Operating Revenue
390.70
+37.15%
284.87
+25.78%
226.47
-32.92%
337.61
Cost Of Revenue
159.44
+41.68%
112.53
+25.52%
89.66
-30.32%
128.67
Reconciled Cost Of Revenue
159.44
+41.68%
112.53
+25.52%
89.66
-30.32%
128.67
Gross Profit
231.27
+34.20%
172.33
+25.96%
136.82
-34.52%
208.93
Operating Expense
313.79
+4.97%
298.93
+2.59%
291.38
+2.89%
283.19
Research And Development
238.52
+5.49%
226.11
+5.14%
215.05
+4.93%
204.95
Selling General And Administration
75.27
+3.38%
72.82
-4.60%
76.33
-2.45%
78.24
Total Expenses
473.23
+15.01%
411.46
+7.99%
381.03
-7.49%
411.86
Operating Income
-82.53
+34.81%
-126.59
+18.09%
-154.56
-108.14%
-74.26
Total Operating Income As Reported
-82.53
+34.81%
-126.59
+18.09%
-154.56
-108.14%
-74.26
EBITDA
-56.94
+43.37%
-100.53
+22.51%
-129.75
-138.85%
-54.32
Normalized EBITDA
-56.94
+43.37%
-100.53
+22.51%
-129.75
-138.85%
-54.32
Reconciled Depreciation
25.59
-1.80%
26.06
+5.03%
24.81
+24.48%
19.93
EBIT
-82.53
+34.81%
-126.59
+18.09%
-154.56
-108.14%
-74.26
Net Income
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Pretax Income
-73.70
+37.40%
-117.73
+20.74%
-148.53
-109.38%
-70.94
Other Income Expense
8.83
-0.42%
8.87
+47.05%
6.03
+81.74%
3.32
Other Non Operating Income Expenses
8.83
-0.42%
8.87
+47.05%
6.03
+81.74%
3.32
Tax Provision
2.17
+460.13%
-0.60
-102.88%
20.89
+476.21%
-5.55
Tax Rate For Calcs
0.00
+7900.00%
0.00
-97.50%
0.00
+156.41%
0.00
Tax Effect Of Unusual Items
0.00
0.00
0.00
0.00
Net Income Including Noncontrolling Interests
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Net Income From Continuing Operation Net Minority Interest
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Net Income From Continuing And Discontinued Operation
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Net Income Continuous Operations
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Normalized Income
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Net Income Common Stockholders
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Diluted EPS
-1.78
+37.32%
-2.84
+33.18%
-4.25
-150.00%
-1.70
Basic EPS
-1.78
+37.32%
-2.84
+33.18%
-4.25
-150.00%
-1.70
Basic Average Shares
42.70
+3.39%
41.30
+3.57%
39.88
+3.95%
38.36
Diluted Average Shares
42.70
+3.39%
41.30
+3.57%
39.88
+3.95%
38.36
Diluted NI Availto Com Stockholders
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Line Item Trend 2026-01-31 2025-01-31 2024-01-31 2023-01-31
Total Assets
798.60
+15.91%
688.97
+4.76%
657.65
-7.40%
710.20
Current Assets
410.27
+27.99%
320.55
+14.42%
280.16
-8.03%
304.63
Cash Cash Equivalents And Short Term Investments
312.57
+24.90%
250.26
+13.79%
219.93
+6.32%
206.86
Cash And Cash Equivalents
191.02
+32.08%
144.62
-0.20%
144.91
+27.63%
113.54
Other Short Term Investments
121.55
+15.06%
105.64
+40.83%
75.01
-19.62%
93.32
Receivables
39.18
+31.62%
29.77
+19.31%
24.95
-52.01%
51.99
Accounts Receivable
39.18
+31.62%
29.77
+19.31%
24.95
-52.01%
51.99
Inventory
52.25
+51.75%
34.43
+18.54%
29.04
-28.26%
40.49
Work In Process
35.51
+72.82%
20.55
+8.52%
18.93
-27.25%
26.02
Finished Goods
16.74
+20.58%
13.88
+37.31%
10.11
-30.10%
14.46
Prepaid Assets
Restricted Cash
0.44
+6214.29%
0.01
+0.00%
0.01
-12.50%
0.01
Other Current Assets
5.84
-4.08%
6.08
-2.34%
6.23
+17.81%
5.29
Total Non Current Assets
388.32
+5.40%
368.42
-2.41%
377.50
-6.92%
405.56
Net PPE
23.67
+65.86%
14.27
-9.03%
15.69
-22.15%
20.15
Gross PPE
55.76
+24.78%
44.68
+5.66%
42.29
-0.53%
42.52
Accumulated Depreciation
-32.08
-5.51%
-30.41
-14.32%
-26.60
-18.95%
-22.36
Properties
0.00
0.00
0.00
0.00
Machinery Furniture Equipment
31.19
+15.07%
27.11
+9.00%
24.87
+12.82%
22.04
Construction In Progress
0.84
+173.29%
0.31
+84.94%
0.17
-67.64%
0.51
Other Properties
21.17
+53.23%
13.81
-0.01%
13.81
-17.10%
16.66
Leases
2.56
-25.90%
3.46
+0.44%
3.44
+4.40%
3.29
Goodwill And Other Intangible Assets
361.67
+3.07%
350.90
-2.19%
358.76
-0.93%
362.12
Goodwill
303.62
+0.00%
303.62
+0.00%
303.62
+0.00%
303.62
Other Intangible Assets
58.05
+22.77%
47.28
-14.25%
55.14
-5.75%
58.50
Non Current Deferred Assets
0.23
-98.79%
19.28
Non Current Deferred Taxes Assets
0.23
-98.79%
19.28
Other Non Current Assets
2.98
-7.96%
3.24
+6.33%
3.05
-24.03%
4.01
Total Liabilities Net Minority Interest
203.81
+59.78%
127.56
+30.45%
97.78
-6.07%
104.11
Current Liabilities
177.94
+47.07%
120.99
+45.81%
82.98
-0.58%
83.46
Payables And Accrued Expenses
97.33
+60.94%
60.48
+12.26%
53.87
+9.05%
49.40
Payables
55.56
+139.92%
23.16
-22.92%
30.04
+36.83%
21.96
Accounts Payable
54.03
+148.12%
21.77
-23.60%
28.50
+59.73%
17.84
Current Accrued Expenses
41.77
+11.94%
37.32
+56.62%
23.83
-13.18%
27.44
Pensionand Other Post Retirement Benefit Plans Current
31.25
+36.22%
22.94
+38.12%
16.61
-25.02%
22.15
Total Tax Payable
1.53
+10.70%
1.38
-10.25%
1.54
-62.52%
4.11
Income Tax Payable
1.53
+10.70%
1.38
-10.25%
1.54
-62.52%
4.11
Current Debt And Capital Lease Obligation
2.03
-28.35%
2.83
-17.83%
3.44
-2.71%
3.54
Current Capital Lease Obligation
2.03
-28.35%
2.83
-17.83%
3.44
-2.71%
3.54
Current Deferred Liabilities
35.89
+29.46%
27.73
+3001.34%
0.89
-31.81%
1.31
Current Deferred Revenue
35.89
+29.46%
27.73
+3001.34%
0.89
-31.81%
1.31
Other Current Liabilities
11.44
+62.93%
7.02
-13.97%
8.16
+15.61%
7.06
Total Non Current Liabilities Net Minority Interest
25.87
+294.19%
6.56
-55.68%
14.80
-28.29%
20.64
Long Term Debt And Capital Lease Obligation
11.41
+368.31%
2.44
+28.48%
1.90
-62.80%
5.10
Long Term Capital Lease Obligation
11.41
+368.31%
2.44
+28.48%
1.90
-62.80%
5.10
Non Current Deferred Liabilities
0.56
-19.42%
0.69
-18.71%
0.85
-23.66%
1.12
Non Current Deferred Taxes Liabilities
0.56
-19.42%
0.69
-18.71%
0.85
-23.66%
1.12
Other Non Current Liabilities
13.90
+305.10%
3.43
-71.54%
12.05
-16.45%
14.43
Stockholders Equity
594.79
+5.95%
561.41
+0.28%
559.87
-7.63%
606.09
Common Stock Equity
594.79
+5.95%
561.41
+0.28%
559.87
-7.63%
606.09
Capital Stock
0.02
+0.00%
0.02
+5.56%
0.02
+0.00%
0.02
Common Stock
0.02
+0.00%
0.02
+5.56%
0.02
+0.00%
0.02
Preferred Stock
0.00
0.00
0.00
0.00
Share Issued
43.31
+3.20%
41.96
+3.56%
40.52
+3.78%
39.04
Ordinary Shares Number
43.31
+3.20%
41.96
+3.56%
40.52
+3.78%
39.04
Additional Paid In Capital
922.12
+13.33%
813.68
+17.08%
694.97
+21.48%
572.08
Retained Earnings
-327.92
-30.10%
-252.06
-86.80%
-134.93
-491.26%
34.49
Gains Losses Not Affecting Retained Earnings
0.57
+345.92%
-0.23
-27.32%
-0.18
+62.80%
-0.49
Other Equity Adjustments
0.57
+345.92%
-0.23
-27.32%
-0.18
+62.80%
-0.49
Total Equity Gross Minority Interest
594.79
+5.95%
561.41
+0.28%
559.87
-7.63%
606.09
Total Capitalization
594.79
+5.95%
561.41
+0.28%
559.87
-7.63%
606.09
Working Capital
232.33
+16.42%
199.56
+1.21%
197.18
-10.85%
221.17
Invested Capital
594.79
+5.95%
561.41
+0.28%
559.87
-7.63%
606.09
Total Debt
13.44
+155.18%
5.26
-1.39%
5.34
-38.18%
8.64
Capital Lease Obligations
13.44
+155.18%
5.26
-1.39%
5.34
-38.18%
8.64
Net Tangible Assets
233.12
+10.74%
210.51
+4.67%
201.11
-17.57%
243.97
Tangible Book Value
233.12
+10.74%
210.51
+4.67%
201.11
-17.57%
243.97
Line Item Trend 2026-01-31 2025-01-31 2024-01-31 2023-01-31
Operating Cash Flow
73.52
+117.28%
33.84
+77.86%
19.02
-56.85%
44.09
Cash Flow From Continuing Operating Activities
73.52
+117.28%
33.84
+77.86%
19.02
-56.85%
44.09
Net Income From Continuing Operations
-75.86
+35.23%
-117.13
+30.87%
-169.42
-159.10%
-65.39
Depreciation Amortization Depletion
25.59
-1.80%
26.06
+5.03%
24.81
+24.48%
19.93
Depreciation And Amortization
25.59
-1.80%
26.06
+5.03%
24.81
+24.48%
19.93
Other Non Cash Items
0.12
-75.10%
0.50
-55.22%
1.12
+249.27%
-0.75
Stock Based Compensation
98.04
-9.06%
107.80
-3.16%
111.32
+0.14%
111.16
Deferred Tax
-0.08
+34.45%
-0.12
-100.62%
19.04
+583.79%
-3.94
Deferred Income Tax
-0.08
+34.45%
-0.12
-100.62%
19.04
+583.79%
-3.94
Change In Working Capital
25.87
+49.55%
17.30
-48.06%
33.30
+305.03%
-16.24
Change In Receivables
-9.41
-95.41%
-4.82
-117.82%
27.04
+452.04%
-7.68
Changes In Account Receivables
-9.41
-95.41%
-4.82
-117.82%
27.04
+452.04%
-7.68
Change In Inventory
-17.90
-243.31%
-5.21
-145.56%
11.44
+141.77%
4.73
Change In Prepaid Assets
0.10
-27.97%
0.14
+114.88%
-0.96
-728.10%
0.15
Change In Payables And Accrued Expense
46.83
+126.85%
20.64
+1346.67%
1.43
+127.27%
-5.23
Change In Accrued Expense
13.00
-57.23%
30.38
+556.20%
-6.66
-227.46%
5.22
Change In Payable
33.84
+447.42%
-9.74
-220.43%
8.09
+177.33%
-10.46
Change In Account Payable
33.69
+451.60%
-9.58
-189.89%
10.66
+179.98%
-13.32
Change In Other Working Capital
8.17
-38.74%
13.33
+970.80%
-1.53
-251.28%
1.01
Change In Other Current Assets
0.34
+548.00%
-0.07
-297.37%
0.04
-96.11%
0.98
Change In Other Current Liabilities
-2.26
+66.39%
-6.72
-61.83%
-4.15
+59.34%
-10.21
Investing Cash Flow
-30.49
+24.75%
-40.53
-616.78%
7.84
+107.31%
-107.30
Cash Flow From Continuing Investing Activities
-30.49
+24.75%
-40.53
-616.78%
7.84
+107.31%
-107.30
Net PPE Purchase And Sale
-15.51
-49.45%
-10.38
+13.33%
-11.98
+20.42%
-15.05
Purchase Of PPE
-15.51
-49.45%
-10.38
+13.33%
-11.98
+20.42%
-15.05
Capital Expenditure
-15.51
-49.45%
-10.38
+13.33%
-11.98
+20.42%
-15.05
Net Investment Purchase And Sale
-14.98
+50.31%
-30.14
-252.10%
19.82
+121.31%
-92.99
Purchase Of Investment
-62.56
+11.48%
-70.67
-106.77%
-34.18
+64.92%
-97.44
Sale Of Investment
47.58
+17.40%
40.52
-24.95%
54.00
+1115.05%
4.44
Net Business Purchase And Sale
0.00
0.00
Net Intangibles Purchase And Sale
Purchase Of Intangibles
Net Other Investing Changes
0.75
Financing Cash Flow
3.81
-40.50%
6.40
+41.99%
4.51
-20.92%
5.70
Cash Flow From Continuing Financing Activities
3.81
-40.50%
6.40
+41.99%
4.51
-20.92%
5.70
Net Common Stock Issuance
-1.00
0.00
0.00
0.00
Common Stock Payments
-1.00
0.00
0.00
0.00
Repurchase Of Capital Stock
-1.00
0.00
0.00
0.00
Proceeds From Stock Option Exercised
10.96
-18.94%
13.53
+28.37%
10.54
-0.46%
10.59
Net Other Financing Charges
-6.16
+13.62%
-7.13
-18.19%
-6.03
-23.39%
-4.89
Changes In Cash
46.83
+16138.36%
-0.29
-100.93%
31.37
+154.56%
-57.50
Beginning Cash Position
144.63
-0.20%
144.92
+27.63%
113.55
-33.62%
171.05
End Cash Position
191.46
+32.38%
144.63
-0.20%
144.92
+27.63%
113.55
Free Cash Flow
58.01
+147.30%
23.45
+232.84%
7.05
-75.74%
29.04
Income Tax Paid Supplemental Data
2.27
+59.94%
1.42
-80.06%
7.11
+392.52%
1.44
Amortization Of Securities
-0.17
+71.65%
-0.58
+49.57%
-1.15
-68.96%
-0.68
Change In Income Tax Payable
0.15
+193.67%
-0.16
+93.85%
-2.57
-189.68%
2.87
Change In Tax Payable
0.15
+193.67%
-0.16
+93.85%
-2.57
-189.68%
2.87
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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