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StockUnited StatesNasdaqGS

AMBA

Ambarella, Inc.

Technology · Semiconductor Equipment & Materials

68.80USD

+5.3200 (+8.38%)

DescriptionHistoricalFinancialsRelative ValueResearchNewsDiscussionOptionsPrice Chart ↗Fundamental Chart ↗

Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$0.31▲$0.372
Next quarter$0.19▼$0.2171
Current year$0.8▲$0.7981
Next year$1.12▼$1.1572

Recent quarters

Beat in 4 of the last 4

QuarterEstimateActualSurprise
2026-07-31$0.17$0.18+0.01 (+5.3%)
2026-04-30$0.1$0.11+0.01 (+5.4%)
2026-01-31$0.1$0.13+0.03 (+26.7%)
2025-10-31$0.21$0.27+0.06 (+29.6%)

Wall Street coverage

288 ratings from 30 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
Roth CapitalMaintainedNeutral$90 $65Sep 4, 2026
StifelMaintainedBuy$106 $90Sep 4, 2026
B of A SecuritiesMaintainedNeutral$96 $70Sep 4, 2026
RosenblattMaintainedBuy$120Sep 4, 2026
RosenblattMaintainedBuy$120Aug 31, 2026
B of A SecuritiesMaintainedNeutral$72 $96May 29, 2026
SusquehannaMaintainedPositive$80 $110May 29, 2026
RosenblattMaintainedBuy$115 $120May 29, 2026
RosenblattMaintainedBuy$115May 26, 2026
RosenblattMaintainedBuy$115Mar 23, 2026
B of A SecuritiesMaintainedNeutral$90 $92Nov 26, 2025
RosenblattMaintainedBuy$100 $115Nov 26, 2025
StifelReiteratedBuy$90 $100Nov 26, 2025
NeedhamReiteratedBuy$100Nov 26, 2025
RosenblattMaintainedBuy$100Nov 24, 2025
Northland Capital MarketsMaintainedOutperform$75 $95Aug 29, 2025
OppenheimerMaintainedPerform—Aug 29, 2025
Morgan StanleyMaintainedOverweight$80 $96Aug 29, 2025
StifelMaintainedBuy$80 $90Aug 29, 2025
RosenblattMaintainedBuy$95 $100Aug 29, 2025
B of A SecuritiesMaintainedNeutral$63 $90Aug 29, 2025
NeedhamMaintainedBuy$90 $100Aug 29, 2025
SusquehannaMaintainedPositive$80 $90Jul 22, 2025
RosenblattMaintainedBuy$87 $95May 30, 2025
NeedhamMaintainedBuy$110 $90May 30, 2025

Insider transactions

129 filings from 15 insiders · 12 buy / 16 sell over 6m

Officers and directors of AMBA, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
CHEN YUN-LUNGOfficerSell6.0k$78.66$469kJul 9, 2026
JU CHI-HONG JOHNOfficerSell10.0k$88.84$888kJul 1, 2026
WANG FENG MINGChief Executive OfficerSell16.3k$90.08$1.46MJul 1, 2026
PAISLEY CHRISTOPHER B.DirectorSell250$62.01$16kJun 26, 2026
WANG FENG MINGChief Executive OfficerGift10.0k——Jun 17, 2026
LEE CHAN WChief Operating OfficerSell3.0k$67.87$200kJun 17, 2026
JU CHI-HONG JOHNOfficerSell2.0k$67.87$137kJun 17, 2026
WANG FENG MINGChief Executive OfficerSell6.2k$67.87$421kJun 17, 2026
YOUNG JOHN ALEXANDERChief Financial OfficerSell5.0k$66.98$340kJun 17, 2026
CHEN YUN-LUNGOfficerSell9.9k$67.06$661kJun 12, 2026
WANG FENG MINGChief Executive OfficerSell32.5k$90.38$2.96MMay 26, 2026
YOUNG JOHN ALEXANDERChief Financial OfficerSell400$96.00$38kMay 26, 2026
YOUNG JOHN ALEXANDERChief Financial OfficerExercise400$55.80$22kMay 26, 2026
YOUNG JOHN ALEXANDERChief Financial OfficerSell2.0k$60.00$118kApr 21, 2026
LEE CHAN WChief Operating OfficerSell10.4k$52.77$552kMar 19, 2026
WANG FENG MINGChief Executive OfficerSell27.1k$52.77$1.44MMar 19, 2026
JU CHI-HONG JOHNOfficerSell6.9k$52.77$366kMar 19, 2026
YOUNG JOHN ALEXANDERChief Financial OfficerSell7.6k$52.77$406kMar 19, 2026
YOUNG JOHN ALEXANDERChief Financial OfficerGrant5.6k——Mar 18, 2026
WANG FENG MINGChief Executive OfficerGrant15.7k——Mar 18, 2026

Analyst Notes

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No analyst notes on AMBA yet.

Analyst Ratings

11 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current24800Buy2.43
1 mo ago25700Buy2.36
2 mo ago25700Buy2.36
3 mo ago25700Buy2.36
Price target$89.36$65.00 – $120.00
+29.9% to target