Added to YB: 2025-12-12
Pitch date: 2025-12-09
AMBA [bullish]
Ambarella, Inc.
-3.93%
current return
Author Info
No bio for this author
Company Info
Ambarella, Inc. develops semiconductor solutions that enable artificial intelligence (AI) processing, advanced image signal processing, and high-definition (HD) and ultra-HD compression.
Market Cap
$3.4B
Pitch Price
$78.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
-42.45
P/E
-41.54
EV/Sales
8.26
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Under the Machines' Hat — and why Ambarella deserves a look
AMBA: Vision chip specialist positioned at intersection of robotics/humanoids/edge AI growth. Strong Q3 (+31% revenue, $295M cash, minimal debt). Cross-sector TAM: drones, robotics, automotive ADAS, smart cities, IoT. Neuromorphic potential with existing ecosystem advantage vs pure-play competitors. Key catalysts: humanoid adoption, edge AI shift, US supply chain reshoring. Risks mainly timing/cyclical vs structural. 2030 scenarios range from niche specialist to autonomous vision standard.
Read full article (16 min)