Added to YB: 2026-07-20
Pitch date: 2026-07-16
AMBA [bullish]
Ambarella, Inc.
Author Info
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Company Info
Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation.
Market Cap
$2.8B
Pitch Price
N/A
Price Target
95.00
Dividend
N/A
EV/EBITDA
-42.54
P/E
-39.13
EV/Sales
6.20
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$AMBA: The Eyes of Physical AI, an $800 Million Handshake, and a Tape That Gave the Entry Back
AMBA: Only pure-play edge AI vision silicon on US exchange at $68.88 (7x sales, net cash $278M). Retraced Rosenblatt top-pick rally to $69 on no news; consensus target $95-101. Q1 rev $100.4M (+17% YoY), 60% GM, record auto. $800M+ decade Hanwha deal. Risks: WT distributor 61% rev, Insta360 concentration, GAAP losses (SBC), decel from 37% to mid-teens. Weighted value ~$95, +38%. Catalyst Aug 27 print.
Read full article (10 min)