NASDAQ · AMBA
Ambarella, Inc.
Technology · Semiconductors
$65.25▼ 1.89% ($1.26)today
As of 10:02 AM ET
Valuation
Revenue & margin DCF
A cash-flow estimate wouldn't be reliable here
7 of 10 projected years produce negative free cash flow, so the model returns a negative enterprise value. A discounted-cash-flow valuation cannot be defended on those inputs, so it is not shown.
- 10-yr revenue CAGR
- 9.2%
- Ending operating margin
- 0.0%
- Discount rate
- 13.8%
USD · TTM ending Jul 31, 2026 · Price used $65.25 · Price Oct 26, 2:02 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 24.71% over the last year. Revenue grew 20.04% over the trailing twelve months. Operating margin moved from -28.01% to -14.32%. Free cash flow declined 80.12% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price. The market appears to be discounting durability, risk, or trust rather than just the latest reported numbers.
What would invalidate this read
This read changes if operating margin (currently -14.32%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Return analysis
Company profile
Ambarella, Inc. is a global semiconductor company specializing in advanced video processing technology.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
21
Buy
14
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Dec 1, 2026
Q3 FY27 · EPS est $0.32 · Revenue est $119.5M
Same quarter, year over year
FY27 YTD +31.8%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $0.29 vs $0.22 · all 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
FY26
FY25
FY24
—
—
—
Fiscal year totals
- FY26
- $0.62
- n/m
- FY25
- -$0.17
- —
n/m: last year’s figure was zero, a loss or too small to compare against
Q2 FY27
Reported Sep 3, 2026 · Latest
HoverTap a cell to inspect
Actual
$0.18
Estimate
$0.17
Year over year
+20.0%
Vs prior quarter
+63.6%
Institutional Sentiment
Ambarella, Inc. · AMBA
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.