Ambarella, Inc. (AMBA)

In the past six months, Ambarella's stock price has fluctuated due to several events. In November 2025, the stock fell despite exceeding third-quarter fiscal 2026 estimates due to caution regarding near-term margins and fourth-quarter guidance, although the company reported record quarterly revenue. In August 2025, Ambarella reported a significant year-over-year revenue increase driven by AI solutions and raised its fiscal 2026 revenue growth outlook. In June 2025, shares surged following reports of a potential sale. In January 2026, Ambarella launched its CV7 edge AI vision SoC and Ambarella Developer Zone at CES 2026, and a Senior VP sold shares worth $584,105.

Demand for Ambarella's products exhibits seasonality, influenced by consumer-driven product cycles. The company typically experiences weaker performance in the first and fourth fiscal quarters and stronger performance in the middle quarters. This seasonality is partly due to the consumer business. While the company is shifting towards automotive and IoT markets, consumer-driven product cycles still play a role in its overall seasonality.

Ambarella, Inc. is a fabless semiconductor design company specializing in low-power system-on-a-chip (SoC) semiconductors and software for edge artificial intelligence (AI) applications, operating within the Electronic Technology sector and the Semiconductors industry. The company has transitioned from a video processor supplier to an edge AI semiconductor company. Its products are used in human and computer vision applications, including AI-powered SoCs for automotive ADAS, security cameras, and portable video devices. Ambarella's competitive advantage comes from its CVflow® architecture, which integrates image processing, video encoding, and AI processing into a single, low-power SoC.

Ambarella, Inc. has a global presence with operations and sales in Taiwan, Asia Pacific, Europe, North America (excluding the United States), and the United States. The company is headquartered in Santa Clara, California, USA.

Ambarella's brand reputation is largely positive due to its technological advancements and strategic shift to edge AI. The company has received positive analyst ratings, praising its Edge-AI momentum and automotive prospects. Its CVflow architecture and acquisitions have strengthened its position in AI-powered image processing. Partnerships also contribute positively to its reputation. Stock price drops can temporarily impact market perception. The consideration of a sale indicates market interest and value. The Ambarella Developer Zone suggests a commitment to fostering an ecosystem around its technology.

Ambarella, Inc.'s ownership is primarily held by institutional investors, who have significant influence over the company's governance and strategy. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Individual investors have limited power against institutional consensus. Bruce Dunlevie is the largest individual shareholder. Insiders hold approximately 5.30% of the company's shares.