Ambarella, Inc. (AMBA)

Ambarella's stock price has increased by 90.50% in the past six months. Key events impacting the stock include earnings beats, analyst upgrades and price target increases, partnerships and product developments, and institutional trading activity. Ambarella reported strong financial results, with its Q2 fiscal year 2026 earnings announced on August 28, 2025. Several equities research analysts adjusted their ratings and price targets following the strong earnings. Ambarella and Kodiak Robotics extended their partnership, and LG Electronics and Ambarella announced a partnership for an Ambarella-powered Driver Monitoring System. Institutional investors largely control Ambarella, owning 84% of the company.

There is some uncertainty regarding the seasonality of Ambarella's revenue due to geopolitical factors. The company has expressed confidence in its second-half growth and has extended its guidance range to reflect regular seasonality and strong growth. Historically, Ambarella's primary source of revenue has been Asia. The company's focus on automotive and IoT security markets may also influence demand patterns.

Ambarella, Inc. is an American fabless semiconductor design company specializing in low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. The company's system-on-a-chip (SoC) designs integrate HD video processing, image processing, artificial intelligence (AI) computer vision algorithms, audio processing, and system functions onto a single chip. Ambarella's products are utilized in video security, advanced driver assistance systems (ADAS), autonomous driving, and robotics applications. In 2024, Ambarella's central 4D imaging radar architecture won the Edge AI and Vision Product of the Year Award.

Ambarella, Inc. is headquartered in Santa Clara, California, with operations in Taiwan, Asia Pacific, Europe, North America (excluding the United States), and the United States. The company has design centers in Taiwan, China, and Italy, with sales offices in Santa Clara and Hong Kong, and business development offices in China, Japan, South Korea, Sweden, and Taiwan. The bulk of Ambarella's revenue historically comes from Asia.

Ambarella's brand reputation in the past year appears to be positive, driven by its advancements in AI vision processors and strategic partnerships. The company's central 4D imaging radar architecture was recognized as the 2024 Edge AI and Vision Product of the Year Award Winner. Collaborations with companies like Kodiak Robotics and LG Electronics demonstrate the trust and confidence major players place in Ambarella's technology. The "Moderate Buy" average rating from analysts suggests a favorable outlook from the financial community. Ambarella's strategic focus on AI-powered computer vision SoCs for the automotive and IoT security markets positions it as an innovator in edge AI processing.

Ambarella, Inc. is largely controlled by institutional shareholders, who collectively own approximately 84% of the company. The general public holds about a 10% stake. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and State Street Global Advisors, Inc. Key individual owners include Bruce Dunlevie, Feng-Ming Wang, and Leslie Kohn. The top 16 shareholders combined own 51%, and insiders have been selling shares recently.