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Upturn AI SWOT - About
AMBA 
Ambarella Inc (AMBA)
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Upturn Advisory Summary
08/14/2025: AMBA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $77.72
1 Year Target Price $77.72
| 5 | Strong Buy |
| 3 | Buy |
| 7 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.2% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.91B USD | Price to earnings Ratio - | 1Y Target Price 77.72 |
Price to earnings Ratio - | 1Y Target Price 77.72 | ||
Volume (30-day avg) 15 | Beta 2.08 | 52 Weeks Range 38.86 - 85.15 | Updated Date 08/15/2025 |
52 Weeks Range 38.86 - 85.15 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -2.49 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -32.73% | Operating Margin (TTM) -30.11% |
Management Effectiveness
Return on Assets (TTM) -10.54% | Return on Equity (TTM) -18.35% |
Valuation
Trailing PE - | Forward PE 833.33 | Enterprise Value 2653762086 | Price to Sales(TTM) 9.2 |
Enterprise Value 2653762086 | Price to Sales(TTM) 9.2 | ||
Enterprise Value to Revenue 8.39 | Enterprise Value to EBITDA -57.06 | Shares Outstanding 42414100 | Shares Floating 39876876 |
Shares Outstanding 42414100 | Shares Floating 39876876 | ||
Percent Insiders 4.96 | Percent Institutions 87.74 |
Upturn AI SWOT
Ambarella Inc
Company Overview
History and Background
Ambarella, Inc. was founded in 2004 and is headquartered in Santa Clara, California. It designs and develops low-power, high-definition (HD) and ultra HD video compression, image processing, and computer vision solutions. Initially focused on video processing for security cameras and action cameras (GoPro), they've expanded into automotive, robotics, and other IoT applications.
Core Business Areas
- Automotive: Develops SoCs (Systems on a Chip) for automotive applications like ADAS (Advanced Driver-Assistance Systems), in-cabin monitoring, electronic mirrors, and video recording.
- Security: Provides video processing solutions for IP security cameras, offering high-resolution video compression and analytics.
- Robotics and IoT: Offers solutions for robotic vision, drones, and other IoT devices requiring low-power, high-performance video and image processing.
Leadership and Structure
Fermi Wang serves as the President and CEO. The company has a typical hierarchical structure with departments for engineering, marketing, sales, finance, and operations. The board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- CVflow Family (SoCs): Ambarella's CVflow architecture is a key offering, providing high performance and low power consumption for computer vision applications. These chips are used in automotive ADAS, robotics, and security cameras. Market share data is not publicly broken down per product line, but Ambarella competes with companies like Mobileye (now Intel), Nvidia, Qualcomm, and Texas Instruments. Revenue from this line is significant, and growing, especially in the automotive and security spaces.
- HD/Ultra HD Video Encoders/Decoders: Ambarella offers high-performance video encoders and decoders used in various applications including security cameras, action cameras, and broadcast equipment. These are generally integrated into larger systems. Competition includes HiSilicon (Huawei), Novatek, and SigmaStar.
Market Dynamics
Industry Overview
The market for video processing and computer vision chips is rapidly growing, driven by increasing demand for AI-powered devices in automotive, security, robotics, and IoT. Key trends include edge computing, low-power consumption, and high-resolution video analytics.
Positioning
Ambarella is positioned as a leader in low-power, high-performance video and computer vision processing. Its competitive advantage lies in its specialized CVflow architecture and strong expertise in video compression. However, it faces competition from larger, more diversified companies.
Total Addressable Market (TAM)
The total addressable market for Ambarella's products, including automotive, security, and robotics, is estimated to be in the billions of dollars annually, projected to continue growing significantly throughout the next decade. Ambarella is strategically positioned to capture a meaningful share of this TAM by focusing on key applications and partnerships.
Upturn SWOT Analysis
Strengths
- Low-power, high-performance video processing
- Strong expertise in computer vision (CVflow architecture)
- Established partnerships with key customers
- Focus on automotive, security, and robotics markets
Weaknesses
- Reliance on a limited number of large customers
- Smaller scale compared to larger competitors
- Exposure to cyclical semiconductor industry
- High R&D expenses
Opportunities
- Growing demand for ADAS and autonomous driving
- Increasing adoption of AI-powered security cameras
- Expanding market for robotics and IoT devices
- Potential acquisitions and partnerships
Threats
- Intense competition from larger companies
- Rapid technological changes
- Economic downturns affecting key markets
- Geopolitical risks and trade tensions
Competitors and Market Share
Key Competitors
- NVDA
- INTC
- QCOM
- TXN
Competitive Landscape
Ambarella faces intense competition from larger, more diversified companies with broader product portfolios. Its advantages lie in its specialized expertise and low-power solutions. However, it needs to continue innovating and securing design wins to maintain its competitive edge.
Growth Trajectory and Initiatives
Historical Growth: Ambarella has experienced periods of rapid growth, particularly in the early years driven by action cameras. More recently, growth has been fueled by automotive and security applications.
Future Projections: Analysts project continued growth for Ambarella, driven by its focus on automotive, security, and robotics. Revenue growth is expected to be significant in the coming years.
Recent Initiatives: Ambarella is focused on expanding its CVflow product line, securing design wins in key automotive and security applications, and strengthening its partnerships with strategic customers.
Summary
Ambarella is a key player in low-power, high-performance video processing and computer vision. The company is focusing on growing markets like automotive, robotics, and security with positive market dynamics. Despite competing with larger, more diversified companies, its specialized expertise has proven to be an asset. The key for Ambarella is to continue innovating and securing crucial design wins to sustain its competitive edge in the long run and prevent reliance on limited large customers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Investor Presentations
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary. All investment decisions should be made with consideration of the investor's own risk tolerance and financial situation.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Ambarella Inc
Exchange NASDAQ | Headquaters Santa Clara, CA, United States | ||
IPO Launch date 2012-10-10 | Co-Founder, President, CEO & Executive Chairman Dr. Feng-Ming Wang Ph.D. | ||
Sector Technology | Industry Semiconductor Equipment & Materials | Full time employees 941 | Website https://www.ambarella.com |
Full time employees 941 | Website https://www.ambarella.com | ||
Ambarella, Inc. develops semiconductor solutions that enable artificial intelligence (AI) processing, advanced image signal processing, and high-definition (HD) and ultra-HD compression. The company's system-on-a-chip (SOC) designs integrated HD video processing, image processing, AI algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. It also offers central domain controllers, CVflow SoCs, AI neural processors, vision processor SoCs, HD radars, and serializer/deserializers, as well as licenses software modules. The company's solutions are used in automotive video recorders, electronic mirrors, front advanced driver assistance system camera, and cabin monitoring system and driver monitoring system cameras in automotive field; central domain controllers for autonomous vehicles in autonomy; enterprise and public class, and home security cameras in the field of IoT; and robotics and industrial applications, including identification/authentication cameras, robotic products, and sensing cameras, as well as cameras for the enterprise, home, public spaces, and consumer leisure comprising wearable body cameras, sports action cameras, social media cameras, drones for capturing aerial video or photographs, video conferencing, and virtual reality applications. It sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. The company operates in Taiwan, rest of the Asia Pacific, Europe, the United States, and rest of North America. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
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