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AMBA 
Ambarella Inc (AMBA)
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Upturn Advisory Summary
12/03/2025: AMBA (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $98.09
1 Year Target Price $98.09
| 5 | Strong Buy |
| 3 | Buy |
| 7 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 20.4% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.99B USD | Price to earnings Ratio - | 1Y Target Price 98.09 |
Price to earnings Ratio - | 1Y Target Price 98.09 | ||
Volume (30-day avg) 15 | Beta 1.96 | 52 Weeks Range 38.86 - 96.69 | Updated Date 12/3/2025 |
52 Weeks Range 38.86 - 96.69 | Updated Date 12/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.85 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-25 | When After Market | Estimate 0.21 | Actual 0.27 |
Profitability
Profit Margin -21.31% | Operating Margin (TTM) -13.86% |
Management Effectiveness
Return on Assets (TTM) -7.88% | Return on Equity (TTM) -13.92% |
Valuation
Trailing PE - | Forward PE 116.28 | Enterprise Value 2711274210 | Price to Sales(TTM) 8.01 |
Enterprise Value 2711274210 | Price to Sales(TTM) 8.01 | ||
Enterprise Value to Revenue 7.25 | Enterprise Value to EBITDA -57.06 | Shares Outstanding 42689006 | Shares Floating 40345055 |
Shares Outstanding 42689006 | Shares Floating 40345055 | ||
Percent Insiders 4.89 | Percent Institutions 86.37 |
Upturn AI SWOT
Ambarella Inc
Company Overview
History and Background
Ambarella Inc. was founded in 2004. It initially focused on providing video compression and image processing solutions. The company's early success was driven by its low-power, high-performance video encoding chips for the security and consumer camera markets. Over time, Ambarella expanded into automotive, drone, and robotic applications.
Core Business Areas
- Video Processing Solutions: Designs and develops low-power, high-definition (HD) and ultra-high-definition (UHD) video compression, image processing, and computer vision solutions.
- Automotive: Focuses on providing advanced driver-assistance systems (ADAS), electronic mirrors, in-cabin monitoring systems (IMS), and autonomous driving systems with high resolution video and AI processing capabilities.
- Security: Offers solutions for professional and home security cameras, enabling advanced video analytics and AI capabilities.
- Other IoT: Enables products in wearables (action cameras, drones, virtual reality, and sports) and other emerging areas
Leadership and Structure
The CEO is Fermi Wang. Ambarella operates with a functional organizational structure, with teams specializing in engineering, sales, marketing, and operations. The board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- CVflow Family of SoCs: AI vision processors used in automotive, security cameras, and robotics, offering advanced object detection, classification, and tracking capabilities. The market share is difficult to pinpoint but competes with companies like NVIDIA (NVDA), Qualcomm (QCOM), and Intel (INTC) in specific application segments.
- H.264/H.265 Encoders/Decoders: These are the core video compression solutions used in a range of cameras and video systems. Revenue information is not broken down per product; however, these technologies are foundational to their business. Competitors include Qualcomm (QCOM), Texas Instruments (TXN).
- Oculii Radar Perception Software: AI-based software enabling highly accurate long-range object detection and classification in all weather conditions. The market share is low, it competes with companies like Arbe Robotics (ARBE), and Continental AG (CTTAY).
Market Dynamics
Industry Overview
The video processing and AI vision market is rapidly growing, driven by increasing demand for high-resolution video, advanced analytics, and edge computing. Key trends include the rise of AI-powered cameras, autonomous driving, and the Internet of Things (IoT).
Positioning
Ambarella is positioned as a leader in low-power, high-performance video processing and AI solutions. Its competitive advantages include its expertise in video compression, image processing, and AI inference at the edge.
Total Addressable Market (TAM)
The TAM for AI vision is expected to reach hundreds of billions of dollars in the coming years. Ambarella is positioned to capture a portion of this market by targeting automotive, security, and robotics applications.
Upturn SWOT Analysis
Strengths
- Strong expertise in low-power, high-performance video processing
- Advanced AI vision capabilities
- Established relationships with key customers
- Strong IP portfolio
Weaknesses
- High customer concentration
- Dependence on a few key markets
- Intense competition
- Relatively small scale compared to larger competitors
Opportunities
- Expanding into new markets (e.g., robotics, industrial automation)
- Developing new AI-powered applications
- Partnering with other technology companies
- Growth in the automotive ADAS market
Threats
- Intensifying competition from larger companies
- Rapid technological changes
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- NVDA
- QCOM
- INTC
- GWAV
Competitive Landscape
Ambarella faces intense competition from larger and more diversified companies like Nvidia and Qualcomm. Its advantages include its expertise in low-power video processing and its strong IP portfolio. Its disadvantages include its smaller scale and high customer concentration.
Major Acquisitions
Oculii
- Year: 2021
- Acquisition Price (USD millions): 307.5
- Strategic Rationale: Acquisition of Oculii brings adaptive radar perception software to Ambarellau2019s portfolio, enhancing its capabilities in automotive ADAS and other radar-based applications.
Growth Trajectory and Initiatives
Historical Growth: Ambarella's growth has been driven by the adoption of its video processing and AI vision solutions in various markets. However, growth can be uneven due to market cycles and competition.
Future Projections: Analyst estimates suggest continued growth for Ambarella, driven by the increasing demand for AI vision in automotive, security, and other applications. These projections fluctuate based on market conditions.
Recent Initiatives: Recent initiatives include expanding its product portfolio with new AI vision processors, strengthening its partnerships with key customers, and investing in research and development.
Summary
Ambarella is a specialized company focused on low-power, high-performance video processing and AI solutions, particularly for automotive, security, and IoT markets. While it holds a strong position in niche segments, it faces stiff competition from larger, more diversified rivals. Its growth hinges on successfully capitalizing on opportunities in AI vision and expanding its customer base, especially given its customer concentration. Continued R&D investment is essential to maintain its technological edge.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Ambarella Investor Relations
- SEC Filings
- Industry Reports
- Analyst Reports
- Company Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on thorough research and consultation with a qualified financial advisor. Market share estimates are approximate and based on available data and industry analysis.
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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