Ambarella (NASDAQ:AMBA) 주식

Ambarella

Ambarella Inc is a developer of semiconductor processing solutions for high-definition video capture, sharing, and display. The firm's solutions are sold to original design manufacturers and original equipment manufacturers to be designed for use in infrastructure broadcast encoders, wearable device cameras, automotive cameras, security cameras, consumer cameras, and industrial and robotic applications. The company's system-on-a-chip designs, based on its proprietary technology platform, are highly configurable to applications in various end markets. Geographical presence in Taiwan, Asia Pacific, Europe, North America, and the United States. The firm derives the majority of its revenue from Taiwan.

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엔비디아(NASDAQ:NVDA)가 상상할 수 없는 일을 해냈다: 목요일에 마이크로소프트를 제치고 세계에서 가장 가치 있는 회사가 되었으며, 시가총액이 3.7조 달러를 넘어섰다. 하지만 이 반도체 제조업체가 인공지능(AI) 시대의 기초로서의 입지를 다지는 동안, 월스트리트의 한 부문은 다소 뒤처져 있다 — 반도체 ETF.

엔비디아, 세계 시총 1위 탈환···반도체 ETF를 재고해야 할 시점일까?

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2024년 11월 27일 기준, 정보 기술 섹터의 주식 3종목은 상승 모멘텀을 중시하는 투자자들에게 경고음을 울리고 있다. 암바렐라 뉴타닉스 래드콤

11월에 급락할 수 있는 기술주 3종목: 암바렐라, 뉴타닉스, 래드콤

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암바렐라(NASDAQ:AMBA) 주가는 화요일(26일) 3분기 재무 실적 발표 이후 시간외 거래에서 급등하고 있다. 이번 분기 실적의 주요 내용을 살펴보자.

암바렐라 시간외 22% 급등, 무슨 일일까?

Ambarella Inc

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Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) just did the unimaginable: it leaped over Microsoft to become the most valuable company in the world on Thursday, with a market capitalization crossing $3.7 trillion. But as the chipmaker solidifies its position as the foundation of the AI era, one segment of Wall Street is somewhat lagging behind — <a href="https://www.benzinga.com/etfs">semiconductor ETFs</a>.
Despite Nvidia&#8217;s historical rise, some of the largest ETFs that follow the semiconductor space are still predominantly weighted toward legacy chipmakers —companies that dominated the PC and mobile era, but whose trajectories are now threatened by the AI revolution.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/05/45574690/nvidia-amd-and-the-ai-arms-race-3-explosive-etfs-to-watch-right-now">Nvidia, AMD And The AI Arms Race: 3 Explosive ETFs To Watch Right Now</a>
<h2 class="wp-block-heading">Not All Chip ETFs Are Built For The AI Race</h2>
Take a look at the two heavyweights: the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) and the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>). Both have seen strong returns, thanks in large part to Nvidia's outperformance, but scratch beneath the surface, and you'll notice they still allocate sizable weight to companies like Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), and Qualcomm (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), which haven't benefited nearly as much from the AI arms race.
SMH, for example, has Nvidia at about 20.5%, and Intel continues to hold on to a healthy 3.7% of the portfolio in spite of its failure to gain ground in the GPU segment. SOXX&#8217;s own positioning is similarly slanted — Nvidia is a top holding, but legacy companies comprise a bigger-than-anticipated portion of the roster.
<h2 class="wp-block-heading">AI Winners Vs. Legacy Players</h2>
Here&#8217;s the irony: Nvidia&#8217;s success is being fueled to a great extent by hyperscalers such as Microsoft, Amazon, Meta, and Alphabet — firms which are building out AI infrastructure at a very fast clip. That demand, in turn, is fueling interest in AI-focused semiconductors — GPUs, networking processors, model-training memory, optimized memory, and even the tailor-made AI chips manufactured by companies such as Broadcom and Marvell Technology.
But most broad semiconductor ETFs still portray an outdated vision of the industry, one still led by general-purpose computing and consumer hardware cycles, rather than AI computing.
<h2 class="wp-block-heading">The ETF Innovators Catching On</h2>
There are some ETFs that have turned. The Invesco PHLX Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXQ#NASDAQ">SOXQ</a>) and the SPDR S&amp;P Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XSD#NYSE">XSD</a>) do it differently. XSD is equal-weighted, reducing Nvidia&#8217;s weighting but offering a more equalized reflection of the sector, including newer or niche companies such as Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) and Advanced Micro Devices&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), which are also being boosted by AI-related trends.
And then there are thematic ETFs such as the Roundhill Generative AI ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>), not semiconductor pure plays, but more representative of next-generation AI infrastructure, including semis that actually underpin the boom.
<h2 class="wp-block-heading">The Concentration Conundrum</h2>
Nvidia&#8217;s ascent has also brought a novel challenge: the risk of concentration. SMH and SOXX each have more than one-fifth of their portfolios invested in a single stock, a fantastic ride on the way up, but potentially perilous if attitudes reverse.
That risk is aggravated by underperformance from other holdings. Intel, for example, has fallen about 27% in the past year. So while the front-page ETF returns appear solid, they&#8217;re disproportionately reliant on a single ticker.
<h2 class="wp-block-heading">Time For A Chip ETF Makeover?</h2>
Investors betting on the future of semiconductors might need to rethink their exposure. In an AI-dominated world, chipmakers are no longer a monolith, and ETFs that treat them as such may underdeliver.
As Nvidia continues to achieve milestones and propel the AI ecosystem forward, the question for ETF issuers is simple: Will they adapt for the AI age, or continue playing the greatest hits of the previous chip cycle?
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Nvidia Just Became The World's Most Valuable Stock; Is It Time For A Semiconductor ETF Rethink?

Ambarella Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) shares are trading higher on Tuesday after reports emerged that the chip design company is <a href="https://www.benzinga.com/trading-ideas/movers/25/06/46078652/carnival-posts-better-than-expected-earnings-joins-liminatus-pharma-coinbase-global-uber-and-other-big-stocks-moving-higher-on-tuesday">exploring a potential sale</a>.
What To Know: According to <a href="https://www.bloomberg.com/news/articles/2025-06-24/chip-designer-ambarella-is-said-to-explore-potential-sale">Bloomberg</a>, the Santa Clara-based firm has begun working with bankers and has reached out to potential buyers, including industry rivals and private equity firms.
The company, known for its video compression and image-processing chips used in automotive and security applications, has a market value of about $2.6 billion. While the discussions are still in early stages and may not result in a transaction, investors are reacting to the possibility of a buyout at a premium. Ambarella has not commented on the reports.
Ambarella is led by co-founder and CEO Fermi Wang. The company has recently shifted its focus to "edge AI" products, which now make up about 75% of its sales. The chips enable real-time image recognition close to where video is captured, making them useful in sectors like industrial automation and video conferencing.
The company's revenue remains heavily reliant on one distributor, Taiwan-based WT Microelectronics, which accounts for over 60% of Ambarella's total sales. The news of a possible sale comes amid a broader uptick in semiconductor dealmaking, including SoftBank's $6.5 billion acquisition of Ampere Computing and Intel's recent divestment of its stake in Altera.
AMBA Price Action: Ambarella shares were up 19.2% at $61.48 at the time of publication, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro</a>.
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Image via Shutterstock.

Ambarella Shares Are Surging Tuesday: What's Going On?

<h3>Gainers</h3>
<ul>
<li>Youxin Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/YAAS#NASDAQ">YAAS</a>) shares rose 103.2% to $5.8 during Tuesday's regular session. The market value of their outstanding shares is at $95.7 million. </li>
<li>Nano Labs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NA#NASDAQ">NA</a>) shares moved upwards by 52.61% to $16.62. The market value of their outstanding shares is at $181.7 million. </li>
<li>BigBear.ai Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) stock moved upwards by 22.72% to $5.13. The market value of their outstanding shares is at $1.2 billion. </li>
<li>Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) shares moved upwards by 19.0% to $61.37. The company's market cap stands at $2.1 billion. </li>
<li>MultiSensor AI Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSAI#NASDAQ">MSAI</a>) shares rose 17.03% to $0.61. The company's market cap stands at $17.3 million. </li>
<li>XIAO-I (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIXI#NASDAQ">AIXI</a>) shares rose 14.97% to $2.84. The company's market cap stands at $26.0 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>X3 Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XTKG#NASDAQ">XTKG</a>) shares declined by 20.9% to $1.74 during Tuesday's regular session. The company's market cap stands at $79.3 million. </li>
<li>WM Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAPS#NASDAQ">MAPS</a>) stock fell 13.86% to $0.91. The company's market cap stands at $111.3 million. </li>
<li>Pixelworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PXLW#NASDAQ">PXLW</a>) shares declined by 8.82% to $7.73. The market value of their outstanding shares is at $44.4 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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9 Information Technology Stocks Moving In Tuesday's Intraday Session

U.S. stocks were higher, with the Dow Jones index gaining around 450 points on Tuesday.
Shares of Carnival Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>) rose sharply during Tuesday's session after the company reported <a href="https://www.benzinga.com/markets/earnings/25/06/46076919/carnival-sails-past-q2-estimates-raises-full-year-outlook-on-strong-demand">better-than-expected second-quarter EPS and sales.</a>
The global cruise company reported adjusted earnings per share of 35 cents, beating the analyst consensus estimate of 24 cents. Quarterly sales of $6.328 billion outpaced the Street view of $6.207 billion.
Carnival shares jumped 9.3% to $352.11 on Monday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Liminatus Pharma, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIMN#NASDAQ">LIMN</a>) shares jumped 28.5% to $25.72 after the company announced it will be acquired by C&amp;S Wholesale Grocers.</li>
<li>Rezolve AI PLC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RZLV#NASDAQ">RZLV</a>) gained 27% to $2.5865. Rezolve AI recently announced it will join the Russell 2000 and Russell 3000 indexes</li>
<li>Korea Electric Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEP#NYSE">KEP</a>) gained 21.2% to $12.59.</li>
<li>BigBear.ai Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) rose 18.4% to $4.95.</li>
<li>Ambarella, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) surged 17.4% to $60.56.</li>
<li>Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>) climbed 14.4% to $13.01.</li>
<li>Gorilla Technology Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRRR#NASDAQ">GRRR</a>) gained 14% to $23.25 after the company entered into a definitive agreement to acquire technology solution providers CNS and CANS in Thailand.</li>
<li>CommScope Holding Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COMM#NASDAQ">COMM</a>) rose 13.8% to $7.35. Deutsche Bank analyst Matthew Niknam maintained CommScope with a Hold and raised the price target from $6 to $7.5.</li>
<li>New Oriental Education &amp; Technology Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EDU#NYSE">EDU</a>) gained 13.5% to $55.66.</li>
<li>Ocular Therapeutix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OCUL#NASDAQ">OCUL</a>) surged 13.3% to $9.48.</li>
<li>Amylyx Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMLX#NASDAQ">AMLX</a>) rose 13.2% to $5.68. Guggenheim analyst Seamus Fernandez initiated coverage on Amylyx Pharmaceuticals with a Buy rating and announced a price target of $17.</li>
<li>NextDecade Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NEXT#NASDAQ">NEXT</a>) gained 12.5% to $9.26.</li>
<li>GeneDx Holdings Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WGS#NASDAQ">WGS</a>) surged 12.1% to $89.36.</li>
<li>Avis Budget Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAR#NASDAQ">CAR</a>) gained 12% to $164.54. Avis Budget Group announced the appointment of Daniel Cunha as Chief Financial Officer.</li>
<li>Mobileye Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>) rose 10% to $18.06.</li>
<li>Redwire Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDW#NYSE">RDW</a>) gained 9.3% to $16.80. HC Wainwright &amp; Co. analyst Scott Buck reiterated Redwire with a Buy and maintained a $26 price target.</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) rose 9.1% to $335.50. Shares of crypto-linked stocks and miners traded higher amid a rise in Bitcoin.</li>
<li>Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) gained 7.7% to $91.81 after the company announced that it began offering autonomous ride options with Waymo in Atlanta.</li>
<li>MakeMyTrip Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MMYT#NASDAQ">MMYT</a>) rose 6.8% to $97.72. Macquarie analyst Aditya Suresh upgraded MakeMyTrip from Neutral to Outperform and announced a $110 price target.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) gained 6.1% to $80.99.</li>
</ul>
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Intraday Update

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Carnival Posts Better-Than-Expected Earnings, Joins Liminatus Pharma, Coinbase Global, Uber And Other Big Stocks Moving Higher On Tuesday

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Ambarella shares are trading higher following a repot suggesting the company is exploring a potential sale.

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Shares of several semiconductor companies are trading higher amid GlobalFoundries' announcement to commit $16 billion towards US chip expansion, which may be buoying investor sentiment towards the space.

<h3>Gainers</h3>
<ul>
<li>Verb Technology Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VERB#NASDAQ">VERB</a>) shares increased by 14.8% to $7.46 during Friday's regular session. The market value of their outstanding shares is at $10.5 million. </li>
<li>Lianhe Sowell (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LHSW#NASDAQ">LHSW</a>) shares moved upwards by 14.55% to $2.46. The company's market cap stands at $128.0 million. </li>
<li>Interlink Electronics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LINK#NASDAQ">LINK</a>) stock increased by 14.05% to $6.94. The market value of their outstanding shares is at $68.4 million. </li>
<li>TSS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSSI#NASDAQ">TSSI</a>) shares increased by 9.35% to $13.39. The company's market cap stands at $334.9 million. </li>
<li>Zscaler (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>) stock increased by 8.2% to $271.71. The company's market cap stands at $42.0 billion. As per the news, the Q3 earnings report came out yesterday. </li>
<li>Trident Digital Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TDTH#NASDAQ">TDTH</a>) stock increased by 8.11% to $0.33. The company's market cap stands at $21.4 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>CISO Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CISO#NASDAQ">CISO</a>) stock declined by 38.9% to $0.85 during Friday's regular session. The market value of their outstanding shares is at $27.2 million. </li>
<li>AMTD Digital (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HKD#NYSE">HKD</a>) stock fell 21.3% to $2.07. The company's market cap stands at $650.5 million. </li>
<li>Signing Day Sports (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/SGN#AMEX">SGN</a>) shares decreased by 18.9% to $2.06. The company's market cap stands at $7.4 million. </li>
<li>Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) stock declined by 17.67% to $51.05. The market value of their outstanding shares is at $2.1 billion. The company's, Q1 earnings came out yesterday. </li>
<li>Global Engine Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLE#NASDAQ">GLE</a>) shares declined by 17.31% to $2.39. The company's market cap stands at $43.7 million. </li>
<li>Xunlei (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XNET#NASDAQ">XNET</a>) shares fell 13.06% to $5.53. The company's market cap stands at $344.9 million. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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12 Information Technology Stocks Moving In Friday's Intraday Session

Ambarella shares are trading lower after Needham cut its price target on the stock from $110 to $90.

Ambarella, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) reported better-than-expected earnings for its first <a href="https://www.benzinga.com/quote/amba/earnings">quarter on Thursday</a>.
The company posted quarterly earnings of 7 cents per share which beat the analyst consensus estimate of 3 cents per share. The company reported quarterly sales of $85.87 million which beat the analyst consensus estimate of $85.18 million.
&#8220;As the established edge AI market leader, we achieved our fourth consecutive quarter of record AI revenue with results in the upper half of our Q1 revenue guidance range. We are increasing our fiscal 2026 revenue growth guidance to a range of 19% to 25%, or approximately $348 million at the mid-point, with the broader guidance range reflecting our consideration of the uncertain geopolitical environment,&#8221; said Fermi Wang, President &amp; CEO. &#8220;We continue to innovate at a rapid pace, and by leveraging our low power and scalable 3rd generation AI silicon and software architecture, our development of a new SoC is efficiently extending our reach into the edge AI infrastructure market.&#8221;&nbsp;&nbsp;
Ambarella said it sees second-quarter sales of $86.00 million to $94.00 million, versus market estimates of $87.07 million.
Ambarella shares fell 0.6% to close at $62.00 on Thursday.
These analysts made changes to their price targets on Ambarella following earnings announcement.
<ul class="wp-block-list">
<li>Needham analyst Quinn Bolton maintained Ambarella with a Buy and lowered the price target from $110 to $90.</li>
<li>Rosenblatt analyst Kevin Cassidy maintained the stock with a Buy and raised the price target from $87 to $95.</li>
</ul>
Considering buying CL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/AMBA/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="596" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30084735/image-413-1024x596.png" alt="" class="wp-image-933082" style="width:646px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30084735/image-413-1024x596.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30084735/image-413-300x175.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30084735/image-413-768x447.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/30084735/image-413.png 1105w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Price Target

Analyst Ratings

These Analysts Revise Their Forecasts On Ambarella After Q1 Results

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Rosenblatt slashed Elastic N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESTC#NYSE">ESTC</a>) price target from $140 to $130. Rosenblatt analyst Blair Abernethy maintained a Buy rating. Elastic shares closed at $92.03 on Thursday. See how other analysts v<a href="https://www.benzinga.com/quote/ESTC/analyst-ratings">iew this stock</a>.</li>
<li>Rosenblatt increased the price target for Microchip Technology Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) from $63 to $70. Rosenblatt analyst Kevin Cassidy maintained a Buy rating. Microchip Technology shares closed at $58.11 on Thursday. <a href="https://www.benzinga.com/quote/MCHP/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Needham raised Zscaler, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>) price target from $240 to $310. Needham analyst Mike Cikos maintained a Buy rating. Zscaler shares closed at $251.11 on Thursday. See how other analysts <a href="https://www.benzinga.com/quote/ZS/analyst-ratings">view this stock</a>.</li>
<li>Rosenblatt increased the price target for Ambarella, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) from $87 to $95. Rosenblatt analyst Kevin Cassidy maintained a Buy rating. Ambarella shares closed at $62.00 on Thursday. <a href="https://www.benzinga.com/quote/AMBA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Telsey Advisory Group increased the price target for Ulta Beauty, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) from $460 to $520. Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating. Ulta Beauty shares closed at $421.79 on Thursday. <a href="https://www.benzinga.com/quote/ULTA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Ascendiant Capital raised Travelzoo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TZOO#NASDAQ">TZOO</a>) price target from $24 to $25. Ascendiant Capital analyst Edward Woo maintained a Buy rating. Travelzoo shares settled at $13.40 on Thursday. <a href="https://www.benzinga.com/quote/TZOO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Ascendiant Capital slashed ENDRA Life Sciences Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDRA#NASDAQ">NDRA</a>) price target from $50 to $46. Ascendiant Capital analyst Edward Woo maintained a Buy rating. ENDRA Life Sciences shares closed at $3.23 on Thursday. <a href="https://www.benzinga.com/quote/NDRA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Telsey Advisory Group cut Burlington Stores, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) price target from $340 to $300. Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating. Burlington Stores shares closed at $227.80 on Thursday.  <a href="https://www.benzinga.com/quote/BURL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Telsey Advisory Group slashed the price target for Bath &amp; Body Works, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) from $43 to $38. Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating. Bath &amp; Body Works shares settled at $28.58 on Thursday. <a href="https://www.benzinga.com/quote/BBWI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Ascendiant Capital raised Verb Technology Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VERB#NASDAQ">VERB</a>) price target from $60 to $62. Ascendiant Capital analyst Edward Woo maintained a Buy rating. Verb Technology shares closed at $6.50 on Thursday. <a href="https://www.benzinga.com/quote/VERB/analyst-ratings">See how other analysts view this stock</a>.</li>
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BBWI

BURL

ESTC

NDRA

TZOO

ULTA

Microchip Technology To Rally More Than 20%? Here Are 10 Top Analyst Forecasts For Friday

Rosenblatt analyst Kevin Cassidy maintains Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) with a Buy and raises the price target from $87 to $95.

Rosenblatt Maintains Buy on Ambarella, Raises Price Target to $95

Needham analyst Quinn Bolton maintains Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) with a Buy and lowers the price target from $110 to $90.

Needham Maintains Buy on Ambarella, Lowers Price Target to $90

Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) sees Q2 sales of $86.000 million-$94.000 million vs $87.07 million analyst estimate.

Guidance

Ambarella Sees Q2 Sales $86.000M-$94.000M vs $87.07M Est

Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) reported quarterly earnings of $0.07 per share which beat the analyst consensus estimate of $0.03 by 133.33 percent. This is a 126.92 percent increase over losses of $(0.26) per share from the same period last year. The company reported quarterly sales of $85.87 million which beat the analyst consensus estimate of $85.18 million by 0.81 percent. This is a 57.64 percent increase over sales of $54.47 million the same period last year.

Earnings Beats

Ambarella Q1 Adj. EPS $0.07 Beats $0.03 Estimate, Sales $85.87M Beat $85.18M Estimate

<h3>Companies Reporting Before The Bell</h3>
• Li Auto (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) is expected to report earnings for its first quarter. 
• SpartanNash (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SPTN#NASDAQ">SPTN</a>) is expected to report quarterly earnings at $0.43 per share on revenue of $2.86 billion. 
• Hamilton Lane (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HLNE#NASDAQ">HLNE</a>) is likely to report quarterly earnings at $1.17 per share on revenue of $170.69 million. 
• Kohl's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>) is expected to report quarterly loss at $0.22 per share on revenue of $3.06 billion. 
• Movado Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOV#NYSE">MOV</a>) is expected to report quarterly earnings at $0.39 per share on revenue of $142.11 million. 
• Build-A-Bear Workshop (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBW#NYSE">BBW</a>) is likely to report quarterly earnings at $0.87 per share on revenue of $118.90 million. 
• Caleres (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAL#NYSE">CAL</a>) is expected to report quarterly earnings at $0.37 per share on revenue of $622.05 million. 
• Foot Locker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FL#NYSE">FL</a>) is projected to report quarterly earnings at $0.14 per share on revenue of $1.89 billion. 
• Futu Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FUTU#NASDAQ">FUTU</a>) is likely to report earnings for its first quarter. 
• American Woodmark (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMWD#NASDAQ">AMWD</a>) is likely to report quarterly earnings at $1.42 per share on revenue of $426.24 million. 
• Bath &amp; Body Works (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) is estimated to report quarterly earnings at $0.47 per share on revenue of $1.42 billion. 
• BRP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOOO#NASDAQ">DOOO</a>) is estimated to report quarterly earnings at $0.29 per share on revenue of $1.23 billion. 
• Best Buy Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>) is expected to report quarterly earnings at $1.09 per share on revenue of $8.82 billion. 
• Burlington Stores (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) is projected to report quarterly earnings at $1.43 per share on revenue of $2.53 billion. 
• Hormel Foods (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRL#NYSE">HRL</a>) is projected to report quarterly earnings at $0.34 per share on revenue of $2.90 billion. 
• Royal Bank of Canada (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RY#NYSE">RY</a>) is likely to report quarterly earnings at $2.25 per share on revenue of $11.20 billion. 
• Canadian Imperial Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CM#NYSE">CM</a>) is projected to report quarterly earnings at $1.34 per share on revenue of $5.01 billion. 
• Aurora Mobile (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JG#NASDAQ">JG</a>) is projected to report earnings for its first quarter. 
• Diana Shipping (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DSX#NYSE">DSX</a>) is expected to report earnings for its first quarter. 
• Roivant Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROIV#NASDAQ">ROIV</a>) is estimated to report quarterly loss at $0.16 per share on revenue of $62.17 million. 
• Sound Point Meridian Capital, Inc. Common Stock (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPMC#NYSE">SPMC</a>) is expected to report quarterly earnings at $0.60 per share on revenue of $20.48 million. 
• Destination XL Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXLG#NASDAQ">DXLG</a>) is projected to report quarterly loss at $0.06 per share on revenue of $103.50 million. 
• Alarum Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAR#NASDAQ">ALAR</a>) is projected to report quarterly earnings at $0.01 per share on revenue of $7.31 million. 
• BOS Better Online Solns (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOSC#NASDAQ">BOSC</a>) is estimated to report earnings for its first quarter. 
<h3>Companies Reporting After The Bell</h3>
• Universal (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UVV#NYSE">UVV</a>) is estimated to report earnings for its fourth quarter. 
• Costco Wholesale (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COST#NASDAQ">COST</a>) is expected to report quarterly earnings at $4.21 per share on revenue of $62.85 billion. 
• American Eagle Outfitters (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>) is estimated to report quarterly earnings at $0.11 per share on revenue of $1.08 billion. 
• Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) is projected to report quarterly earnings at $1.67 per share on revenue of $23.15 billion. 
• Elastic (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESTC#NYSE">ESTC</a>) is likely to report quarterly earnings at $0.39 per share on revenue of $374.15 million. 
• Ulta Beauty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ULTA#NASDAQ">ULTA</a>) is likely to report quarterly earnings at $5.77 per share on revenue of $2.81 billion. 
• Red Robin Gourmet Burgers (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RRGB#NASDAQ">RRGB</a>) is estimated to report quarterly loss at $0.51 per share on revenue of $388.55 million. 
• PagerDuty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PD#NYSE">PD</a>) is projected to report quarterly earnings at $0.19 per share on revenue of $118.98 million. 
• NGL Energy Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NGL#NYSE">NGL</a>) is projected to report earnings for its fourth quarter. 
• Gap (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GAP#NYSE">GAP</a>) is likely to report quarterly earnings at $0.43 per share on revenue of $3.41 billion. 
• Zscaler (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>) is expected to report quarterly earnings at $0.76 per share on revenue of $667.15 million. 
• NetApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) is expected to report quarterly earnings at $1.90 per share on revenue of $1.72 billion. 
• Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) is expected to report quarterly earnings at $0.04 per share on revenue of $84.01 million. 
• UiPath (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PATH#NYSE">PATH</a>) is expected to report quarterly earnings at $0.10 per share on revenue of $332.81 million. 
• Cooper Companies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COO#NASDAQ">COO</a>) is likely to report quarterly earnings at $0.93 per share on revenue of $995.81 million. 
• Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) is estimated to report quarterly earnings at $0.61 per share on revenue of $1.88 billion. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AMWD

BOSC

COST

DELL

DOOO

DXLG

FUTU

HLNE

MRVL

NTAP

PATH

ROIV

RRGB

SPMC

SPTN

Earnings Scheduled For May 29, 2025

Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) is gearing up to announce its quarterly earnings on Thursday, 2025-05-29. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Ambarella will report an earnings per share (EPS) of $0.04.
The market awaits Ambarella's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Historical Earnings Performance</h3>
During the last quarter, the company reported an EPS beat by $0.13, leading to a 17.13% drop in the share price on the subsequent day.
Here's a look at Ambarella's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2025</th>
<th>Q3 2025</th>
<th>Q2 2025</th>
<th>Q1 2025</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>-0.02</td>
<td>0.04</td>
<td>-0.19</td>
<td>-0.31</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.11</td>
<td>0.11</td>
<td>-0.13</td>
<td>-0.26</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-17.0%</td>
<td>6.0%</td>
<td>11.0%</td>
<td>21.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1748444550_0.png" alt="eps graph" />
<h3>Market Performance of Ambarella's Stock</h3>
Shares of Ambarella were trading at $62.48 as of May 27. Over the last 52-week period, shares are up 28.42%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release. 
<h3>Analyst Views on Ambarella</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Ambarella.
With 5 analyst ratings, Ambarella has a consensus rating of Buy. The average one-year price target is $94.0, indicating a potential 50.45% upside.
<h3>Analyzing Analyst Ratings Among Peers</h3>
The analysis below examines the analyst ratings and average 1-year price targets of Power Integrations, Synaptics and Diodes, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Power Integrations, with an average 1-year price target of $72.5, suggesting a potential 16.04% upside.</li>
<li>Analysts currently favor an Buy trajectory for Synaptics, with an average 1-year price target of $92.5, suggesting a potential 48.05% upside.</li>
<li>Analysts currently favor an Buy trajectory for Diodes, with an average 1-year price target of $55.0, suggesting a potential 11.97% downside.</li>
</ul>
<h3>Comprehensive Peer Analysis Summary</h3>
The peer analysis summary presents essential metrics for Power Integrations, Synaptics and Diodes, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ambarella</td>
<td>Buy</td>
<td>62.77%</td>
<td>$50.38M</td>
<td>-3.63%</td>
</tr>
<tr>
<td>Power Integrations</td>
<td>Buy</td>
<td>15.10%</td>
<td>$58.23M</td>
<td>1.18%</td>
</tr>
<tr>
<td>Synaptics</td>
<td>Buy</td>
<td>12.35%</td>
<td>$115.80M</td>
<td>-1.58%</td>
</tr>
<tr>
<td>Diodes</td>
<td>Buy</td>
<td>9.98%</td>
<td>$104.69M</td>
<td>-0.25%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Ambarella ranks first in Revenue Growth among its peers. It ranks last in Gross Profit. It ranks last in Return on Equity.
<h3>About Ambarella</h3>
Ambarella Inc is a developer of semiconductor processing solutions for high-definition video capture, sharing, and display. The firm's solutions are sold to original design manufacturers and original equipment manufacturers to be designed for use in infrastructure broadcast encoders, wearable device cameras, automotive cameras, security cameras, consumer cameras, and industrial and robotic applications. The company's system-on-a-chip designs, based on its proprietary technology platform, are highly configurable to applications in various end markets. Geographical presence in Taiwan, Asia Pacific, Europe, North America, and the United States. The firm derives the majority of its revenue from Taiwan.
<h3>Unraveling the Financial Story of Ambarella</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Positive Revenue Trend: Examining Ambarella's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 62.77% as of 31 January, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Ambarella's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of -24.08%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Ambarella's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -3.63%, the company may face hurdles in achieving optimal financial returns.
Return on Assets (ROA): Ambarella's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of -2.98%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: With a below-average debt-to-equity ratio of 0.01, Ambarella adopts a prudent financial strategy, indicating a balanced approach to debt management.
<a href="https://www.benzinga.com/quote/AMBA/earnings">To track all earnings releases for Ambarella visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Look Ahead: Ambarella's Earnings Forecast

Across the recent three months, 5 analysts have shared their insights on Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>), expressing a variety of opinions spanning from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Ambarella, presenting an average target of $94.0, a high estimate of $110.00, and a low estimate of $80.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 3.09%. 
<img src="https://www.benzinga.com/files/images/story/2025/1748372428_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
A comprehensive examination of how financial experts perceive Ambarella is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Joseph Moore</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$80.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Tore Svanberg</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$80.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Tore Svanberg</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$100.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Quinn Bolton</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$110.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$100.00</td>
<td>$100.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Ambarella. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Ambarella compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Ambarella's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Ambarella's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/AMBA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Ambarella analyst ratings.</a>
<h2>Discovering Ambarella: A Closer Look</h2>
Ambarella Inc is a developer of semiconductor processing solutions for high-definition video capture, sharing, and display. The firm's solutions are sold to original design manufacturers and original equipment manufacturers to be designed for use in infrastructure broadcast encoders, wearable device cameras, automotive cameras, security cameras, consumer cameras, and industrial and robotic applications. The company's system-on-a-chip designs, based on its proprietary technology platform, are highly configurable to applications in various end markets. Geographical presence in Taiwan, Asia Pacific, Europe, North America, and the United States. The firm derives the majority of its revenue from Taiwan.
<h3>Financial Insights: Ambarella</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Revenue Growth: Ambarella's remarkable performance in 3M is evident. As of 31 January, 2025, the company achieved an impressive revenue growth rate of 62.77%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Ambarella's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of -24.08%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): Ambarella's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of -3.63%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Ambarella's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of -2.98%, the company may face hurdles in achieving optimal financial performance.
Debt Management: With a below-average debt-to-equity ratio of 0.01, Ambarella adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Expectations For Ambarella's Future

Morgan Stanley analyst Joseph Moore maintains Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) with a Overweight and lowers the price target from $90 to $80.

Morgan Stanley Maintains Overweight on Ambarella, Lowers Price Target to $80

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