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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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?

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다음은 지난주 큰 폭의 상승세를 보인 7개의 중형주 주식이다. 이 주식들은 여러분의 포트폴리오에 있나요? 1. 셈테크(NASDAQ:SMTC)의 주식은 회사가 예상보다 나은 2분기 재무 결과를 발표한 후 19.43% 급등했다. 몇몇 애널리스트들은 주가 목표를 상향 조정했다.

암바렐라 및 빌 홀딩스는 지난주 최고 성과를 보여준 7개 중형주 중 일부 (8월 25일-8월 31일)

Ambarella Inc

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<p><a href="https://www.globenewswire.com/Tracker?data=La6MY-MKx7UmV8qQcEzPZ7xHHkHBSwtTRANPsF7S-td9kkthTqIWoM3Ls1KFL3Js8EEFEUEjhK60mlWS5xx2F8frPcFgb01L6AD5LY53cWM=">Ambarella, Inc.</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>), an edge AI semiconductor company, today announced during the <a href="https://www.globenewswire.com/Tracker?data=obV59yBsuag7ivUFMuHBSlZpZbLjXLwSzTUGtvFlw-WFcYBdUuquszImh1fSyrPT4Q4lkJoreSV_oien6Y8Aku4rOX0xOS3zY5PwkCQsW4g=">ISC West</a> security expo that it is continuing to push the envelope for what is possible with generative AI at the edge. As a leading supplier of edge AI systems-on-chip (SoCs), Ambarella recently achieved the milestone of 30 million cumulative units shipped. The company is reinforcing that business and technology leadership with live demonstrations at this week's show of its latest cutting-edge GenAI and vision AI capabilities.</p>


Ambarella Showcases Next-Gen AI Chips After Hitting 30M Units Shipped

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Shares of companies in the broader technology sector are trading higher. The sector may be rising as the overall market rebounds after falling recently on tariff concerns.

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Shares of chip stocks are trading higher as tech stocks rebound following softer-than-expected Feb. CPI figures. It was also reported that TSMC pitched a joint venture to Nvidia, AMD, Broadcom and Qualcomm to operate Intel's factories.

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Shares of chip stocks are trading lower amid recession worries due to uncertainty regarding tariffs and trade policy. President Trump said there is a "period of transition."

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Semiconductor and hardware stocks are trading lower after a Wall Street Journal report revealed that Chinese buyers have been ordering Nvidia chips despite U.S. restrictions. Additionally, President Trump confirmed Mar. 4 tariffs, which could drive further trade uncertainty.

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Shares of semiconductor companies are trading lower in sympathy with Nvidia, which reversed amid a possible selloff after reporting Q4 financial results.

Ambarella shares are trading lower after the company reported a Q4 Adj EPS miss.

<p>Stifel  analyst Tore Svanberg   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 $95 to $100.</p>


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Analyst Ratings

Stifel Maintains Buy on Ambarella, Raises Price Target to $100

<p>4 analysts have shared their evaluations of Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.</p>
<p>The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.</p>
<table>
<thead>
<tr>
<th></th>
<th align="right"><strong>Bullish</strong></th>
<th align="right"><strong>Somewhat Bullish</strong></th>
<th align="right"><strong>Indifferent</strong></th>
<th align="right"><strong>Somewhat Bearish</strong></th>
<th align="right"><strong>Bearish</strong></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>Total Ratings</strong></td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>Last 30D</strong></td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td><strong>1M Ago</strong></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><strong>2M Ago</strong></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><strong>3M Ago</strong></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>
</tbody>
</table>
<p>The 12-month price targets, analyzed by analysts, offer insights with an average target of $102.5, a high estimate of $110.00, and a low estimate of $100.00. Observing a 3.8% increase, the current average has risen from the previous average price target of $98.75. </p>
<p><img src="https://www.benzinga.com/files/images/story/2025/1740661323_0.png" alt="price target chart" /></p>
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
<p>The standing of Ambarella among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.</p>
<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>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>
<tr>
<td>Christopher Rolland</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Positive</td>
<td>$100.00</td>
<td>$95.00</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><strong>Action Taken:</strong> 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><strong>Rating:</strong> Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Ambarella compared to the broader market.</li>
<li><strong>Price Targets:</strong> 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>
<p>Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Ambarella's market standing. Stay informed and make well-considered decisions with our Ratings Table.</p>
<p><a href="https://www.benzinga.com/quote/AMBA/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage"><strong>Stay up to date on Ambarella analyst ratings.</strong></a></p>
<h2>Discovering Ambarella: A Closer Look</h2>
<p>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, and security cameras. Ambarella'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.</p>
<h3>Understanding the Numbers: Ambarella's Finances</h3>
<p><strong>Market Capitalization:</strong> With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.</p>
<p><strong>Revenue Growth:</strong> Ambarella displayed positive results in 3 months. As of 31 October, 2024, the company achieved a solid revenue growth rate of approximately <strong>63.36%</strong>. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Information Technology sector.</p>
<p><strong>Net Margin:</strong> Ambarella's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive <strong>-29.12%</strong> net margin, the company effectively manages costs and achieves strong profitability.</p>
<p><strong>Return on Equity (ROE):</strong> Ambarella's ROE stands out, surpassing industry averages. With an impressive ROE of <strong>-4.37%</strong>, the company demonstrates effective use of equity capital and strong financial performance.</p>
<p><strong>Return on Assets (ROA):</strong> Ambarella's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of <strong>-3.64%,</strong> the company may face hurdles in achieving optimal financial performance.</p>
<p><strong>Debt Management:</strong> Ambarella's debt-to-equity ratio is below the industry average at <strong>0.01</strong>, reflecting a lower dependency on debt financing and a more conservative financial approach.</p>
<h2>Understanding the Relevance of Analyst Ratings</h2>
<p>Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.</p>
<p>Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.</p>
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4 Analysts Assess Ambarella: What You Need To Know

<p>Needham  analyst Quinn Bolton   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 $100 to $110.</p>


Needham Maintains Buy on Ambarella, Raises Price Target to $110

<p>Rosenblatt  analyst Kevin Cassidy   maintains Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) with a Buy and maintains $100 price target.</p>


Rosenblatt Maintains Buy on Ambarella, Maintains $100 Price Target

Ambarella shares are trading higher after the company reported better-than-expected Q4 sales results.

<p>Ambarella (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMBA#NASDAQ">AMBA</a>) reported quarterly losses of $(0.11) per share which missed the analyst consensus estimate of $(0.02) by 450 percent. This is a 54.17 percent increase over losses of $(0.24) per share from the same period last year.  The company reported quarterly sales of $84.00 million which beat the analyst consensus estimate of $78.04 million by 7.64 percent.  This is a 62.74 percent increase over sales of $51.62 million the same period last year.</p>


Earnings Beats

Earnings Misses

Ambarella Q4 2025 Adj EPS $(0.11) Misses $(0.02) Estimate, Sales $84.00M Beat $78.04M Estimate

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