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Ambarella, Inc.(AMBA)Earnings, Financials & Key Ratios
AMBA•NASDAQ
$71.82
Price updated Jul 7, 2026
AboutAmbarella, Inc. develops semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions are used in automotive cameras, such as automotive video recorders, electronic mirrors, front advanced driver assistance system camera, cabin monitoring system and driver monitoring system camera, and central domain controllers for autonomous vehicle; and professional and home internet protocol security camera; robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras, as well as cameras for the 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. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.Show more
- Revenue$391M+37.2%
- EBITDA-$57M+43.4%
- Net Income-$76M+35.2%
- EPS (Diluted)-1.78+37.3%
- Gross Margin57.96%-1.5%
- EBITDA Margin-14.57%+58.7%
- Operating Margin-21.12%+52.5%
- Net Margin-19.42%+52.8%
- ROE-13.12%+37.2%
AMBA Price & Volume
Ambarella, Inc. (AMBA) stock price & volume — 10-year historical chart
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Persistent R&D Intensity Challenges Operating Profitability Trajectory
Investment Thesis • Updated 2027Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Adequate
Cash Flow:Burning
Primary Risk:Persistent R&D Cash Burn
Key Thesis Takeaways
- Ambarella faces a critical juncture where its high-intensity R&D strategy, consuming over $58 million per quarter, continues to outpace gross profit generation and prevent sustained operating profitability.
- While the company maintains a resilient gross margin profile near 58%, the lack of clear operating leverage and the reliance on stock-based compensation exceeding $21 million per quarter raise concerns regarding long-term shareholder value creation.
- Investors should monitor whether the company can achieve a definitive inflection point in revenue growth, which has decelerated to 16.9% in 2027Q1, to justify its current valuation and capital structure.
Verdict Logic
the company continues to burn cash with a negative $29.6 million free cash flow in 2027Q1 and lacks a clear path to profitability as operating expenses consistently exceed gross profit.
AMBA Growth Metrics
Ambarella, Inc. (AMBA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.13%
5 Years11.87%
3 Years4.99%
TTM28.12%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM32.74%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM35.34%
Return on Capital
10 Years-9.22%
5 Years-15.95%
3 Years-20.59%
Last Year-13.89%
AMBA Recent Earnings
Ambarella, Inc. (AMBA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
May 28, 2026Metric
Actual
Est
EPS
$0.11+10.9%
$0.10
Rev
$100M+0.2%
$100M
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$0.13+30.0%
$0.10
Rev
$101M+0.7%
$100M
Q4 2025
Nov 25, 2025Metric
Actual
Est
EPS
$0.27+32.8%
$0.20
Rev
$108M+4.1%
$104M
Q3 2025
Aug 28, 2025Metric
Actual
Est
EPS
$0.15+150.0%
$0.06
Rev
$96M+1.8%
$94M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 28, 2026 | $0.11vs $0.10+10.9% | $100Mvs $100M+0.2% |
| Q1 2026 | Feb 26, 2026 | $0.13vs $0.10+30.0% | $101Mvs $100M+0.7% |
| Q4 2025 | Nov 25, 2025 | $0.27vs $0.20+32.8% | $108Mvs $104M+4.1% |
| Q3 2025 | Aug 28, 2025 | $0.15vs $0.06+150.0% | $96Mvs $94M+1.8% |
Based on last 12 quarters of dataView full earnings history →
Latest AMBA News
Recent stock market news and headlines for Ambarella, Inc. (AMBA)
The Motley Fool·Jun 20, 2026
Why Did Ambarella's CFO Sell Over 5,000 Company Shares?CFO John Young sold 5,033 shares for a total of ~$340,000 on June 17, 2026. This sale represented 4.28% of Young's direct holdings, reducing direct ownership to 112,590 shares.
Peers Comparison
Key metrics vs top competitors for Ambarella, Inc. (AMBA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $71.82 | $3.15B | -40.35 | 37.15% | -19.42% | -13.12% | — | |
| $84.15 | $45.62B | 323.65 | 7.08% | 4.29% | 3.05% | — | |
| $42.76 | $1.19B | -97.18 | 2.49% | -10.47% | -3.89% | — | |
| $217.80 | $7.18B | -110.00 | 34.29% | -6.13% | -4.66% | — | |
| $51.55 | $9.55B | -640.37 | 22.77% | -1.67% | -1.57% | — | |
| $58.15 | $2.7B | -118.67 | -11.11% | -14.69% | -4.89% | — |
Compare AMBA vs Peers
Ambarella, Inc. (AMBA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
AMBA SEC Filings & Documents
Ambarella, Inc. (AMBA) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 28, 2026·SEC
Material company update
Feb 27, 2026·SEC
Material company update
Feb 26, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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AMBA Frequently Asked Questions
Ambarella, Inc. (AMBA) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Ambarella, Inc.'s revenue?
Ambarella, Inc. (AMBA) reported $405.2M in revenue for fiscal year 2026. This represents a 466% increase from $71.5M in 2010.
How fast is Ambarella, Inc. growing?
Ambarella, Inc. (AMBA) grew revenue by 37.2% over the past year. This is strong growth.
Is AMBA profitable?
Ambarella, Inc. (AMBA) reported a net loss of $69.6M for fiscal year 2026.
Dividend & Returns
What is AMBA's return on equity?
Ambarella, Inc. (AMBA) has a return on equity (ROE) of -13.1%. Negative ROE indicates the company is unprofitable.
What is Ambarella, Inc.'s free cash flow?
Ambarella, Inc. (AMBA) generated $26.2M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.