AMBA earnings — 2026-09-03

Ambarella reported second-quarter fiscal 2027 results after the close on September 3: revenue of $108.1 million, up 13.2% year over year, and EPS of $0.18, one cent above consensus (per MarketBeat). The release also cited a lower GAAP gross margin year over year and a GAAP net loss. Guidance for the third quarter of fiscal 2027 is revenue of $115–124 million, centered near the $119.3 million consensus estimate.

Ahead of the print, GuruFocus (2026-09-02) framed the stock as roughly 21.6% undervalued on its GF Value measure, with investor focus on growth despite continuing losses — a pre-print setup note, not a result.

AMBA settled at $62.89, down 0.77% on the day on 4.98x average volume, RSI 32.2 in a down trend (settled close, 2026-09-04, the session following the after-market print). A modest EPS beat and in-line guidance produced only a small settled move.

Sources

• Q2 FY2027 revenue and guidance: Ambarella, Inc. press release, GlobeNewswire, 2026-09-03, via latest
• EPS vs. consensus: MarketBeat, 2026-09-03, same pull
• Pre-print valuation framing: GuruFocus, 2026-09-02, same pull
• Settled price, volume, RSI and trend: robotics