AMBA Ambarella, Inc.

AMBA Ambarella, Inc.

Technology · Semiconductor Equipment & Materials

Desk view

Watchinglow conviction
Perspectives Physical AI Robotics

Market read

POC $69.47 · VWAP $73.57 · +6.8% vs 12m avg buyer

pullback vol: normalchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

1 related perspective

Watchlists @robotics

AMBA Price Structure

Loading chart…

Loading timeframes…

Peers

Every watchlist AMBA belongs to, members best 30-day change first — AMBA highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@robotics
View watchlist →
ACHR+43.9% -3.5%1d +2.2%7d AEVA+42.1% +2.0%1d +0.1%7d ZBRA+38.8% -1.3%1d -1.9%7d TER+37.5% +5.8%1d +21.4%7d PATH+31.6% -0.1%1d +2.2%7d OUST+29.9% -1.2%1d +14.4%7d MP+29.3% -0.4%1d +7.0%7d ALNT+28.9% +1.4%1d 0.0%7d AMBA+27.0% -4.3%1d -4.2%7d DASTF+23.3% -1.7%1d +3.5%7d INDI+23.0% 0.0%1d +26.0%7d HSAIE+20.5% -0.8%1d -6.5%7d KITT+20.3% +4.4%1d -18.1%7d CCXI+18.9% +0.8%1d +6.6%7d AUR+15.0% -0.3%1d -0.3%7d NOVT+13.5% +1.3%1d +2.9%7d APH+13.0% +2.3%1d +1.9%7d ISRG+13.0% -1.1%1d -0.8%7d ARBE+11.0% +1.3%1d +11.0%7d NVDA+10.9% -0.1%1d +3.4%7d BOTZ+9.9% +0.2%1d +1.1%7d JOBY+9.4% -0.1%1d -10.3%7d ROBO+8.9% 0.0%1d +1.6%7d RRE+7.5% -4.4%1d +0.6%7d TEL+6.9% +0.5%1d +1.4%7d TDY+6.6% -0.3%1d -1.9%7d LSCC+5.9% +1.7%1d +3.4%7d KLIC+4.7% +2.7%1d +17.7%7d ADIE+4.0% +0.2%1d +1.7%7d CGNX+4.0% +1.5%1d +3.5%7d ABBNY+3.9% +0.3%1d +1.5%7d SYM+2.7% -0.8%1d +5.7%7d ST+2.2% -0.7%1d +0.3%7d 6324.T+0.1% -0.5%1d +1.6%7d MBLY+0.1% +3.5%1d +5.4%7d FANUY-1.6% +2.2%1d +0.7%7d TKR-2.8% +0.3%1d +5.9%7d BB-2.9% -1.9%1d -1.1%7d RBC-3.1% -0.5%1d +0.2%7d ATOM-3.6% -3.2%1d +1.1%7d SERV-3.7% -1.8%1d -0.6%7d ROK-3.7% -1.1%1d +2.2%7d AMBQ-6.3% +5.2%1d +6.1%7d XPEV-9.8% +4.3%1d +1.8%7d TSLA-10.9% -0.9%1d +2.5%7d RRX-15.6% -0.6%1d +0.7%7d NCTKF-20.8% 0.0%1d 0.0%7d INVZ-38.3% 0.0%1d -5.1%7d MVIS-52.4% -4.0%1d -42.9%7d

Desk commentary

Authored analysis and challenge notes tied to AMBA.

1

Next earnings AMBA reports in 16 days Sep 3

Against street estimates

How AMBA's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report May 28 · projection Aug 17

Result
May 28 0.100.11 GAAP ≠ +5.4%Beat
Feb 26 0.100.13+26.7%Beat
Nov 25 '25 0.210.27 GAAP ≠ +29.6%Beat
Aug 28 '25 0.050.15 GAAP ≠ +177.1%Beat
May 29 '25 0.040.07 GAAP ≠ +83.1%Beat
Feb 26 '25 -0.020.11+651.4%Beat
Nov 26 '24 0.040.11 GAAP ≠ +214.2%Beat
Aug 27 '24 -0.19-0.13 GAAP ≠ +32.5%Beat

News (last pull)

Headlines about AMBA from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 40 days ago · Jul 9

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

AMBA research tape

4 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief Fear Disarms Into the Week's Biggest Print Wall brief One Tape, Two Markets Tweet @crux_capital_ — his 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VP... rotation robotics-rotation-source-convergence — rotation signal
Types
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXPLTR +4 more
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 2 Tweet his 5 conviction Physical AI names (40-50% of book): OUST/AMBA/CGNX/AEVA/VPG/CCXI
OUSTAMBACGNXAEVAVPGCCXI#physical-ai-robotics
Jun 30 Market Signal Robotics Rotation Source Convergence
VPGOUSTAMBACCXI#physical-ai-robotics