AMBA Ambarella, Inc.

AMBA Ambarella, Inc.

Technology · Semiconductor Equipment & Materials

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $69.47 · VWAP $71.32 · -13.5% vs 12m avg buyer

downtrend vol: normalchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CEO, CFO + 3 others sold $1.1M, Sep 18–28

Coverage

1 related campaign

Watchlists @ai-bottlenecks@robotics

AMBA Price Structure

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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
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ISRGE+11.6% -0.3%1d +0.7%7d ADI+9.2% -2.1%1d -2.6%7d ZBRA+8.2% -2.3%1d -4.7%7d BB+5.5% -7.4%1d -9.5%7d TEL+5.2% -0.2%1d -2.6%7d RRX+3.2% -1.4%1d -6.7%7d TDY+2.9% -0.2%1d +0.8%7d ROK+2.7% +1.0%1d -1.5%7d APH+2.7% -2.6%1d -9.0%7d RBC+2.3% +0.2%1d -1.0%7d NVDA+0.1% -1.4%1d -6.6%7d TSLA-0.9% -2.1%1d -7.3%7d KLIC-1.2% -5.3%1d -14.5%7d AMBA-1.7% -2.6%1d -8.5%7d ALNT-2.2% -4.5%1d -15.7%7d LSCC-2.5% -3.2%1d -17.8%7d ROBO-2.9% -2.6%1d -7.3%7d NOVT-3.0% -4.5%1d -8.8%7d ST-3.2% -1.8%1d -4.0%7d TKR-3.7% -0.6%1d -3.2%7d TER-4.7% -5.3%1d -19.3%7d BOTZ-4.9% -2.1%1d -6.9%7d PATH-5.7% -6.3%1d -4.7%7d MBLY-7.7% -2.8%1d +1.7%7d INVZ-8.1% +0.5%1d -8.2%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d XPEV-10.7% -4.2%1d -6.8%7d CCXI-11.8% -6.1%1d -2.5%7d OUST-16.4% -9.3%1d -28.8%7d AMBQ-16.7% -4.2%1d -14.8%7d MP-18.0% -3.5%1d -12.9%7d RR-19.9% -9.2%1d -21.3%7d ATOM-20.4% -7.5%1d -26.0%7d ACHR-22.0% -4.7%1d -17.9%7d JOBY-23.4% -3.1%1d -14.3%7d AUR-23.6% -10.0%1d -16.6%7d SERV-24.7% -7.5%1d -25.8%7d HSAI-25.5% -7.0%1d -22.4%7d AEVA-30.4% -8.8%1d -26.6%7d MVIS-30.7% -8.1%1d -5.8%7d ARBE-30.9% -5.4%1d -16.3%7d INDI-39.7% -9.0%1d -30.0%7d KITT-66.9% -1.6%1d -15.5%7d
@ai-bottlenecks
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-2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d 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-9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d

Desk commentary

Authored analysis and challenge notes tied to AMBA.

1

Next earnings AMBA reports in 45 days Dec 1

Last report Sep 3

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.

full note →

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 11 quarters · newest report Sep 3 · projection Oct 16

Result
Sep 3 0.170.18 GAAP ≠ +5.3%Beat
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

Recent news

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 3 days ago · Oct 14

AMBA research tape

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

brief A Flat Index Over a Chip Rout, and Cipher's Zero-Coupon Haircut brief AI’s Suppliers Split From Its Buyers brief Tuesday's Winners Sold as One, Memory Held, and the Crowd Prices a Hike earnings AMBA earnings — 2026-09-03 brief Three Beats, Three Selloffs, and a Hike Nobody Hedged
Types
Oct 13 Market Brief A Flat Index Over a Chip Rout, and Cipher's Zero-Coupon Haircut
AFRMAGMAI.PAALLYEAMBAFRMICIFRS +4 more
Sep 28 Market Brief AI’s Suppliers Split From Its Buyers
AGROAMBAAPLEASHRBOXCDNAKODMDB +4 more
Sep 9 Market Brief Tuesday's Winners Sold as One, Memory Held, and the Crowd Prices a Hike
AAPLADBEARKKARWASANBTDRBRZECASY +4 more
Sep 3 Catalyst AMBA earnings
AMBA
Sep 2 Market Brief Three Beats, Three Selloffs, and a Hike Nobody Hedged
AMBAANFAPLEATEYYATIAVTDELLCRDO +4 more
Aug 27 Catalyst AMBA earnings
AMBA
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXEPLTR +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