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AMBA

Ambarella (AMBA) Stock Forecast & Price Target

Ambarella (AMBA) Analyst Ratings

Based on 7 analyst ratings
Buy
Strong Buy 43%
Buy 43%
Hold 14%
Sell 0%
Strong Sell 0%

Bulls say

Ambarella Inc has demonstrated a robust increase in average selling prices (ASPs), achieving a year-over-year rise of approximately 20%, which reflects the adoption of its advanced third-generation system-on-chip (SoC) solutions. The company's revenue growth is significant, with fiscal fourth quarter 2026 (F4Q26) revenue guidance allowing for an upward revision of the full-year 2026 revenue outlook to a projected increase of 36-38% year-over-year, supported by a strong performance in both IoT and automotive sectors. Additionally, the expansion of edge AI applications, which now accounts for roughly 80% of the company's revenues, is anticipated to drive further growth, underpinned by rising AI performance requirements and the breadth of applications utilizing Ambarella’s products.

Bears say

Ambarella Inc. reported non-GAAP EPS of $0.27, exceeding estimates, but the sequential outlook indicates a decline in both IoT and Automotive segments, anticipated to fall in the high-single digits due to normal seasonal patterns. The company's guidance for the F4Q26 gross margin reflects a reduction to 59.8%, underperforming against previous expectations, largely driven by a mix shift towards higher-volume customers that may utilize volume discounts. Additionally, a concentrated customer base creates vulnerability in revenue streams, with potential adverse effects stemming from any decrease in sales to key original design manufacturers (ODMs) or camera products by original equipment manufacturers (OEMs).

Ambarella (AMBA) has been analyzed by 7 analysts, with a consensus rating of Buy. 43% of analysts recommend a Strong Buy, 43% recommend Buy, 14% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Ambarella and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Ambarella (AMBA) Forecast

Analysts have given Ambarella (AMBA) a Buy based on their latest research and market trends.

According to 7 analysts, Ambarella (AMBA) has a Buy consensus rating as of Apr 8, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $98.29, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $98.29, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Ambarella (AMBA)


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