US · Technology · Semiconductor Equipment & Materials
EPS came in at -0.34 against a street estimate of -0.30 — a miss of 13.3%.
Analysts rate Ambarella Inc a buy (8 buy, 7 hold, 0 sell out of 15) with an average price target of $89.36.
CONFIDENT AMBA delivered Q2 FY27 revenue of $108.1M (+7.7% QoQ, +13.2% YoY) with record AGI revenue and new CV75/CV72 AI SoC ramp. Management raised 5-year SAM to $22.9B by FY32 (20% CAGR) driven by edge infrastructure. Two major partnerships announced for indirect sales channels. Q2 FY2027 Two logistics partners account for 71.2% of Q2 revenue; WT Microelectronics in Taiwan dominates. Analysts probed memory shortage near-term impact (management signaled Q3 comfort, Q4 uncertainty), timeline for indirect channel revenue (2–3 years for meaningful contribution), and competitive positioning of X7 (power efficiency vs. GPUs and 50+ other specialty chips). Management emphasized Cooper software platform maturity and broad IP portfolio as differentiators. 2026-09-03…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 8.58% |
| Vanguard Portfolio Management, LLC | 8.42% |
| State Street Corp | 4.48% |
| Vanguard Capital Management, LLC | 4.11% |
| Manufacturers Life Insurance Co | 3.59% |
| Geode Capital Management, LLC | 2.33% |
| T. Rowe Price Associates, Inc. | 2.16% |
| Legal & General Group PLC | 2.10% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 AMBARELLA, INC. – FORM 10-Q SUMMARY Quarter Ended July 31, 2026 --- HEADLINE NUMBERS • Revenue (6 months): $208.5 million vs. $181.4 million prior | 2026-09-04 |
| Results announced · Q3 FY2027 AMBARELLA, INC. – Q2 FISCAL 2027 RESULTS SUMMARY HEADLINE NUMBERS • Q2 FY2027 Revenue: $108.1 million, up 13.2% year-over-year from $95.5 million in | 2026-09-03 |
| Board / officer change · Q2 FY2027 AMBARELLA, INC. – 8-K SUMMARY (June 26, 2026) HEADLINE NUMBERS • Outstanding shares as of record date (May 5, 2026): 43,861,484 ordinary shares • Sh | 2026-07-01 |
| Quarterly report · Q1 FY2027 AMBARELLA, INC. – FORM 10-Q SUMMARY Q1 Fiscal 2027 (Quarter Ended April 30, 2026) --- HEADLINE NUMBERS • Revenue: $100.4 million (Q1 FY2027) vs. $8 | 2026-06-02 |
| Results announced · Q2 FY2027 AMBARELLA, INC. – Q1 FY2027 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $100.4 million, up 16.9% year-over-year from $85.9 million in Q1 FY2026 • GA | 2026-05-28 |
| Proxy statement · Q2 FY2027 AMBARELLA, INC. – PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect three Class II directors (Gregory M. Bryant, D. Jeffre | 2026-05-15 |
| Annual report FY2026 AMBARELLA, INC. – FORM 10-K SUMMARY Fiscal Year Ended January 31, 2026 --- HEADLINE NUMBERS • Market capitalization: $2.2 billion (as of July 31, 2 | 2026-03-23 |
| Board / officer change · Q1 FY2027 AMBARELLA, INC. - 8-K SUMMARY HEADLINE NUMBERS • Filing Date: February 23, 2026 (earliest event reported) • Company: Ambarella, Inc. (Nasdaq: AMBA) | 2026-02-27 |
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Google PlayApp StoreData updated 2026-09-18.