Ambarella

Ambarella

Edge AI vision processors for cameras

Overview

Ambarella develops AI vision processors for edge devices to extract meaningful insights from high-resolution video. Its chips and software run locally on cameras and embedded systems, enabling real-time analytics for applications such as ADAS, smart mirrors, drive recorders, security cameras, and industrial robotics, without sending data to the cloud. Revenue comes from licensing its AI vision processors and related software to manufacturers who integrate the tech into their products. The company differentiates itself by focusing on on-device, low-latency processing across automotive, security, consumer IoT, and industrial robotics markets, and by expanding capabilities through acquisitions like Oculii to add radar perception AI algorithms. Ambarella’s goal is to empower real-time, local decision-making in cameras and sensors, enabling safer, more capable edge devices across multiple industries.

About Ambarella

Simplify's Rating
Why Ambarella is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Automotive & Transportation

Hardware

AI & Machine Learning

Company Size

501-1,000

Company Stage

IPO

Headquarters

Santa Clara, California

Founded

2004

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Simplify's Take

What believers are saying

  • NXP's July 31, 2026 takeover talks validate Ambarella's edge-AI asset value.
  • Q1 fiscal 2027 revenue reached $100.4 million, up 16.9%, with record automotive growth.
  • Board approved a new $50 million buyback after non-GAAP profit turned positive.

What critics are saying

  • WT Microelectronics drove 61% of Q1 revenue, creating brutal distributor concentration.
  • July 2026 insider sales from Wang and Ju signal management cashing out near highs.
  • NXP integration after acquisition erases Ambarella's standalone R&D culture.

What makes Ambarella unique

  • Ambarella's CVflow chips fuse AI inference, ISP, and video encoding on one low-power SoC.
  • Hanwha's May 28, 2026 LTA spans security, robotics, industrial automation, and life sciences.
  • Record automotive revenue and 46M shipped AI units prove real design-win traction.

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Funding

Total Funding

$74.5M

Below

Industry Average

Funded Over

4 Rounds

Notable Investors:
IPO funding comparison data is currently unavailable. We're working to provide this information soon!
IPO Funding Comparison
Coming Soon

Benefits

401(k) Retirement Plan

Remote Work Options

Hybrid Work Options

Wellness Program

Mental Health Support

Conference Attendance Budget

Professional Development Budget

Stock Options

Company Equity

Phone/Internet Stipend

Home Office Stipend

Family Planning Benefits

Fertility Treatment Support

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-1%

2 year growth

-1%
Channel NewsAsia
Jul 31st, 2026
NXP in talks to buy chip developer Ambarella, FT reports.

NXP in talks to buy chip developer Ambarella, FT reports. 01 Aug 2026 01:06AM (Updated: 01 Aug 2026 01:52AM) Add CNA as a trusted source to help Google better understand and surface our content in search results. July 31: NXP Semiconductors is in talks to buy chip designer Ambarella, the Financial Times reported on Friday, citing people familiar with the matter. Shares of Ambarella, which has a market capitalization of $3.25 billion, jumped about 19 per cent, while NXP shares fell more than 3 per cent, following the report. - A potential deal can bolster NXP's capabilities in software-defined vehicles, radar and electrification, as Ambarella develops low-power AI chips and software for edge devices such as cameras, vehicles and robotics. - Discussions are ongoing and might not lead to a transaction, FT said. - NXP declined a Reuters requests for comment, while Ambarella did not immediately respond. - The development comes after NXP forecast quarterly revenue above analysts' estimates on Tuesday, signaling strong demand for its chips in automotive, industrial and data-center markets.

Yahoo Finance
Jul 4th, 2026
Ambarella senior VP sells $888K stake as chip firm posts record automotive revenue

Ju Chi-Hong, senior VP at Ambarella, sold 10,000 shares of common stock on 1 July 2026 for approximately $888,400, according to an SEC Form 4 filing. The sale reduced his direct holdings by 5.75%, leaving him with 155,924 directly held shares and 8,000 indirectly held shares. The transaction occurred at a weighted average price of $88.84 per share, about 6.2% above the session's opening price of $83.63. The sale was larger than Ju's average transaction size of approximately 3,569 shares. Ambarella's revenue rose 16.9% to $100.4 million in the latest quarter, with automotive revenue reaching a record high. Management guided for $105 million to $111 million in revenue next quarter. Non-GAAP earnings improved to $0.11 per share, and the board authorised a new $50 million buyback programme.

InsiderTrades.com
Jun 19th, 2026
Ambarella (NASDAQ:AMBA) VP Chi-Hong Ju sells 2,017 shares of stock.

Ambarella (NASDAQ:AMBA) VP Chi-Hong Ju sells 2,017 shares of stock. June 19, 2026 by InsiderTrades.com Key points. * Ambarella insider Chan Lee sold 2,951 shares on June 17 for about $200,284 at an average price of $67.87, reducing direct ownership by 1.84% to 157,098 shares. * Ambarella recently reported quarterly EPS of $0.11, matching estimates, on revenue of $100.36 million, which was up 16.9% year over year. * Analysts remain cautiously positive overall, with a Moderate Buy consensus and an average price target of $100.50, though one firm recently downgraded the stock to hold. Ambarella, Inc. (NASDAQ:AMBA - Get Free Report) VP Chi-Hong Ju sold 2,017 shares of the business's stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $67.87, for a total value of $136,893.79. Following the completion of the transaction, the vice president directly owned 165,924 shares in the company, valued at approximately $11,261,261.88. This represents a 1.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Ambarella price performance. Shares of NASDAQ:AMBA opened at $69.97 on Friday. Ambarella, Inc. has a 1 year low of $48.30 and a 1 year high of $96.69. The company has a market capitalization of $3.07 billion, a PE ratio of -43.46 and a beta of 2.15. The business has a fifty day moving average price of $70.60 and a two-hundred day moving average price of $66.68. Ambarella (NASDAQ:AMBA - Get Free Report) last released its earnings results on Thursday, May 28th. The semiconductor company reported $0.11 EPS for the quarter, hitting analysts' consensus estimates of $0.11. The company had revenue of $100.36 million for the quarter, compared to analysts' expectations of $100.12 million. Ambarella had a negative return on equity of 10.94% and a negative net margin of 17.18%.The business's revenue for the quarter was up 16.9% compared to the same quarter last year. During the same period in the previous year, the business posted $0.07 EPS. Sell-side analysts anticipate that Ambarella, Inc. will post -1.13 earnings per share for the current year. Wall street analysts forecast growth. Discover more Zacks data integration Corporate insider profiles Insider trading reports AMBA has been the subject of a number of research reports. Consumer Edge reissued a "buy" rating on shares of Ambarella in a research report on Friday, May 22nd. Bank of America increased their price objective on Ambarella from $72.00 to $96.00 and gave the company a "neutral" rating in a report on Friday, May 29th. Northland Securities set a $101.00 target price on Ambarella in a research report on Wednesday. Rosenblatt Securities restated a "buy" rating and issued a $115.00 target price on shares of Ambarella in a research note on Tuesday, May 26th. Finally, Summit Insights cut Ambarella from a "buy" rating to a "hold" rating in a research report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $100.50. Institutional trading of Ambarella. Hedge funds and other institutional investors have recently modified their holdings of the business. Main Management ETF Advisors LLC lifted its stake in shares of Ambarella by 1.0% during the 4th quarter. Main Management ETF Advisors LLC now owns 17,226 shares of the semiconductor company's stock valued at $1,220,000 after buying an additional 176 shares in the last quarter. National Bank of Canada FI raised its holdings in Ambarella by 18.9% during the 3rd quarter. National Bank of Canada FI now owns 1,146 shares of the semiconductor company's stock valued at $95,000 after acquiring an additional 182 shares during the period. Pallas Capital Advisors LLC lifted its position in shares of Ambarella by 6.5% during the fourth quarter. Pallas Capital Advisors LLC now owns 3,109 shares of the semiconductor company's stock worth $220,000 after acquiring an additional 190 shares in the last quarter. Natixis Advisors LLC lifted its position in shares of Ambarella by 1.5% during the third quarter. Natixis Advisors LLC now owns 13,721 shares of the semiconductor company's stock worth $1,132,000 after acquiring an additional 204 shares in the last quarter. Finally, Mariner LLC boosted its holdings in shares of Ambarella by 2.6% in the third quarter. Mariner LLC now owns 8,574 shares of the semiconductor company's stock worth $707,000 after acquiring an additional 219 shares during the period. Institutional investors own 82.09% of the company's stock. Ambarella company profile. Ambarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella's platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption. Ambarella's product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics. Further reading. This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected]. Insider Buying or Selling at Ambarella? Sign-up to receive InsiderTrades.com's daily insider buying and selling report for Ambarella and related companies. From Our Partners

Yahoo Finance
Jun 15th, 2026
AI moves beyond data centers: Ambarella emerges as edge computing play with 46M chips shipped

Ambarella, a semiconductor company specialising in edge AI chips, is positioned to benefit from the shift of artificial intelligence from data centres to real-world applications. The company designs chips primarily for automotive and Internet of Things markets, with over 46 million edge AI chips shipped to date. The edge AI market is forecast to grow from $25 billion in 2025 to nearly $119 billion by 2033, representing a compound annual growth rate of approximately 22%, according to Grand View Research. Edge AI enables devices like drones, robots and autonomous vehicles to process AI workloads locally for real-time decision-making. Whilst Nvidia remains dominant in AI infrastructure, Ambarella's focus on edge computing positions it to capture growing demand for AI-powered physical devices requiring local processing capabilities.

Yahoo Finance
May 29th, 2026
Ambarella lands $800M Hanhwa deal, hits record automotive revenue despite $29.6M cash outflow

Ambarella Inc reported Q1 2027 revenue of $100.4 million, up 16.9% year-over-year but down 0.5% sequentially. The company achieved record automotive segment revenue with strong double-digit growth and announced a long-term agreement with Hanhwa potentially generating over $800 million over 10 years. Non-GAAP gross margin reached 59.9%, whilst non-GAAP net profit was $5 million or $0.11 per diluted share. The company has shipped more than 46 million AI SoCs cumulatively. However, the consumer IoT business declined double-digits sequentially, and the company reported a free cash outflow of $29.6 million. Cash and marketable securities stood at $277.8 million. For Q2, Ambarella forecasts revenue of $105 million to $111 million, with gross margins between 59% and 60.5%.

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