VLSI Physical Design / APR Engineer

Ambarella (NASDAQ:AMBA) director sells 250 shares of stock. September 28, 2026 Key points. * Ambarella director Christopher Paisley sold 250 shares at an average price of $70.76, totaling $17,690, under a pre-arranged Rule 10b5-1 trading plan. He retained 43,930 shares after the sale. * Ambarella shares fell 5.5% to $68.68, with the company valued at approximately $3.03 billion. The stock has traded between $48.30 and $96.69 over the past year. * The company slightly exceeded quarterly expectations, reporting $0.18 in earnings per share and $108.12 million in revenue, up 13.2% year over year. Analysts hold a consensus "Hold" rating with an average price target of $89.56, while institutional investors own 82.09% of the stock. * MarketBeat previews top five stocks to own in October. Ambarella, Inc. (NASDAQ:AMBA - Get Free Report) Director Christopher Paisley sold 250 shares of the business's stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $70.76, for a total value of $17,690.00. Following the completion of the sale, the director directly owned 43,930 shares in the company, valued at approximately $3,108,486.80. The trade was a 0.57% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Ambarella stock down 5.5%. NASDAQ AMBA traded down $4.00 during trading on Monday, hitting $68.68. The stock had a trading volume of 1,213,071 shares, compared to its average volume of 1,351,847. The company has a market capitalization of $3.03 billion, a PE ratio of -53.24 and a beta of 2.09. The firm has a 50 day moving average price of $71.98 and a 200 day moving average price of $68.63. Ambarella, Inc. has a twelve month low of $48.30 and a twelve month high of $96.69. Ambarella (NASDAQ:AMBA - Get Free Report) last posted its quarterly earnings data on Thursday, September 3rd. The semiconductor company reported $0.18 earnings per share for the quarter, topping analysts' consensus estimates of $0.17 by $0.01. Ambarella had a negative return on equity of 10.03% and a negative net margin of 13.48%.The business had revenue of $108.12 million for the quarter, compared to analyst estimates of $107.76 million. During the same quarter in the prior year, the company earned $0.15 earnings per share. The company's revenue was up 13.2% on a year-over-year basis. On average, sell-side analysts anticipate that Ambarella, Inc. will post -1.12 earnings per share for the current year. Analyst ratings changes. AMBA has been the topic of a number of research analyst reports. Northland Securities set a $101.00 target price on Ambarella in a research report on Wednesday, June 17th. Craig Hallum downgraded Ambarella from a "buy" rating to a "hold" rating and set a $70.00 price target on the stock. in a research note on Friday, September 4th. Rosenblatt Securities reaffirmed a "buy" rating and set a $120.00 price target on shares of Ambarella in a research report on Wednesday, September 16th. Roth Capital reduced their price objective on Ambarella from $90.00 to $65.00 and set a "neutral" rating for the company in a research note on Friday, September 4th. Finally, Needham & Company LLC reissued a "buy" rating on shares of Ambarella in a report on Friday, September 4th. Five analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $89.56. Discover more Market Cap Calculator Market Data Access Stock Market News Institutional trading of Ambarella. A number of hedge funds have recently added to or reduced their stakes in AMBA. Jericho Capital Asset Management L.P. increased its holdings in shares of Ambarella by 30.8% in the fourth quarter. Jericho Capital Asset Management L.P. now owns 1,587,081 shares of the semiconductor company's stock valued at $112,429,000 after purchasing an additional 373,734 shares during the period. The Manufacturers Life Insurance Company lifted its holdings in shares of Ambarella by 49.5% during the first quarter. The Manufacturers Life Insurance Company now owns 1,586,082 shares of the semiconductor company's stock worth $81,644,000 after purchasing an additional 524,937 shares during the period. Geode Capital Management LLC grew its position in Ambarella by 3.6% in the 4th quarter. Geode Capital Management LLC now owns 1,020,527 shares of the semiconductor company's stock valued at $72,305,000 after buying an additional 35,510 shares during the last quarter. Dimensional Fund Advisors LP grew its position in Ambarella by 28.1% in the 1st quarter. Dimensional Fund Advisors LP now owns 638,587 shares of the semiconductor company's stock valued at $32,866,000 after buying an additional 139,928 shares during the last quarter. Finally, Legal & General Group Plc increased its stake in Ambarella by 18.4% in the 4th quarter. Legal & General Group Plc now owns 614,017 shares of the semiconductor company's stock valued at $43,497,000 after buying an additional 95,218 shares during the period. 82.09% of the stock is owned by institutional investors and hedge funds. Ambarella company profile. Ambarella, Inc is a fabless semiconductor company that develops low-power system-on-chip (SoC) solutions for video processing and artificial intelligence at the edge. Its technology is designed to help devices capture, process, analyze and transmit high-quality video while reducing the need to send data to cloud-based systems. The company's product portfolio includes its CVflow family of AI vision processors, video processors and related software. These solutions support computer vision and machine learning applications in security cameras, automotive systems, advanced driver-assistance systems, robotics, industrial equipment and consumer devices. Founded in 2004 and headquartered in Santa Clara, California, Ambarella serves customers and markets globally through its semiconductor products and technology partnerships. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Ambarella, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Ambarella wasn't on the list. While Ambarella currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public. Continue following MarketBeat

Ambarella launches X7, its first standalone AI accelerator, to add physical AI to any host processor. September 15, 2026 - Santa Clara, CA New edge AI accelerator brings Ambarella's third-generation CVflow(R) engine to Arm and x86 host systems Leading OEMs in several key verticals are currently creating designs with X7 SANTA CLARA, Calif., Sept. 15, 2026 - Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced the X7 edge AI accelerator, its first dedicated CVflow(R) AI accelerator chip. X7 serves as an AI co-processor for Arm and x86 host processors, adding or expanding AI capabilities in a system without a redesign of the underlying platform. Existing installations of cameras, gateways or industrial controllers often have limited AI capabilities, or none at all, but may have years of operating life remaining. Owners and operators of these older deployments are now requesting AI features that were unavailable when the hardware was built. Millions of systems working in the physical world fall into this category. X7 is intended for OEMs and system builders responsible for that existing installed base, and for teams validating new AI features before committing resources toward a next-generation redesign. For physical AI, a category describing machines that perceive, reason and act in the physical world, X7 allows these machines to gain intelligence over their lifetimes. "Many of our customers' systems in the field were designed before the AI workloads their end users now expect were possible," said Fermi Wang, President and CEO of Ambarella. "X7 brings the same third-generation CVflow engine that runs in more than 50 million of our AI SoCs to platforms our customers have already deployed at scale. Our integrated SoCs remain the strongest choice when a team is designing the entire system around AI, while X7 extends the same engine to every other scenario, whether the platform is already in the field or still being prototyped." Power, thermal limits and system cost A camera or an inspection system that once ran a single detection model now runs several simultaneously, often combining conventional computer vision, vision-language models and a natural-language interface. Whether AI features like these can successfully operate in an embedded product depends on inflexible factors such as power, thermal headroom, latency and system cost. In current customer designs, X7 operates within a power envelope between 2 and 5 watts, allowing the accelerator to run within a platform's existing constraints, maintain the enclosure size, and avoid unnecessary increases to the current bill of materials. X7 supports CNNs, vision transformers, multimodal transformers and hybrid networks using the same CVflow computer vision and deep learning processor Ambarella integrates into its SoCs. How X7 integrates into a host system X7 is a host-agnostic accelerator, connecting to the host over a single lane of PCIe Gen 3 or over USB 3.2 and appearing to the system as a standard PCIe device. The host can also be one of Ambarella's own SoCs, so a customer shipping an Ambarella-based product today has a path to improved AI performance for a given workload without a board redesign. Software, tools and model support X7 is supported by the Cooper(TM) Developer Platform, the same environment that serves every Ambarella AI SoC, including the compiler, quantization and profiling tools, the C++ and Python runtime APIs, and the scheduling and memory management that multi-model pipelines require. Models from the Cooper Model Garden in the Ambarella Developer Zone are designed to run on the X7 accelerator as well, with the same documentation, sample code and engineering support Ambarella provides to its SoC customers. Because X7 shares the CVflow architecture with the overall Ambarella SoC portfolio, a model or perception pipeline built for one of the company's SoCs is designed to carry forward to X7 without requiring a software rewrite, following the same path used when a product line moves to a next-generation integrated SoC. The CVflow architecture is now in its third generation. Ambarella has been building neural processing into its silicon since 2015, and its AI processors number more than 50 million operating in the field today. XCalibur reference design XCalibur is Ambarella's reference design and development platform for X7. A standard 2280 M.2 card with LPDDR5 memory and PCIe throughput above 840 MB/s, XCalibur can process several video streams and AI models simultaneously. Ambarella intends to make the complete XCalibur design files available to customers, enabling an OEM or ODM to move from evaluation to a production module on the same design. Markets, channels and availability Target applications include retail and physical security, industrial inspection and manufacturing, mobile robots and drones, intelligent transportation and critical infrastructure, and enterprise edge systems such as kiosks, point-of-sale terminals, gateways and on-premise AI appliances. X7 also opens markets for new designs built around a host processor from another supplier, as well as designs built on an Ambarella SoC that require additional AI performance. The X7 product is not specific to cameras and serves a wide variety of digital and physical data modalities, which makes it suitable for edge-infrastructure inference systems and for endpoints such as robots. Ambarella is bringing X7 to market through the company's direct sales channels as well as the indirect channels established via its relationships with Capgemini and Macnica announced on September 3, 2026. Capgemini works with large enterprises on complex deployments, while Macnica covers small and midsized customers, independent software vendors, OEMs, ODMs and systems integrators across the Americas and EMEA. X7 is sampling now, and XCalibur evaluation kits are available to qualified customers. Ambarella will discuss X7 in further detail at the AI Infrastructure Summit, September 15-17 at the Santa Clara Convention Center. About Ambarella With an installed base of more than 50 million AI SoC units, Ambarella's products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella's low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com. Media Contact Jonathan Miller [email protected] Here you'll find a wealth of practical technical insights and expert advice to help you bring AI and visual intelligence into your products without flying blind. Pages. Topics. Contact. Address. Berkeley Design Technology, Inc. PO Box #4446 Walnut Creek, CA 94596 Phone. Phone: +1 (925) 954-1411