AMBA — Ambarella Inc
Technology · Semiconductor Equipment & Materials · Chip equipment & AI hardware
About Ambarella Inc
Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation. The company's system-on-a-chip (SOC) integrates third generation CVflow technology with advanced video processing, image signal processing, audio processing, and system control functions on a single chip. It also offers central domain controllers, CVflow SoCs, AI neural processors, vision processor SoCs, high-definition radars, and serializer/deserializers, as well as licenses software modules. The company's solutions are used in automotive video recorders, electronic mirrors, front advanced driver assistance system camera, AI Telematics Systems, and cabin monitoring system and driver monitoring system cameras in automotive field; central domain controllers for autonomou
Chip equipment & AI hardware
This layer sells the machines, materials and hardware that make and connect AI systems — semiconductor manufacturing equipment, networking, optics, memory and servers. It is a concentrated, “picks-and-shovels” business one level below the chipmakers. As AI pushes fabs to expand and data centers to scale, demand rises, though the equipment side is cyclical and heavily exposed to China export restrictions. Ambarella Inc is tracked in this sub-theme as a Semiconductor Equipment & Materials name — see the full Chip equipment & AI hardware list.
Key data · delayed ~15 min, as of 8 July 2026
| Ticker | AMBA |
| Company | Ambarella Inc |
| Price | $79.73 |
| Market cap | $3.1B |
| Sector / industry | Technology / Semiconductor Equipment & Materials |
| Performance | 1W +28.3% · 1M +8.0% · 1Y +21.6% |
| Analyst mean target | $95 (11 analysts, buy) |
Valuation read
What the price implies: a reverse-DCF on forward earnings ($1.15/sh) backs out roughly ~22%/yr earnings growth — punchy expectations. Run your own scenario in the fair-value calculator.
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