AmbarellaAMBA
About: Ambarella Inc is a developer of semiconductor processing solutions for high-definition video capture, sharing, and display. The firm's solutions are sold to original design manufacturers and original equipment manufacturers to be designed for use in infrastructure broadcast encoders, wearable device cameras, automotive cameras, and security cameras. Ambarella's system-on-a-chip designs, based on its proprietary technology platform, are highly configurable to applications in various end markets. Geographical presence in Taiwan, Asia Pacific, Europe, North America, and the United States. The firm derives the majority of its revenue from Taiwan.
Employees: 346
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
123% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 31
32% more capital invested
Capital invested by funds: $1.86B [Q3] → $2.45B (+$590M) [Q4]
12% more funds holding
Funds holding: 262 [Q3] → 294 (+32) [Q4]
1% more call options, than puts
Call options by funds: $85.5M | Put options by funds: $84.4M
0.35% more ownership
Funds ownership: 80.56% [Q3] → 80.92% (+0.35%) [Q4]
13% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 99
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Stifel Tore Svanberg 23% 1-year accuracy 11 / 47 met price target | 92%upside $100 | Buy Maintained | 27 Feb 2025 |
Needham Quinn Bolton 26% 1-year accuracy 38 / 145 met price target | 111%upside $110 | Buy Maintained | 27 Feb 2025 |
Rosenblatt Kevin Cassidy 25% 1-year accuracy 18 / 72 met price target | 92%upside $100 | Buy Maintained | 27 Feb 2025 |
Susquehanna Christopher Rolland 27% 1-year accuracy 39 / 145 met price target | 92%upside $100 | Positive Maintained | 22 Jan 2025 |
Financial journalist opinion
Based on 6 articles about AMBA published over the past 30 days
