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, security cameras, consumer cameras, and industrial and robotic applications. The company'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: 941
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
119% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 32
32% more capital invested
Capital invested by funds: $1.86B [Q3] → $2.45B (+$594M) [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
0.55% more ownership
Funds ownership: 80.32% [Q3] → 80.87% (+0.55%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 98
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Stifel Tore Svanberg 36% 1-year accuracy 20 / 55 met price target | 86%upside $80 | Buy Maintained | 17 Apr 2025 |
Needham Quinn Bolton 14% 1-year accuracy 21 / 145 met price target | 155%upside $110 | Buy Maintained | 27 Feb 2025 |
Rosenblatt Kevin Cassidy 7% 1-year accuracy 6 / 81 met price target | 132%upside $100 | Buy Maintained | 27 Feb 2025 |
Susquehanna Christopher Rolland 13% 1-year accuracy 17 / 132 met price target | 132%upside $100 | Positive Maintained | 22 Jan 2025 |
Financial journalist opinion
Based on 4 articles about AMBA published over the past 30 days
