Held by
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portfolios on TandT
Bookmarked by
0
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Avg position size
โ
of holders' portfolios
13F filers
0
institutions
Market cap
$3.7B
44M shares
52-week range
$48.30 โ $96.69
70% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Ambarella Inc is a developer of low-power system-on-a-chip, or SoC, semiconductors and software for edge and physical artificial intelligence (AI) applications and intelligent automation. Its products are used in a wide variety of human viewing, computer vision for edge and physical AI applications, including a variety of video security cameras, automotive camera systems, fixed robots, autonomous mobile robots (AMRs), industrial applications, intelligent transportation systems, and consumer devices, such as action, drone and 360 degree cameras. The company operates as a single operating and reportable segment and derives substantially all of its revenue from development and sales of low-power AI-based processing and video and image processing SoC solutions.
www.ambarella.comNo one on the platform currently holds AMBA.
No tracked institution reports a position in AMBA as of their last filing.
No one on the platform has traded AMBA yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$NXPI $AMBA Any news on the talk of nxpi buying AMBA? Is it friendly?
View on StockTwits โ$AMBA I don't know how many of you have had experience with the Financial Times, but it is one of the most horrible sources of financial news. Every time it reports that a company is โin talks to be bought byโฆโ the deal seems to fall apart, and the stock gets crushed in the meantime. Weโll see what happens this time. I think it has done that for its purpose
View on StockTwits โ$AMBA made another profitable trade on this one. this time $14,500 profit!
View on StockTwits โ$AMBA whatโs the story on the takeover talk? What kind of money is NXP ๐ to pony up?
View on StockTwits โ@Bernelius85 Any others beyond $AMBA $AMBQ $CGNX $ALNT $OUST that I should be thinking about?
View on StockTwits โWhich stock(s) bumped $MAKX up almost 6% today? I hold $AMBA, $OUST and $SNPS which are red today.
View on StockTwits โ$AMBA < $INDI is Unitree and Figure AI proxy ๐ค๐ง ๐
View on StockTwits โHumanoid & Robotics Boom Is Coming - Iโm Not Sitting This One Out The robotics theme is heating up, and multiple names are starting to look interesting. Iโve been following this trend since May and will focus on the highest-conviction opportunities: $CCXI - Robotics/automation exposure $HUMN - Robotics-focused ETF exposure $AEVA $AMBA $BB The next robotics cycle could create major winners. What names am I missing from this theme? Bookmark this post and come back to it later! Welcome to my personal webpage for the latest trading ideas, strategies, and market insights.
View on StockTwits โ$CCXI is quickly becoming my highest-conviction humanoid robotics play. Why did I start buying? For years, Wall Street has wanted a pure-play public humanoid company. Retail watches $TSLA and Optimus. Institutions know names like Figure, 1X, Apptronik and Unitree are still private. That changes once the $CCXI merger closes and begins trading as Agility Robotics. The numbers are hard to ignore: 100,000+ containers handled 65,000+ operational hours logged $300M+ in multi-year Digit v5 orders Manufacturing scaling toward 10,000 humanoids annually This isn't financial advice-always do your own research. I'll buy, hold, trim or exit based on price action and technical signals. I'm still bullish on memory, neoclouds and photonics... but I believe the next major robotics cycle is only getting started. Also watching: $AEVA $AMBA
View on StockTwits โIโm not missing the humanoid and robotics bull run. ๐ค Iโve been tracking this theme since May, and several names are starting to look interesting. My focus will be on higher-conviction opportunities, including: $CCXI $HUMN $AEVA $AMBA $BB The robotics theme is expanding beyond just humanoid robots. Key areas to watch: โข AI-powered automation โข Machine vision โข Sensors and perception โข Edge computing โข Industrial robotics As AI moves from software into the physical world, robotics could become one of the next major growth cycles. The winners will likely be the companies providing the critical technology behind the machines. What robotics and humanoid names are on your watchlist?
View on StockTwits โRecent $TICKER stream from stocktwits.com โ refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $441M | +13.2% | $0.79 | $0.75โ$0.83 | 103.7ร | 8 |
| 2028 | $499M | +12.9% | $1.08 | $0.86โ$1.23 | 76.0ร | 7 |
| 2029 | $593M | +19.0% | $1.46 | $1.41โ$1.57 | 56.1ร | 1 |
| 2030 | $740M | +24.7% | $2.75 | $2.65โ$2.95 | 29.8ร | 1 |
Forward consensus ยท growth is YoY vs the prior fiscal-year estimate ยท Fwd P/E at the current price ยท source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-28 | $0.10 | $0.11 | +10.9% |
| 2026-02-26 | $0.10 | $0.13 | +30.0% |
| 2025-11-25 | $0.20 | $0.27 | +32.8% |
| 2025-08-28 | $0.06 | $0.15 | +150.0% |
| 2025-05-29 | $0.04 | $0.07 | +82.6% |
| 2025-02-26 | $-0.01 | $0.11 | +1200.0% |
| 2024-11-26 | $0.03 | $0.11 | +266.7% |
| 2024-08-27 | $-0.19 |
| $-0.13 |
| +31.6% |
| $3.6B |
| โ |
| NIQNIQ Global Intelligence Plc | $16.86 | +0.30% | $5.0B | โ |
| NVTSNavitas Semiconductor Corp | $13.66 | -1.94% | $3.6B | โ |
Source: Financial Modeling Prep ยท peers by sector/industry