Ambarella (AMBA) PT Raised to $95 at Stifel

Stifel analyst Tore Svanberg raised the price target on Ambarella (NASDAQ: AMBA) to $95.00 (from $80.00) while maintaining a Buy rating.

The analyst comments "F3Q25 Results: Revenue of $82.7mn (+29.7% q/q) was +4.6% higher than our $79.0mn estimate, and above company’s previously issued guidance range, with both Auto and IoT revenue posting solid growth on a sequential basis. Indeed, management stated the inventory correction taking place within AMBA’s legacy processor business has completed, with the segment posting sequential revenue growth for the first time in nearly three years. Details below. F4Q25E Outlook: $78.0mn revenue guidance midpoint (-5.6% q/q) was meaningfully +14.8% higher than our prior $67.9mn estimate."

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