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Form DEFA14A AMBARELLA INC

Wed, 10 Jun 2026 08:30:00 -0400

si-local-file:///var/storage/secattach/20260610/26627256.html

Form DEFA14A AMBARELLA INC

Wed, 10 Jun 2026 08:30:00 -0400

si-local-file:///var/storage/secattach/20260610/26627256.html

Form 10-Q AMBARELLA INC For: Apr 30

Tue, 02 Jun 2026 14:41:00 -0400

si-local-file:///var/storage/secattach/20260602/26590830.html

Form 10-Q AMBARELLA INC For: Apr 30

Tue, 02 Jun 2026 14:41:00 -0400

si-local-file:///var/storage/secattach/20260602/26590830.html

Increasing unusual put option volume: AMBA SPCE TIGR REPL BNY S ADSK IGV MXEF NXT FJET YPF

Mon, 01 Jun 2026 05:12:03 -0400

Increasing unusual put option volume: AMBA SPCE TIGR REPL BNY S ADSK IGV MXEF NXT FJET YPF

Form SD AMBARELLA INC

Fri, 29 May 2026 17:03:00 -0400

si-local-file:///var/storage/secattach/20260529/26576365.html

Form SD AMBARELLA INC

Fri, 29 May 2026 17:03:00 -0400

si-local-file:///var/storage/secattach/20260529/26576365.html

Ambarella (AMBA) PT Raised to $110 at Susquehanna

Fri, 29 May 2026 08:35:42 -0400

Susquehanna analyst Christopher Rolland raised the price target on Ambarella (NASDAQ: AMBA) to $110.00 (from $80.00) while maintaining a Positive rating.

Ambarella (AMBA) PT Raised to $90 at Roth/MKM

Fri, 29 May 2026 06:55:24 -0400

Roth/MKM analyst Suji Desilva raised the price target on Ambarella (NASDAQ: AMBA) to $90.00 (from $65.00) while maintaining a Neutral rating.

Northland on Ambarella (AMBA): 'we expect AMBA’s automotive opportunity to grow between 15% and 20%'

Fri, 29 May 2026 06:48:19 -0400

Northland analyst Gus Richard reiterated an Outperform rating and $101.00 price target on Ambarella (NASDAQ: AMBA).

The analyst comments "Q1 Report: AMBA reported non-GAAP earnings of $0.11 on $100.4M versus our consensus estimate of $0.10 on $100M. The enterprise security camera market grew high single digits sequentially, offset by a seasonal double-digit sequential decline in consumer IoT. Automotive revenue was up in the strong double-digits. Non-GAAP GM was 59.9% vs our model of 59.8%. Non-GAAP operating income was $2.9M, versus our model of $1.2M. At the end of the quarter, cash and short-term investments totaled $278M, down $35M from the prior

Rosenblatt: 'We recommend owning the AMBA shares for this next phase in the Age of AI'

Fri, 29 May 2026 06:36:27 -0400

Rosenblatt analyst Kevin Cassidy reiterated a Buy rating and $120.00 price target on Ambarella (NASDAQ: AMBA).

The analyst comments "Applications for using AI models at the network edge is driving demand for Ambarella's CV SoC platforms. As an example, Hanwha Group and Ambarella have signed a long-term agreement for multiple AI SoC platforms worth $800M+ over 10 years, according to management. This is a significant shift from higher volume customers bringing SoC designs internally. We see the design complexity and need for flexibility brought on by AI applications as driving companies back to merchant SoC designers. Ambarella's 5nm, 4nm and soon

Rosenblatt: 'We recommend owning the AMBA shares for this next phase in the Age of AI'

Fri, 29 May 2026 06:36:27 -0400

Rosenblatt analyst Kevin Cassidy reiterated a Buy rating and $120.00 price target on Ambarella (NASDAQ: AMBA).

Rosenblatt: 'We recommend owning the AMBA shares for this next phase in the Age of AI'

Fri, 29 May 2026 06:36:27 -0400

Rosenblatt analyst Kevin Cassidy reiterated a Buy rating and $120.00 price target on Ambarella (NASDAQ: AMBA).

Ambarella (AMBA) PT Raised to $96 at BofA Securities

Fri, 29 May 2026 06:24:03 -0400

BofA Securities analyst Vivek Arya raised the price target on Ambarella (NASDAQ: AMBA) to $96.00 (from $72.00) while maintaining a Neutral rating.

The analyst comments "AMBA reported largely in-line Q1 results with sales of $100.4mn and guided Q2 to mostly in-line, with both IoT and auto expected to grow. Full-year revenue guide of 10-15% is unchanged. Elsewhere, AMBA announced an LTA with Hanwha with potential revenue in excess of $800mn over 10+ years, beginning with standard edge AI products in enterprise/ physical security and potential to expand into a diverse array of other verticals and applications. We see this engagement as

Ambarella (AMBA) PT Raised to $96 at BofA Securities

Fri, 29 May 2026 06:24:03 -0400

BofA Securities analyst Vivek Arya raised the price target on Ambarella (NASDAQ: AMBA) to $96.00 (from $72.00) while maintaining a Neutral rating.

Ambarella (AMBA) PT Raised to $106 at Stifel

Fri, 29 May 2026 05:16:09 -0400

Stifel analyst Tore Svanberg raised the price target on Ambarella (NASDAQ: AMBA) to $106.00 (from $90.00) while maintaining a Buy rating.

The analyst comments "Platform Provider at the Edge: With the AI market shifting from training toward inferencing, and inference processing increasingly moving to the edge and the physical AI layers of the network, management argued that AMBA's positioning becomes even stronger as workloads evolve toward GenAI and agentic AI. • Management emphasized that AMBA's software platform is now open and easy to use, supporting more than 200 different AI model architectures in production, with more than 46 million edge AI

Ambarella (AMBA) PT Raised to $106 at Stifel

Fri, 29 May 2026 05:16:09 -0400

Stifel analyst Tore Svanberg raised the price target on Ambarella (NASDAQ: AMBA) to $106.00 (from $90.00) while maintaining a Buy rating.

Summit Insights Downgrades Ambarella (AMBA) to Hold

Fri, 29 May 2026 02:35:09 -0400

Summit Insights analyst Kinngai Chan downgraded Ambarella (NASDAQ: AMBA) from Buy to Hold.

The analyst comments: “We still see enough catalysts for AMBA to outperform its FY27 expectations. We credit management for long-term agreements with customers, as well as for working with customers to reduce DRAM requirements and enable them to multi-source. We, however, see elevated risk in 2H26 as supply chain tightening could indirectly pressure customer orders. Separately, we believe inflationary pressures in the tech supply chain could stifle end demand for AMBA customers’ products, which, in turn, could affect AMBA. We are downgrading AMBA to HOLD, as we believe

Summit Insights Downgrades Ambarella (AMBA) to Hold

Fri, 29 May 2026 02:35:09 -0400

Summit Insights analyst Kinngai Chan downgraded Ambarella (NASDAQ: AMBA) from Buy to Hold.

Form 4 AMBARELLA INC For: May 26 Filed by: Wang Feng-Ming

Thu, 28 May 2026 20:03:00 -0400

si-local-file:///var/storage/secattach/20260528/26569364.html

Form 4 AMBARELLA INC For: May 26 Filed by: Wang Feng-Ming

Thu, 28 May 2026 20:03:00 -0400

si-local-file:///var/storage/secattach/20260528/26569364.html

Form 4 AMBARELLA INC For: May 26 Filed by: Young John Alexander

Thu, 28 May 2026 20:03:00 -0400

si-local-file:///var/storage/secattach/20260528/26569365.html

Form 4 AMBARELLA INC For: May 26 Filed by: Young John Alexander

Thu, 28 May 2026 20:03:00 -0400

si-local-file:///var/storage/secattach/20260528/26569365.html

Ambarella (AMBA) Tops Q1 EPS by 1c, Offers Guidance

Thu, 28 May 2026 16:11:52 -0400

Ambarella (NASDAQ: AMBA) reported Q1 EPS of $0.11, $0.01 better than the analyst estimate of $0.10. Revenue for the quarter came in at $100.4 million versus the consensus estimate of $100.12 million.

GUIDANCE:

Ambarella sees Q2 2027 revenue of $105-111 million, versus the consensus of $106.99 million.

For earnings history and earnings-related data on Ambarella (AMBA) click here.

Ambarella (AMBA) Tops Q1 EPS by 1c, Offers Guidance

Thu, 28 May 2026 16:11:52 -0400

Ambarella (NASDAQ: AMBA) reported Q1 EPS of $0.11, $0.01 better than the analyst estimate of $0.10. Revenue for the quarter came in at $100.4 million versus the consensus estimate of $100.12 million.

GUIDANCE:

Ambarella sees Q2 2027 revenue of $105-111 million, versus the consensus of $106.99 million.

For earnings history and earnings-related data on Ambarella (AMBA) click here.