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Ambarella, Inc. (AMBA) Presents at Bank of America 2026 Global Technology Conference Transcript

Ambarella NASDAQ: AMBA Chief Executive Officer Fermi Wang said the company's edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products.

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Ambarella: This Edge AI Stock Isn't NVIDIA, But It Doesn't Need To Be To Win

Ambarella Inc (NASDAQ:AMBA) shares are diving on Friday after the company released its first‑quarter results and paired them with second‑quarter sales guidance that landed below Wall Street expectations at the midpoint. Here's what you should know.

AMBA's Q1 revenues rise 16.9% to $100.4M as automotive hits a record, while the chipmaker initiates Q2 sales guidance and announces a $50M share buyback program.

Ambarella, Inc. (AMBA) Q1 2027 Earnings Call Transcript

Ambarella (AMBA) came out with quarterly earnings of $0.11 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.07 per share a year ago.

Ambarella NASDAQ: AMBA reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements.

Ambarella, a maker of AI chips for edge computing applications, edged above estimates for its fiscal Q1 and with its outlook. Ambarella stock fell.

Represents Ambarella's Broadest Long-Term Partnership Valued in Excess of $800 Million in Potential Revenue Groundbreaking long-term agreement among the first in the edge AI market, signaling the industry's accelerating demand for a scalable edge AI platform Decade-long mutual partnership enables both companies to collaborate on the rapid development and proliferation of edge AI across multiple industries Hanwha intends to leverage Hanwha Vision's expertise on vision solutions and cybersecurity together with Ambarella's edge AI platform across Hanwha's robotics, industrial automation, and life sciences businesses Ambarella's edge AI platform comprises an installed base of more than 46 million units and 12 edge AI SoCs delivering up to hundreds of TOPS of AI inference performance, supporting CNN, generative AI and agentic frameworks, all enabled by the Cooper Development Platform SEONGNAM, South Korea and SANTA CLARA, Calif., May 28, 2026 (GLOBE NEWSWIRE) -- Following the signing of a MoU in March by Fermi Wang, President and CEO of Ambarella, Inc. (NASDAQ: AMBA) and Kim Dong-Seon, Senior Executive Vice President of Hanwha Group, today the companies announced the signing of a long-term agreement (LTA) for the sourcing and co-development of Ambarella edge AI technology across Hanwha product lines and industries.

SANTA CLARA, Calif., May 28, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced first quarter fiscal 2027 financial results for the period ended April 30, 2026.

SANTA CLARA, Calif., May 21, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced the launch of its Industry Analyst Briefing Call, a new quarterly program designed to deepen engagement specifically with non-financial industry analysts whose coverage shapes how enterprise buyers, automotive OEMs, and ecosystem partners evaluate edge and physical AI silicon.

SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced that IEEE has honored Ambarella's co-founder, President and CEO, Dr. Fermi Wang, with the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award, alongside his Ph.D. advisor, Professor Dimitris Anastassiou of Columbia Engineering.

SANTA CLARA, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its first quarter fiscal year 2027 earnings conference call on Thursday, May 28, 2026, at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.

I am reiterating Ambarella as a Strong Buy, driven by its transformation into a full-stack edge AI platform company, not just a chip vendor. AMBA's edge AI SoCs now account for 80% of total revenue, with fiscal 2026 revenue reaching $390.7M, up 37.2% year-over-year. The market still values AMBA as a cyclical semiconductor stock, but I see it as an edge AI infrastructure enabler for physical AI and robotics.

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Ambarella, Inc. (NASDAQ: AMBA - Get Free Report)'s share price passed below its 200-day moving average during trading on Monday. The stock has a 200-day moving average of $70.73 and traded as low as $52.48. Ambarella shares last traded at $54.30, with a volume of 668,393 shares changing hands. Wall Street Analyst Weigh In Several

Ambarella, Inc. is positioned for growth in edge AI, targeting industrial automation, robotics, and automotive markets with new hardware and software platforms. I recommend AMBA shares with a Buy rating and $84.28 price target (6.60x eFY28 price/sales), citing valuation remediation and robust top-line growth prospects. AMBA's next-gen CV7 chip and Cooper Developer Platform enable cloudless robotics orchestration, providing a complete ecosystem for AI-enabled machine vision.

CFO John Alexander Young sold 7,615 ordinary shares over two days (March 17 and March 19, 2026) for a transaction value of approximately $406,000, with an average sale price of around $53.32 per share. This transaction represented 6.0% of Young's direct holdings at the time, reducing his direct ownership to 119,594 shares post-sale.

Ambarella, Inc. (NASDAQ: AMBA - Get Free Report) insider Chan Lee sold 6,729 shares of the company's stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $52.77, for a total transaction of $355,089.33. Following the completion of the sale, the insider directly owned 156,370 shares of the company's

Ambarella, Inc. (NASDAQ: AMBA - Get Free Report) CEO Feng-Ming Wang sold 8,083 shares of the firm's stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $54.14, for a total transaction of $437,613.62. Following the completion of the transaction, the chief executive officer owned 838,561 shares in the

Ambarella, Inc. (NASDAQ: AMBA - Get Free Report) CFO John Alexander Young sold 4,577 shares of Ambarella stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $52.77, for a total transaction of $241,528.29. Following the transaction, the chief financial officer directly owned 117,072 shares in the

Ambarella, Inc. (NASDAQ: AMBA - Get Free Report) VP Chi-Hong Ju sold 4,729 shares of the business's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $52.77, for a total value of $249,549.33. Following the completion of the sale, the vice president owned 164,166 shares of

Algert Global LLC raised its stake in Ambarella, Inc. (NASDAQ: AMBA) by 7.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 237,890 shares of the semiconductor company's stock after acquiring an additional 16,527 shares during the quarter. Algert Global LLC

Ambarella, Inc. reported Q4 revenue of $101M (+20% y/y), with IoT segment up 50%, but shares fell 19% post-earnings. I maintain a Hold rating on AMBA, citing stretched valuation (forward PE ~72x) and investor concerns over margin deterioration despite strong IoT growth. Profitability remains the key focus; margin recovery hinges on successful execution of advanced 5nm/4nm chip transition and AI-driven products.

Barclays PLC lifted its stake in Ambarella, Inc. (NASDAQ: AMBA) by 121.7% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 775,113 shares of the semiconductor company's stock after purchasing an additional 425,546 shares during the quarter. Barclays PLC owned about 1.82% of
