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AMBA

Ambarella (AMBA) Stock Forecast & Price Target

Ambarella (AMBA) Analyst Ratings

Based on 7 analyst ratings
Buy
Strong Buy 43%
Buy 43%
Hold 14%
Sell 0%
Strong Sell 0%

Bulls say

Ambarella Inc. demonstrated a strong financial performance in F3Q26, reporting record revenue of $108.5 million, marking a 31.2% year-over-year increase, which surpassed the company's own guidance and analyst expectations. The company is benefiting from rising average selling prices (ASPs) for its system-on-a-chip (SoC) solutions, with a 20% year-over-year increase in blended ASPs as the third generation of SoCs gains traction in its revenue mix. Additionally, the company's strategic focus on Edge AI applications is yielding positive results, evidenced by substantial growth in IoT revenue of over 45% year-over-year and ongoing automotive engagements, reinforcing a solid outlook for future revenue growth.

Bears say

Ambarella's financial outlook is negatively impacted by anticipated sequential declines in Automotive and IoT revenue, projected to fall in the mid- to high-single digits due to seasonality. The company's guidance for fourth quarter revenue suggests a decrease of approximately 8% quarter-over-quarter, despite a year-over-year increase, which reflects underperformance relative to historical trends and expectations. Additionally, gross margins are expected to decline, guided at 59.8% for F4Q26, lower than previous estimates, primarily due to a mix shift towards higher volume customers that are likely to command volume discounts, potentially affecting overall profitability.

Ambarella (AMBA) has been analyzed by 7 analysts, with a consensus rating of Buy. 43% of analysts recommend a Strong Buy, 43% recommend Buy, 14% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Ambarella and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About Ambarella (AMBA) Forecast

Analysts have given Ambarella (AMBA) a Buy based on their latest research and market trends.

According to 7 analysts, Ambarella (AMBA) has a Buy consensus rating as of Jan 11, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $98.29, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $98.29, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Ambarella (AMBA)


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