Ambarella, Inc. (AMBA) Stock Analysis
Technology · Semiconductor Equipment & Materials · NasdaqGS
Ambarella, Inc. (AMBA) posted $390.70M in revenue for fiscal 2026 (up 37.2% year over year), with a net loss of $75.86M, and has compounded revenue about 11.9%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Ambarella, Inc.
Ambarella, Inc. has grown revenue from $310.30M to $390.70M over the last 10 fiscal years, compounding about 11.9% a year. The most recent year was up 37.2%, so growth is actually accelerating.
Net margin sits at -19.4%, up 21.7 points year over year on a 59.2% gross margin.
At today's valuation the market is pricing in roughly 19.6% annual free-cash-flow growth — versus the 15% it actually delivered over the last five years, so the price already assumes a step-up from the recent record. The one thing worth a second look in the filings is share count rising (dilution).
Synthesised from Ambarella, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Ambarella, Inc. revenue & earnings — last 10 fiscal years
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $310.30M | $295.40M | $227.77M | $228.73M | $222.99M | $331.86M | $337.61M | $226.47M | $284.87M | $390.70M |
| Gross profit | $205.01M | $187.73M | $138.14M | $132.71M | $135.57M | $208.13M | $208.93M | $136.82M | $172.33M | $231.27M |
| Net income | $57.81M | $18.85M | $-30.45M | $-44.79M | $-59.79M | $-26.41M | $-65.39M | $-169.42M | $-117.13M | $-75.86M |
| Net margin | 18.6% | 6.4% | -13.4% | -19.6% | -26.8% | -8.0% | -19.4% | -74.8% | -41.1% | -19.4% |
Source: Ambarella, Inc. SEC filings (10-K). 16 years of history available in the interactive view.
Ambarella, Inc.: 2 potential red flags in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Share count rising (dilution)Shares outstanding grew 16.1% over 4 years (37.3M → 43.3M) — existing holders' stakes are being diluted.
- Currently unprofitableThe latest fiscal year was a net loss (net margin -19.4%).
What growth is priced into AMBA stock?
At today's market cap of $2.78B, Ambarella, Inc. is priced for free-cash-flow growth of about 19.6% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $58.01M from the FY ending 2026-01-31). For comparison, free cash flow actually grew 15%/yr over the last five fiscal years and revenue 11.9%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 16 years of Ambarella, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Ambarella, Inc. financial history by metric
About Ambarella, Inc.
Ambarella, Inc. develops low-power system-on-a-chip, semiconductors, and software for edge and physical artificial intelligence, applications, and intelligent automation. The company's system-on-a-chip (SOC) integrates third generation CVflow technology with advanced video processing, image signal processing, audio processing, and system control functions on a single chip. It also offers central domain controllers, CVflow SoCs, AI neural processors, vision processor SoCs, high-definition radars, and serializer/deserializers, as well as licenses software modules. The company's solutions are used in automotive video recorders, electronic mirrors, front advanced driver assistance system camera, AI Telematics Systems, and cabin monitoring system and driver monitoring system cameras in automotive field; central domain controllers for autonomous vehicles in autonomy; enterprise and public class, and home security cameras in the field of IoT; and enterprise, home, public spaces, and consumer applications, as well as for video conferencing, access control, healthcare, medical, and virtual reality applications. It sells its solutions to original design manufacturers, original equipment manufacturers, automotive market, and Tier-1 suppliers through its direct sales force and distributors. The company operates in Taiwan, rest of the Asia Pacific, Europe, the United States, and rest of North America. Ambarella, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.
Ambarella, Inc. — frequently asked questions
What is Ambarella, Inc.'s revenue?
Ambarella, Inc. (AMBA) reported revenue of $390.70M for fiscal year 2026, up 37.2% from the prior year, according to its SEC filings.
Is Ambarella, Inc. profitable?
No — AMBA reported a net loss of $-75.86M in fiscal 2026.
What is AMBA's P/E ratio?
Ambarella, Inc. trades at a price-to-earnings ratio of about 0.0 based on the latest data in our nightly-refreshed cache.
How fast is Ambarella, Inc. growing?
AMBA's revenue grew at roughly 11.9% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Ambarella, Inc. have?
As of fiscal year 2026, AMBA carried roughly $0 in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Ambarella, Inc.'s gross margin?
AMBA's gross margin was 59.2% in fiscal 2026 — gross profit of $231.27M on revenue of $390.70M.
What is Ambarella, Inc.'s market cap?
Ambarella, Inc. (AMBA) has a market capitalization of about $2.78B, based on the latest data in our nightly-refreshed cache.
When does Ambarella, Inc.'s fiscal year end?
AMBA's fiscal year ends in January. Its most recent annual filing covers the fiscal year ending 2026-01-31.
What growth is priced into AMBA stock?
At today's market cap of $2.78B, Ambarella, Inc. is priced for free-cash-flow growth of about 19.6% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $58.01M from the FY ending 2026-01-31). For comparison, free cash flow actually grew 15%/yr over the last five fiscal years and revenue 11.9%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from Ambarella, Inc.'s official SEC filings (10-K and 10-Q), covering 16 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.