Nama Insights

Ambarella (AMBA)

Technology · Semiconductor Equipment Materials · NASDAQ

Ambarella (AMBA) is a Technology company in the Semiconductor Equipment Materials industry. It has a market capitalization of $2.58B, a trailing price-to-earnings ratio of 84.9 and a free-cash-flow yield of 2.3%. Over the most recent reported fiscal year, revenue grew 37.1% and free cash flow per share grew 139.2%. Nama's AI scorecard rates it Hold, 5.4 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 5.4/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -27.9% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-74.3%
How far the last close sits under the highest price of the past five years.
Market cap$2.58B
Trailing P/E84.9
Price / book4.2
Price / sales6.2
FCF yield2.3%
Dividend yield—
Gross margin58.5%
Operating margin-14.9%
Net margin-13.5%
Revenue growth (YoY)+37.1%
Revenue growth (3-yr annual)+5.0%
EPS growth (YoY)—
FCF/share growth (YoY)+139.2%
Beta2.4
ExchangeNASDAQ
SectorTechnology
IndustrySemiconductor Equipment Materials

AMBA earnings

Next report: Dec 1, 2026 (Q3 2027, EPS estimate $0.31). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2027 Sep 3, 2026 $0.18 $0.17 +5.9% $108.12M
Q1 2027 May 28, 2026 $0.11 $0.10 +10.0% $100.36M
Q4 2026 Feb 26, 2026 $0.13 $0.10 +30.0% $100.87M
Q3 2026 Nov 25, 2025 $0.27 $0.21 +28.6% $108.45M

AMBA analyst price target

Median target $90.00 from 11 analysts, ranging $65.00 – $120.00.

Semiconductor Equipment Materials peers

TickerCompanyMarket capP/E
ASML ASML Holding $549.12B 42.0
AMAT Applied Materials $264.04B 30.5
LRCX Lam Research $250.84B 29.6
KLAC KLA $180.45B 33.8
TER Teradyne $34.07B 23.9
Q Qnity Electronics $24.46B 25.7
ENTG Entegris $19.56B 34.4
NVMI Nova $9.96B 31.8
Explore live AMBA data on Nama Insights →

AMBA FAQ

Is AMBA a buy?
Nama's AI scorecard currently rates Ambarella Hold (5.4 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AMBA's P/E ratio?
Ambarella trades at a trailing price-to-earnings ratio of 84.9.
When does AMBA report earnings?
Ambarella's next scheduled report is on Dec 1, 2026. Analysts expect EPS of $0.31.
What is the AMBA price target?
The median analyst price target from 11 analysts is $90.00, with a range of $65.00 – $120.00.
Is AMBA Shariah compliant?
Nama's AAOIFI-style screen reads Ambarella as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.