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Ambarella Inc Stock Price, News & Analysis

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Welcome to our dedicated page for Ambarella news (Ticker: AMBA), a resource for investors and traders seeking the latest updates and insights on Ambarella stock.

Ambarella, Inc. (NASDAQ: AMBA) is an edge AI semiconductor company whose public news flow centers on product launches, technology platform updates and financial performance in edge AI and human vision markets. Company announcements describe low-power systems-on-chip (SoCs) that combine high-resolution video compression, advanced image and radar processing, and deep neural network processing for applications such as video security, automotive systems, drones, robotics and edge infrastructure.

News about Ambarella often highlights new edge AI SoCs and platform capabilities. For example, the company has announced its CV7 edge AI vision SoC, built on a 4nm process and aimed at AI perception workloads in 8K consumer devices, multi-sensor enterprise security cameras, robotics, industrial automation, high-performance video conferencing and multi-stream automotive designs. Ambarella has also detailed how its CV5 AI SoC is used in drones that combine 8K imaging with on-device AI inferencing.

Another recurring theme in Ambarella’s news is the expansion of its developer and partner ecosystem. The company launched the Ambarella Developer Zone (DevZone) to give system integrators, module builders and independent software vendors access to its Cooper Model Garden of validated models, learning resources and low-code and no-code agentic blueprints. These updates illustrate how Ambarella supports partners building edge AI applications on its SoCs.

Investors and analysts can also follow Ambarella’s quarterly earnings releases and conference call announcements, which provide detail on revenue trends, edge AI processor shipments and guidance. Together, these news items give a view into Ambarella’s product roadmap, adoption across edge AI markets and its financial trajectory. Bookmarking this page provides a centralized way to monitor Ambarella’s latest product, ecosystem and financial developments.

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Ambarella (NASDAQ: AMBA) launched the Ambarella Developer Zone (DevZone) on Jan 6, 2026 to accelerate partner development of edge AI applications using Ambarella SoCs and Cooper development software. The DevZone centralizes validated models in a Cooper Model Garden, low‑code/no‑code agentic blueprints, onboarding materials, and sample workflows to help system integrators, ISVs, module builders and distributors prototype and deploy solutions faster.

Ambarella said two ISVs have already deployed models to the N1‑655 SoC and highlighted its installed base of more than 39 million edge AI SoCs shipped to date. The DevZone was demonstrated at CES 2026.

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Ambarella (NASDAQ: AMBA) announced the CV7, a 4nm edge AI vision SoC optimized for multi-stream video and on-device AI for consumer 8K cameras, enterprise security, robotics, industrial automation and automotive edge applications.

The CV7 delivers 20% lower power vs the prior CV5, 2.5x AI performance via a third-generation CVflow accelerator, 2x video encode throughput (single 4Kp240 or dual 8Kp30), quad-core Arm Cortex-A73 CPU (2x CPU performance) and improved low-light imaging down to 0.01 Lux. Samples are available now and the CV7 is being demonstrated at CES.

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Ambarella (NASDAQ: AMBA) will host a Product and Technology Briefing for investors and technology analysts on Tuesday, January 6, 2026 at 4:00 PM PST. The company said a live webcast and replay will be available at its investor events page.

Attendees must register online in advance; live participants should complete registration before 2:00 PM PST on January 6. A registration verification code will be emailed and must be entered to finish registration.

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Ambarella (NASDAQ: AMBA) said it is accelerating edge AI for drones by expanding its CVflow AI SoC family, emphasizing high-quality imaging, low-power AI inference and on-device autonomy.

The company highlighted its CV5 AI SoC powering 8K imaging and integrated CVflow acceleration, and noted Antigravity is deploying CV5 in the Antigravity A1, billed as a 360 drone. Ambarella plans CES demonstrations the week of January 5, 2026.

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Ambarella (NASDAQ: AMBA) reported third quarter fiscal 2026 results for the period ended October 31, 2025, with revenue of $108.5M, up 31.2% year-over-year. Nine‑month revenue was $289.8M, up 44.3% year-over-year. GAAP gross margin was 59.6% and GAAP net loss was $15.1M (loss per diluted share $0.35).

On a non‑GAAP basis Q3 non‑GAAP gross margin was 60.9% and non‑GAAP net profit was $11.9M (EPS $0.27). Cash and marketable securities totaled $295.3M at quarter end. For Q4 FY2026 (ending Jan 31, 2026) management guided revenue of $97.0M–$103.0M, non‑GAAP gross margin of 59.0%–60.5%, and non‑GAAP operating expenses of $55.0M–$58.0M.

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Ambarella (NASDAQ: AMBA) will hold its third quarter fiscal 2026 earnings conference call on Tuesday, November 25, 2025 at 1:30 p.m. PT. The company will issue its earnings release after market close the same day.

Investors who wish to ask questions must register online in advance; a verification code will be emailed and must be entered to complete registration. After verification the dial-in numbers and a personal identification number (PIN) will be sent by email; the PIN is required to access the live call. A live webcast and replay will be available at http://investor.ambarella.com/events.cfm.

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Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, reported strong financial results for Q2 FY2026. Revenue reached $95.5 million, up 49.9% year-over-year, with non-GAAP net profit of $6.4 million ($0.15 per share) compared to a loss in the previous year.

The company's Q2 GAAP gross margin was 58.9%, while non-GAAP gross margin reached 60.5%. For Q3 FY2026, Ambarella projects revenue between $100.0-108.0 million with non-GAAP gross margin of 60.0-61.5%. The company has increased its FY2026 revenue growth estimate to 31-35%, targeting approximately $379 million.

Ambarella highlighted strong secular growth in the edge AI market, with over 36 million edge AI processors shipped to date. The company expects production shipments from its first robotic aerial drone win by FY2026 end and its first edge infrastructure deployment in FY2027.

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Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its second quarter fiscal year 2026 earnings conference call for Thursday, August 28, 2025 at 1:30 p.m. Pacific Time. The company will release its earnings report after the market closes on the same day.

Participants who wish to ask questions during the call must complete an online pre-registration. Upon registration, they will receive dial-in numbers and a personal identification number (PIN) required for call access. The conference call will be available via live webcast, with a replay option accessible through the company's investor relations website.

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Ambarella (NASDAQ: AMBA) reported strong Q1 FY2026 results with revenue of $85.9 million, up 57.6% year-over-year. The company achieved its fourth consecutive quarter of record AI revenue. While GAAP net loss was $24.3 million ($0.58 per share), non-GAAP net profit reached $3.0 million ($0.07 per share). Gross margin was 60.0% GAAP and 62.0% non-GAAP. For Q2 FY2026, Ambarella expects revenue between $86.0-$94.0 million. The company increased its FY2026 revenue growth guidance to 19-25%, targeting approximately $348 million at mid-point. The company's cash position strengthened to $259.4 million. Additionally, the Board approved an extension of the share repurchase program through June 2026, with $48.0 million remaining available.
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Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its first quarter fiscal year 2026 earnings conference call for Thursday, May 29, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day. Participants who wish to ask questions during the call must register in advance online to receive dial-in numbers and a PIN. A live webcast and replay of the conference call will be accessible through the company's investor relations website.

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FAQ

What is the current stock price of Ambarella (AMBA)?

The current stock price of Ambarella (AMBA) is $60.23 as of February 3, 2026.

What is the market cap of Ambarella (AMBA)?

The market cap of Ambarella (AMBA) is approximately 2.7B.
Ambarella Inc

Nasdaq:AMBA

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2.71B
40.89M
4.96%
87.27%
4.85%
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