-1.83%
-1.06%
32.57%
75.44%
46.64%
-42.70%
29.22%
AI Spotlight on AMBA
Company Description
Ambarella, Inc.develops semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing worldwide.The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption.
Its solutions are used in automotive cameras, such as automotive video recorders, electronic mirrors, front advanced driver assistance system camera, cabin monitoring system and driver monitoring system camera, and central domain controllers for autonomous vehicle; and professional and home internet protocol security camera; robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras, as well as cameras for the home, public spaces, and consumer leisure comprising wearable body cameras, sports action cameras, social media cameras, drones for capturing aerial video or photographs, video conferencing, and virtual reality applications.The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors.Ambarella, Inc.
was incorporated in 2004 and is headquartered in Santa Clara, California.
Market Data
| Last Price | 76.72 |
| Change Percentage | -1.83% |
| Open | 78.3 |
| Previous Close | 78.15 |
| Market Cap ( Millions) | 3199 |
| Volume | 518475 |
| Year High | 85.15 |
| Year Low | 39.69 |
| M A 50 | 72.85 |
| M A 200 | 58.13 |
Financial Ratios
| FCF Yield | -0.12% |
| Dividend Yield | 0.00% |
| ROE | -28.41% |
| Debt / Equity | 1.08% |
| Net Debt / EBIDTA | 93.14% |
| Price To Book | 5.69 |
| Price Earnings Ratio | -20.03 |
| Price To FCF | -852.71 |
| Price To sales | 12.67 |
| EV / EBITDA | -23.66 |
News
- Jan -30 - Gauzy and Ambarella Harness Power of AI for Breakthroughs in Advanced Driver Assistance Systems (ADAS), Including Ford Trucks
- Jan -28 - Prediction: 1 Stock That Will Be Worth More Than Wolfspeed 1 Year From Now
- Jan -18 - These 2 Artificial Intelligence (AI) Stocks Are Outpacing Nvidia's, and They Can Still Soar Higher
- Jan -08 - Can This High-Flying Artificial Intelligence (AI) Stock Become the Next SoundHound AI in 2025?
- Jan -07 - Ambarella Expands N1 Edge GenAI Family With SoC Targeted at On-Premise Multi-Channel VLM and NN Processing in Under 20 Watts
- Jan -03 - These 3 AI Stocks Are Ready to Lead in 2025
- Jan -02 - Ambarella Rises 21% in 2024: Should You Buy, Hold or Sell the Stock?
- Dec -26 - Ambarella (AMBA) Up 2.2% Since Last Earnings Report: Can It Continue?
- Dec -25 - 2 Drone Stocks Surging from Increased Media Attention
- Dec -12 - PEGA, AVPT & AMBA Show A.I. & EV Strength in Small Caps
- Dec -05 - Green Stock News for December 5, 2024: $AMBA $CLNE $HSAI $BEEM
- Dec -05 - LG and Ambarella Join Forces to Advance AI-Driven In-Cabin Vehicle Safety Solutions
- Dec -02 - Ambarella's Traction Drives Stock Surge: Market Reversal Underway
- Nov -27 - Ambarella: Riding The Next Wave
- Nov -27 - Why Ambarella Technologies Stock Popped 7% Today
- Nov -27 - Ambarella Q3 Earnings Beat: Will Strong Guidance Lift the Stock?
- Nov -27 - Chip Stock Soars to 52-Week Highs on Beat-and-Raise
- Nov -27 - Ambarella Stock Soars 25%. How High It Can Go After Earnings Beat Expectations.
- Nov -27 - Ambarella Earnings: The Surge Could Make A New Dawn For Investors
- Nov -27 - Ambarella, Inc. (AMBA) Q3 2025 Earnings Call Transcript
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Video Compression, Image Processing and Computer Vision Solutions
Expected Growth : 14 %
What the company do ?
Ambarella, Inc. offers video compression, image processing, and computer vision solutions for various applications, enabling efficient and high-quality video encoding, processing, and analysis.
Why we expect these perspectives ?
Ambarella's 14% growth in Video Compression, Image Processing, and Computer Vision Solutions is driven by increasing demand for high-definition video, autonomous vehicles, and smart home devices. Additionally, advancements in AI and machine learning, growing adoption of 4K and 8K resolutions, and rising need for efficient data processing and storage contribute to the segment's growth.
Ambarella, Inc. Products
| Product Range | What is it ? |
|---|---|
| CV22 | A high-performance AI-enabled computer vision processor for smart home security cameras, doorbells, and other IoT devices. |
| CV25 | A high-performance AI-enabled computer vision processor for professional surveillance cameras, smart cities, and industrial IoT applications. |
| CV28 | A high-performance AI-enabled computer vision processor for automotive applications, including advanced driver-assistance systems (ADAS) and autonomous vehicles. |
| H22 | A high-performance processor for 4K and 8K video recording and playback in action cameras, drones, and other consumer electronics. |
| H3 | A high-performance processor for 4K and 8K video recording and playback in professional broadcast and cinematography applications. |
| S5L | A high-performance processor for 4K and 8K video recording and playback in security cameras and other IoT devices. |
Ambarella, Inc.'s Porter Forces
Threat Of Substitutes
Ambarella, Inc. faces moderate threat from substitutes due to the presence of alternative video processing solutions from competitors like Intel and Texas Instruments.
Bargaining Power Of Customers
Ambarella, Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products are highly customized, making it difficult for customers to switch to alternative suppliers.
Bargaining Power Of Suppliers
Ambarella, Inc. relies on a few key suppliers for components like memory and semiconductors. While the company has some bargaining power due to its size, suppliers still have some leverage due to the specialized nature of these components.
Threat Of New Entrants
The video processing market has high barriers to entry due to the need for significant investments in research and development, as well as the requirement for specialized expertise. This limits the threat of new entrants.
Intensity Of Rivalry
The video processing market is highly competitive, with several established players like Intel, Texas Instruments, and HiSilicon. Ambarella, Inc. faces intense competition in terms of pricing, product features, and innovation.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 0.94% |
| Debt Cost | 3.95% |
| Equity Weight | 99.06% |
| Equity Cost | 12.19% |
| WACC | 12.11% |
| Leverage | 0.95% |
Ambarella, Inc. : Quality Control
Ambarella, Inc. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| POWI | Power Integrations, Inc. designs, develops, manufactures, and markets analog and mixed-signal integrated circuits (ICs), and other electronic components and circuitry used in high-voltage power conversion worldwide. The company provides a … |
| SITM | SiTime Corporation designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, and internationally. The company provides resonators and clock integrated circuits, and various types … |
| WOLF | Wolfspeed, Inc. provides silicon carbide and gallium nitride (GaN) materials, power devices, and radio frequency (RF) devices based on wide bandgap semiconductor materials and silicon. The company's silicon carbide and … |
| SLAB | Silicon Laboratories Inc., a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, and internationally. The company's products include wireless microcontrollers and sensor products. Its products … |
| ALGM | Allegro MicroSystems, Inc. designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific analog power ICs for motion control and energy-efficient systems. Its products include magnetic sensor ICs, such … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Ambarella
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SiTime
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Silicon Labs
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Power Integrations
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Allegro MicroSystems
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