Ambarella: Riding The Next Wave
Summary: Ambarella, Inc.’s AI edge demand is promising, but sales levels remain modest, leading to
Summary: Ambarella, Inc.’s AI edge demand is promising, but sales levels remain modest, leading to
Summary: Ambarella projects over 25% y/y revenue growth for fiscal 2026, driven by strong product
Summary: Ambarella has severely disappointed investors in recent years as investments into R&D and new
Summary: Ambarella’s Q2 results exceeded expectations in revenue and in earnings per shares, driving an
Summary: The stock was rallying on hopes for a turnaround at AMBA, but it got
Summary: Ambarella is entering another quarterly report with promises, but its history of execution is
Summary: Ambarella Inc. reported in-line Q4 results and outlook for 1QFY25. I expect this in-line
Summary: Ambarella has been investing in AI applications, resulting in growing losses and disappointing financial
Summary: I upgrade my rating from hold to buy due to potential turnaround signs, including
Summary: We initiate our coverage of Ambarella with a hold. 3Q24 results and outlook lead