Ambarella: Riding The Next Wave
Summary: Ambarella, Inc.'s AI edge demand is promising, but sales levels remain modest, leading to a slightly bullish...
Tag: AMBA
Ambarella Earnings: The Surge Could Make A New Dawn For Investors
Summary: Ambarella projects over 25% y/y revenue growth for fiscal 2026, driven by strong product momentum in automotive...
Ambarella: Intriguing, As We Have Been Here Before
Summary: Ambarella has severely disappointed investors in recent years as investments into R&D and new products did not...
Why Ambarella Soared After Posting Q2 2025 Results
Summary: Ambarella's Q2 results exceeded expectations in revenue and in earnings per shares, driving an 18% stock price...
Ambarella: Headwinds May Put A Stop To The Turnaround
Summary: The stock was rallying on hopes for a turnaround at AMBA, but it got derailed after several recent...
Ambarella: Unfulfilled Potential
Summary: Ambarella is entering another quarterly report with promises, but its history of execution is...
Ambarella: Limited Momentum For Automotive And IoT Demand – Initiating With A Hold
Summary: Ambarella Inc. reported in-line Q4 results and outlook for 1QFY25. I expect this in-line trend to continue in...
Ambarella: More Talk Than Performance
Summary: Ambarella has been investing in AI applications, resulting in growing losses and disappointing financial...
Ambarella: Shift Forward To FY26, And Upgrade To Buy
Summary: I upgrade my rating from hold to buy due to potential turnaround signs, including positive inventory trends and...
Ambarella: Initiating With Hold – Longer Recovery Path Post-Correction
Summary: We initiate our coverage of Ambarella with a hold.3Q24 results and outlook lead us to believe AMBA is seeing a...