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Ambarella (AMBA): analyst forecast and price target

$61.70 −2.60% close 16.10.26 · market cap $2.7B · Technology · Semiconductors IWM 0.09%
Price targets and ratings of

Analyst consensus

Moderate Buy

6 Buy5 Hold0 Sell

Ratings of 11 analysts in the last 3 months

12-month forecast

$91.33+48.0% upside

Based on 11 price targets given in the last 3 months, the average target is $91.33, the highest $120, the lowest $65.00. The average is +48.0% from the last price of $61.70.

$60.00$80.00$100$120Jan 26AprJulOctJan 27AprJulOctHigh$120Average$91.33Low$65.00
Highest target $120 Average target $91.33 Lowest target $65.00
AnalystFirmPrice target RatingUpsideAction Date Move vs SPY
Joseph Moore★★★★★★★★★★#162 · hits 62% · avg +24.5% Morgan Stanley $96.00 Buy +55.6% Assigned 18.09.26on TipRanks 08:25 −1.3%next day +2.5% · 5 days +8.6%
Richard Shannon★★★★★★★★★★#5 · hits 65% · avg +87.6% Craig-Hallum $95.00 → $70.00−26.3% Hold +13.5% Downgrade 04.09.26on TipRanks Sep 7 10:55 −0.4%next day +1.5% · 5 days +2.9%
Gus Richard★★★★★★★★★★#213 · hits 57% · avg +23.1% Northland Securities $101 Buy +63.7% Reiterated 04.09.26on TipRanks 09:55 −0.4%next day +1.5% · 5 days +2.9%
Martin Yang★★★★★★★★★★#825 · hits 49% · avg +16.0% Oppenheimer — Hold — Reiterated 04.09.26on TipRanks 08:30 −0.4%next day +1.5% · 5 days +2.9%
Christopher Rolland★★★★★★★★★★#31 · hits 63% · avg +39.1% Susquehanna $110 Buy +78.3% Reiterated 04.09.26on TipRanks 07:35 −0.4%next day +1.5% · 5 days +2.9%
Kevin Cassidy★★★★★★★★★★#50 · hits 60% · avg +37.9% Rosenblatt Securities $120 Buy +94.5% Reiterated 04.09.26on TipRanks 07:30 −0.4%next day +1.5% · 5 days +2.9%
Tore Svanberg★★★★★★★★★★#74 · hits 61% · avg +31.6% Stifel Nicolaus $106 → $90.00−15.1% Buy +45.9% Reiterated 04.09.26on TipRanks 06:50 −0.4%next day +1.5% · 5 days +2.9%
Quinn Bolton★★★★★★★★★★#18 · hits 66% · avg +53.7% Needham $100 Buy +62.1% Reiterated 04.09.26on TipRanks 06:30 −0.4%next day +1.5% · 5 days +2.9%
Suji Desilva★★★★★★★★★★#47 · hits 55% · avg +52.6% Roth MKM $90.00 → $65.00−27.8% Hold +5.3% Reiterated 04.09.26on TipRanks 06:25 −0.4%next day +1.5% · 5 days +2.9%
Vivek Arya★★★★★★★★★★#155 · hits 61% · avg +25.6% Bank of America Securities $70.00 Hold +13.5% Reiterated 04.09.26on TipRanks 05:35 −0.4%next day +1.5% · 5 days +2.9%
John Vinh★★★★★★★★★★#101 · hits 60% · avg +28.6% KeyBanc — Hold — Reiterated 04.09.26on TipRanks 05:25 −0.4%next day +1.5% · 5 days +2.9%
Kinngai Chan★★★★★★★★★★#435 · hits 72% · avg +47.7% Summit Insights Group — Hold — Downgrade 28.05.26on TipRanks May 29 08:25 +0.8%next day −21.7% · 5 days −21.9%
Ross Seymore★★★★★★★★★★#82 · hits 71% · avg +24.8% Deutsche Bank $65.00 → $80.00+23.1% Hold +29.7% Reiterated 26.11.25on TipRanks 10:25 −19.5%next day −0.2% · 5 days −4.5%

The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included

Best analysts covering Ambarella

TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.

Most accurate

3 months Kevin Cassidy★★★★★★★★★★Rosenblatt Securities · #50
Hits 60%300 of 499 Average return +37.9%
1 year Joseph Moore★★★★★★★★★★Morgan Stanley · #162
Hits 62%304 of 494 Average return +24.5%
2 years Joseph Moore★★★★★★★★★★Morgan Stanley · #162
Hits 62%304 of 494 Average return +24.5%

Most profitable

3 months Kevin Cassidy★★★★★★★★★★Rosenblatt Securities · #50
Hits 60%300 of 499 Average return +37.9%
1 year Kevin Cassidy★★★★★★★★★★Rosenblatt Securities · #50
Hits 60%300 of 499 Average return +37.9%
2 years Joseph Moore★★★★★★★★★★Morgan Stanley · #162
Hits 62%304 of 494 Average return +24.5%

How the average price target moved

The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $91.33 at a price of $69.51 (+31.4%); now: $91.33 at $61.70 (+48.0%).

$60.00$70.00$80.00$90.00Sep 15Oct 1Oct 15Top analysts$91.33Average target$91.33Price$61.70

PriceAverage targetTop analysts’ target

Recommendation trend

051015153Oct 251114Nov1105Dec195Jan 26345Feb334Mar424Apr354May464Jun464Jul32Aug745Sep645Oct

Strong BuyBuyHoldSell

Rating05.2606.2607.2608.2609.2610.26
Strong Buy344376
Buy566244
Hold444055
Sell000000

Earnings and sales forecast

Next report: 01.12.26 (Q3 2027, date not confirmed)

Earnings per share

Next quarter’s EPS estimate — $0.32 (from $0.28 to $0.34). Last quarter: $0.18.

Sales

Next quarter’s sales estimate — $119M (from $118M to $120M). Last quarter: $108M.

Best top-analyst consensus in the sector · Technology

TSMTSMC
ANETArista Networks
UCTTUltra Clean HoldingsStrong Buy
ONTOOnto Innovation
CLSnot in our ETFs
About Ambarella
  • CEO: Feng-Ming Wang
  • Employees: 959
  • 3001 Tasman Drive, Santa Clara, CA, 95054, US
  • www.ambarella.com

Ambarella, Inc. is a global semiconductor company specializing in advanced video processing technology. They develop chips that facilitate high-definition (HD) and ultra-HD (UHD) video compression, sophisticated image manipulation, and cutting-edge deep learning capabilities. Their core offering comprises highly integrated system-on-a-chip (SoC) designs. These single-chip solutions seamlessly combine HD video and image processing, artificial intelligence (AI) computer vision, audio processing, and various system functions, resulting in superior video and image clarity, distinct features, and efficient power usage. Ambarella's technology finds broad application across diverse markets. In the automotive sector, their chips power devices like vehicle dashcams, digital rearview mirrors, advanced driver-assistance systems (ADAS) cameras, interior and driver monitoring systems, and central domain controllers for self-driving vehicles. Beyond automotive, their solutions are crucial for professional and residential IP security cameras, various robotics and industrial applications (including identification, authentication, robotic products, and sensing), and a wide range of consumer products. The consumer segment encompasses wearable cameras, sports action cameras, social media devices, aerial drones, video conferencing equipment, and virtual reality systems. The company distributes its semiconductor solutions to original equipment manufacturers (OEMs) and original design manufacturers (ODMs) through a combination of its direct sales team and a network of distributors. Established in 2004, Ambarella, Inc. is headquartered in Santa Clara, California.

Data from the stock’s TipRanks forecast page, read 33 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗