Stock AnalizAmbarella Inc. AMBA
Semiconductors · IPO 2012 · data as of November 13, 2026
Ambarella Inc. (AMBA) is a technology company listed in the US with a market value of about $2.7B. In the twelve months to July 31, 2026 it had revenue of $418M and net income of -$56M, a net margin of -13.5%.
Its overall Stock Analiz score is 1.8 out of 5 (weak). The strongest part is future growth (4/5); the weakest is value (0/5).
Key numbers: a price to free cash flow of 273.0, 5-year revenue growth of 12% a year, a 5-year average ROIC of -14%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 86% below the current price.
Score: 1.8 / 5
Checks passed
- Revenue growth above 10% last year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- More cash than debt, or low debt to equity
- Positive free cash flow
- Debt below 3 years of free cash flow
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- PEG below 1.5
- 3-year revenue growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year average ROIC above 12%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $418M | $391M | $285M | $226M | $338M | $332M | $223M | $229M | $228M | $295M | $310M |
| Net income | -$56M | -$76M | -$117M | -$169M | -$65M | -$26M | -$60M | -$45M | -$30M | $19M | $58M |
| Free cash flow | $10M | $58M | $23M | $7M | $29M | $29M | $29M | $38M | $22M | $82M | $111M |
| EPS (diluted) | $-1.29 | $-1.78 | $-2.84 | $-4.25 | $-1.70 | $-0.72 | $-1.72 | $-1.35 | $-0.93 | $0.55 | $1.68 |
| Net margin | -13.5% | -19.4% | -41.1% | -74.8% | -19.4% | -8.0% | -26.8% | -19.6% | -13.4% | 6.4% | 18.6% |
| ROIC | — | -10.7% | -22.2% | -21.6% | -11.1% | -4.9% | -10.0% | -8.6% | -8.5% | 3.7% | 12.6% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 11 analysts is $87.55, 46% above the current price; targets range from $65.00 to $120.00; the consensus rating is “none”; expected EPS is $0.80 for the fiscal year ending January 31, 2027.
Frequently asked questions
Is Ambarella stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 86% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Ambarella pay a dividend?
Not currently.
Is Ambarella a good stock to buy?
We do not give buy or sell advice. Ambarella scores 1.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.