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Ambarella (AMBA) Stock News

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Welcome to our dedicated page for Ambarella news (Ticker: AMBA), a resource for investors and traders seeking the latest updates and insights on Ambarella stock.

Ambarella, Inc. develops low-power system-on-chip semiconductors and software for edge AI, computer vision, and video processing applications. News about Ambarella commonly covers earnings releases, product launches, technology briefings, and ecosystem updates tied to its AI SoC portfolio, including vision processors, developer tools, and software used in edge endpoints and edge infrastructure.

Company updates also address use cases across video security, automotive camera systems, ADAS, telematics, driver and cabin monitoring, autonomous and mobile robotics, industrial automation, drones, action cameras, and AIoT devices. Recurring themes include AI performance per watt, on-device perception, sensor fusion, video compression, partner demonstrations, and developer access to Ambarella’s edge AI platform.

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Ambarella (NASDAQ: AMBA) and Hanwha signed a decade-plus long-term edge AI agreement exceeding $800 million in potential revenue. The multi-generational deal covers co-development and sourcing of edge AI SoCs and software for Hanwha’s video security, robotics, industrial automation, and life sciences businesses.

Ambarella reported fiscal 2026 revenue of $390.7 million, with IoT revenue growing about 50% year-over-year. Its edge AI platform has an installed base of over 46 million AI units across 12 edge AI SoCs.

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Ambarella (NASDAQ: AMBA) reported Q1 FY2027 revenue of $100.4 million, up 16.9% year over year. GAAP gross margin was 58.4% and non-GAAP 59.9%.

GAAP net loss was $18.1 million (−$0.41 per share), while non-GAAP net income was $5.0 million ($0.11 per share). Q2 FY2027 guidance targets revenue of $105–$111 million. Cash and investments were $277.8 million. The board also authorized a new $50 million share repurchase program and the company bought 47,798 shares for $2.4 million in Q1.

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Ambarella (NASDAQ:AMBA) announced an inaugural quarterly Industry Analyst Briefing Call for non-financial industry research analysts covering edge AI and physical AI markets.

The first 45-minute session, hosted by Customer Growth Officer Muneyb Minhazuddin, will be held on June 4, 2026, at 10 a.m. PT / 1 p.m. ET.

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Ambarella (NASDAQ: AMBA) announced that IEEE honored co-founder, president and CEO Fermi Wang with the inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award, jointly awarded to his Ph.D. advisor, Professor Dimitris Anastassiou. The award recognizes transformative work in video technology, AI-powered systems and analytics.

Ambarella highlights Wang's role in advancing edge AI semiconductors and integrated SoC video and AI processing platforms.

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Ambarella (NASDAQ: AMBA) will hold its Q1 FY2027 earnings conference call on May 28, 2026 at 1:30 p.m. PT, with the earnings release to be issued after market close the same day. Registration is required to ask questions; registrants receive a verification code, dial-in numbers, and a PIN. A live webcast and replay will be available at the company investor events page.

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Ambarella (NASDAQ: AMBA) reported fourth-quarter fiscal 2026 revenue of $100.9M, up 20.1% year-over-year, and fiscal 2026 revenue of $390.7M, up 37.2% year-over-year. GAAP gross margin was 59.2% for FY2026 with a GAAP net loss of $75.9M ($1.78 per diluted share).

Non-GAAP FY2026 net profit was $26.9M ($0.62 per diluted share). Cash and marketable securities totaled $312.6M. Q1 FY2027 guidance: revenue $97.0M–$103.0M, non-GAAP gross margin 59.0%–60.5%, non-GAAP OPEX $55.0M–$58.0M.

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Ambarella (NASDAQ: AMBA) will exhibit at Embedded World 2026 in Nuremberg, Germany, March 10–12, 2026, showcasing “The Ambarella Edge: From Agentic to Physical AI.”

Live demos and a Developer Zone will highlight Ambarella’s AI SoCs, software stack, optimized models, and developer tools for edge AI across robotics, automotive, industrial automation, security, and AIoT.

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Ambarella (NASDAQ: AMBA) will hold its fourth quarter and fiscal year 2026 earnings conference call on February 26, 2026 at 1:30 p.m. PT. The company will issue its earnings release after the market close the same day.

Pre-registration is required to ask questions; registrants receive a verification code, then dial-in details and a PIN by email. A live webcast and replay will be available at the company's investor events page.

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Ambarella (NASDAQ: AMBA) launched the Ambarella Developer Zone (DevZone) on Jan 6, 2026 to accelerate partner development of edge AI applications using Ambarella SoCs and Cooper development software. The DevZone centralizes validated models in a Cooper Model Garden, low‑code/no‑code agentic blueprints, onboarding materials, and sample workflows to help system integrators, ISVs, module builders and distributors prototype and deploy solutions faster.

Ambarella said two ISVs have already deployed models to the N1‑655 SoC and highlighted its installed base of more than 39 million edge AI SoCs shipped to date. The DevZone was demonstrated at CES 2026.

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Ambarella (NASDAQ: AMBA) announced the CV7, a 4nm edge AI vision SoC optimized for multi-stream video and on-device AI for consumer 8K cameras, enterprise security, robotics, industrial automation and automotive edge applications.

The CV7 delivers 20% lower power vs the prior CV5, 2.5x AI performance via a third-generation CVflow accelerator, 2x video encode throughput (single 4Kp240 or dual 8Kp30), quad-core Arm Cortex-A73 CPU (2x CPU performance) and improved low-light imaging down to 0.01 Lux. Samples are available now and the CV7 is being demonstrated at CES.

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FAQ

What is the current stock price of Ambarella (AMBA)?

The current stock price of Ambarella (AMBA) is $78.3 as of June 2, 2026.

What is the market cap of Ambarella (AMBA)?

The market cap of Ambarella (AMBA) is approximately 3.3B.