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Ambarella, Inc.

AMBA · NASDAQ

Market closed$61.84$-1.45 (-2.29%)After hours $61.92 · +0.13%

Key statistics

Previous close$63.29
Open$60.39
Day high$64.29
Day low$59.35
52-week high$96.69
52-week low$48.30
Market cap2.71B
Volume1.77M
Average volume1.52M
P/E ratio93.70
Forward P/E—
EPS0.66
Dividend yield0.00%

Market context

Why it moved

Ambarella shares declined amid continued technical weakness and bearish momentum, as the stock remains under selling pressure despite its high-profile $800 million edge AI partnership with Hanwha, with investors cautious ahead of upcoming Q2 earnings while the company still struggles with negative profitability metrics.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026Ambarella fell amid a sweeping semiconductor sector selloff, as chip stocks extended their correction on concerns over AI investment sustainability and rising capital expenditure burdens. Despite company-specific catalysts — including an $800M edge AI co-development partnership with Hanwha and a street-high $120 price target from Rosenblatt — the stock has shed roughly 14% over the past week and sits nearly 29% below its 52-week high. JPMorgan's strategist noted semiconductor fundamentals remain "rock solid" but warned the sector's next leg higher depends on hyperscalers reaffirming AI capex commitments during upcoming earnings.

-2.291

July 17, 2026Ambarella tumbled sharply, caught in a broad semiconductor sector selloff triggered by valuation reset concerns despite strong AI chip demand signals from TSMC and ASML earnings. The decline mirrored steep drops across chip peers — Micron fell 8%, Nova dropped 5.7%, Microchip Technology slid 5.3% — as investors questioned whether richly valued AI semiconductor stocks can sustain their lofty multiples even amid robust fundamentals. For Ambarella specifically, the edge AI chipmaker still trades at roughly 87x forward earnings and carries ongoing operating losses, making it particularly vulnerable to sector-wide de-rating as markets grow more selective about AI-leveraged valuations.

-8.1156

July 16, 2026Ambarella tumbled sharply, bucking a broader market rebound as semiconductor stocks faced renewed sector-wide selling pressure despite strong ASML earnings and softer PPI data. The decline comes amid a broader chip sector correction — the Philadelphia Semiconductor Index has shed over 11% since its June record high — as investors grow increasingly cautious about AI spending durability, peak-cycle valuations, and rising short interest across the sector. With a consensus 'Moderate Buy' rating and an average price target of ~$101, analysts remain constructive on Ambarella's Edge AI strategy, but recent insider selling by the CEO and CFO has added an overhang on sentiment.

-5.5144

July 15, 2026Ambarella closed modestly higher, outperforming a volatile semiconductor sector as investors responded to a cooler-than-expected June CPI report that lifted tech and growth stocks broadly. The macro relief came after a turbulent backdrop for chips — the Philadelphia Semiconductor Index has fallen roughly 12% from its June peak amid Fed rate-hike concerns, U.S.-Iran tensions, and questions about AI spending durability. Ambarella holds a consensus "Moderate Buy" rating with a ~$101 average price target, supported by 16.9% YoY revenue growth in its latest quarter, though recent insider selling by the CEO and CFO has kept some investors cautious.

1.25

July 14, 2026Ambarella tumbled sharply as a broad semiconductor selloff, triggered by SK Hynix's 14% plunge in South Korea on earnings concerns, swept through chip stocks amid renewed U.S.-Iran military hostilities that rattled risk appetite and sent oil prices surging. The decline came despite Ambarella's Moderate Buy consensus and an average analyst price target of ~$101, with insider selling pressure adding to the headwinds — executives have made 28 sales and zero purchases over the past six months.

-6.8564

July 11, 2026Ambarella shares closed modestly lower, underperforming the broader semiconductor sector as investors weighed continued insider selling against a still-constructive analyst outlook. VP Yun-Lung Chen sold nearly 6,000 shares on July 9, adding to a pattern of insider disposals that has seen 87,432 shares sold over the past three months — a signal that has tempered sentiment even as the stock carries a Moderate Buy consensus and an average price target of $101.12, well above current levels. The session came amid sector-wide choppiness following a sharp mid-week sell-off triggered by Samsung's record earnings failing to satisfy elevated AI spending expectations, though the sector partially recovered Thursday on Arm and AMD upgrades. With the S&P 500 near 52-week highs and Q2 earnings season approaching, investors are watching whether Ambarella's edge AI and automotive design win momentum can translate into the profitability progress the market is demanding.

-1.3779

July 10, 2026Ambarella surged nearly 5% on Thursday, outperforming the broader semiconductor sector as investors returned to the edge AI pure-play following a week of chip stock volatility triggered by Samsung's record-but-disappointing earnings. The rebound builds on a strong catalyst run: Rosenblatt's late-June price target raise to a Wall Street-high $120 naming AMBA a top H2 2026 pick, the landmark $800M decade-long Hanwha edge AI co-development partnership, and a consensus Moderate Buy rating with an average analyst target near $101. After-hours, shares edged an additional 0.5% higher to ~$78.80, suggesting continued investor confidence in Ambarella's physical AI positioning despite broader macro headwinds from U.S.-Iran tensions and Fed inflation concerns.

4.8702

July 9, 2026Ambarella gained roughly 4% on Tuesday, rebounding sharply against the broader semiconductor selloff that saw the iShares Semiconductor ETF drop nearly 5% after Samsung's record quarterly results failed to meet lofty AI expectations. The outperformance stands out given the sector-wide pressure, with Ambarella's edge AI positioning — highlighted by Rosenblatt's 'Buy' rating and $120 price target naming it a physical AI pure play — and its $800M Hanwha partnership providing a differentiated narrative amid widespread chip stock losses.

4.0657

Investor's Business Daily · June 30, 2026Ambarella Stock Rockets As AI Chipmaker Scores ‘Top Pick’ RatingSeeking Alpha · May 29, 2026Ambarella Q1: Investors Are Not Liking The Slow Progress (NASDAQ:AMBA)Quiver Quantitative · May 29, 2026Ambarella slides as investors digest cautious outlook and fresh downgrade after Q1 results | AMBA Stock NewsInvesting.com · May 29, 2026Northland reiterates Ambarella stock rating on Q1 beat, AI dealsInvestor's Business Daily · May 28, 2026Edge AI Chipmaker Ambarella Narrowly Tops Q1 EstimatesGlobeNewswire · May 28, 2026Hanwha and Ambarella Enter Into Long-Term Edge AI AgreementGlobeNewswire · May 28, 2026Ambarella, Inc. Announces First Quarter Fiscal Year 2027 Financial Results
Mt Newswire · July 10, 2026Ambarella Insider Sold Shares Worth $468,656, According to a Recent SEC Filing
Benzinga · July 1, 2026Rosenblatt Names Ambarella a Top Pick for Second Half of 2026
Benzinga · July 1, 2026Why is Ambarella (AMBA) Stock Trending Overnight?
Benzinga · May 29, 2026B of A Securities Maintains Neutral on Ambarella, Raises Price Target to $96
Benzinga · May 29, 2026Susquehanna Maintains Positive on Ambarella, Raises Price Target to $110
Benzinga · May 29, 2026Rosenblatt Maintains Buy on Ambarella, Raises Price Target to $120
Mt Newswire · May 29, 2026BofA Securities Adjusts Price Target on Ambarella to $96 From $72
Mt Newswire · May 29, 2026Ambarella, Hanwha Group Sign Edge AI Agreement

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