AMBARELLA INC
Ambarella develops low-power system-on-chip semiconductors and software for edge and physical AI applications, intelligent automation, and video and image processing. Its customers include original design manufacturers and equipment manufacturers worldwide; in automotive, it also sells to Tier-1 suppliers that provide products to automakers. Ambarella is headquartered in Santa Clara, California. Its products include CVflow AI SoCs, automotive CV3 domain controllers, N1 AI neural processors, vision processors, radar software and processing solutions, serializer/deserializer chips, and separately licensed software modules. These products serve security cameras, portable video devices, automotive safety, telematics and autonomous driving systems, robotics, and other IoT applications. Ambarella makes money by selling semiconductor products and licensing proprietary software modules. Its Cooper Development Platform provides software, hardware and AI development tools for its AI SoCs.
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See all $AMBA insider activity →Ambarella, Inc. (NASDAQ: AMBA) plans to release its Q3 2027 earnings after markets close on Nov. 24, 2026, followed by a conference call. The company specializes in edge AI semiconductor solutions, with products used in various applications like physical security and vehicle safety.
Ambarella (AMBA) is reportedly in exclusive talks with one bidder after its board reviewed multiple offers. The company's shares have fallen 5.5%.
Ambarella (AMBA) shares rose 2.4% on reports Nvidia (NVDA) may join acquisition talks, alongside NXP (NXPI) and Qualcomm (QCOM). The company's P/S ratio is 6.7x, below historical and industry medians, reflecting market skepticism. Insider activity shows $17.1M in sales over the past year. Ambarella specializes in low-power semiconductor solutions for video and AI applications.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning AMBA (AMBARELLA INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent AMBA coverage spans mergers & acquisitions, market movers and earnings.
The announcement provides no new financial data, so immediate price impact is unlikely.
The exclusive bid talk creates uncertainty and puts pressure on the share price.
Speculative acquisition interest is driving short‑term buying pressure.
Speculative third‑bidder interest could lift the stock if a deal materialises.
Potential Qualcomm bid fuels short-term buying pressure on AMBA.
AlphAI scores every news story that mentions AMBA with an AI model for sentiment and relevance, and aggregates insider trades from AMBARELLA INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Ambarella, Inc. (NASDAQ: AMBA) plans to release its Q3 2027 earnings after markets close on Nov. 24, 2026, followed by a conference call. The company specializes in edge AI semiconductor solutions, with products used in various applications like physical security and vehicle safety.
Ambarella (AMBA) is reportedly in exclusive talks with one bidder after its board reviewed multiple offers. The company's shares have fallen 5.5%.
Ambarella (AMBA) shares rose 2.4% on reports Nvidia (NVDA) may join acquisition talks, alongside NXP (NXPI) and Qualcomm (QCOM). The company's P/S ratio is 6.7x, below historical and industry medians, reflecting market skepticism. Insider activity shows $17.1M in sales over the past year. Ambarella specializes in low-power semiconductor solutions for video and AI applications.
Ambarella (AMBA) may have attracted a third bidder, according to traders citing a Betaville alert. The potential bidder is reportedly one of the world's largest AI chipmakers. The company is said to be in a sales process. AMBA is a publicly traded company on the NASDAQ.
Ambarella (AMBA) shares rose 5.3% on reports that Qualcomm (QCOM) is exploring an acquisition, with Ambarella also in talks with NXP Semiconductors (NXPI). Ambarella's P/S ratio is 6.92x, below its historical median. The company has a GF Score of 74/100, indicating solid financial strength but weak profitability. Insiders sold $18.1M in shares over the past year.
Ambarella's shares rose 5.3% after a report suggested Qualcomm may be considering a takeover, according to traders citing a Betaville alert.
Ambarella Inc (AMBA) shares fell 3.8% on October 7, 2026, closing at $65.33. The stock's 52-week range is $48.30 to $96.69. GuruFocus estimates the stock is undervalued by 22.4% with a GF Value of $84.14. Insiders sold $18.1M in shares over the past year. The company has a GF Score of 75/100, with strengths in valuation but weaknesses in profitability.
Ambarella (AMBA) may have a second potential buyer, following reports of NXP Semiconductors (NXPI) exploring an acquisition. Traders suggest a bid of 75% cash and 25% shares, valued between $95 and $105 per share, citing a Betaville alert. The identity of the new suitor is unknown.
Ambarella CEO Feng-Ming Wang sold 6,086 shares worth $400,000 to cover tax obligations from RSU vesting. He retains 767,759 shares. Ambarella's stock had a -16% one-year return. The company reported $108.1M Q2 revenue, up 13% YoY, and forecasts $115M-$124M for Q3.
Ambarella and ZEDEDA announced a partnership on September 15, 2026, integrating ZEDEDA's EVE-OS with Ambarella's N1 edge AI chips. The deal targets the $30B edge AI market, with developer kits expected in Q4 2026. Ambarella reported Q2 2026 revenue of $108.1M, up 13.2% YoY, while ZEDEDA has raised over $129M in funding.
