Ambarella reported a 13.2% year-over-year revenue increase to $108.1 million in Q2, with guidance indicating about 10.5% sequential growth in Q3. The company expanded its fiscal 2032 addressable market to $22.9 billion, driven by growth in robotics and edge infrastructure, broadening its opportunities in Physical AI. Memory shortages may benefit Ambarella's low-power architecture as customers shift away from GPU-heavy designs due to rising system costs. Despite strong free cash flow of $58 million in FY2026, $98 million in stock compensation raises concerns about shareholder economics. The analyst values the stock at $94 per share, with potential upside to $127 if Physical AI commercialization accelerates.
Ambarella Inc trades at USD 64.10 on Pluang as of Sep 15, 2026 04:02 WIB, down 5.54% in one day. The stock's market cap stands at $3.00 billion, below its 52-week high of $95.51. This trading data provides current context to the company's reported revenue growth and market expansion.
