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Designs low-power video and AI chips that power cameras in cars, security systems and robots.
Designs low-power video and AI chips that power cameras in cars, security systems and robots.
Wins a place in a product years before it ships, such as a car's driver-assistance system, then earns chip revenue as that product ramps, so today's sales reflect design wins from the past. Security cameras, still the larger market, are steadier but earn less per chip. It is fabless.
In one line: A tiny, camera-focused edge-AI chip maker.
Moat: narrow (process know-how, IP / patents, customer qualification). Deep computer-vision/video-compression IP and automotive design-in cycles, in a competitive edge-AI chip market.
Headquarters: Santa Clara, California, US · Founded: 2004 · Employees: 959
Size Ambarella (AMBA) is a United States Information Technology company (Semiconductors) with a market value of $2.58B, the 1631st largest of 3,117 United States companies the cockpit tracks. Shares closed at $58.55 on 6 Nov 2026.
Performance Over six months the shares fell 23.3%, against -17.1% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue grew 20.0% over the last twelve months (peer median +26.9%); the operating margin is -14.6% (peer median 7.8%).
Valuation It trades at 66.0× forward earnings against a peer median of 24.0× (4th most expensive of 20).
Capital Return on invested capital runs 30.0 points below its cost of capital (16.6% WACC).
Backlog Backlog (remaining performance obligations) was $91.4M at 31 Jul 2026, up 133% on a year earlier — 0.2 years of trailing revenue. Backlog detail →
Short interest Short interest is 10.7% of the free float (15 Oct 2026).
Next results Next results expected around 1 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $418M | $391M | $285M | $226M | $338M |
| Revenue growth | — | +37% | +26% | -33% | — |
| Gross profit | $240M | $226M | $168M | $132M | $205M |
| EBITDA | -$36.0M | -$56.9M | -$101M | -$126M | -$51.2M |
| Net income | -$56.3M | -$75.9M | -$117M | -$169M | -$65.4M |
| Free cash flow | $9.72M | $58.0M | $23.5M | $7.05M | $29.0M |
| Capital expenditure | $17.6M | $15.5M | $10.4M | $12.0M | $15.1M |
| Total debt | $12.6M | $13.4M | $5.26M | $5.34M | $8.64M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ambarella AMBA | $2.58B | -23% | +20% | -15% | 66.0× | n/a |
| Qualcomm QCOM | $177B | -24% | +2% | 24% | 17.0× | 15.9% |
| NXP Semiconductors NXPI | $62.6B | -15% | +15% | 30% | 14.1× | 16.3% |
| Novatek Microelectronics 3034.TW | $9.16B | +18% | +2% | 20% | 14.1× | -4.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | AMBA | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.9% | -23.5% | 4th highest of 21 |
| 6-month return | -23.3% | -17.1% | 10th lowest of 21 |
| Distance from 52-week high | -39.5% | -55.4% | 4th highest of 21 |
| Revenue growth (TTM) | +20.0% | +26.9% | 8th lowest of 21 |
| Operating margin | -14.6% | 7.8% | 2nd lowest of 21 |
| Forward P/E | 66.0× | 24.0× | 4th most expensive of 20 |
| ROIC minus cost of capital | -30.0 pp | -1.7 pp | 2nd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ambarella AMBA | United States | $2.58B | -23% | +20% | -15% | 66.0× | n/a | n/a |
| Asmedia Technology 5269.TW | Taiwan | $2.60B | -14% | +38% | 25% | 12.5× | 12.3% | +14.0% |
| Leeno Industrial 058470.KS | South Korea | $2.60B | -61% | +24% | 49% | 19.4× | 6.3% | +13.1% |
| OUST OUST | United States | $2.54B | +38% | +64% | -29% | n/a | n/a | n/a |
| PENG PENG | United States | $2.52B | -5% | +26% | 10% | 9.2× | n/a | n/a |
| StarPower Semiconductor 603290.SS | China | $2.50B | -33% | +4% | 1% | 76.8× | 26.3% | +33.0% |
| Topco Scientific 5434.TW | Taiwan | $2.68B | +11% | +21% | 7% | 14.3× | 3.8% | +13.3% |
| Simmtech 222800.KS | South Korea | $2.69B | +7% | +42% | 9% | 18.7× | n/a | n/a |
| Maxio Technology (Hangzhou) 688449.SS | China | $2.71B | -29% | +40% | 5% | 37.7× | n/a | n/a |
| Great Microwave Technology 688270.SS | China | $2.46B | -41% | +8% | 32% | 69.6× | 48.7% | +23.2% |
| Gpixel Changchun Microelectronics 3277.HK | Hong Kong | $2.45B | -48% | +27% | 33% | 28.0× | 6.9% | +9.7% |
| Shanghai Bright Power Semiconductor 688368.SS | China | $2.72B | -20% | +90% | 6% | 85.4× | 54.1% | +7.3% |
| Wuxi NCE Power 605111.SS | China | $2.45B | -3% | +28% | 19% | 30.4× | 27.2% | +14.5% |
| Hefei Chipmore Technology 688352.SS | China | $2.45B | +7% | -1% | 7% | 53.1× | n/a | n/a |
| DB HiTek 000990.KS | South Korea | $2.41B | -48% | +29% | 21% | 8.9× | 2.3% | +8.3% |
| IPG Photonics IPGP | United States | $2.78B | -38% | +15% | 5% | 32.8× | 24.8% | -3.5% |
| Sunrun RUN | United States | $2.40B | -32% | +63% | 2% | 38.7× | n/a | n/a |
| Acter 5536.TWO | Taiwan | $2.39B | -26% | +28% | 16% | 10.0× | -6.0% | +24.3% |
| Holy Stone Enterprise 3026.TW | Taiwan | $2.39B | +91% | +17% | 2% | 21.0× | n/a | n/a |
| Sino-American Silicon Products 5483.TWO | Taiwan | $2.80B | 0% | -1% | 12% | 15.8× | n/a | n/a |
| MLS 002745.SZ | China | $2.36B | +11% | +19% | -4% | 24.0× | 2.4% | +0.1% |
Ambarella reported $91.4M of remaining performance obligations at 31 Jul 2026, up 133% from a year earlier and up 31% from the previous quarter. That is 0.2 years of trailing revenue already under contract. Book-to-bill last quarter: 1.20.