AMBARELLA, INC.
At today's price, AMBARELLA, INC. (AMBA) is priced for today's economics sustained for ~18.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Ambarella designs low-power chips that run artificial intelligence directly on cameras and devices rather than in the cloud, selling them into security cameras, consumer devices, and cars, and that edge-AI business is now the growth engine, with the company reporting 42 million edge-AI chips installed and $1 billion of cumulative edge-AI revenue [Source: FY2026 earnings release]. • The market is pricing years of growth the income statement has not yet delivered: revenue reached $390.7 million
Is AMBA overvalued? See what's priced in →
289 institutional managers reported holding AMBA in 13F filings for the quarter ended 2026-03-31. Together they hold about 84% of the company; the top 10 hold 45%. 50 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 2.9M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (1.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AMBA's share count grew 19.7% over the past five years even with $3.44M spent on repurchases. It pays no dividend. Cash returned over the past three years: $3.44M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AMBA over the trailing three years. Absence is a fact about the company, not a signal. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AMBA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-07 | -7.0% | -8.1% |
| 2023-09-09 | -16.8% | -16.2% |
| 2023-12-09 | +2.0% | -4.4% |
| 2024-03-30 | -3.6% | +14.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AMBA's latest 8-K filings: 2026-07-01 (items 5.02, 5.07, 9.01); 2026-05-28 (items 2.02, 9.01); 2026-02-27 (items 5.02); 2026-02-26 (items 2.02, 5.02, 9.01); 2025-11-25 (items 2.02, 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.