AMBA — Stock Film
STOCK FILMSCENE 1/10AMBA · $67.87
Stock Expert AI presents
AMBA
Ambarella, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Ambarella, Inc. What it actually does.

Develop semiconductor solutions for high-definition and ultra HD video processing. Now — the numbers.

on the stock market since 2012
959 employees
$3B market value
Revenue last year:
$390.7M
The loss that same year:
$75.9M
For every $1 it earns, the company spends $1.2.

The company is still in the product-building phase: its spending runs above its sales. That only changes once the product starts selling at scale.

In the vault right now:
$312.6M
DEBT: $13.4M
At this pace, that money lasts about 4.1 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

THE PRICE TAG
MARKET VALUE / ANNUAL SALES
7.6×

This company is not turning a profit, so the market is pricing its sales instead: 7.6× for every dollar of annual revenue.

Against companies in its own sector, it looks cheaper than 27% of them.

Analysts' average target sits 26% above today's price.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
42
weak

Clearly below the class average.

FINANCIAL STRENGTH
65
strong

The cash pile is strong; debt and other items pull the grade toward the middle.

VALUATION
27
very weak

Clearly below the class average.

GROWTH
71
strong

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
68
strong

Clearly above the class average — a step short of the very top.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

Business Quality: Profit power and business quality trail similar companies in the sector.

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 69% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/3
The product is selling

Sales run at $390.7M a year. A small number, but proof the product has real buyers.

2
THE BRIGHT SIDE · 2/3
Strong cash, light debt

There is $312.6M in the vault; even if every debt were paid off, $299.1M would remain.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
Running at a loss

A loss of $75.9M against $390.7M in annual sales.

2
THE RISKS · 2/2
A wildly swinging price

This stock swings about 2.1 times as much as the market average. Big rallies — and big drops — can both happen fast.

FINALE · THE GRADE
D
33 / 100 · MoonshotScore

On our five-subject report card, AMBA sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: AMBA is a high-risk stock — not yet profitable, and its future rides on its product catching on.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (27/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →

Not covered, because the filings we hold do not carry it: the revenue breakdown.

This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film