AMBA — Stock Film
STOCK FILMSCENE 1/11AMBA · $52.29
Stock Expert AI presents
AMBA
Ambarella, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Ambarella, Inc. A quick introduction.

On the stock market since 2012, it operates in the world of technology. It has 941 employees. Now — the numbers.

on the stock market since 2012
941 employees
$2.3B market value
Revenue last year:
$0
The loss that same year:
$0
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.

THE SALES TREND
Sales are moving sideways.

No real growth (4% a year). Red columns mark years that ended in a loss.

$331.9M
2022
$337.6M
2023
$226.5M
2024
$284.9M
2025
$390.7M
2026
In the vault right now:
$0
DEBT: $13.4M
At this pace, that money lasts about 4.1 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
8 / 8
EXPECTATIONS MET OR BEATEN
8
Aug 2024
Nov 2024
Feb 2025
May 2025
Aug 2025
Nov 2025
Feb 2026
May 2026
8 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
INSIDE THE REPORT CARD

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

A score of 50 means class average.

BUSINESS QUALITY
37
weak

Clearly below the class average.

FINANCIAL STRENGTH
50
average

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

VALUATION
37
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
58
average

The price is looking for direction — no strong breakout, no collapse.

WORTH WATCHING

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

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

THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 76% 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 · 1/3
Running at a loss

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

2
THE RISKS · 2/3
The business trails its class

Measured against its sector, the quality of the business sits below the class average. Report-card grade: 37/100.

3
THE RISKS · 3/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 37/100.

FINALE · THE GRADE
F
0 / 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 (37/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film