Ichor Holdings (ICHR) delivered earnings and revenue surprises of +9.68% and -1.85%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Chip stocks were a mixed bag on Monday as the Philadelphia semiconductor index, known as SOX, struggled to hold gains. However, Nvidia stock retook a key support level. In afternoon trades on the stock market today, the SOX rose a fraction.
Rumored NXP Deal Puts Ambarella Stock in the M&A Spotlight Reports that NXP Semiconductors is in talks to acquire Ambarella (NasdaqGS:AMBA) have pushed the stock into focus. For investors, potential terms and the level of deal certainty now sit at the center of the story. See our latest analysis for Ambarella. The rumored NXP deal comes after a sharp swing in Ambarella’s share price. The stock shows a 20.2% 90 day share price return and 34.9% 1 year total shareholder return, although the 5...
Investing.com -- NXP Semiconductors is in discussions to acquire Ambarella, a chip designer focused on AI-enabled chips for camera technology in self-driving cars, the Financial Times reported on Friday.
Among the equity partners in the round are Bain Capital, Fifth Wall, Chemistry, A*, K5 Global, Abstract, SV Angel and Alpha Square Group — as well as Uber, the ride-hailing giant Kalanick co-founded and was forced to exit in 2017.
Ambarella, Ouster, and AMETEK supply the chips, lidar, and precision motion parts behind humanoid robots, and all three now trade well below their 52-week highs after a growth-stock sell-off.
Wall Street is betting big on Ambarella's Physical AI opportunity.
Ambarella’s low-power system-on-chip (SoC) helps remove latency and improve performance, making it potentially critical for any robot carrying out real-time operations.
Ambarella shares are drawing bullish analyst and institutional support as its edge AI chips gain traction, with Rosenblatt's $120 price target leading a wave of positive coverage.
This AI chipmaker for automotive and security markets reported a notable insider sale amid a pattern of steady multi-year dispositions.
Ambarella, Inc. (NASDAQ:AMBA) is one of the best robotics stocks to buy. On May 29, Rosenblatt reiterated a Buy rating on Ambarella (NASDAQ:AMBA) with a $120 price target. The firm remains bullish as the use of AI models at the network edge is increasingly fueling demand for the company’s CV SoC platforms. The company has […]
Ambarella stock has surged in the past week, yet the valuation signals are mixed, with a fairly valued intrinsic estimate from a Discounted Cash Flow (DCF) model set against market multiples that lean expensive. Ambarella is up 40.2% over the past week, which quickly prices in a lot of enthusiasm about its AI focused semiconductor story. Strong interest in its edge AI chips, including automotive and industrial uses, can support high growth expectations, but recent insider selling and...
In late June 2026, Ambarella reported fiscal Q1 2027 revenue of US$100.4 million, up 16.9% year over year, with non-GAAP net profit of US$5.0 million and record automotive sales driven by AI adoption in commercial vehicles, alongside guidance for higher revenue in Q2 2027. At the same time, upbeat analyst reports and investor roadshows highlighted Ambarella’s growing role in low-power edge AI vision processing across automotive, surveillance, robotics, and other physical AI applications,...
Ambarella (NasdaqGS:AMBA) reports record automotive revenue, highlighting rising AI adoption in commercial vehicles. The company also reports improved net profitability alongside this automotive performance. Management provides a positive revenue outlook for the next quarter, pointing to continued momentum in its core markets. Ambarella is best known for its system on chips that power camera, computer vision and AI workloads in vehicles and other edge devices. The latest update puts the...
The brokerage says rising demand for edge AI chips in robotics, drones, surveillance and autonomous systems could drive the stock higher in the second half of the year.
Ambarella stock soared on Tuesday after the fabless AI chipmaker received a bullish report from a Wall Street analyst.
Ambarella, Inc. (NASDAQ:AMBA) is one of the High Growth Semiconductor Stocks to Buy Now. Ambarella, Inc. (NASDAQ:AMBA) has declined roughly 32% over the past month. However, the Street sees more than 52% upside from the current levels. Recently, on June 17, Northland Securities reiterated an Outperform rating on the shares with a price target of […]
Ambarella Inc. (NASDAQ:AMBA) is one of the 10 best robotics and automation stocks to invest in. On May 29, Rosenblatt increased the price target on Ambarella Inc. (NASDAQ:AMBA) from $115 to $120, while maintaining a Buy rating on the stock. The firm attributed this revision to the expanding use of AI models at the network […]
LSCC's FPGA solutions power automation, robotics and edge AI as Industry 4.0 and smart manufacturing adoption continues to drive industrial demand.
Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products. Speaking with BofA semiconductor analyst Vivek Arya at
AMBA's Q1 revenues rise 16.9% to $100.4M as automotive hits a record, while the chipmaker initiates Q2 sales guidance and announces a $50M share buyback program.
Ambarella Inc (AMBA) reports strong automotive growth and a significant $800 million agreement with Hanhwa, despite challenges in consumer IoT and cash flow management.
Louis Gerhardy: Thank you, Carmen, and good afternoon. Thank you for joining our first quarter fiscal year 27 financial results conference call. On the call with me today is Dr. Fermi Wang, president and CEO, and John Young, CFO.
Ambarella (NASDAQ:AMBA) reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements. President and CEO Fermi Wang said the company delivered re
Ambarella (AMBA) delivered earnings and revenue surprises of +4.76% and +0.19%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil S
Ambarella has launched a quarterly Industry Analyst Briefing Call program, beginning with an inaugural session held on June 4, 2026, to discuss its edge AI portfolio direction and end-market progression across automotive, edge infrastructure, IoT, physical security, and robotics. This new recurring briefing targets non-financial industry analysts who influence enterprise buyers, automotive OEMs, and ecosystem partners, potentially shaping how Ambarella’s silicon and developer ecosystem,...
Ambarella stock: recent move and business context Ambarella (AMBA) has drawn attention after recent share price swings, with the stock showing a 40% return over the past month and a 17.4% gain over the past 3 months. See our latest analysis for Ambarella. The recent 30 day share price return of 39.9%, along with a 9% gain over 7 days and a 41.1% total shareholder return over 1 year, points to momentum building again after weaker year to date share price performance. If Ambarella's move has...
GlobalFoundries (GFS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.