Ambarella (AMBA) News Today

Ambarella, Inc. (NASDAQ: AMBA) shares climbed today following strong second-quarter results, upbeat guidance and multiple analyst upgrades, reflecting accelerating demand in IoT, automotive and edge AI markets.

• Positive Sentiment: Q2 earnings of $0.15 per share beat the Zacks Consensus of $0.06 and revenue jumped nearly 50%, driving the stock up about 19%. Ambarella Stock Soars 19% as Q2 Earnings and Revenues Crush Estimates
• Positive Sentiment: Summit Insights upgraded AMBA from “hold” to “buy” after a “strong” Q2 performance. Ambarella surges after 'strong' Q2, rating upgrade at Summit
• Positive Sentiment: Bank of America raised its price target on AMBA from $63.00 to $90.00 (27.4% upside) while maintaining a “neutral” rating. Benzinga Report
• Positive Sentiment: Needham & Company lifted its price target from $90.00 to $100.00 and reiterated a “buy” rating, implying over 40% upside. Benzinga Report
• Positive Sentiment: Ambarella raised its fiscal 2026 revenue growth target to 31%–35%, citing accelerating edge AI demand. Ambarella raises fiscal 2026 revenue growth target to 31%-35% as edge AI demand accelerates
• Positive Sentiment: The company boosted its Q3 revenue guidance to $100.0–108.0 million, above the $91.4 million consensus. Ambarella, Inc. Announces Second Quarter Fiscal Year 2026 Financial Results
• Positive Sentiment: Fiscal Q2 revenue jumped 50%, and Ambarella lifted its full-year 2026 outlook on the AI surge. Ambarella Lifts 2026 Outlook on AI Surge
• Neutral Sentiment: TipRanks notes “strong IoT growth offset by automotive challenges,” maintaining a hold rating. Ambarella’s Mixed Prospects: Strong IoT Growth Offset by Automotive Challenges
• Neutral Sentiment: Full Q2 2026 earnings call transcript now available. Ambarella, Inc. (AMBA) Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Benzinga published insights into Ambarella’s upcoming earnings. Insights into Ambarella's Upcoming Earnings