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Ambarella, Inc.

AMBA Technology Semiconductor Equipment & Materials

Ambarella, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $390.7 million, up 37.2% from fiscal 2025.

Revenue
+13.2%
EPS
+68.1%
Free cash flow
−612.1%

Quarter to July 2026, against a year earlier

57.66 2.49 +4.51%
Market cap
$2.4B
P/E
0.0×
Fwd P/E
−55.9×
Dividend yield
—
F-score
5/9
Altman Z
7.97
Beneish M
−3.13
Dividend safety
n/a
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 17.15
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 8 1 — 5 1 2 6 3 — 6 — —
Insider Ownership 4.28%

Capital & Financial Ratios $m

Size
Market Cap 2,440.00
Revenue ttm 417.80
Net income ttm (56.32)
Free cash flow ttm 9.72
Net debt Q (272.77)
Valuation
P/E 0.00
Forward P/E (55.90) (negative: loss-making)
Price / sales 5.85
Forward P/S Powerpack
Price / FCF 0.00
Price / book 3.94
Financial health
Current ratio Q 2.85 (at or above 1.5: strong)
Debt / equity Q 0.00 (at or below 0.5: strong)
Interest coverage Q —
Growth
Revenue growth Q +13.21% (above 0%: growing)
Operating income growth Q +62.97% (above 0%: growing)
EPS, this year +29.62% (at or above 15%: strong)
EPS, next year A +31.79% (at or above 15%: strong)
Revenue, next year A +12.90% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +33.50% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 5.2×, against a ten-year median of 6.7×; over the ten years it ranged from 3.0× in 2018 to 23.6× in 2021.
P/S against its own 10 years 22.08%
10-year low 10-year high
P/B against its own 10 years 37.77%
10-year low 10-year high
EV/Sales against its own 10 years 31.90%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2024 2025 2026 Q'26
Cash 220 250 313 273
Receivables 25 30 39 37
Inventory 29 34 52 77
Other — — — —
280 321 410 394
2024 2025 2026 Q'26
Payables 29 22 54 26
ST’ Debt — — — —
Other — — — —
83 121 178 138

Compound Annual Growth %

10y 5y 3y
Sales 2.13% 11.87% 4.99%
Cash Flow (5.06%) 19.01% 18.58%
Earnings 0.00% 0.00% 0.00%
Book Value 5.46% 4.60% (0.63%)

Earnings Trends EPS, adjusted, against the consensus

Q2 FY27 Estimate 0.16 Actual 0.18

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q3 FY26 0.21 0.27 Beat by 0.06
Q4 FY26 0.10 0.13 Beat by 0.03
Q1 FY27 0.11 0.11 Met by 0.00
Q2 FY27 0.16 0.18 Beat by 0.02
Q3 FY27 0.32 — Reports 24 November 2026

EPS $

Apr Jul Oct Jan Year
’26 (0.41) (0.15) — — —
’26 (0.58) (0.47) (0.35) (0.38) (1.78)
’25 (0.93) (0.85) (0.58) (0.48) (2.84)
’24 (0.91) (0.79) (1.04) (1.50) (4.25)
’23 (0.29) (0.62) (0.51) (0.29) (1.70)
’22 (0.30) (0.20) 0.02 (0.25) (0.72)
’21 (0.45) (0.43) (0.49) (0.35) (1.72)
Fiscal quarters ending in the months shown.

Revenue $m

Apr Jul Oct Jan Year
’26 100 108 — — —
’26 86 96 108 101 391
’25 54 64 83 84 285
’24 62 62 51 52 226
’23 90 81 83 83 338
’22 70 79 92 90 332
’21 55 50 56 62 223
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Apr Jul Oct Jan Year
’26 (26) 0 — — —
’26 15 6 34 19 74
’25 (15) 17 7 25 34
’24 22 (7) 8 (4) 19
’23 34 (1) 6 5 44
’22 (5) 14 8 21 39
’21 8 (2) 13 12 31
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Apr Jul Oct Jan Year
’26 (30) (7) — — —
’26 10 1 31 15 58
’25 (16) 14 4 21 23
’24 20 (12) 6 (6) 7
’23 29 (4) 1 3 29
’22 (7) 13 6 17 29
’21 7 (3) 12 9 26
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Ten-year view Analyst estimates Powerpack
Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 TTM Jul ’26 Trend 10 yrs 2027e 2028e 2029e Next 3/yr
Income, $m
Income, $m Revenue 310 295 228 229 223 332 338 226 285 391 418 +2.6% 441 494 593 +14.9%
Gross margin, % 66.07 63.55 60.65 58.02 60.80 62.72 61.89 60.41 60.50 59.19 58.52 (6.9) pt
EBT 61 26 (35) (42) (57) (29) (71) (149) (118) (74) (54) n/m
EBT margin, % 19.62 8.71 (15.17) (18.20) (25.70) (8.63) (21.01) (65.58) (41.33) (18.86) (12.91) (38.5) pt
Net income 58 19 (30) (45) (60) (26) (65) (169) (117) (76) (56) n/m
Per share, $
Per share, $ Revenue 9.50 8.89 6.96 6.91 6.43 9.07 8.80 5.68 6.90 9.15 9.49 (0.4%)
Earnings 1.77 0.57 (0.93) (1.35) (1.72) (0.72) (1.70) (4.25) (2.84) (1.78) (1.29) n/m
Cash flow 3.47 2.57 0.75 1.19 0.89 1.06 1.15 0.48 0.82 1.72 0.62 (7.5%)
Capex (0.08) (0.11) (0.09) (0.05) (0.14) (0.26) (0.39) (0.30) (0.25) (0.36) (0.40) +17.9%
Free cash flow 3.39 2.46 0.66 1.14 0.75 0.80 0.76 0.18 0.57 1.36 0.22 (9.7%)
Book value 13.92 14.51 12.82 13.54 13.70 14.96 15.80 14.04 13.59 13.93 14.10 0.0%
Shares, m 33 33 33 33 35 37 38 40 41 43 43 +3.0%
Valuation, ×
Valuation, × P/E 28.03 88.42 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 11.6
P/S 5.22 5.67 5.46 8.55 16.35 15.45 10.21 9.26 11.12 6.87 5.85 9.4
P/B 3.57 3.47 2.96 4.37 7.68 9.37 5.69 3.74 5.64 4.51 3.94 5.1
EV/Sales 3.92 4.20 3.88 6.78 14.38 14.93 9.60 8.28 10.25 6.07 5.20 8.2
EV/FCF 10.99 15.17 41.06 41.28 123.99 170.19 238.57 (222.95) 365.13 55.76 (378.13) 83.9
Cash, $m
Cash, $m Operating cash flow 113 85 24 39 31 39 44 19 34 74 27 (4.7%)
Capex (3) (4) (3) (2) (5) (10) (15) (12) (10) (16) (18) +21.4%
Free cash flow 111 82 22 38 26 29 29 7 23 58 10 (6.9%)
Balance, $m
Balance, $m Working capital 414 440 371 398 423 177 221 197 200 232 256 (6.2%)
Net debt (405) (435) (359) (405) (441) (171) (207) (220) (250) (313) (273) (2.8%)
Shareholders’ equity 455 482 419 448 475 547 606 560 561 595 620 +3.0%
Returns, %
Returns, % ROA 12.53 3.56 (6.01) (9.01) (10.86) (4.29) (9.56) (24.77) (17.40) (10.20) (7.58) (22.7) pt
ROIC 76.63 32.09 (41.71) (71.64) (111.59) (4.93) (11.63) (28.42) (25.43) (18.31) (11.19) (94.9) pt
ROE 14.38 4.02 (6.75) (10.33) (12.95) (5.17) (11.34) (29.06) (20.89) (13.12) (9.41) (27.5) pt
People
People Employees 669 706 750 761 786 899 937 915 941 959 — +4.1%
Revenue/emp, $m 0.46 0.42 0.30 0.30 0.28 0.37 0.36 0.25 0.30 0.41 — (1.4%)
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Ambarella, Inc. vs peers in Semiconductor Equipment & Materials (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
KLIC Kulicke and Soffa Industries, Inc. $3.1B 27.4× 22.1× +122.63% (above 0%: growing) n/m +856.72% (above 0%: growing) 47.80% 20.66% Compare
ACLS Axcelis Technologies, Inc. $2.8B 26.6× 35.3× +11.31% (above 0%: growing) +46.99% (above 0%: growing) −12.96% (below 0%: shrinking) 40.97% 11.50% Compare
ACMR ACM Research, Inc. $2.7B 17.8× 16.8× +36.01% (above 0%: growing) +178.72% (above 0%: growing) −19.43% (below 0%: shrinking) 45.96% 16.98% Compare
IPGP IPG Photonics Corporation $2.6B 65.0× 65.8× +14.64% (above 0%: growing) +164.83% (above 0%: growing) +105.15% (above 0%: growing) 40.71% 7.23% Compare
AMBA Ambarella, Inc. $2.4B — (loss-making) — (loss-making) +13.21% (above 0%: growing) n/m −612.08% (below 0%: shrinking) 57.73% (7.53%)
AXTI AXT Inc $2.4B 70.3× 49.2× +162.60% (above 0%: growing) n/m +173.29% (above 0%: growing) 55.98% 38.72% Compare
VECO Veeco Instruments Inc. $2.0B 80.7× 43.4× +26.23% (above 0%: growing) +22.22% (above 0%: growing) +313.69% (above 0%: growing) 38.39% 6.73% Compare
UCTT Ultra Clean Holdings, Inc. $1.8B 60.9× 30.1× +48.82% (above 0%: growing) n/m −692.31% (below 0%: shrinking) 16.92% 7.08% Compare
COHU Cohu, Inc. $1.7B — (loss-making) 353× +37.00% (above 0%: growing) n/m +116.61% (above 0%: growing) 45.51% 7.40% Compare
Median of peers $2.5B 60.9× 39.3× +36.51% +105.91% +110.88% 43.24% 9.45%

All 30 Semiconductor Equipment & Materials stocks →

Pay and ownership Proxy statement filed 15 May 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2026 7.35m 3.60m 67.87
2025 7.48m 12.09m 81.31
2024 5.81m (778.84k) 55.70
2023 5.90m (5.22m) 95.21
2022 6.21m 21.20m 148.53

Ownership

Directors and executive officers, together 4.50%
The Vanguard Group 12.70%
BlackRock, Inc. 7.10%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

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AMBA metrics, ten years each

stockrow.com/AMBA · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com