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Saturday 17 October 2026 Export AMBA’s income statement to Excel — free account

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. In the quarter to July 2026, revenue grew 13.2%, EPS grew 68.1% and free cash flow fell 612.1%, each against the same quarter a year earlier.

61.48 1.87 −2.95%
Market cap
$2.8B
P/E
0.0×
Fwd P/E
−46.1×
Dividend yield
—
F-score
5/9
Altman Z
7.97
Beneish M
−3.13
Dividend safety
n/a
Overview Business Profile Financial Analysis Income Statement Balance Sheet Cash Flow Metrics & Ratios 10-Q 10-K

Insider Decisions trades per month

Total sells 17.15
Totals in millions of $.
Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — 8 1 — 5 1 2 6 3 — 6 —
Insider Ownership 4.28%

Capital & Financial Ratios $m

Market Cap 2,800.00
Revenue 417.80
Net Income (56.32)
Free Cash Flow 9.72
Net Debt (272.77)
Current Ratio 2.85 (at or above 1.5: strong)
Debt/Equity 0.00 (at or below 0.5: strong)
P/E ratio 0.00
Fwd P/E (46.10) (negative: loss-making)
P/S ratio 6.48
P/B ratio 4.36
Past 5Y EPS Growth —
This Y EPS Growth 29.62% (at or above 15%: strong)
Next Y EPS Growth 31.79% (at or above 15%: strong)
Next Y revenue growth 12.87% (at or above 10%: strong)
Next 5Y EPS Growth 33.50% (at or above 15%: strong)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 5.8×, 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 30.93%
10-year low 10-year high
P/B against its own 10 years 54.40%
10-year low 10-year high
EV/Sales against its own 10 years 38.81%
10-year low 10-year high

Dividends

Payout Ratio —
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2026 Powerpack
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2018 Powerpack
predictions special payouts not included in total or ratios

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%)

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.

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.

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to January

Group Line 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 Trend 2027e 2028e 2029e
Price, $
Price, $ Low 40.06 30.00 33.88 36.02 82.59 49.02 43.59 39.69 38.86 48.30

Analyst estimates 2027–2029

Powerpack
High 65.39 66.23 67.15 96.80 227.59 220.14 99.86 81.32 96.69 96.36
People
People Employees 669 706 750 761 786 899 937 915 941 959
Revenue/emp, $m 0.46 0.42 0.30 0.30 0.28 0.37 0.36 0.25 0.30 0.41
Income, $m
Income, $m Revenue 310 295 228 229 223 332 338 226 285 391
Gross margin, % 66.07 63.55 60.65 58.02 60.80 62.72 61.89 60.41 60.50 59.19
EBT 61 26 (35) (42) (57) (29) (71) (149) (118) (74)
EBT margin, % 19.62 8.71 (15.17) (18.20) (25.70) (8.63) (21.01) (65.58) (41.33) (18.86)
Net income 58 19 (30) (45) (60) (26) (65) (169) (117) (76)
Depreciation 2 5 7 11 13 15 19 24 25 25
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
Earnings 1.77 0.57 (0.93) (1.35) (1.72) (0.72) (1.70) (4.25) (2.84) (1.78)
Cash flow 3.47 2.57 0.75 1.19 0.89 1.06 1.15 0.48 0.82 1.72
Capex (0.08) (0.11) (0.09) (0.05) (0.14) (0.26) (0.39) (0.30) (0.25) (0.36)
Free cash flow 3.39 2.46 0.66 1.14 0.75 0.80 0.76 0.18 0.57 1.36
Book value 13.92 14.51 12.82 13.54 13.70 14.96 15.80 14.04 13.59 13.93
Shares, m 33 33 33 33 35 37 38 40 41 43
Valuation, ×
Valuation, × P/E 28.03 88.42 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
P/S 5.22 5.67 5.46 8.55 16.35 15.45 10.21 9.26 11.12 6.87
P/B 3.57 3.47 2.96 4.37 7.68 9.37 5.69 3.74 5.64 4.51
EV/Sales 3.92 4.20 3.88 6.78 14.38 14.93 9.60 8.28 10.25 6.07
EV/FCF 10.99 15.17 41.06 41.28 123.99 170.19 238.57 (222.95) 365.13 55.76
Cash, $m
Cash, $m Operating cash flow 113 85 24 39 31 39 44 19 34 74
Capex (3) (4) (3) (2) (5) (10) (15) (12) (10) (16)
Free cash flow 111 82 22 38 26 29 29 7 23 58
Balance, $m
Balance, $m Working capital 414 440 371 398 423 177 221 197 200 232
Total debt — — — 10 10 12 9 — — —
Net debt (405) (435) (359) (405) (441) (171) (207) (220) (250) (313)
Shareholders’ equity 455 482 419 448 475 547 606 560 561 595
Returns, %
Returns, % ROA 12.53 3.56 (6.01) (9.01) (10.86) (4.29) (9.56) (24.77) (17.40) (10.20)
ROIC 76.63 32.09 (41.71) (71.64) (111.59) (4.93) (11.63) (28.42) (25.43) (18.31)
ROE 14.38 4.02 (6.75) (10.33) (12.95) (5.17) (11.34) (29.06) (20.89) (13.12)
Negative figures in brackets.

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

Charts ten years each

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
ACMR ACM Research, Inc. $4.1B 23.6× 36.3× +36.01% (above 0%: growing) +178.72% (above 0%: growing) −19.43% (below 0%: shrinking) 45.96% 16.98% Compare
AXTI AXT Inc $3.8B 1,716× 379× +164.77% (above 0%: growing) n/m +173.29% (above 0%: growing) 44.90% 21.90% Compare
ACLS Axcelis Technologies, Inc. $3.6B 36.1× 59.9× +10.60% (above 0%: growing) −23.23% (below 0%: shrinking) −60.74% (below 0%: shrinking) 42.38% 9.43% Compare
IPGP IPG Photonics Corporation $3.1B 108× 82.3× +11.11% (above 0%: growing) −25.00% (below 0%: shrinking) +200.46% (above 0%: growing) 40.39% 1.63% Compare
AMBA Ambarella, Inc. $2.8B — (loss-making) — (loss-making) +13.21% (above 0%: growing) n/m −612.08% (below 0%: shrinking) 57.73% (7.53%)
VECO Veeco Instruments Inc. $2.8B 113× 57.6× +16.48% (above 0%: growing) −5.00% (below 0%: shrinking) +776.15% (above 0%: growing) 38.68% 6.13% Compare
COHU Cohu, Inc. $2.6B — (loss-making) — (loss-making) +38.37% (above 0%: growing) n/m −39.36% (below 0%: shrinking) 45.36% 0.20% Compare
UCTT Ultra Clean Holdings, Inc. $2.5B — (loss-making) 98.9× +24.31% (above 0%: growing) n/m −558.40% (below 0%: shrinking) 16.08% 4.57% Compare
AEHR Aehr Test Systems $2.3B — (loss-making) — (loss-making) +33.69% (above 0%: growing) n/m +133.16% (above 0%: growing) 42.57% (6.40%) Compare
Median of peers $3.0B 108× 71.1× +29.00% −14.11% +56.87% 42.48% 5.35%

All 29 Semiconductor Equipment & Materials stocks →

Ambarella, Inc. (AMBA) key facts

  • Concern: Ambarella, Inc. reported a net loss of $75.9 million, or a loss of $1.78 per share, for fiscal 2026.
  • Strength: Ambarella, Inc.’s revenue for fiscal 2026 (year ended January 2026) was $390.7 million, up 37.2% from fiscal 2025.
  • Ambarella, Inc. (AMBA) is a Semiconductor Equipment & Materials company in the Technology sector, listed on Nasdaq.
  • As of October 16, 2026, AMBA traded at $61.48, a market capitalization of $2.8 billion.
  • Trailing earnings are negative, so a P/E ratio is not meaningful; the stock trades at 6.5× sales.
  • Return on equity was −13.1% and debt-to-equity 0.00.
  • Its Piotroski F-score is 5 out of 9 and its Altman Z-score is 7.97 (safe zone) for fiscal 2026.

Source: company filings (standardised) and stockrow calculations.

Ambarella, Inc. (AMBA) Latest News

31 Jul

Impact 5 ·
Impact 5 ·
Impact 5 ·
Impact 5 ·
Impact 5 ·
stockrow.com/AMBA · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com