A Look At Ambarella (AMBA) Valuation As Earnings And Embedded World 2026 Updates Approach

Simply Wall St.02-16

AdvertisementWhy Ambarella’s Upcoming Earnings and Embedded World Presence Matter Investors are watching Ambarella (AMBA) ahead of its fiscal Q4 earnings on 26 February 2026, as the company prepares ...

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Together, the earnings update and the Embedded World exhibit give you two closely timed checkpoints: one around current financial execution and margins, and another around how Ambarella is positioning its AI portfolio and developer ecosystem for future design wins. See our latest analysis for Ambarella. Ambarella’s share price has been volatile. A 4.0% 7 day share price return contrasts with a 21.2% 90 day share price decline and a 47.9% five year total shareholder return decline. As a result, enthusiasm around Embedded World and the upcoming earnings report is being weighed against a longer history of weaker shareholder outcomes. If you are interested in other names tied to the build out of edge and cloud AI, our screener of 34 AI infrastructure stocks can help you spot more ideas worth a closer look. With the share price down 21.2% over 90 days and 47.9% over five years, yet trading below some intrinsic and analyst estimates, you have to ask: is pessimism overdone, or is the market already factoring in future growth? Most Popular Narrative: 32.1% Undervalued With Ambarella last closing at $66.21 and the most followed narrative pointing to a fair value near $97.45, the gap between price and expectations is wide enough to warrant a closer look at what is driving that view.  Sharply increasing demand for AI-powered edge devices, including portable video, robotics (notably aerial drones), and edge infrastructure, has led to a rapid expansion of Ambarella's addressable markets, as evidenced by record edge AI revenue and multiple recent, diversified design wins. This is catalyzing strong, sustained revenue growth and positions Ambarella to benefit further as additional vertical applications for edge AI proliferate.  Read the complete narrative. Curious what kind of revenue curve and margin shift are baked into that fair value, and how a rich future earnings multiple fits in, when current profits are still in the red and share dilution is factored in, the full narrative joins those pieces together so you can judge whether the assumptions stack up against your own expectations. Result: Fair Value of $97.45 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you also need to factor in risks such as Ambarella’s heavy reliance on volatile IoT demand and customer concentration in Asia, which could quickly upset revenue expectations. Find out about the key risks to this Ambarella narrative. Another View: Sales Multiple Sends a Different Signal That DCF based fair value of about $93.35 suggests Ambarella is trading at a discount, yet its 7.6x P/S ratio looks expensive versus the US Semiconductor industry at 6x, peers at 5.9x, and even the 6.5x fair ratio that our model points to as a level the market could move toward. If revenue growth or margins fall short, is today’s price giving you enough cushion? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:AMBA P/S Ratio as at Feb 2026 Build Your Own Ambarella Narrative If parts of this story do not quite fit your view, or you would rather weigh the numbers firsthand, you can build a tailored narrative in just a few minutes, starting with Do it your way. A great starting point for your Ambarella research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Ready to Hunt for More Investment Ideas? If Ambarella has piqued your interest, do not stop there. Widen your watchlist with other ideas that match how you like to invest.  Target potential mispricings by scanning our list of 53 high quality undervalued stocks that combine quality fundamentals with room for sentiment to shift. Strengthen your income focus by reviewing 12 dividend fortresses, where yields start at 5% and put cash returns front and center. Reduce portfolio stress by checking out 84 resilient stocks with low risk scores, highlighting companies with more resilient risk profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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