On Nov 27, major Wall Street analysts update their ratings for $Ambarella (AMBA.US)$, with price targets ranging from $65 to $100.
Morgan Stanley analyst Joseph Moore maintains with a buy rating, and adjusts the target price from $73 to $90.
BofA Securities analyst Vivek Arya maintains with a sell rating, and adjusts the target price from $50 to $65.
Needham analyst Quinn Bolton maintains with a buy rating, and adjusts the target price from $90 to $100.
Stifel analyst Tore Svanberg maintains with a buy rating, and adjusts the target price from $80 to $95.
SIG analyst Christopher Rolland maintains with a buy rating, and adjusts the target price from $70 to $85.
Furthermore, according to the comprehensive report, the opinions of $Ambarella (AMBA.US)$'s main analysts recently are as follows:
Ambarella reported solid results for the October-end quarter, which positively influenced the stock's performance. Despite this, questions remain about whether the valuation is justifiable for a business considered to be relatively small scale, especially given that much of the valuation depends on growth projections beyond 2025 that are now perceived as less certain. The firm has slightly raised its sales estimates for calendar years 2025 and 2026, but has concurrently adjusted its pro-forma EPS forecasts downwards for these years.
Ambarella's recent performance was reinforced by 'another strong quarter and outlook,' driven by new product cycles. The analyst observed that their product strength in both IoT and automotive sectors contributed positively. Additionally, the superior capabilities of their technology coupled with the rising demand for Edge AI have effectively countered prevailing market challenges. There's anticipation of a significant automotive inflection by 2026.
Ambarella's recent 'beat-and-raise' performance in Q3 was favorably viewed, particularly noting its third consecutive guidance raise. The company is recognized for its effective execution on its CV product family pipeline, solidifying its status as a key player within the expanding AI at the Edge ecosystem.
Here are the latest investment ratings and price targets for $Ambarella (AMBA.US)$ from 6 analysts:
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美東時間11月27日，多家華爾街大行更新了$安霸 (AMBA.US)$的評級，目標價介於65美元至100美元。
摩根士丹利分析師Joseph Moore維持買入評級，並將目標價從73美元上調至90美元。
美銀證券分析師Vivek Arya維持賣出評級，並將目標價從50美元上調至65美元。
Needham分析師Quinn Bolton維持買入評級，並將目標價從90美元上調至100美元。
斯迪富分析師Tore Svanberg維持買入評級，並將目標價從80美元上調至95美元。
海納國際分析師Christopher Rolland維持買入評級，並將目標價從70美元上調至85美元。
此外，綜合報道，$安霸 (AMBA.US)$近期主要分析師觀點如下：
安霸在截至10月的季度報告了強勁的業績，這對股票表現產生了積極影響。儘管如此，對於被認爲相對小規模的業務，其估值是否合理的問題仍然存在，尤其是考慮到大部分估值依賴於2025年之後的增長預測，而這些預測現在被認爲不那麼確定。該公司略微提高了2025年和2026年的銷售預期，但同時下調了這兩年的非正式每股收益預測。
安霸最近的表現得益於「另一強勁的季度和前景」，這得益於新產品週期。分析師觀察到，其在物聯網和汽車領域的產品優勢帶來了積極貢獻。此外，其科技的卓越能力 coupled with 不斷上升的對邊緣人工智能的需求，實際上抵消了當前市場的挑戰。預計到2026年，汽車行業將出現顯著的轉折點。
安霸在第三季度的最近「超預期並增加」表現備受好評，特別是注意到這是其連續第三次提高指引。該公司因在其CV產品系列管道上的有效執行而受到認可，這鞏固了其在不斷擴展的邊緣人工智能生態系統中的關鍵角色。
以下爲今日6位分析師對$安霸 (AMBA.US)$的最新投資評級及目標價：
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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