On Nov 28, major Wall Street analysts update their ratings for $Ambarella (AMBA.US)$, with price targets ranging from $80 to $100.
Morgan Stanley analyst Joseph Moore maintains with a buy rating, and adjusts the target price from $73 to $90.
Roth MKM analyst Sujeeva De Silva maintains with a hold rating, and adjusts the target price from $60 to $80.
CFRA analyst Angelo Zino downgrades to a sell rating.
Rosenblatt Securities analyst Kevin Cassidy maintains with a buy rating, and adjusts the target price from $85 to $100.
Northland Securities analyst Gus Richard maintains with a buy rating, and adjusts the target price from $75 to $95.
Furthermore, according to the comprehensive report, the opinions of $Ambarella (AMBA.US)$'s main analysts recently are as follows:
Ambarella reported strong October-end quarter results, leading to a positive response in its stock performance. However, concerns have been raised about the company's valuation, particularly questioning the justification for a relatively smaller-scale business where projections heavily rely on long-term growth prospects beyond 2025, which now appear uncertain. Despite a minor increase in sales estimates for 2025 and 2026, there's an expected decrease in pro-forma EPS for these years.
Ambarella's recent quarterly results and projections benefited from new product cycles, according to an analyst. There has been noticeable product strength in both IoT and automotive sectors. The robustness of their technology and the increasing demand for Edge AI are seen as factors that have sufficiently compensated for any challenges faced. Moreover, an anticipated significant advancement in automotive applications by 2026 was highlighted.
Ambarella's third-quarter performance exceeded the midpoint estimates and the fourth-quarter guidance was significantly above expectations. A noted concern was the decrease in auto revenue funnel, which dropped by 8% year-over-year to $2.2 billion from $2.4 billion, primarily due to lowered unit forecasts and delays and cancellations of projects, mainly associated with L2+ programs. Nevertheless, it's anticipated that product ramp-ups will drive stronger than usual seasonal revenue for the fourth quarter.
Following a solid third-quarter performance characterized by surpassing expectations and upward revisions, Ambarella continues to show strong execution in its CV product family pipeline. This success is propelling the company's status as a prominent figure in the expanding AI at the Edge ecosystem.
Here are the latest investment ratings and price targets for $Ambarella (AMBA.US)$ from 6 analysts:
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美東時間11月28日，多家華爾街大行更新了$安霸 (AMBA.US)$的評級，目標價介於80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。
Roth MKM分析師Sujeeva De Silva維持持有評級，並將目標價從60美元上調至80美元。
CFRA分析師Angelo Zino下調至賣出評級。
羅森布拉特證券分析師Kevin Cassidy維持買入評級，並將目標價從85美元上調至100美元。
Northland Securities分析師Gus Richard維持買入評級，並將目標價從75美元上調至95美元。
此外，綜合報道，$安霸 (AMBA.US)$近期主要分析師觀點如下：
安霸報告了強勁的十月季度業績，導致股價表現積極。然而，人們對公司的估值提出了疑慮，特別是質疑對一個相對規模較小的業務的正當性，其預測嚴重依賴2025年後的長期增長前景，而這些前景目前看起來不明朗。儘管對2025年和2026年的銷售預期有輕微增加，但這些年的調整後每股收益預計會下降。
安霸最近的季度業績和預測受益於新的產品週期，據一位分析師稱。物聯網和汽車行業的產品實力明顯。他們的技術強大和對Edge人工智能需求增加被視爲已足夠彌補所面臨的任何挑戰。此外，預計到2026年汽車應用將有顯著進展。
安霸第三季度表現超出了市場的中間估計值，第四季度指導預期顯著超出預期。一個值得注意的擔憂是汽車營業額的下降，同比下降8%至22億美元，而不是24億美元，主要是由於降低的單位預測和與L2+項目有關的項目延遲和取消，然而，預計產品的啓動將帶動第四季度的強於通常的季節性營業收入。
在第三季度表現強勁，超過預期並進行上調後，安霸繼續在其CV產品系列管道中展現強勁的執行力。這一成功推動了公司在不斷擴大的邊緣人工智能生態系統中的顯赫地位。
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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