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NASDAQ · Technology

Ambarella Inc (AMBA)

Ambarella Inc brought in $417.8M of revenue over the twelve months to July 31, 2026, up 20.0% from a year earlier. It posted a net loss of $56.3M. Operating cash flow minus capital spending left $58M of free cash flow in fiscal 2026. At July 31, 2026 it held $101.9M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on September 4, 2026.

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Price
$59.07
-4.17% on the day · November 10, 2026
52-week range $48.30 to $96.69
Market cap
$2.6B
Revenue (last 12 months)
$417.8M
+20.0% year on year
Net margin
-13.5%

Key facts about Ambarella Inc

Net worth
Ambarella Inc has a market value (market cap) of $2.6B at the latest share price, and shareholders' equity of $620.3M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2026 revenue was $390.7M (+37.2% year on year), with a net loss of $75.9M. Over the 12 months to July 31, 2026: revenue $417.8M, net loss $56.3M.
Cash flow
In fiscal 2026 operations brought in $73.5M of cash; after $15.5M of capital spending, free cash flow was $58M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on September 4, 2026 and covers the period to July 31, 2026. Open on SEC EDGAR
Next earnings report
Ambarella Inc's next report is expected around November 24, 2026. That is an estimate from its filing rhythm, not a date the company has announced.

What Ambarella Inc does

Ambarella Inc is registered with the SEC under industry code SIC 3674 (Semiconductors & Related Devices). Its shares trade on NASDAQ under the ticker AMBA.

Revenue and profit by year

Revenue
FY19: $227.8M $227.8M FY19FY20: $228.7M $228.7M FY20FY21: $223M $223M FY21FY22: $331.9M $331.9M FY22FY23: $337.6M $337.6M FY23FY24: $226.5M $226.5M FY24FY25: $284.9M $284.9M FY25FY26: $390.7M $390.7M FY26
Net income
FY19: -$30.4M -$30.4M FY19FY20: -$44.8M -$44.8M FY20FY21: -$59.8M -$59.8M FY21FY22: -$26.4M -$26.4M FY22FY23: -$65.4M -$65.4M FY23FY24: -$169.4M -$169.4M FY24FY25: -$117.1M -$117.1M FY25FY26: -$75.9M -$75.9M FY26

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2026$390.7M-$82.5M-$75.9M-$1.78$58M
2025$284.9M-$126.6M-$117.1M-$2.84$23.5M
2024$226.5M-$154.6M-$169.4M-$4.25$7M
2023$337.6M-$74.3M-$65.4M-$1.70$29M
2022$331.9M-$29.6M-$26.4M-$0.72$29.1M
2021$223M-$61.2M-$59.8M-$1.72$28.8M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around November 24, 2026.

Estimated from its filing rhythm: 52 weeks after its report of November 25, 2025. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where AMBA ranks in Technology

Revenue$390.7M
#351 of 751 in Technology · Top 47%
Revenue growth+37.2%
#80 of 604 in Technology · Top 13%
Net margin-19.4%
#479 of 611 in Technology · Bottom 22%
Free cash flow margin14.8%
#221 of 568 in Technology · Top 39%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Technology

Latest SEC filings

What Ambarella Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. October 30, 2026
  2. September 4, 2026
    Quarterly report 10-Q · period to July 31, 2026Revenue rose 13% to $108.1M versus the same quarter last year; diluted EPS -$0.15 versus -$0.47.
  3. September 3, 2026
  4. August 14, 2026
  5. August 7, 2026
  6. August 3, 2026
  7. July 31, 2026
  8. July 1, 2026
  9. June 10, 2026
  10. June 2, 2026
    Quarterly report 10-Q · period to April 30, 2026Revenue rose 17% to $100.4M versus the same quarter last year; diluted EPS -$0.41 versus -$0.58.

Recent insider filings (Forms 3, 4 and 144): 10, the latest on September 28, 2026. Insider transactions on SEC

What is AMBA worth? A DCF from its reported cash flow

Insider trades

What the people running Ambarella Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $1.1M worth of shares in the last 90 days and bought none on the open market. 14% of the selling was pre-planned under Rule 10b5-1 trading plans.

Bought (open market)
$0
last 90 days
Sold
$1.1M
last 90 days
Net sold
16,260
$1.1M
DateInsiderWhatSharesPriceValueFiling
September 25, 2026 Paisley Christopher BDirector Soldpre-planned (10b5-1) 250 $70.76 $17.7K Form 4
September 18, 2026 Young John AlexanderCFO Soldpre-planned (10b5-1) 1,896 $67.28 $127.6K Form 4
September 17, 2026 Young John AlexanderCFO Sold 3,126 $64.83 $202.7K Form 4
September 17, 2026 Lee Chan WChief Operations Officer Sold 2,893 $64.83 $187.6K Form 4
September 17, 2026 Ju Chi-HongSenior VP, Systems & GM Sold 2,009 $64.83 $130.2K Form 4
September 17, 2026 Wang Feng-MingCEO, Director Sold 6,086 $64.83 $394.6K Form 4
September 8, 2026 Paisley Christopher BDirector Received as pay 3,151 - - Form 4
September 8, 2026 Richardson David JeffreyDirector Received as pay 3,151 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns AMBA

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Vanguard Portfolio Management13G, passive 8.57% 3,752,800 April 28, 2026
T. Rowe Price Associates, Inc.13G, passive 5.9% 2,598,863 August 14, 2026
Vanguard Capital Management13G, passive 5.01% 2,198,918 July 31, 2026

Latest filings below 5%: The Vanguard Group 0% (March 26, 2026).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 341 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.3,944,592$338.4M+155,377
Vanguard Portfolio Management LLC3,688,405$316.5M-28,458
State Street Corp2,562,733$219.9M+586,269
Vanguard Capital Management LLC1,873,539$160.7M+58,936
Manufacturers Life Insurance Company, The1,186,541$158.2M-399,541
Legal & General Group Plc1,116,729$95.8M+190,333
Geode Capital Management, LLC1,098,120$94.2M+68,891
Menora Mivtachim Holdings Ltd.757,571$65Mnew
Stephens Investment Management Group LLC721,711$61.9M+246,570
Dimensional Fund Advisors LP718,154$61.6M+79,567
Connor, Clark & Lunn Investment Management Ltd.685,726$58.8M+85,220
Exchange Traded Concepts, LLC630,697$54.1M+59,117
Morgan Stanley611,551$52.5M-113,104
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.562,013$47.1M+20,112
D. E. Shaw & Co., Inc.515,084$44.2M+269,919
Jacobs Levy Equity Management, Inc504,409$43.3M+139,980
Aqr Capital Management LLC495,583$42.5M-232
Nuveen, LLC439,002$37.7M-48,818
Pinnacle Associates Ltd408,846$35.1M-21,403
Northern Trust Corp403,692$34.6M+28,912

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

12 insiders reported holding 1,410,243 shares in total, about $83.3M at the last price.

HolderSharesAs of
Wang Feng-MingCEO, Director 767,759 September 17, 2026
Lee Chan WChief Operations Officer 154,443 September 17, 2026
Ju Chi-HongSenior VP, Systems & GM 154,153 September 17, 2026
Young John AlexanderCFO 107,806 September 18, 2026
Chen Yun-LungVP, Business Dev. & Marketing 60,557 July 9, 2026
Paisley Christopher BDirector 43,930 September 25, 2026
Hon Hsiao-WuenDirector 33,927 September 8, 2026
Hu ChenmingDirector 32,667 September 8, 2026
Richardson David JeffreyDirector 31,46125,812 held indirectly September 8, 2026
Schwarting Elizabeth MDirector 9,841 September 8, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about AMBA

What does Ambarella Inc do?

Ambarella Inc is a company in the Technology sector, listed on NASDAQ as AMBA. Its shares trade on NASDAQ under the ticker AMBA.

What is Ambarella Inc's net worth?

Ambarella Inc has a market value (market cap) of $2.6B at the latest share price, and shareholders' equity of $620.3M on its balance sheet at July 31, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Ambarella Inc profitable?

No. Over the twelve months to July 31, 2026 it reported a net loss of $56.3M on revenue of $417.8M.

How much revenue does Ambarella Inc make?

Over the twelve months to July 31, 2026 Ambarella Inc reported revenue of $417.8M. That is 20.0% more than a year earlier.

When did Ambarella Inc last report?

Its most recent periodic report is the quarterly report (10-Q) filed on September 4, 2026. It covers the period to July 31, 2026. Its newest filing of any kind is the passive stake changed from October 30, 2026.

When is Ambarella Inc's next earnings report?

Ambarella Inc's next report is expected around November 24, 2026. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values Ambarella Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.