Ambarella Q2 Results: Earnings Call Scheduled for September 3, 2026

1 min read     Updated on 12 Aug 2026, 07:33 AM
scanx
Reviewed by
Jubin VScanX News Team
AI Summary

Ambarella, Inc. has announced its second quarter fiscal year 2027 earnings conference call, scheduled for September 3, 2026, at 1:30 p.m. Pacific Time, with the earnings release to follow after market close on the same day. Participants wishing to pose questions must register online in advance, completing a two-step verification process to receive dial-in details and a PIN. The live webcast and replay will be accessible via the company's investor relations website. Ambarella, with an installed base of more than 42 million AI SoC units, operates across edge AI applications including physical security, vehicle safety, autonomy, and robotics.

powered bylight_fuzz_icon
48045800

*this image is generated using AI for illustrative purposes only.

Ambarella, Inc., an edge AI semiconductor company, has announced its second quarter fiscal year 2027 earnings conference call, scheduled for Thursday, September 3, 2026, at 1:30 p.m. Pacific Time. The company will issue its earnings release after the market closes on the same day. The live webcast and a replay of the conference call will be made available at the company's investor relations portal.

Conference Call Details

The key details of the upcoming earnings event are outlined below:

Parameter: Details
Event: Q2 FY2027 Earnings Conference Call
Date: Thursday, September 3, 2026
Time: 1:30 p.m. Pacific Time
Earnings Release: After market close on September 3, 2026
Webcast: http://investor.ambarella.com/events.cfm

Registration Process

Participants who wish to ask a question during the live call are required to register online in advance. The registration process involves the following steps:

  • Complete the first step of the online registration process
  • A registration verification code will be emailed upon completing the initial step
  • The verification code must be entered to complete the online registration
  • Once registered and verified, dial-in numbers and a personal identification number (PIN) will be sent to the registered email
  • The PIN must be provided when dialing in to access the live call

About Ambarella

Ambarella offers a full-stack edge AI platform, spanning highly optimized silicon, programmable software, and AI agentic frameworks that coordinate perception, decision-making, and control across devices. With an installed base of more than 42 million AI SoC units, the company's products are deployed across a wide range of physical edge AI applications. These include edge endpoint and edge infrastructure use cases such as physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Ambarella's low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to operate with partial or complete levels of machine autonomy.

How might Ambarella's Q2 FY2027 results reflect the broader adoption rates of its AI agentic frameworks in emerging robotic applications?

What impact could the company's guidance for the remainder of FY2027 have on investor sentiment regarding the edge AI semiconductor sector?

Will Ambarella address any supply chain constraints or component shortages that may affect its ability to meet demand for its low-power SoCs in Q3?

like15
dislike

Rosenblatt names Ambarella top pick for H2 2026

1 min read     Updated on 02 Jul 2026, 01:52 AM
scanx
Reviewed by
Radhika SScanX News Team
AI Summary

Ambarella Inc shares rose 9.06% to $93.57 after Rosenblatt Securities named the company a top pick for the second half of 2026 with a $120 price target. Analyst Kevin Cassidy cited a "buying opportunity" following the post-earnings pullback and strong demand for low-power AI vision processors. The stock is trading near its 52-week high of $96.69, with technical indicators suggesting continued upside momentum.

powered bylight_fuzz_icon
44427151

*this image is generated using AI for illustrative purposes only.

Ambarella Inc shares rose 9.06% to $93.57 on Wednesday, driven by a bullish note from Rosenblatt Securities analyst Kevin Cassidy, who named the fabless semiconductor company his top pick for the second half of 2026. Cassidy issued a buy rating with a $120 price target, describing Ambarella as a "physical AI pure play" driven by demand for low-power AI vision processors in surveillance cameras, autonomous vehicles, drones, and robotics. The stock is pressing toward the top of its 52-week range, with key resistance identified at $96.50 and support at $74.50.

Analyst Outlook and Recent Performance

Cassidy noted that the stock's pullback since its May 28 earnings report presents a "buying opportunity." In late May, Ambarella reported first-quarter results that exceeded analyst expectations, with earnings per share of $0.11 against a consensus forecast of $0.01. Revenue of $100.36 million edged past projections by 0.20%. Following the results, Rosenblatt raised its price target to $120 from $115, citing rising demand for AI models at the network edge boosting Ambarella's computer vision system-on-chip platforms.

Trading Metrics and Technical Analysis

Ambarella has a market capitalization of $3.76 billion and has traded between a 52-week high of $96.69 and a 52-week low of $48.30. The stock is stretched above its major trend gauges—about 34% above the 20-day SMA ($69.21) and about 29% above the 200-day SMA ($71.66). The Relative Strength Index (RSI) stands at 63.76, and it has gained 33.15% over the past 12 months. The Moving Average Convergence Divergence (MACD) is above its signal line with a positive histogram, suggesting buyers are gaining control.

Metric Value
Current price $93.57
Price target $120
52-week high $96.69
52-week low $48.30
Market cap $3.76 billion
RSI 63.76
12-month gain 33.15%
20-day SMA $69.21
200-day SMA $71.66

What specific product launches or design wins are expected to drive the projected growth through the second half of 2026?

How will Ambarella differentiate its low-power AI vision processors from increasing competition in the edge AI semiconductor market?

What are the risks to the $120 price target if demand in key sectors like autonomous vehicles or surveillance slows down?

like16
dislike