Ambarella Q4 revenue rises

Ambarella

26/02/2026 21:56

Overview

Edge AI semiconductor firm's Q4 revenue rose 20.1% yr/yr, slightly beating analyst expectations

Company reported Q4 GAAP net loss of $16.4 mln, improving from prior yr loss

Non-GAAP net profit for Q4 was $5.5 mln, up from $4.8 mln last year

Outlook

Ambarella expects Q1 fiscal 2027 revenue between $97.0 mln and $103.0 mln

Company anticipates full-year fiscal 2027 revenue growth of 10% to 15%

Ambarella expects Q1 non-GAAP gross margin between 59.0% and 60.5%

Result Drivers

EDGE AI SOCS - Edge AI SoCs represented 80% of revenue, driving significant growth, according to CEO Fermi Wang

PRODUCT EXPANSION - Co continues to build on edge AI leadership with new products and sales channels, per CEO Fermi Wang

Company press release: ID:nGNX3hStmG

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$100.87 mln
$100.18 mln (11 Analysts)
Q4 Net Income
-$16.4 mln
Q4 Gross Profit
$58.91 mln
Q4 Income from Operations
-$18.43 mln
Q4 Pretax Profit
-$16.10 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 6 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductors peer group is "buy"

Wall Street's median 12-month price target for Ambarella Inc is $100.00, about 42.3% above its February 25 closing price of $70.29

The stock recently traded at 114 times the next 12-month earnings vs. a P/E of 170 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)