Chipmaker Ambarella's Q3 revenue beats estimates

Ambarella

25/11/2025 21:17

Overview

Ambarella fiscal Q3 revenue grows 31.2% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q3 beats consensus, reflecting operational efficiency

Company reports non-GAAP net profit despite GAAP net loss

Outlook

Ambarella expects Q4 revenue between $97.0 mln and $103.0 mln

Company projects non-GAAP gross margin of 59.0% to 60.5% for Q4

Ambarella raises full-year revenue growth guidance to 36%-38%

Result Drivers

EDGE AI REVENUE - Record edge AI revenue for sixth consecutive quarter, driving overall revenue growth

DEMAND FOR EDGE AI - Rising demand for edge AI applications contributing to revenue growth

HIGHER SELLING PRICES - Increased average selling prices supporting revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$108.45 mln
$104.12 mln (11 Analysts)
Q3 Adjusted EPS
Beat
$0.27
$0.21 (12 Analysts)
Q3 Net Income
-$15.11 mln
Q3 Gross Profit
$64.59 mln
Q3 Income from Operations
-$16.25 mln
Q3 Pretax Profit
-$14.17 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 7 "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 $95.00, about 5.7% above its November 24 closing price of $89.57

The stock recently traded at 178 times the next 12-month earnings vs. a P/E of 301 three months ago

Press Release: ID:nGNX16jNRf

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(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.)