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Stock impact report

BofA Cuts PT on Ambarella, Inc. (AMBA) to $72 From $85 – Here's Why [Yahoo! Finance]

Ambarella, Inc. - Ordinary Shares (AMBA) 
Last ambarella, inc. - ordinary shares earnings: 3/3 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.ambarella.com/investor-relations
Company Research Source: Yahoo! Finance
BofA Cuts PT on Ambarella, Inc. (AMBA) to $72 From $85 - Here's Why BofA cut the price target on Ambarella, Inc. (NASDAQ:AMBA) to $72 from $85 on February 27, keeping a Neutral rating on the shares. It told investors that while the company reported in-line fiscal Q4 results and Q1 guidance, shares were down post-close on news of new U.S. limits imposed on Arashi Vision due to a patent dispute from GoPro. Arashi Vision operates as Insta360 and is Ambarella, Inc.'s (NASDAQ:AMBA) largest customer. BofA lifted FY27 and FY28 sales estimates 3% and 2% and pro-forma EPS forecasts to 71c and 93c, respectively, but trimmed its target with the edge AI opportunity balanced by slightly slower sales growth than small-to-mid cap semi peers. Ambarella, Inc. (NASDAQ:AMBA) reported its fiscal Q4 and full year 2025 earnings on February 26, reporting revenue of $100.9 million for fiscal Q4 2026, up 20.1% from $84.0 million in the same period in fiscal 2025. Revenue for the fiscal year ended January Show less Read more
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