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Stock impact report

Ambarella: Limited Momentum For Automotive And IoT Demand - Initiating With A Hold [Seeking Alpha]

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: Seeking Alpha
I think the company is too exposed to IoT and automotive markets to be able to outperform given the current correction cycle. The stock has underperformed the S&P 500 and lacks potential upside in the first half of FY25, in my opinion. Ambarella's Asia exposure, particularly in China, may weigh further on its top-line growth, but this worst-case scenario is unlikely. I share my thoughts on Ambarella here, and why I think it'll be in-line performer in 2024. Investment Thesis Ambarella, Inc. ( NASDAQ: AMBA ) reported its fourth quarter of FY2024 results and outlook for FY25 in late February, confirming what I believe will be a lackluster first half of FY2025. Ambarella is a relatively small-cap semiconductor company that develops low-power semiconductor solutions offering HD and Ultra HD compression, image processing, and powerful deep neural network processing, as outlined in their recent 10Q filing. I'm less optimistic about Ambarella because of the company's exposure to th Show less Read more
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