AMBA Ambarella, Inc. Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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22:53
Sep 01
Sep 01
Robotics names in top niches list
Listed under robotics with EVs in a top-five investment niche list; no explicit directional position or individual catalyst disclosed.
MED
14:26
Aug 22
Aug 22
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics.
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics, AI enablers/beneficiaries, and fintech, framing them as high-conviction forecasts but without explicit position language, so all tickers are indexed as watch.
17:15
Aug 21
Aug 21
Author outlines 10 controversial bullish predictions for 2025.
Author outlines 10 controversial bullish predictions for 2025, explicitly stating positions in both MSTR and MU, with all listed tickers framed as high-conviction forward calls.
11:59
Aug 17
Aug 17
Highlights robot stocks for a watchlist
Highlights a broad basket of robot-related stocks for a watchlist without a specific directional thesis.
LOW
19:41
Aug 16
Aug 16
Notes AMBA is significantly underpriced
Notes AMBA is significantly underpriced, but lacks the explicit position disclosure required by the speaker's guidelines for a directional trade idea.
LOW
01:24
Aug 16
Aug 16
AMBA flagged as physical AI beneficiary
Author flags AMBA as a strong name in the humanoid/physical AI re-rate theme; bullish endorsement in the context of physical AI acceleration, though without explicit position language.
MED
14:07
Aug 15
Aug 15
Humanoid robotics component beneficiary map; no explicit author ownership, buy/hold.
MED
18:31
Aug 14
Aug 14
Author long AMBA in Physical AI basket
Author discloses an active long position in AMBA as part of a Physical AI portfolio, citing a multi-year thematic opportunity in physical AI and optics where individual names can outperform.
MED
14:47
Aug 14
Aug 14
AI infrastructure stack enablers listed
Author lists these tickers as enablers across the AI infrastructure stack, tracking where scarcity migrates next.
LOW
03:57
Aug 14
Aug 14
AMBA named in Physical AI portfolio
Author discloses AMBA as a current holding in a 14-position Physical AI portfolio being actively built, no individual thesis provided.
MED
10:18
Aug 13
Aug 13
Author is building a long-term Physical AI portfolio with 14 positions and plans to add more.
Author is building a long-term Physical AI portfolio with 14 positions and plans to add more, but frames it as a learning/research project rather than a trade signal, so tickers are watch.
LOW
15:36
Aug 11
Aug 11
Author details a full portfolio framework with long-term and short-term buckets.
Author details a full portfolio framework with long-term and short-term buckets, explicitly stating he
17:56
Aug 06
Aug 06
Included in swing trading focus list.
Included in a swing trading focus list, no specific directional catalyst provided.
LOW
16:08
Aug 06
Aug 06
Notes standout chart without taking a position
Notes the stock as a standout chart on the watchlist, observing price action without taking a position.
LOW
23:58
Aug 03
Aug 03
Humanoid IPO watchlist names
Names these six stocks in a top-15 Robinhood watchlist ahead of a major humanoid IPO in seven days; flags them as watch candidates, no explicit long/short stance.
MED
16:45
Aug 03
Aug 03
Robotics component names in author's 2026 portfolio
Author includes these robotics component names in a self-described "full portfolio for 2026" robotics bucket — framed as component suppliers whose demand rises regardless of humanoid adoption pace.
MED
20:00
Aug 01
Aug 01
Named as a preferred robotics supplier/enabler play over humanoid-focused companies.
Named as a preferred robotics supplier/enabler play over humanoid-focused companies; author favors suppliers and non-humanoid robotics over humanoid hype.
LOW
02:09
Aug 01
Aug 01
Buy AMBA; author holds a large existing position and the stock is up ~20% on NXP acquisition.
Buy AMBA; author holds a large existing position and the stock is up ~20% on NXP acquisition talks, with author hoping for an all-cash deal above $100/share as a Physical AI M&A catalyst.
MED
22:02
Jul 31
Jul 31
NXP reportedly in acquisition talks for Ambarella at ~$3.3B; AMBA surged ~19% on the M&A report.
NXP reportedly in acquisition talks for Ambarella at ~$3.3B; AMBA surged ~19% on the M&A report. No directional view from speaker.
MED
21:35
Jul 31
Jul 31
Author holds AMBA as a core Physical AI position; the NXP buyout rumor supports his expectation of at least a $105-$110 all-cash takeout, well above his $71 average.
HIGH
17:01
Jul 31
Jul 31
Author highlights AMBA's acquisition multiple as a valuation benchmark and INDI's.
Author highlights AMBA's acquisition multiple as a valuation benchmark and INDI's margin/revenue re-rate potential, but frames it as pending execution rather than an explicit position.
LOW
16:57
Jul 31
Jul 31
Author discusses INDI's divestiture as an acquisition prerequisite and notes Physical AI M&A.
Author discusses INDI's divestiture as an acquisition prerequisite and notes Physical AI M&A activity, but frames it as analysis rather than an explicit position or forward call.
16:54
Jul 31
Jul 31
Notes the companies accepted buyouts, suggesting board pressure and short-termism.
Notes the companies accepted buyouts, suggesting board pressure and short-termism in the physical AI sector.
MED
16:45
Jul 31
Jul 31
Author celebrates AMBA's move and congratulates shareholders.
Author celebrates AMBA's move and congratulates shareholders, but does not state a current position or forward call, so it is watch.
LOW
16:38
Jul 31
Jul 31
Watch AMBA as a potential acquisition target; reported NXP talks could produce a takeover.
Watch AMBA as a potential acquisition target; reported NXP talks could produce a takeover premium, but the post only relays the headline and carries no author position.
MED
16:37
Jul 31
Jul 31
Notes reported M&A talks regarding Ambarella being acquired by NXP Semiconductor.
LOW
13:35
Jul 30
Jul 30
Named as robotics supplier in author's buying basket.
Named as robotics supplier in author's buying basket; thesis is humanoid robot supply chain benefits over direct humanoid plays.
MED
18:51
Jul 29
Jul 29
Author highlights a basket of names showing relative strength that he brought higher on his.
Author highlights a basket of names showing relative strength that he brought higher on his focus list, but this is a momentum watchlist rather than an explicit position or forward call.
LOW
19:59
Jul 28
Jul 28
Author lists names showing relative strength that moved higher on their focus list.
Author lists names showing relative strength that moved higher on their focus list, a watchlist update without explicit position language or forward call.
LOW
15:01
Jul 28
Jul 28
Speaker favors AMBA over TSLA in humanoid robotics theme; comparative directional mention.
Speaker favors AMBA over TSLA in humanoid robotics theme; comparative directional mention, no explicit position language.
LOW
About AMBA Analyst Coverage
Buzzberg tracks AMBA (Ambarella, Inc. Ordinary Shares) across 20 sources. 48 bullish vs 0 bearish calls from 20 analysts. Sentiment: predominantly bullish (34%). 143 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: __con_, thematictrader, rosannainvests.