AMBA Ambarella, Inc. Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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04:02
Jul 19
Jul 19
Buy AMBA as real-world robotics deployments are forcing a shift from cloud inference to on-device edge AI due to WiFi unreliability — exactly the workload Ambarella's N1-665 chip addresses, with existing warehouse and drone deployments already validating the architecture.
MED
17:01
Jul 14
Jul 14
Author discloses an existing position in AMBA as part of a publicly built Physical AI portfolio, framed as a multi-quarter/multi-year theme with over 50% cash still to deploy.
MED
14:40
Jul 13
Jul 13
Author recommends humanoid robotics component suppliers over direct humanoid robot companies, viewing the supply chain as a better risk/reward; list-style recommendation without confirmed position language per speaker note.
MED
11:44
Jul 13
Jul 13
The author is publicly building a Physical AI portfolio with over 50% cash, taking nine positions across these tickers for a multi-quarter/multi-year timeframe, signaling high conviction in the theme.
03:43
Jul 13
Jul 13
Physical AI supercycle thesis mentioned as context; ticker listed in a watchlist without directional commitment.
LOW
12:20
Jul 12
Jul 12
Buy AMBA as a mid/small-cap edge compute pure-play for humanoid robotics; author explicitly flags it as a higher-conviction small-cap name in a segment Morgan Stanley projects at 1,904x growth, where smaller names may capture outsized upside.
MED
18:40
Jul 08
Jul 08
Author discloses current long position in AMBA as their chosen vehicle for "physical AI" exposure, preferring it over more crowded AI names.
MED
13:55
Jul 02
Jul 02
Author is personally invested in VPG as a profitable sensor supplier to humanoid robotics makers with less competition and a strong valuation precedent, while OUST and AMBA are listed as beneficiaries without explicit positions.
LOW
22:30
Jul 01
Jul 01
Long Physical AI basket: author says he is building a Physical AI portfolio, is very interested in owning these names long term, and expects them to take 40-50% of that portfolio.
MED
18:40
Jul 01
Jul 01
Buy AMBA as an edge AI vision chip supplier to humanoid robots; author frames component suppliers as more asymmetric than robot OEMs, though separately notes vision perception is competitive, tempering conviction relative to VPG.
MED
16:42
Jul 01
Jul 01
Author names AMBA as a supplier to humanoid robotics companies within a thematic robotics basket he states he is buying, preferring enablers over humanoid OEMs.
MED
16:29
Jul 01
Jul 01
Named as the edge AI vision chip layer of the humanoid stack in a comparative thesis; author notes vision/chip layer is competitive with multiple public and private companies.
MED
12:21
Jul 01
Jul 01
Author cites AMBA as a low-power edge AI vision SoC designer for robotics, noting consolidation phase as a potential DCA entry area; no explicit position disclosed per speaker note.
LOW
23:42
Jun 30
Jun 30
The tweet is a humorous conspiracy theory implying the two analysts are the same person, not a trade idea or position.
LOW
22:39
Jun 30
Jun 30
Watch AMBA as a casually flagged compelling name in the lidar/robotics space; mentioned off-the-cuff with no ownership language, following a notable single-day price move.
MED
20:25
Jun 30
Jun 30
Author acknowledges a rough experience with AMBA in a past trade but does not express a current forward-looking position or catalyst.
LOW
19:30
Jun 30
Jun 30
The author is researching and presenting a Physical AI thematic framework with top company picks but has not yet taken positions, so these are watchlist names for future portfolio building.
LOW
19:29
Jun 30
Jun 30
Buy AMBA as the edge-compute chokepoint for physical AI — new 4nm CV7 SoC processes multiple video streams at low power, targeting drones, industrial automation, and robotics; structural demand from on-device inference architecture that cannot route to cloud in real-time applications.
MED
19:15
Jun 30
Jun 30
Buy AMBA as the edge-AI inference chokepoint for physical AI/robotics — the new 4nm CV7 chip processes multiple video streams at low power, explicitly targeting drones and industrial automation, and the pivot from agentic to physical AI structurally benefits the highest-performance inference-per-watt endpoint supplier.
MED
19:11
Jun 30
Jun 30
Author endorses Rosenblatt's H2 2026 Buy call on Ambarella, selectively highlighting it from an 8-name list; Rosenblatt analyst Kevin Cassidy carries a $120 price target.
MED
19:08
Jun 30
Jun 30
Author highlights past returns on three robotics picks but frames them as past performance and a warning not to fade his calls, not as current positions or forward calls.
LOW
16:14
Jun 30
Jun 30
The author highlights recent large price moves in humanoid-related stocks over the past two days but does not state a personal position or forward call, making these watch items.
LOW
16:09
Jun 30
Jun 30
PhotonBull highlights a sector rotation expert's focus on robotics-related tickers VPG, OUST, CCXI, and AMBA, but the tweet is a recommendation to check them out without explicit position language or a concrete forward catalyst.
LOW
15:14
Jun 30
Jun 30
Author names $AMBA in reply to a request for physical AI basket names, no additional reasoning.
LOW
14:52
Jun 30
Jun 30
Named as a public-market robotics/physical AI exposure play via vision/AI edge chips; no first-person position disclosed, listed alongside other thematic names.
MED
14:21
Jun 30
Jun 30
Buy AMBA as the post-earnings selloff is overdone; full potential will play out over multiple quarters.
MED
19:30
Jun 29
Jun 29
The author promotes a deep dive on Agility Robotics and lists a Physical AI coverage universe but frames it as research and portfolio building rather than an explicit current position or forward call.
16:52
Jun 29
Jun 29
Author is personally buying VPG as the most direct humanoid robotics play with upside to $1.8B market cap, citing precision sensor supply to multiple humanoid makers and secular tailwinds.
LOW
13:45
Jun 29
Jun 29
Author identifies Physical AI and Robotics as a potential supercycle and lists these companies as watchlist candidates; no directional commitment.
LOW
About AMBA Analyst Coverage
Buzzberg tracks AMBA (Ambarella, Inc. Ordinary Shares) across 19 sources. 43 bullish vs 0 bearish calls from 20 analysts. Sentiment: predominantly bullish (39%). 109 total trade ideas tracked. Past 7 days: 2 bullish, 4 watch. Latest voices: crux_capital_, mkfilko, __con_.