AMBA Ambarella, Inc. Ordinary Shares Loading... : Bullish and Bearish Analyst Opinions
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03:43
Jun 02
Jun 02
Buy AMBA on post-earnings dislocation — speaker views the hard sell-off as unwarranted given decent earnings results, suggesting a long-term mispricing opportunity in edge AI vision SoCs for robotics.
MED
17:47
Jun 01
Jun 01
The author expresses a bullish sentiment on Nokia as a good day while mentioning Ambarella and Applied Optoelectronics as watch items without explicit positions.
LOW
13:24
Jun 01
Jun 01
The author discloses a numbered portfolio of 11 current long positions by size and a separate focus list of 18 tickers for watchlist monitoring, expressing gratitude to followers for supporting his full-time trading career dream.
LOW
06:29
Jun 01
Jun 01
Author mentions AMBA with a non-committal "Hmm..." and a link; no directional view or catalyst stated.
LOW
05:21
Jun 01
Jun 01
Buy AMBA as a direct component supplier in NVIDIA's Isaac GROOT humanoid reference design; author holds a position citing edge AI perception role and an existing $800M Hanwha robotics partnership as validation of commercial traction ahead of October 2026 platform launch.
MED
22:15
May 31
May 31
Author presents these as his favorite names/full conviction list and says this is where he is positioned for the next few years, making the listed names current long holdings/portfolio picks.
MED
04:23
May 30
May 30
Buy AMBA on the pullback as a robotics play; speaker explicitly endorses a new institutional position entered near VWAP from March lows after a -50% retracement, with a thesis of accelerating revenues over the next few years.
MED
01:32
May 30
May 30
Buy AMBA at low-$70s as a multi-year hold; FY2027 is a bridge year but fundamentals are strengthening — $800M potential revenue from Hanwa over 10 years, 15+ robotic design wins, 30+ robotics pipeline customers, and automotive revenue at an all-time quarterly record.
MED
22:29
May 29
May 29
Author outlines three robotics bets as long-term holds but hedges on VPG with a pullback expectation and uses DCA language for OUST and AMBA, making these watchlist ideas rather than explicit positions.
22:23
May 29
May 29
Author says robotics-related stocks look good with strong fundamentals and potential to go higher, but uses hedged language so this is a watchlist read-through.
LOW
18:58
May 29
May 29
Buy AMBA on post-earnings dip; author cites strong earnings results with the selloff attributed to profit-taking rather than fundamentals, with ideal accumulation in the 60–70 range on a multi-year thesis.
MED
14:25
May 29
May 29
Short AMBA due to minor earnings beat following a large run-up, insider selling pre-print, and historical pattern of post-earnings selloffs.
MED
13:43
May 29
May 29
Buy Ambarella after an overdone selloff on a minor guidance miss; author personally swapped into a long position expecting a rebound.
MED
10:53
May 29
May 29
Reports AMBA's 2nm SoC tapeout and production timeline, no directional view from speaker.
LOW
06:56
May 29
May 29
Buy AMBA for multi-year exposure to Edge AI and Physical AI; specific catalysts include a large Hanwa revenue runway, expanding robotics pipeline, and record automotive revenue supporting a bridge-year thesis.
HIGH
03:51
May 29
May 29
The article highlights multiple concrete developments validating Ambarella's edge AI thesis: a significant long-term deal with Hanwha ($800M+), growing robotics design wins, and an auto revenue record
The article highlights multiple concrete developments validating Ambarella's edge AI thesis: a significant long-term deal with Hanwha ($800M+), growing robotics design wins, and an auto revenue record. These operational milestones support the bullish narrative, though the author cautions fiscal 2027 remains a bridge year.
Risk: Stock has already moved up ahead of the print; execution must prove scalability of long-term agreements and design win conversions into revenue.
22:02
May 28
May 28
AMBA reported in-line revenue with Q2 guide bracketing consensus; automotive revenue hit a new record with edge-AI demand cited as strong. Earnings event, no speaker directional view.
LOW
20:13
May 28
May 28
Buy AMBA on post-earnings dip: double beat with accelerating Q2 guidance ($105-111M), all-time record automotive revenue, rising ASPs from AI-workload product mix shift, new $50M buyback starting July 1, and an $800M+ decade-long Hanwha partnership — multiple concurrent catalysts while stock is down on the print.
MED
17:05
May 28
May 28
Author notes Tristan Thompson is also in AMBA but does not state their own position or forward call, only a casual observation.
LOW
03:29
May 28
May 28
Buy AMBA as a low-power edge AI vision SoC designer positioned for robotics growth; author flags consolidation as a DCA entry with breakout potential still ahead.
MED
23:48
May 27
May 27
Buy AMBA as a pure-play edge AI chip supplier to the humanoid robotics market; 15 years of development, 42M units shipped, and deep CVflow software moat create high switching costs as humanoid robot demand scales toward a $38B market.
MED
18:58
May 27
May 27
The author discloses a large portfolio of long positions in small-cap tech and energy stocks, with numbered holdings by size and a focus list, expressing personal conviction and gratitude for support toward making trading a full-time career.
LOW
16:06
May 27
May 27
Buy AMBA as a Western pure-play edge AI inference chip with 15 years of software depth, already in production with robotics and AV customers, positioned to benefit from humanoid robot proliferation requiring on-device real-time vision processing.
MED
18:56
May 25
May 25
The author outlines the five layers of the physical AI stack and teases a substack article about a company in the cellular transport layer, but expresses no explicit directional view on the mentioned tickers.
LOW
16:42
May 25
May 25
Buy AMBA to gain exposure to humanoid robotics theme; speaker intends to add position despite not yet being in.
MED
16:22
May 25
May 25
Buy AMBA as the picks-and-shovels play for edge AI inference in robots, autonomous vehicles, and drones; proven product portfolio, 50% YoY growth in edge AI revenue, net cash balance sheet, and potential sale process.
HIGH
02:45
May 25
May 25
The author expresses a bullish outlook on Ambarella and Qualcomm as key players in the AI robotics hardware space.
03:55
May 23
May 23
Author makes a forward-looking bullish call on all three names, citing a perceived opportunity visible to a self-described fundamental investor; reasoning is truncated but directional commitment is explicit.
MED
16:18
May 22
May 22
Portfolio disclosure — speaker owns $AMBA as part of 30-40% portfolio allocation to Robotics/AI/Quantum theme.
HIGH
16:14
May 22
May 22
Buy VPG, OUST, and AMBA as robotics-sector beneficiaries; author holds all three, argues they are fundamentally positioned to grow alongside the robotics industry boom, and sees the current momentum as an opportunity despite being primarily a fundamental investor.
MED
About AMBA Analyst Coverage
Buzzberg tracks AMBA (Ambarella, Inc. Ordinary Shares) across 13 sources. 26 bullish vs 0 bearish calls from 14 analysts. Sentiment: predominantly bullish (58%). 45 total trade ideas tracked.