Quantamental Hybrid Investment Desk — Stock Deep-Dive

Ambarella (AMBA) Deep Dive

Structural Inflection Point of Edge AI Semiconductors — Deriving Fair Value
NASDAQ: AMBA • Semiconductor • Edge AI / Computer Vision
AMBA Last
$60.34
-14.9% (5D)
Market Cap
$2.52B
41.7M shares
FY26 Revenue
$390.7M
+37.2% YoY
Fed Funds Rate
3.50-3.75%
Hold (Jan 28)
Base Case Fair Value
$75
+24.3% Upside from Current Price