Ambarella, Inc. (AMBA)

From the record

Ambarella, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Ambarella, Inc.'s 10 filed years say what it did: revenue went from $310 million in fiscal 2017 to $391 million in fiscal 2026, up 2.6% a year; it rose in 5 of 9 years; the deepest fall was 33% from fiscal 2023 to fiscal 2024; net income was positive in 2 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2026-01-31, Ambarella, Inc.'s diluted share count grew about 3.6% a year, and dividends and buybacks returned about 1% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 47 sales (16 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2026-01-31, Ambarella, Inc. lost about 13 cents for every dollar of shareholders' money, and gross profitability: its products earned about 29 cents per dollar of everything the company owns. Leverage: it owed about 26 cents per dollar of assets, and net share issuance: its share count grew 3.4% over the year (the filed statements).

From the record

Ambarella, Inc.'s standing among 97 graded names in its industry family: revenue of $391 million in fiscal 2026 ranks in the bottom 35% by size; a net margin of -19.4% ranks in the bottom 30%; revenue growth of 5% a year over the last 3 filed years ranks in the top 40% (its annual reports).

From the record

Ambarella, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Wang, Feng-Ming (CEO, as filed), filing under that title since 2012-10-09, 14.1 years (top 7% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 9.2 years (top 21%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 35%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Ambarella, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $191 million against no long-term debt tagged leaves 23.9% of its assets as net cash, top 27% of its family; cash from operations less capital spending is 14.8% of revenue (top 29%); a gross margin of 59.2% (top 15%); research spending of 61% of revenue (top 16%) (its annual report).

From the record

Ambarella, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 5% a year over the last three filed years against 2.6% over all 10, speeding up (top 21% of its family); the newest year grew 37.2% (top 22%); research spending grew 5.2% a year (bottom 47%); capital spending grew 1% a year (bottom 41%) (its annual reports). Ambarella, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Ambarella, Inc.'s newest year against its own record: revenue of $391 million in fiscal 2026 came in 49.3% above the $262 million its prior three years' pace pointed to (top 21% of its family); net income of $76 million against a prior three-year average of $117 million (top 34%); a net margin of -19.4% against -45.1% before (top 20%) (its annual reports).