Posts on AMBA

Latest ideas and analyses related to Ambarella Inc. Ordinary Shares

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AVGO , MRVL , ON , QCOM , AMBA , AMD , GFS , INDI , MPWR , MXL , NVTS , NXPI

+46 pts



Semiconductors - waiting for the world to change, which appears unlikely near term

By junkfoodlover on April 20, 2022, 11:40 a.m.
Tagged topics: earnings preview

Views: 190, Votes: 5, Responses: 0, Attachments: 1
AMBA , ADI , ARBE , ALGM , CDNS , DIOD , MRVL , MXL , MCHP , NXPI , QCOM , QRVO , RMBS , SMTC , SLAB , SWKS , SNPS , WOLF , ON

+67 pts



2022 Automotive, Mobile & IoT Semiconductor/EDA Outlook

By JH on Dec. 28, 2021, 11:08 a.m.
Tagged topics: analyst checks , semiconductors , IoT , mobile , 2022 outlook , wells-fargo

Views: 282, Votes: 10, Responses: 1, Attachments: 1
AMBA

+31 pts



$AMBA guides revenues almost 20% above consensus as computer vision momentum builds

By cassie on Sept. 1, 2021, 10:49 a.m.
Tagged topics: TAM expansion , secular growth , beat and raise , Morgan Stanley , semiconductors

Views: 150, Votes: 1, Responses: 0, Attachments: 2