$AMBA 0.60 Developing

Notable posts

• @StockSavvyShay neutral 1283 eng

  10 SMALL-CAP NAMES UNDER $5B WORTH WATCHING 1. $CLPT navigation platform for neurosurgeons 2. $OSS rugged edge compute for the battlefield 3. $OUST eyes & perception for physical AI machines 4. $NVTS GaN power for $NVDA 800V data center shift 5. $AMBQ ultra-low-power silicon for always-on edge AI 6. $AMBA edge AI vision chips for cameras, cars & robots 7. $TMDX expanding organ care with fleet & network effect 8. $TE building America's solar supply chain from cell to module 9. $AEHR wafer-level burn-in for photonics, HBM & high-power AI chips 10. $ONDS autonomy & counter-drone systems for the modern battlefield

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• @StockSavvyShay bullish 607 eng

  $AMBA up over 22% as the market wakes up to the importance of the edge AI silicon layer behind robots, drones, autonomous systems and intelligent cameras. Physical AI needs machines that can see, interpret and act locally in real time and Ambarella builds the chips and software platform that help make that possible.

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• @StockSavvyShay neutral 238 eng

  $AMBA is up nearly 20% after NXP is in talks to acquire the edge AI and computer vision chipmaker. A deal would expand NXP’s automotive portfolio even though talks remain ongoing and other bidders could still emerge. https://t.co/UiITwBswPw

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• @StockSavvyShay bullish 230 eng

  $AMBA up more than 45% over the past week 😳 https://t.co/MzZoFVn6UC

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• @wallstengine neutral 143 eng

  NXP IN TALKS TO ACQUIRE AMBARELLA - FT The potential deal would add Ambarella’s $AMBA edge-AI and computer-vision chips, used in driver-assistance systems, self-driving vehicles and security cameras, to NXP’s automotive portfolio. Automotive is expected to generate roughly half of NXP’s projected $15.1B in 2026 revenue. Ambarella is valued at about $3.3B, but that is its market capitalization, not a disclosed deal price. Talks remain ongoing and could still collapse, while other bidders may emerge.

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• @wallstengine neutral 110 eng

  Today's Key Events (All EST) — 09/03/2026 $TSLA Cybercab launch event 05:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 08:30: US Trade Balance 08:30: Fed's Waller 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 15:00: Fed's Hammack 15:05: Fed's Goolsbee Before Open 👇 05:45: Duluth Holdings $DLTH 06:00: BRP $DOO 06:45: Lands' End $LE 06:50: Genesco $GCO 07:00: Ciena $CIEN 07:00: Victoria's Secret & Co. $VSXY 07:00: Brady $BRC 07:15: The Campbell's $CPB 07:30: John Wiley & Sons $WLY 08:30: The Toro $TTC BMO: Polestar $PSNY After Hours 👇 16:05: Docusign $DOCU 16:05: Zscaler $ZS 16:05: lululemon athletica $LULU 16:05: Ambarella $AMBA 16:05: Asana $ASAN 16:05: Guidewire Software $GWRE 16:05: Smith & Wesson Brands $SWBI 16:05: Concrete Pumping Holdings $BBCP 16:05: American Outdoor Brands $AOUT 16:05: Torrid Holdings $CURV 16:05: Oxford Industries $OXM 16:10: UiPath $PATH 16:10: Samsara $IOT 16:10: Planet Labs PBC $PL 16:15: Quanex Building Products $NX Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine neutral 62 eng

  AMBARELLA $AMBA Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $108.1M (Est. $108M) 🟡; +13.2% YoY 🔹 Adj. EPS: $0.18 (Est. $0.17) 🟢; +20% YoY 🔹 Non-GAAP Net Income: $8.2M (Est. $7.6M) 🟢; +28% YoY 🔹 Non-GAAP Gross Margin: 59.3%; -120 bps YoY Q3 Guide: 🔹 Revenue: $115M-$124M (Est. $119M) 🟡 🔹 Non-GAAP Gross Margin: 59%-60% 🔹 Non-GAAP Operating Expenses: $56.5M-$59.5M Other Q2 Metrics: 🔹 Cash & Marketable Debt Securities: $272.3M; +4% YoY 🔹 One-Time Development Project Termination Credit: $9.0M reduction Comments: 🔸 “Our edge AI revenue reached record levels in Q2, with balanced sequential growth in Auto and IoT markets with very strong growth from our 5nm CV75 and CV72 AI SoCs.” 🔸 “These developments are contributing to an increase in our 5-year serviceable market (“SAM”) forecast for edge AI and Physical AI.”

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• @ripster47 bullish 50 eng

  🚀 Robotics Name Sentiment is to moon this week $OUST $AMBA our top picks We shared our In-depth Research on Robotics last month You can read our Research Investing Article here Explained full thesis and top investment name 👉https://t.co/8if4btdoyE https://t.co/3jEjW3yS30 https://t.co/p7y6mofuMf

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