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Ambarella, Inc. (AMBA) Price Target Analysis

Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 28, 2026

Current Price
$60.34
Market reference
Price Target
$97.50
+61.6% Upside
Target Range
$80.00 — $115.00
Moderate consensus
Analyst Rating
Buy
36 analysts
Forward P/E98.3x
Trailing P/E-21.2x
Forward PEG—
Implied Growth+132.8%
Median Target$97.50
Analyst Spread35.9%

Analysts see +61.6% upside to their consensus target of $97.50. The bullish rating consensus aligns with positive price target gap.

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$60.34
Consensus$97.50
High$115.00
Low$80.00
Bear Case
$80
+32.6%
Consensus
$98
+61.6%
Bull Case
$115
+90.6%

Analyst Ratings Distribution

Breakdown of 36 published analyst recommendations for AMBA

39% hold / mixed conviction
+28
BearishBullish
Weighted analyst sentiment score based on 36 ratings
ConsensusBuy
Coverage36 Analysts
Net Score+28
Bull / Bear58% / 3%
Strong Buy00%
Buy2158%
Hold1439%
Sell13%
Strong Sell00%
Strong Buy
00%
Buy
2158%
Hold
1439%
Sell
13%
Strong Sell
00%
Recommendation Mix58% Buy · 39% Hold · 3% Sell
Buy (21)Hold (14)Sell (1)

AMBA Price Target Analysis

Updated March 2, 2026

As of March 2, 2026, Ambarella, Inc. (AMBA) has a Wall Street consensus price target of $97.50, based on estimates from 36 covering analysts. With the stock currently trading at $60.34, this represents a potential upside of +61.6%. The company has a market capitalization of $2.60B.

Analyst price targets range from a low of $80.00 to a high of $115.00, representing a 36% spread in expectations. The median target of $97.50 aligns closely with the consensus average.

The current analyst consensus rating is Buy, with 21 analysts rating the stock as a Buy or Strong Buy,14 rating it Hold, and 1 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.

From a valuation perspective, AMBA trades at a trailing P/E of -21.2x and forward P/E of 98.3x. Analysts expect EPS to grow +132.8% over the next year.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Technology stocks.

Analyst Sentiment Comparison

Industry Peer Analysis
Avg Peer Upside+33.6%
Avg Forward P/E60.1x
Peers with Coverage5 / 8
CompanyMarket CapPriceTargetUpsideRatingFwd P/EAnalysts
AMBAAmbarella, Inc.
$2.6B$60.34$97.50+61.6%Buy98.3x36
NVDANVIDIA Corporation$4.3T$177.19$271.00+52.9%Buy21.9x79
AMDAdvanced Micro Devices, Inc.$326.3B$200.21$293.26+46.5%Buy29.5x69
INTCIntel Corporation$227.8B$45.61$46.82+2.7%Hold90.6x83
AMBQAmbiq Micro, Inc.$560M$30.70$32.00+4.2%Hold—1
BZAIBlaize Holdings, Inc.$144M$1.18——Buy—1
ICGIntchains Group Limited$81M$1.26—————
NANano Labs Ltd$8M$2.95—————

Upside Potential Comparison

AMBA
+61.6%
NVDA
+52.9%
AMD
+46.5%
AMBQ
+4.2%
INTC
+2.7%

See AMBA's True Return

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Is AMBA Undervalued?

See our Bear / Base / Bull DCF models and intrinsic value estimates.

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Compare AMBA vs NVDA

See how AMBA stacks up against sector leader NVIDIA Corporation.

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Frequently Asked Questions

What is the AMBA stock price target for 2026?

The consensus Wall Street price target for AMBA is $97.5, representing 61.6% upside from the current price of $60.34. With 36 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.

Is AMBA a buy, sell, or hold?

AMBA has a consensus rating of "Buy" based on 36 Wall Street analysts. The rating breakdown is predominantly bullish, with 21 Buy/Strong Buy ratings. The consensus 12-month price target of $97.5 implies 61.6% upside from current levels.

Is AMBA stock overvalued or undervalued?

At a forward P/E of 98.3377x, AMBA trades at a premium valuation. The consensus price target of $97.5 (61.6% upside) suggests analysts still see growth justifying the multiple.

How high can AMBA stock go?

The most bullish Wall Street analyst has a price target of $115 for AMBA, while the most conservative target is $80. The consensus of $97.5 represents the median expectation. These targets typically reflect 12-month expectations.

How many analysts cover AMBA stock?

AMBA is heavily covered by Wall Street, with 36 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 21 have Buy ratings, 14 recommend Hold, and 1 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the AMBA stock forecast?

The 12-month AMBA stock forecast based on 36 Wall Street analysts shows a consensus price target of $97.5, with estimates ranging from $80 (bear case) to $115 (bull case). The median consensus rating is "Buy".

What is AMBA's forward P/E ratio?

AMBA trades at a forward P/E ratio of 98.3x based on next-twelve-months earnings estimates. The higher forward P/E suggests near-term earnings pressure. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy AMBA stock?

Wall Street analysts are very optimistic on AMBA, with a "Buy" consensus rating and $97.5 price target (61.6% upside). 21 of 36 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do AMBA price targets vary so much?

AMBA analyst price targets range from $80 to $115, a 36% moderate spread showing some variance in outlooks. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $97.5 consensus represents the middle ground.

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