Jan. 07, 2026 3:41 PM ETAmbarella, Inc. (AMBA) StockGytis Zizys3.78K FollowersCommentsSummaryAmbarella, Inc. remains a Hold as strong edge AI-driven sales growth appears priced in amid ongoing unprofitability.Recent quarters saw over 31% sales growth, driven by IoT/Edge AI, especially in drones and robotics, but GAAP profitability remains elusive.R&D and stock-based compensation continue to outpace gross profit, yet AMBA’s robust cash position and no long-term debt support operational runway.Despite promising drone/robotics opportunities and new high-performance chips, cyclical revenue patterns and slowing growth warrant caution over the next quarters.Getty ImagesIntroductionI wanted to take a look at Ambarella, Inc.’s (AMBA) performance over the last while and dig into what I think may be the most promising revenue segments going forward that could push the companyThis article was written byGytis Zizys3.78K FollowersMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments