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Reading: Ambarella inventory pops 20% as AI demand boosts steerage
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StockWaves > Global Markets > Ambarella inventory pops 20% as AI demand boosts steerage
Global Markets

Ambarella inventory pops 20% as AI demand boosts steerage

StockWaves By StockWaves Last updated: August 29, 2025 2 Min Read
Ambarella inventory pops 20% as AI demand boosts steerage
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Thomas Fuller | SOPA Photos | Lightrocket | Getty Photos

Ambarella inventory roared 20% increased Friday because the chip designer reported better-than-expected fiscal second-quarter outcomes and issued robust steerage.

This is how the corporate did in contrast with LSEG expectations:

  • Earnings: 15 cents per share adjusted vs 5 cents per share anticipated
  • Income: $96 million vs $90 million anticipated

Ambarella, which is thought for its system-on-chip semiconductors and software program used for edge synthetic intelligence, stated it expects third-quarter income between $100 million and $108 million, beating the LSEG estimate of $91 million.

The corporate boosted its fiscal yr income progress outlook to a spread of 31-35%, to $379 million on the midpoint, which topped the $350 million anticipated by LSEG.

“After a multi-year interval of great edge AI R&D funding, our broad product portfolio allow us to deal with a rising breadth of edge AI purposes,” CEO Fermi Wang stated in a name with analysts Thursday.

Wang singled out energy in “transportable video, robotic aerial drones and edge infrastructure.”

Edge computing refers back to the direct processing and storing of knowledge on the system degree as an alternative of these actions being dealt with remotely within the cloud at a knowledge heart.

Ambarella had a web lack of $20 million, a lack of 47 cents per share within the second quarter. That narrowed from the identical quarter a yr in the past, when the corporate had a web lack of $35 million, a lack of 85 cents per share.

The corporate stated stock-based compensation and the amortization of acquisition-related prices weighed on earnings.

In June, Bloomberg reported that the corporate was contemplating a sale and had held talks with banks. Shares climbed 20% increased on the information.

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Ambarella year-to-date inventory chart.

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