This AI Semiconductor Stock Beat the S&P 500 by 9 Points. A Fund Just Exited Completely

S Squared Technology completely exited its Ambarella position by selling 128,551 shares worth approximately $8.02 million in Q1 2026. Despite Ambarella's strong performance—up 35% over the past year and outperforming the S&P 500 by 9 points—the fund decided to lock in gains. Ambarella reported record fiscal 2026 revenue of $390.7 million (up 37% YoY) with AI-focused chips now comprising 80% of revenue, though the company faces questions about sustaining profitability as expectations rise.

05/14/2026, 8:23 PM • The Motley Fool

IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award

IEEE has honored Ambarella's co-founder, President and CEO Dr. Fermi Wang with the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award for transformative advancements in video technology and AI-powered systems. The award recognizes contributions that have reshaped global media consumption and visual communication.

05/05/2026, 5:00 PM • GlobeNewswire

Ambarella Announces First Quarter Fiscal Year 2027 Earnings Conference Call to be Held May 28, 2026

Ambarella, Inc. announced it will hold its first quarter fiscal year 2027 earnings conference call on May 28, 2026, at 1:30 p.m. Pacific Time. The company will release earnings after market close that day. Interested participants must register online in advance to ask questions on the call.

05/04/2026, 5:00 AM • GlobeNewswire

NOTICE TO DISREGARD -- Pomerantz LLP

Pomerantz LLP is investigating claims on behalf of investors of Aardvark Therapeutics, Inc. and FS KKR Capital Corp. The law firm is also issuing a retraction regarding a previous investigation notice about Ambarella, Inc.

03/05/2026, 12:55 PM • GlobeNewswire

Ambarella to Showcase “The Ambarella Edge: From Agentic to Physical AI” at Embedded World 2026

Ambarella, an edge AI semiconductor company, announced it will exhibit at Embedded World 2026 (March 10-12 in Nuremberg, Germany) showcasing its AI SoCs, software stack, and developer tools. The company will demonstrate applications across robotics, industrial automation, automotive, and security sectors, and will launch its Developer Zone to provide hands-on access to software tools and optimized models for developers and partners.

02/09/2026, 5:00 AM • GlobeNewswire

15 Physical AI Stocks To Watch In 2026 As Robots And Autonomy Scale Globally

Physical AI—intelligence embedded in machines that can see, reason, and act in the real world—is emerging as a trillion-dollar transformation. Bank of America's thematic investing team identifies this shift from digital models to physical machines like robots, autonomous vehicles, and drones as a major investment opportunity. Humanoid robots are moving into production with over 50 companies developing platforms, while robotaxis are already operational in multiple cities. The article highlights 15 publicly traded companies positioned to lead this Physical AI revolution across chips, robotics, mobility, and sensing sectors.

02/05/2026, 4:03 PM • Benzinga

Ambarella Launches Powerful Edge AI 8K Vision SoC With Industry-Leading AI and Multi-Sensor Perception Performance

Ambarella announced the CV7 edge AI vision system-on-chip at CES 2026, built on Samsung's 4nm process technology. The new SoC offers 2.5x better AI performance than its predecessor CV5, 20% lower power consumption, and supports simultaneous multi-stream 8K video processing with advanced on-device AI capabilities. The CV7 is designed for applications including consumer cameras, enterprise security, robotics, automotive, and industrial automation.

01/05/2026, 5:00 AM • GlobeNewswire

Ambarella Announces CES 2026 Product and Technology Briefing Webcast on January 6, 2026

Ambarella, an edge AI semiconductor company, will host a Product and Technology Briefing on January 6th, 2026 for investors and technology research firms. The company specializes in low-power systems-on-chip for applications including video security, ADAS, autonomous driving, and drones.

01/02/2026, 5:00 AM • GlobeNewswire

Is Ambarella Stock a Buy Despite Its CFO Selling Over 6,000 Shares?

Ambarella's CFO John Alexander Young sold 6,370 shares worth ~$461,815 in mid-December 2025, marking his largest single sale since February 2024. Despite the insider sale, the article argues this is not a red flag, citing the stock's recent strong performance driven by 31% YoY revenue growth in Q3, with edge AI products representing 80% of income. While the company remains unprofitable, it is narrowing losses and positioned well in the growing AI sector.

12/25/2025, 11:17 AM • The Motley Fool

Why a Fund Placed a $13 Million Bet on Ambarella Stock Before a 20% Post-Earnings Drop

S Squared Technology increased its Ambarella position by 35,000 shares (worth $4.8 million) in November, bringing total holdings to $12.7 million. The purchase preceded Ambarella's late-November earnings report, which triggered a 20% stock decline despite record revenue growth of 31% YoY and raised full-year guidance to 38%. The fund's timing suggests confidence in long-term fundamentals despite near-term margin concerns.

12/19/2025, 11:48 AM • The Motley Fool

Why Ambarella Stock Just Crashed

Ambarella reported strong Q3 2026 revenue growth of 31% and beat earnings expectations, but experienced a stock price drop due to ongoing net losses and high valuation despite AI chip revenue expansion.

11/26/2025, 10:28 AM • The Motley Fool

3 Must-Own Stocks for the Driverless Vehicle Revolution

The driverless vehicle market is projected to reach $13 trillion by 2030, with three key stocks positioned to benefit: Ambarella, Nvidia, and QuantumScape. Each company offers unique technological advantages in autonomous vehicle development, from AI processing to computing platforms and advanced battery technology.

11/08/2025, 1:14 PM • The Motley Fool

Ambarella Announces Third Quarter Fiscal Year 2026 Earnings Conference Call to be Held November 25, 2025

Ambarella will hold its Q3 FY2026 earnings conference call on November 25, 2025, releasing financial results after market close. Participants must pre-register online and obtain a verification code and PIN to join the call.

11/07/2025, 5:00 PM • GlobeNewswire

Why Ambarella Stock Rocketed 17% Higher Today

Ambarella reported impressive Q2 fiscal 2026 results, with revenue increasing nearly 50% year-over-year to $95.5 million, exceeding analyst expectations. The company's focus on edge AI processors and strong market demand contributed to its robust performance.

08/29/2025, 7:14 PM • The Motley Fool

Ambarella Lifts 2026 Outlook on AI Surge

Ambarella reported Q2 FY2026 revenue of $95.5 million, up 49.9% year-over-year, and raised full-year revenue growth guidance to 31%-35%. The company is experiencing strong growth in IoT, edge AI, and emerging markets like robotics and infrastructure.

08/28/2025, 5:34 PM • The Motley Fool