Ambarella growth path to FY29 revenue and earnings

Conviction: 55% · Horizon: 3Y · 2026-07-04
Ambarella can reach meaningful scale by FY29 without needing bargain-bin valuation

Revenue could approach roughly $600 million by fiscal 2029. At around 15% net margins and after dilution, that implies on the order of $90 million in net income and about $1.20 EPS—below consensus but still a credible earnings base if execution holds.

Instrument Side Target Reason
AMBA Long The stock is not cheap, but a path to roughly $600M revenue and ~15% margins supports a real earnings stream near $1.20 EPS by FY29. Investors who accept below-consensus growth can still hold a quality compounder rather than avoid it on valuation alone.

Themes

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AMBA Ambarella growth path to FY29 revenue and earnings 2026-07-04
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