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AMBA

Ambarella

$51.46

-0.05 (-0.10%)

07:38
10/13/17
10/13
07:38
10/13/17
07:38

Ambarella share price undervalues computer vision IP, says Canaccord

Canaccord analyst Matthew Ramsay noted Ambarella shares have been volatile since its last earnings report and he believes the bumps are likely to remain over the near-term. However, he believes the challenges have caused investors to undervalue its long-term computer vision hardware and software intellectual property and growth potential in more stable security and automotive markets. Ramsay reiterated his Buy rating and raised his price target to $65 from $58 on Ambarella shares.

AMBA Ambarella
$51.46

-0.05 (-0.10%)

09/27/17
MSCO
09/27/17
NO CHANGE
Target $60
MSCO
Overweight
Morgan Stanley ups Ambarella 'bull case' to $115 on computer vision opportunity
Morgan Stanley analyst Joseph Moore said that after spending three days on a road show with Ambarella management he came away with more appreciation for the potential of the company's computer vision opportunity, where it could become a market leader. If early company claims prove accurate, he sees a "bull case" for the stock up to $115, though he cautions that even in the bull case revenue traction in ADAS will likely take multiple years. The analyst, who has a $60 base case price target on Ambarella, keeps an Overweight rating on the shares.
09/21/17
STFL
09/21/17
NO CHANGE
Target $52
STFL
Buy
Smart doorbell business competition positive for Ambarella, says Stifel
Stifel analyst Kevin Cassidy notes that Nest, a subsidiary of Google (GOOG; GOOGL), announced that it is moving into the smart doorbell business with Hello, and argues that multiple sources create healthy competition and expands the end market. The analyst believes Ambarella's (AMBA) products are a key part of this device, based on its presence in the rival Ring product. He reiterates a Buy rating and $52 price target on Ambarella's shares.
09/07/17
MSCO
09/07/17
NO CHANGE
Target $60
MSCO
Overweight
Ambarella now offers 'free call option' on computer vision, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said he sees Ambarella shares as reasonably inexpensive relative to expectations for 2018, which contain minimal contribution from its new computer vision technology. The computer vision chip launching this quarter has the potential to be "game changing" but the stock's current price basically assigns no value to the upcoming chips, argues Moore, who keeps an Overweight rating and $60 price target on Ambarella shares.
09/05/17
ADAM
09/05/17
NO CHANGE
Target $58
ADAM
Buy
Ambarella remains compelling long-term, says Canaccord
Canaccord analyst Matthew Ramsay said Ambarella reported solid Q2 results but remains in a challenging near-term transition and could experience volatility. However, he said longer-term its computer vision family of products will drive revenue and higher selling prices and margins. Ramsay maintains his Buy rating, citing his bullish technological thesis, but he lowered his price target to $58 from $72 on Ambarella shares.

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ROCK

Gibraltar Industries

$31.75

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