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AMBA

Ambarella

$54.38

1.27 (2.39%)

10:16
10/15/19
10/15
10:16
10/15/19
10:16

Ambarella ability to ship newest CV products 'critical,' says Roth Capital

Roth Capital analyst Suji Desilva noted that Ambarella disclosed this morning that it expects no significant impact to financial results and reiterated recently provided Q3 guidance despite a U.S. government Entity List update that included several of its customers. Desilva said the company's newest computer vision products being unaffected is "a critical point" given the CV products are driving growth right now. Desilva maintains a Neutral rating on Ambarella shares.

  • 18

    Oct

AMBA Ambarella
$54.38

1.27 (2.39%)

10/08/19
KEYB
10/08/19
NO CHANGE
KEYB
KeyBanc lowers Ambarella/ON estimates as HikVision/Dahua make U.S. Entity List
KeyBanc analyst John Vinh notes that the U.S. Department of Commerce announced that it has added 28 Chinese public security bureaus and companies, including HikVision and Dahua, to the U.S. Entity List for enabling activities contrary to the foreign policy interests of the United States. The analyst is lowering his estimates on Ambarella (AMBA) significantly as HikVision/Dahua represent a total of about 20% of the company's revenue. Additionally, he is also trimming his ON Semiconductor (ON) estimates, as Vinh believes the company's exposure to be about 1%-2%.
10/08/19
STFL
10/08/19
NO CHANGE
Target $54
STFL
Hold
Ambarella price target cut to $54 at Stifel after customers added to entity list
Stifel analyst Tore Svanberg noted Reuters' report that two of the 28 Chinese security companies added to the U.S. Entity List were Hikvision and Dahua, which he estimates make up about 25% of Ambarella's security camera revenue or about 15% of total sales. He thinks Ambarella may be able to continue to ship product to these customers, but expects the restrictions to hurt the camera makers' ability to acquire the full bill of materials, which could hurt Ambarella's end-market sales, Svanberg stated. He lowered his price target on Ambarella to $54 from $61 in light of the news and keeps a Hold rating on the stock.
10/08/19
MSCO
10/08/19
NO CHANGE
Target $60
MSCO
Overweight
Morgan Stanley still a buyer of Ambarella despite entity list news
Morgan Stanley analyst Joseph Moore said he remains a buyer of Ambarella (AMBA) shares despite reports that the list of 28 Chinese companies added to the U.S. entity list includes two customers that each make up low to mid teens percentage of the company's revenue, HIKVision and Dahua. He sees three potential mitigating factors: the fact that Ambarella may still be able to ship to entity list customers; the potential for Chinese customers to lose share to other Ambarella customers outside of China; and this impacts the legacy business and he is most enthused about Ambarella's computer vision ramp. Moore maintains an Overweight rating on Ambarella with an unchanged $60 price target. He also notes that ON Semiconductor (ON) has "modest exposure" to the surveillance market and that hard disk drive makers Seagate (STX) and Western Digital (WDC) also have "small exposure" to the surveillance markets.
10/15/19
KEYB
10/15/19
NO CHANGE
KEYB
Sector Weight
KeyBanc boosts Ambarella estimates after shipping comments
KeyBanc analyst John Vinh raised his estimates for Ambarella after the company said it sees a limited impact from the recent Bureau of Industry ruling. Ambarella stated it will be able to ship the majority of the company's products it is currently shipping to HikVision/Dahua, as well as the recently introduced computer vision system-on-chips, as those are considered foreign-produced products, Vinh tells investors in a research note. The analyst, who previously excluded revenues associated with HikVision/ Dahua from his numbers, raised his fiscal 2020 earnings per share estimate for Ambarella to 50c from 37c and 2021 estimate to 65c from 19c. The consensus estimates are 49c and 61c, respectively. Vinh keeps a Sector Weight rating on Ambarella. The stock in morning trading is up 4% to $55.10.

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