About 80% of fiscal 2026 revenue is HAI (hardware-accelerated inference), all of which is also defined as physical AI. The company is accelerating edge AI for drones by expanding its CVflow AI SoC family, emphasizing high-quality imaging, low-power AI inference and on-device autonomy. Ambarella launched the Developer Zone to give system integrators, module builders and ISVs access to validated models, learning resources and low-code/no-code agentic blueprints to help partners prototype and deploy solutions faster.
Cyborg Score Rationale
Fiscal 2026 revenue reached $390.7M, up 37.2% year-over-year, significantly outpacing semiconductor industry growth. HAI revenue grew 50% year-over-year and comprises 80% of total revenue. The company achieved production shipments in robotics/drones with first warehouse automation design win at a major U.S. e-commerce company.
Top Insights
IoT segment grew almost 50% year-over-year driven by increased edge AI adoption, while automotive revenues rose in the high single digits
Approximately $13 billion in pipeline automotive opportunities with stable proportion of won deals despite 2025 market weakness
First two-nanometer chip project in IoT in advanced stages with multiple companies showing engagement; first silicon revenues expected in 2027
Stock price of $60.21 as of February 27, 2026 with analyst price target of $97.25 representing 37% upside potential
Named Competitors
Analog Devices — Signal processing and mixed-signal semiconductors for industrial applications
Qualcomm Snapdragon — Mobile and edge AI processors for automotive and IoT
NVIDIA Jetson — Edge AI and robotics inference platforms
MediaTek — SoCs for automotive and IoT applications
Recent Developments
(Feb 2026) Reported Q4 FY2026 revenue of $100.9M (+20.1% YoY) and full-year FY2026 revenue of $390.7M (+37.2% YoY)
(Jan 2026) Launched Developer Zone to accelerate partner development of edge AI applications with validated models and sample workflows
(Jan 2026) Announced CVflow AI SoC expansion for drones with CV5 enabling 8K imaging and deployed in Antigravity A1 drone
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