Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Ambarella, Inc. reported fiscal year 2026 revenue of $390.7 million, reflecting a 37.2% year-over-year increase and establishing a new revenue record for the company.</li><li>Edge AI products represented approximately 80% of total revenue, with the company benefiting from strong growth in automotive telematics and Internet of Things (IoT) segments; IoT revenue increased nearly 50% led by video conferencing, physical security, and portable video markets, while automotive revenue grew in the high single digits.</li><li>Fourth quarter revenue totaled $100.9 million, up 20.1% year-over-year but down 7% sequentially, consistent with typical seasonal patterns.</li></ul>

Ambarella, Inc. reported fiscal year 2026 revenue of $390.7 million, reflecting a 37.2% year-over-year increase and establishing a new revenue record for the company.Edge AI products represented approximately 80% of total revenue, with the company benefiting from strong growth in automotive telematics and Internet of Things (IoT) segments; IoT revenue increased nearly 50% led by video conferencing, physical security, and portable video markets, while automotive revenue grew in the high single digits.Fourth quarter revenue totaled $100.9 million, up 20.1% year-over-year but down 7% sequentially, consistent with typical seasonal patterns.

Ambarella: From Drones to Driverless—How Edge AI Is Unlocking New Markets!

<ul><li>Ambarella's financial performance for the third quarter of fiscal year 2026 showed promising elements, with the company reporting record quarterly revenue of $108.5 million, a year-over-year increase of 31.2%.</li><li>This revenue exceeded the high end of their guidance range and was driven predominantly by sales from the Edge AI sector, which constituted 80% of the total revenue, marking six consecutive quarters of record Edge AI revenue.</li><li>The company also revised its fiscal 2026 revenue guidance upwards to a growth range of 36% to 38%, indicating robust demand and increased average selling prices (ASP).</li></ul>

Ambarella's financial performance for the third quarter of fiscal year 2026 showed promising elements, with the company reporting record quarterly revenue of $108.5 million, a year-over-year increase of 31.2%.This revenue exceeded the high end of their guidance range and was driven predominantly by sales from the Edge AI sector, which constituted 80% of the total revenue, marking six consecutive quarters of record Edge AI revenue.The company also revised its fiscal 2026 revenue guidance upwards to a growth range of 36% to 38%, indicating robust demand and increased average selling prices (ASP).

Ambarella: AI-Driven SoCs, Rising ASPs & the Edge Intelligence Growth Story!

<ul><li>Ambarella's latest financial results provide a detailed overview of the company's performance and strategic direction as of the second quarter of fiscal year 2026.</li><li>The company reported a revenue of $95.5 million, representing a sequential increase of 11% and a year-over-year growth of approximately 50%.</li><li>This was above the high end of their prior guidance, indicating strong momentum in their operations.</li></ul>

Ambarella's latest financial results provide a detailed overview of the company's performance and strategic direction as of the second quarter of fiscal year 2026.The company reported a revenue of $95.5 million, representing a sequential increase of 11% and a year-over-year growth of approximately 50%.This was above the high end of their prior guidance, indicating strong momentum in their operations.

Ambarella’s IoT Surge Outpaces Automotive—But the Best Is Yet to Come!

<ul><li>Ambarella Inc., the Santa Clara-based semiconductor designer known for its AI-enabled imaging chips, is reportedly exploring strategic options—including a potential sale.</li><li>The company has engaged bankers and quietly approached potential acquirers, according to Bloomberg.</li><li>Shares of Ambarella surged over 21% on the news, pushing its market capitalization to approximately $2.6 billion.</li></ul>

Ambarella Inc., the Santa Clara-based semiconductor designer known for its AI-enabled imaging chips, is reportedly exploring strategic options—including a potential sale.The company has engaged bankers and quietly approached potential acquirers, according to Bloomberg.Shares of Ambarella surged over 21% on the news, pushing its market capitalization to approximately $2.6 billion.

Ambarella in Play? Why This AI Chipmaker Is Suddenly on Every Rival's Radar

<ul><li>Ambarella reported first-quarter results for fiscal year 2026 with revenue of $85.9 million, aligning with the upper half of their guidance, primarily driven by the performance of their edge AI solutions.</li><li>This division accounted for over 75% of revenue, marking the fourth consecutive quarter of record AI revenue.</li><li>The primary drivers of this growth were their 5-nanometer CV5 and CV7 products, as well as their 10-nanometer CV2 families.</li></ul>

Ambarella reported first-quarter results for fiscal year 2026 with revenue of $85.9 million, aligning with the upper half of their guidance, primarily driven by the performance of their edge AI solutions.This division accounted for over 75% of revenue, marking the fourth consecutive quarter of record AI revenue.The primary drivers of this growth were their 5-nanometer CV5 and CV7 products, as well as their 10-nanometer CV2 families.

Ambarella Inc.: Edge AI Infrastructure Expansion

United States

Ambarella, Inc. manufactures high definition video compression and image processing semiconductors. The Company products are used in digital still cameras, camcorders, and video-enabled mobile phones.

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Ambarella Inc (AMBA US)

Ambarella: From Drones to Driverless—How Edge AI Is Unlocking New Markets!

Ambarella, Inc. reported fiscal year 2026 revenue of $390.7 million, reflecting a 37.2% year-over-year increase and establishing a new revenue...

Baptista Research

Ambarella: AI-Driven SoCs, Rising ASPs & the Edge Intelligence Growth Story!

Ambarella's financial performance for the third quarter of fiscal year 2026 showed promising elements, with the company reporting record quarterly...

Baptista Research

Ambarella’s IoT Surge Outpaces Automotive—But the Best Is Yet to Come!

Ambarella's latest financial results provide a detailed overview of the company's performance and strategic direction as of the second quarter of...

Baptista Research

Ambarella in Play? Why This AI Chipmaker Is Suddenly on Every Rival's Radar

Ambarella Inc., the Santa Clara-based semiconductor designer known for its AI-enabled imaging chips, is reportedly exploring strategic...

Baptista Research

Ambarella Inc.: Edge AI Infrastructure Expansion

Ambarella reported first-quarter results for fiscal year 2026 with revenue of $85.9 million, aligning with the upper half of their guidance,...

Baptista Research

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