Ambarella is expected to report Q2 2027 revenue of approximately $107.76 million and non-GAAP EPS of $0.17, with its current $70.63 share price trading significantly below the average analyst target of $101.86.
Investors are primarily focused on the commercial production ramp of the CV3 automotive SoC family and its role in the company's transition to a broader edge AI platform.
The reporting period follows a record quarter for automotive sales and a transformative $800 million long-term agreement with Hanwha, though the company’s path to GAAP profitability remains a point of scrutiny.
Market participants are also weighing unconfirmed rumors of acquisition interest from NXP Semiconductors, which have added both volatility and a valuation floor to the stock ahead of the results.