Ambarella (NASDAQ:AMBA)

CAPS Rating: 5 out of 5

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Member Avatar simplemts (< 20) Submitted: 9/10/2014 2:34:50 PM : Underperform Start Price: $37.69 AMBA Score: +1.62

Short-term.

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Member Avatar ColinBalsbaugh (35.91) Submitted: 9/9/2014 5:35:36 PM : Outperform Start Price: $37.71 AMBA Score: -1.83

Big technology need of the future.

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Member Avatar HDTVBG (< 20) Submitted: 9/9/2014 1:07:10 AM : Outperform Start Price: $39.08 AMBA Score: -4.79

GoPro key parts supplier

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Member Avatar 4putter (< 20) Submitted: 9/4/2014 6:10:37 PM : Outperform Start Price: $38.37 AMBA Score: -3.15

Five years from now AMBA will have serious competition from Chinese factories which will undercut AMBA's growth potential

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Member Avatar bullishsky (< 20) Submitted: 8/27/2014 12:29:38 AM : Outperform Start Price: $33.01 AMBA Score: +12.72

The market for cameras is wide and open and strong companies such as AMBA can do well

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Member Avatar luremaster (37.19) Submitted: 8/26/2014 3:46:23 AM : Outperform Start Price: $33.00 AMBA Score: +12.71

wearables

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Member Avatar LarryMDR (35.45) Submitted: 8/25/2014 2:31:17 AM : Outperform Start Price: $31.98 AMBA Score: +16.18

Critical to video monitoring of anything from anywhere.

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Member Avatar cowcamp (57.50) Submitted: 8/18/2014 8:02:23 PM : Outperform Start Price: $30.07 AMBA Score: +22.44

Security surveillance will only grow with liability claims and thefts. Big Brother cameras are prime canidates as well. Well run and increasing revenues.

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Member Avatar coldwaterak (< 20) Submitted: 8/18/2014 8:17:03 AM : Outperform Start Price: $29.56 AMBA Score: +24.04

HD Camera's are not just used for wearables and with 4k about to go mainstream Ambarella will supply media from production to home-video

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Member Avatar Strixx (42.79) Submitted: 8/15/2014 2:04:09 PM : Outperform Start Price: $29.68 AMBA Score: +22.60

I paid real money at $29.11/share. Just now learning about these "picks."

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Member Avatar TMFInnovator (52.18) Submitted: 8/4/2014 10:01:19 AM : Outperform Start Price: $28.72 AMBA Score: +25.67

GoPro. High-def security cameras. Wearables. It seems like all of their customers are the wave of the future. And AMBA’s systems-on-chips (SOC) are able to store even higher-resolutions on less memory space.

A couple things that I really like:
- Innovator in the space. They spend 30% of revenue on R&D, and their co-founders have boatloads of industry experience with digital codecs.
- Massive market opportunity. The shift from analog to digital means there is plenty of demand out there. Cisco put out a forecast last year that mobile video is set to grow at 90% per year through 2016.

Lots of chatter right now about wearables, and I’ll be watching to see if AMBA can make strides in that field (I’d expect they will). A technology leader with a huge tailwind. Outperform.

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Member Avatar zharriott (58.58) Submitted: 8/4/2014 9:55:14 AM : Outperform Start Price: $28.51 AMBA Score: +26.59

Long term tech play that many will be sad they missed.

This is a great company with a solid product line that is poised to grow in the rapidly growing HD video recording industry. CISCO estimates based on growth dating back to 2011 that by 2016, 72% of all mobile data will be HD video. Ambarella's System on a Chip product design is perfect for compact HD video capturing devices. It's low power and high performance makes it an extremely attractive solution for wearables, automotive cameras, smartphone/tablet cameras, camcorders, and security cameras. This company is in position to capitalize.

Ambarella also invests heavily into R&D which is something I personally love to see for any company, but especially for tech stocks. 72% of their 450 (roughly) employees work in R&D. With this much investment, it is highly likely that they will continue to be a market leader through sheer innovation.

They also have amazing partnerships and development strategies. Specific product development tailored to Google products such as Helpouts and a partnership with recent IPO GoPro are just two to name a few.

Financially?

They're solid. Revenue and earnings have grown steadily over the last five years and they have kept costs in control. As mentioned earlier they also invest free cash into R&D and capex which will continue to drive sales and profitability. Return on invested capital sits at about 18%. They have a solid amount of cash reserves and no debt to speak of which will allow them to continue to reinvest in the business and grow.

I like this company's position and believe them to be a long term play.

Outperform - 5 years or more

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Member Avatar yooperking (62.75) Submitted: 7/14/2014 1:37:37 PM : Outperform Start Price: $31.21 AMBA Score: +17.84

I pulled the plug on this one (in addition to Geotherm) too early, also. It has a lot of upside left.

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Member Avatar marketboss (52.60) Submitted: 7/11/2014 4:50:53 PM : Outperform Start Price: $26.55 AMBA Score: +36.78

7/11/2014

High-definition camera software developer Ambarella is the market leader in wearable sports cameras, dashboard cams, and IP security cameras. Existing markets have huge potential, and new areas such as 4K video offer ample opportunity. Ambarella invests heavily in R&D and has a strong lead on its competitors. - David Gardner

Currently, Ambarella sells chips for cars, cameras (GoPro), and surveillance.

Ambarella is looking to make its move into wearables, which is right around the corner.

Ambarella also has many different growth opportunities by expanding its technologies into new markets such as drones.

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Member Avatar TMFBwithbike (66.16) Submitted: 7/4/2014 9:32:11 PM : Outperform Start Price: $32.52 AMBA Score: +13.10

GoPro and getting outside...

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Member Avatar rich2801 (63.49) Submitted: 6/30/2014 9:19:22 AM : Outperform Start Price: $31.60 AMBA Score: +15.34

with GOpro going IPO will help AMBA who makes video compression chips for their product

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Member Avatar franktowntn (< 20) Submitted: 6/25/2014 12:07:50 AM : Outperform Start Price: $31.53 AMBA Score: +14.83

I see this as a prospective but out company for google 2-4 years down the road.

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Member Avatar 1russianguy (71.78) Submitted: 6/24/2014 3:33:11 PM : Outperform Start Price: $30.90 AMBA Score: +17.40

Riding the GoPro wave.

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Member Avatar griderX (96.13) Submitted: 6/23/2014 11:50:46 AM : Outperform Start Price: $29.81 AMBA Score: +22.39

Watch List buy

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Member Avatar amsterdude (< 20) Submitted: 6/22/2014 12:25:21 PM : Outperform Start Price: $29.90 AMBA Score: +22.17

Google is acquiring Dropcam who integrates Ambarella's chips for video encoding. This is a huge endorsement in specialized video capture devices. At the same time there is the upcoming GoPro IPO which also integrates Ambarella into their capture devices. An acquisition by google and an IPO are two factors Ambarella's revenues.

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