Ambarella (NASDAQ:AMBA)

CAPS Rating: 5 out of 5

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Member Avatar JPMaysMustang (81.60) Submitted: 2/17/2015 2:27:36 PM : Outperform Start Price: $54.40 AMBA Score: +3.98

A lot of investors invest in AMBA as a proxy for GPRO and while GoPro is a very large customer that is not the end of the story for Amberella. While the future explosive growth of GoPro cameras is great for AMBA, other service lines such as HD conversion of security cameras, drone piloting and surveillance, and Ultra HD TVs are emerging product lines that will really carry AMBA for years. Additionally trends such as law enforcement cameras on police officers and driverless cars all offer potential tail winds in the future. AMBA is an exceptionally well run company (with ROE nearly 25% and ROA north of 20%) and continued redeployment of capital in R&D expense sets this company apart from its peers in a very competitive industry. Outperform for years on the backs of GoPro cameras and emerging HD video trends.

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Member Avatar optioncoach (97.40) Submitted: 2/2/2015 3:41:34 PM : Outperform Start Price: $56.52 AMBA Score: -2.94

I like AMBA right here. They are in the video chip making market and that is huge right now for many reasons. I think this is a good spot to get into them because GPRO is going to be releasing earnings later this week and you can get a good read through to this company. They are the chip in the Hero Camera. I think that GPRO announces a huge number for camera sales and this will be good for AMBA and I would guess that they say they have a good outlook at GPRO. Not sure if I like GPRO because of the dilution of stock due to lock outs ending and issuance of new stock recently. If they have a good quarter and some buying comes back into the stock it could be an interesting play. Earnings could be wild for them especially since some of the other cult stocks had huge pops after earnings. I am going to play it a little safer for the product in the camera for now.

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Member Avatar tradeseeker14 (21.72) Submitted: 1/28/2015 10:52:57 AM : Outperform Start Price: $58.75 AMBA Score: -5.49

Mo pick

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Member Avatar BACnumber1 (< 20) Submitted: 1/13/2015 7:17:50 PM : Outperform Start Price: $57.00 AMBA Score: -4.83

I agree

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Member Avatar NYCKO (53.74) Submitted: 1/8/2015 3:23:23 PM : Outperform Start Price: $59.83 AMBA Score: -6.34

Providing the the technology behind GoPro and other HD video is a strong position given the attention and demand for these types of products.

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Member Avatar CubCub1 (48.59) Submitted: 12/29/2014 2:15:53 PM : Outperform Start Price: $53.58 AMBA Score: +6.15

Good company in the right place at the right time. And, with a growing demand for wearable cameras for police officers this can only be a huge source of sales and profits for the company-- not to mention all the other mobile video devices.

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Member Avatar reconswift (27.85) Submitted: 11/28/2014 7:51:33 PM : Outperform Start Price: $54.98 AMBA Score: +2.32

New technology, produces chips for the GoPro cameras.

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Member Avatar hondomcr (< 20) Submitted: 11/25/2014 6:37:41 PM : Outperform Start Price: $51.20 AMBA Score: +10.46

K

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Member Avatar RodgerKing (92.82) Submitted: 11/25/2014 2:02:46 PM : Outperform Start Price: $51.20 AMBA Score: +10.46

Wearables will be a big thing for cops after Ferguson episode of who said what, when.

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Member Avatar lovepeace (62.68) Submitted: 11/14/2014 9:05:39 PM : Outperform Start Price: $21.54 AMBA Score: +143.51

I believe there are applications for these "eyes of the world" that haven't even been thought of yet.

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Member Avatar Pbandaid3 (< 20) Submitted: 11/13/2014 9:17:28 AM : Outperform Start Price: $49.69 AMBA Score: +12.31

Quality lens

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Member Avatar Steve1973 (66.48) Submitted: 11/4/2014 3:59:57 PM : Outperform Start Price: $45.48 AMBA Score: +21.42

Ambarella makes chips that go into GoPro cameras, so revenue will increase with AMBA as revenue also increases with GPRO. Also, this company supplies components to security and law enforcement cameras, which will only increase over the coming years.

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Member Avatar yooperking (47.53) Submitted: 10/23/2014 11:15:21 AM : Outperform Start Price: $42.25 AMBA Score: +28.05

When will I ever learn? This one is a keeper.

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Member Avatar FoxKestrel (66.13) Submitted: 9/23/2014 3:19:13 PM : Outperform Start Price: $41.26 AMBA Score: +32.83

A little concerned about the high P/E, but they have great market position in a booming industry. Personal computing, audiovisual, and security systems are all getting smaller and more compact, suggesting increasing demand for device-on-a-chip technologies. I think this company shows great promise.

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Member Avatar ColinBalsbaugh (< 20) Submitted: 9/9/2014 5:35:36 PM : Outperform Start Price: $37.71 AMBA Score: +46.56

Big technology need of the future.

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Member Avatar 4putter (< 20) Submitted: 9/4/2014 6:10:37 PM : Outperform Start Price: $38.37 AMBA Score: +44.33

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: +68.75

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

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Member Avatar luremaster (36.98) Submitted: 8/26/2014 3:46:23 AM : Outperform Start Price: $33.00 AMBA Score: +68.75

wearables

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Member Avatar LarryMDR (50.10) Submitted: 8/25/2014 2:31:17 AM : Outperform Start Price: $31.98 AMBA Score: +74.17

Critical to video monitoring of anything from anywhere.

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Member Avatar cowcamp (63.12) Submitted: 8/18/2014 8:02:23 PM : Outperform Start Price: $30.07 AMBA Score: +84.37

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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