Ambarella (NASDAQ:AMBA)

CAPS Rating: 5 out of 5

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Member Avatar clagger (< 20) Submitted: 4/1/2014 12:36:24 PM : Outperform Start Price: $26.69 AMBA Score: +3.55

Seems like a great stock pick. I am just concerned why the officers are dumping their shares.

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Member Avatar hba24 (95.27) Submitted: 3/31/2014 8:39:01 AM : Outperform Start Price: $26.66 AMBA Score: +4.42

I'm not a GoPro user, but the partnership with Google is promising.

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Member Avatar hsmith1415 (24.19) Submitted: 3/28/2014 8:36:56 AM : Outperform Start Price: $26.29 AMBA Score: +3.70

Garmin's entry into the sports camera market indicates a long road ahead in this segment. AMBA's relationship with Go Pro should be a nice foot in the door to an expanding market. Add the security camera segment, and I like this one more and more. Just wrote puts on it...

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Member Avatar Piggybank99 (74.36) Submitted: 3/25/2014 8:18:32 PM : Outperform Start Price: $28.97 AMBA Score: -4.98

The smartphone and mobile business are growing fast, as demonstrated by the rise of Apple products/stock and Android's popularity. While big names like Qualcomm may stay ahead, there is still a sizable market for lower-end phones, and smaller name companies like Ambarella can cater there.

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Member Avatar Gonzhouse (63.39) Submitted: 3/25/2014 4:32:39 PM : Outperform Start Price: $33.00 AMBA Score: -18.94

If you dig GoPro, you dig AMBA. They power it.

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Member Avatar bcurtis9944 (22.87) Submitted: 3/19/2014 2:50:29 AM : Outperform Start Price: $29.65 AMBA Score: -6.81

this company gets a lot of good action. Literally think about how how their products play in the hands of commercial shots and other adventures with the product chip in the GoPro camera.

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Member Avatar cameo86 (< 20) Submitted: 3/16/2014 2:48:21 PM : Outperform Start Price: $28.12 AMBA Score: -2.88

Looks to be creating an inverted Head and Shoulders. Chip stocks getting discounted with Russia, market was due for a correction. IMO I'm not expecting a correction of more than 5% as world governments are still using unconventional monetary policy and Stanley Fischer said the Fed should be more accommodation due to weak data. (the right hand of Yellen)

The number of homes in the United States with private security cameras increased by about five million last year, to 15 million homes, according to Parks Associates, a research company. A similar increase is expected this year, said Tom Kerber, Parks’s director of research.
Ambarella, which makes video chips for both Dropcam and GoPro, recently said it was working with Google on cameras with facial recogition advanced capabilities. Also, on their IP Security cameras which are mostly 4k ultra high resolution in less than two Watts, electronic image stabilization (EIS) and Advanced 3D noise reduction with de-ghosting to enhance low-light performance.

The majority of broadcast transmission companies like direct tv, rogers, bell haven't upgraded to the ultraHD 4k resolution so this industry is still up for grabs and creates a real value for AMBA, as Amazon and netflix said they will be recording all their shows in ultra HD 4k it will naturally lead the pack to the transformation.

AMBA is said to be releasing more product releases i.e. video chips this year to compete on the higher end as well as the lower end.

The insider sales isn't too worrisome this year as they have been minimal due to the insiders total holdings. Their sitting on a hundred million in cash and expanding stockholder equity each quarter for consecutive quarters

They just unveiled a new product this year for the automobile which i think is going to take off in high density areas in Asia and around the world which are gaining popularity. The new MotorVu™ 360 reference design features four full 1080p30 HD camera modules that can be embedded at the front, rear and side mirrors of the vehicle, providing 360° surround view for driving or parking assistance as well as simultaneous four-channel “black box” recording of road incidents. If drivers don't like it they can click erase to not show documentation. The latest Strategy Analytics Automotive Electronics Service (AES) report "Advanced Driver Assistance Systems Demand Forecast 2007 to 2020" predicts that camera volumes will grow at over 28 percent per year over the period 2013 to 2018, and exceed 100 million units by 2020

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Member Avatar realfood (< 20) Submitted: 3/15/2014 5:38:58 PM : Outperform Start Price: $28.12 AMBA Score: -2.88

bought @ 30.28 4 25 shares looking 2 buy more Mon.

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Member Avatar lpina2mi (52.72) Submitted: 3/7/2014 5:39:12 PM : Outperform Start Price: $31.37 AMBA Score: -11.80

as mentioned on other chip stocks...every industry is becoming a tech stock in some capacity. AMBA represents consumer demand for video streaming.

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Member Avatar 401ktimer1 (48.88) Submitted: 3/7/2014 11:33:20 AM : Outperform Start Price: $31.32 AMBA Score: -11.74

IBD 50

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Member Avatar aerialist (47.27) Submitted: 3/2/2014 9:43:37 AM : Outperform Start Price: $32.69 AMBA Score: -17.12

A 100% return over the past year and more to come.

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Member Avatar thequast (90.33) Submitted: 2/28/2014 2:26:30 PM : Outperform Start Price: $33.35 AMBA Score: -17.66

With over 10% of it's market cap in cash, growing earnings by double digits, a GoPro IPO on the docket to further it's big customers growth, and zero debt, going green thumb on this one is truly a no brainer, though a better entry point could come to the patient.

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Member Avatar collinriley2 (< 20) Submitted: 2/26/2014 8:53:09 AM : Outperform Start Price: $31.58 AMBA Score: -13.91

I own 30 shares

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Member Avatar FAOFool (87.98) Submitted: 2/21/2014 11:18:55 PM : Outperform Start Price: $32.06 AMBA Score: -15.68

Wearable computing. I like it!

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Member Avatar laveartw (27.10) Submitted: 2/12/2014 5:56:52 PM : Outperform Start Price: $28.64 AMBA Score: -7.32

high growth rate

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Member Avatar Gilcon (34.34) Submitted: 2/11/2014 8:15:55 PM : Outperform Start Price: $29.73 AMBA Score: -10.11

Ive been watching AMBA for a while. GoPro sales continue to grow and other design wins are sure to be forthcoming.

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Member Avatar SnapCrack100 (< 20) Submitted: 2/8/2014 1:25:10 PM : Outperform Start Price: $27.40 AMBA Score: -3.61

Future appears to be video everywhere. Looks like best pure play.

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Member Avatar Gclever88 (< 20) Submitted: 2/8/2014 10:40:07 AM : Outperform Start Price: $27.19 AMBA Score: +0.18

They are great in the wearable tech space with small hd camera chips that hold up well in action scenes. GoPro uses chips in there cameras exclusively. Enough said.

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Member Avatar dstwhit (72.38) Submitted: 2/6/2014 11:36:15 AM : Outperform Start Price: $25.57 AMBA Score: +2.00

founder/CEO ownership and experience; high growth rate; innovation expertise and IP; eagle cam ;)

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Member Avatar FunkyBusiness (84.22) Submitted: 2/4/2014 10:32:30 AM : Outperform Start Price: $29.78 AMBA Score: -14.41

it is well situated in the center of a growing market

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