Ambarella (NASDAQ:AMBA)

CAPS Rating: 5 out of 5

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Member Avatar FrankoJames (93.63) Submitted: 12/10/2014 10:23:18 PM : Outperform Start Price: $48.13 AMBA Score: +4.01

Yes, I have earned an MBA for what it is worth and no, your corporate name has not yet been archived into my iPad. Noteworthy, your most recent numbers were impressive to a few Foolish analysts. Good luck outperforming the S@P 500 for the rest of my human existence.

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Member Avatar reconswift (< 20) Submitted: 11/28/2014 7:51:33 PM : Outperform Start Price: $54.98 AMBA Score: -8.14

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: -0.89

K

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Member Avatar RodgerKing (86.00) Submitted: 11/25/2014 2:02:46 PM : Outperform Start Price: $51.20 AMBA Score: -0.89

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

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Member Avatar lovepeace (54.28) Submitted: 11/14/2014 9:05:39 PM : Outperform Start Price: $21.54 AMBA Score: +114.73

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: +0.59

Quality lens

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Member Avatar Steve1973 (70.94) Submitted: 11/4/2014 3:59:57 PM : Outperform Start Price: $45.48 AMBA Score: +8.49

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 (46.18) Submitted: 10/23/2014 11:15:21 AM : Outperform Start Price: $42.25 AMBA Score: +14.06

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

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Member Avatar FoxKestrel (60.79) Submitted: 9/23/2014 3:19:13 PM : Outperform Start Price: $41.26 AMBA Score: +18.45

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: +30.65

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: +28.72

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: +50.35

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

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Member Avatar luremaster (36.25) Submitted: 8/26/2014 3:46:23 AM : Outperform Start Price: $33.00 AMBA Score: +50.34

wearables

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Member Avatar LarryMDR (50.14) Submitted: 8/25/2014 2:31:17 AM : Outperform Start Price: $31.98 AMBA Score: +55.13

Critical to video monitoring of anything from anywhere.

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Member Avatar cowcamp (64.53) Submitted: 8/18/2014 8:02:23 PM : Outperform Start Price: $30.07 AMBA Score: +64.04

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: +66.40

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 TMFInnovator (40.29) Submitted: 8/4/2014 10:01:19 AM : Outperform Start Price: $28.72 AMBA Score: +69.31

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 (80.76) Submitted: 8/4/2014 9:55:14 AM : Outperform Start Price: $28.51 AMBA Score: +70.57

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 marketboss (38.73) Submitted: 7/11/2014 4:50:53 PM : Outperform Start Price: $26.55 AMBA Score: +84.30

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 (58.30) Submitted: 7/4/2014 9:32:11 PM : Outperform Start Price: $32.52 AMBA Score: +51.30

GoPro and getting outside...

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