Ambarella (NASDAQ:AMBA)

CAPS Rating: 5 out of 5

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Member Avatar jduck9 (< 20) Submitted: 4/22/2015 9:30:38 PM : Outperform Start Price: $74.16 AMBA Score: -3.45

It is ever increasingly becoming a visual world. Pics are no longer enough. Video is becoming king. With the advent of apps like Periscope which Twitter just purchased for 100M the live video streaming revolution is just underway. A company that serves the mobile video capture business is poised for some out-size growth.

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Member Avatar andrewtraylor (60.86) Submitted: 3/31/2015 5:19:39 PM : Outperform Start Price: $74.73 AMBA Score: -6.03

Outstanding small growing company, good margins, good ROE

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Member Avatar buynholdisdead (34.14) Submitted: 3/31/2015 4:39:38 PM : Outperform Start Price: $74.73 AMBA Score: -6.03

This company is just starting to go. The Go pro camera will be a smaller part of their market but they have so many avenues of growth. Who doesn't want a digital camera? Whether it is in your security cameras, phones, action cameras ambarella will be there.

Andy

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Member Avatar TMFSpiffyPop (99.55) Submitted: 3/31/2015 4:03:27 PM : Outperform Start Price: $74.73 AMBA Score: -6.03

Very well positioned in top-dog placement for high-quality video in increasing numbers of professional and hobby devices -- with global opportunity. At a 52-week high, and indeed surging. I have read some recently about lots of insider selling -- I rarely spend much time being concerned about this, and am not particularly here. So in the face of negative sentiment around the stock and GoPro (especially), and with people not wanting to feel bullish "because it's at a high," I'm happy to play contrarian and say, "Sure, I think it'll beat the market from here." Outperform.

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Member Avatar FutureMonkey (89.03) Submitted: 3/23/2015 12:38:39 PM : Outperform Start Price: $72.76 AMBA Score: -1.25

think beyond GoPro and Xiaomi. Think every new car on the road having cameras in all 4 directions, think security cameras that continue to show up everywhere we go, etc etc etc.

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Member Avatar rydechus (56.51) Submitted: 3/13/2015 7:58:59 AM : Outperform Start Price: $67.30 AMBA Score: +4.82

Ambarella is getting into more products and buying other companies to expand there worth. Should continue to outperform.

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Member Avatar 80brown (99.88) Submitted: 3/12/2015 11:10:44 AM : Outperform Start Price: $19.23 AMBA Score: +250.05

I picked up shares of AMBA at 19.51 a while back. So far, that position is at a 250% gain. Later, I established a Synthetic Long expiring in 2016 at a $17 strike. The Call side of the trade is up 440%.
Around the same time, I did a wild, speculative OTM BCS that I closed shortly after the Google Glass speculation sent the stock flying - for a 1200% gain.

Very bullish on AMBA.

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Member Avatar ZandDConnection (45.08) Submitted: 3/11/2015 2:40:58 PM : Outperform Start Price: $67.83 AMBA Score: +3.11

We compared this stock against Atwood Oceanics, for the fun of it. And we favor Ambarella as the 2-4-year outperformer. The company is essential to many companies becoming more and more popular in technology (GPRO, security, self-driving car possibilities). Also it's a leader in its sector. And its high investment in R&D (25% of sales!) and its solid balance sheet give us confidence in its future.

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Member Avatar Hook5351 (50.46) Submitted: 3/11/2015 11:37:23 AM : Outperform Start Price: $66.86 AMBA Score: +4.69

Future say james O nephew 3.10.15

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Member Avatar zojo360 (74.93) Submitted: 3/7/2015 3:21:57 PM : Outperform Start Price: $64.68 AMBA Score: +9.75

No brainer...From "MOTLEY FOOL"---Ambarella, Inc. develops video compression and image processing semiconductors. The Company's products are used in digital still cameras, digital camcorders, and video-enabled mobile phones. Ambarella sells its solutions to original design manufacturers and original equipment manufacturers. Its technology is also used in television broadcasting infrastructure systems.

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Member Avatar lak7309 (< 20) Submitted: 3/6/2015 4:19:13 PM : Outperform Start Price: $64.59 AMBA Score: +9.79

AMBA sells more than just gyroscopes and accelerators to GoPro. It's a real company that stands on its own merits, and it's product lines are all in that sweet spot that pushes earnings upward for chip companies. Keep in mind that like all chip companies, the moat is thin. But it looks like a serious winner for the next few years.

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Member Avatar skigolfkayak (42.01) Submitted: 3/4/2015 8:16:34 PM : Outperform Start Price: $67.76 AMBA Score: +5.96

just starting to spread it's wings

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Member Avatar Lz (< 20) Submitted: 3/3/2015 4:20:33 PM : Outperform Start Price: $66.97 AMBA Score: +7.11

small market cap with narrow mote in high growth market.

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Member Avatar JPMaysMustang (78.91) Submitted: 2/17/2015 2:27:36 PM : Outperform Start Price: $54.40 AMBA Score: +30.60

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 BACnumber1 (< 20) Submitted: 1/13/2015 7:17:50 PM : Outperform Start Price: $57.00 AMBA Score: +20.53

I agree

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Member Avatar NYCKO (66.03) Submitted: 1/8/2015 3:23:23 PM : Outperform Start Price: $59.83 AMBA Score: +17.81

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 (48.63) Submitted: 12/29/2014 2:15:53 PM : Outperform Start Price: $53.58 AMBA Score: +33.19

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 (23.54) Submitted: 11/28/2014 7:51:33 PM : Outperform Start Price: $54.98 AMBA Score: +28.65

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: +38.78

K

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Member Avatar RodgerKing (93.83) Submitted: 11/25/2014 2:02:46 PM : Outperform Start Price: $51.20 AMBA Score: +38.78

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

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