B+
Bull case
25%
Probability
Target price
$82.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
AMBA
AmbarellaDNasdaq / Semiconductors & Semiconductor Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$68.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$52.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-09
Recent news sentiment (30D)
-14.7
Negative
Company
-
Unavailable
Macro
-14.7
Negative
Pulse
-
Unavailable
Weekly research (10D)
+65.0
Positive
Sentiment proxy
+61.2
Score
AI commentary
Post-earnings coverage was mixed but generally constructive: company results showed growth and management raised the sequential revenue baseline, while secondary coverage described a narrow beat and a matched Q3 sales outlook. The packet indicates the stock rose after the report, but no reliable magnitude or sustained-reaction data is available. Social, options, short-interest, and employee-sentiment data were unavailable; analyst revision evidence is also unavailable, so confidence remains moderate rather than high.
RankAlpha Sentiment Codex - 2026-09-09
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-09-30catalystQ3 FY2027 revenue guide supports near-term sentimentMedium impact
Q2 revenue was $108.1 million, up 13.2% year over year, with non-GAAP EPS of $0.18. Management guided Q3 revenue to $115-$124 million and non-GAAP gross margin to 59%-60%. [#SEC-8K-2026-09-03]
2026-10-31eventCV75/CV72 Edge AI SoC rampHigh impact
The earnings-call transcript cites record Edge AI revenue, a steep ramp for the 5-nanometer CV75 and CV72 AI SoCs, and sequential growth in IoT and automotive revenue, including commercial vehicles. [#EARNINGS-TRANSCRIPT-2027Q2]
2027-01-31catalystHigher-value advanced AI product expansionHigh impact
Prior company guidance described new products targeting more advanced AI workloads with average selling prices well above current levels; the Q2 call also cited continued Edge AI platform expansion. [#SEC-8K-2026-05-28] [#EARNINGS-TRANSCRIPT-2027Q2]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-09 • Updated nightlySource: Internal modelMethodology