- Navitas Semiconductor Corporation (NVTS) Reports Q1 Loss, Beats Revenue Estimates
May 6, 2026
Navitas Semiconductor Corporation (NVTS) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.06 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +14.35%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced a loss of $0.05, delivering no surprise.
Over the last four quarters, the company has surpassed consensus EPS estimates just once.
Navitas Semiconductor, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $8.6 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 6.28%. This compares to year-ago revenues of $14.02 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Navitas Semiconductor shares have added about 123% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for Navitas Semiconductor?
While Navitas Semiconductor has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Navitas Semiconductor was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.05 on $8.74 million in revenues for the coming quarter and -$0.19 on $36.93 million in revenues for the current fiscal year.
Story Continues
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Semiconductors is currently in the top 25% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Ambarella (AMBA), is yet to report results for the quarter ended April 2026. The results are expected to be released on May 28.
This video-compression chipmaker is expected to post quarterly earnings of $0.11 per share in its upcoming report, which represents a year-over-year change of +57.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Ambarella's revenues are expected to be $100.16 million, up 16.6% from the year-ago quarter.
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This article originally published on Zacks Investment Research (zacks.com).
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- IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award
May 5, 2026
Ambarella
SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced that IEEE has honored Ambarella’s co-founder, President and CEO, Dr. Fermi Wang, with the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award, alongside his Ph.D. advisor, Professor Dimitris Anastassiou of Columbia Engineering.
The award recognizes transformative advancements in video technology, AI-powered systems, and analytics that have reshaped global media consumption, broadcasting and visual communication. It was established in 2026 to honor Arun Netravali, who had served as the ninth president of Bell Laboratories (now Nokia Bell Labs, sponsoring the award) and had been well known for his own outstanding contributions in video technology.
At Ambarella, Fermi continues to drive innovation in the video and AI processing realm, aimed at advancing innovations for the next generation of edge endpoints and edge infrastructure. Under his direction, Ambarella has developed a leadership position with its physical AI platform, with systems-on-a-chips integrating AI accelerators, image and video encoding, image signal processing and other system functions.
The IEEE’s global network of over 500,000 engineering and STEM professionals is the world’s largest technical professional organization and is a public charity dedicated to advancing technology for the benefit of humanity.
About Ambarella
With an installed base of more than 42 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
Contact:
Louis Gerhardy
VP Corporate Development
408-636-2310
lgerhardy@ambarella.com
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- IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award
May 5, 2026 · globenewswire.com
SANTA CLARA, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced that IEEE has honored Ambarella's co-founder, President and CEO, Dr. Fermi Wang, with the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award, alongside his Ph.D. advisor, Professor Dimitris Anastassiou of Columbia Engineering.
- IEEE AWARDS FERMI WANG, WITH INAUGURAL 2026 ARUN N. NETRAVALI VIDEO ANALYTICS, TECHNOLOGY AND SYSTEMS AWARD
May 5, 2026
SANTA CLARA, CALIF., MAY 05, 2026 (GLOBE NEWSWIRE) -- AMBARELLA, INC. (NASDAQ: AMBA), AN EDGE AI SEMICONDUCTOR COMPANY, TODAY ANNOUNCED THAT IEEE HAS HONORED AMBARELLA'S CO-FOUNDER, PRESIDENT AND CEO, DR. FERMI WANG, WITH THE INAUGURAL 2026 IEEE ARUN N. NETRAVALI VIDEO ANALYTICS, TECHNOLOGY AND SYSTEMS AWARD, ALONGSIDE HIS PH.D. ADVISOR, PROFESSOR DIMITRIS ANASTASSIOU OF COLUMBIA ENGINEERING.
- Assessing Ambarella (AMBA) Valuation After A Sharp Rebound In Recent Share Price Returns
May 5, 2026
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Ambarella stock: recent move and business context
Ambarella (AMBA) has drawn attention after recent share price swings, with the stock showing a 40% return over the past month and a 17.4% gain over the past 3 months.
See our latest analysis for Ambarella.
The recent 30 day share price return of 39.9%, along with a 9% gain over 7 days and a 41.1% total shareholder return over 1 year, points to momentum building again after weaker year to date share price performance.
If Ambarella's move has you thinking about other AI focused chip opportunities, this could be a good moment to scan 38 AI infrastructure stocks
With Ambarella reporting annual revenue of US$390.7m, a net loss of US$75.9m and a value score of 5, plus an estimated intrinsic discount of about 26%, you have to ask whether the recent rally still leaves a buying opportunity or if the market is already pricing in future growth.
Most Popular Narrative: 27.4% Undervalued
Ambarella's fair value in the most widely followed narrative sits at about $97.45 per share compared to the last close of $70.72, putting a spotlight on what is being priced into its edge AI story.
The company's unified architecture and software development platform enable efficient support and rapid customer onboarding across a growing array of applications, which lowers incremental operating expenses and strengthens operating leverage as revenue grows. The robust pipeline of new product launches and design wins in autonomous mobility (including automotive safety, ADAS, and telematics) are expected to realize significant long term, high volume opportunities, improving multi year revenue visibility and supporting future revenue inflection points as OEM decision cycles play out.
Read the complete narrative.
Want to see how this platform pitch turns into numbers on a model? Revenue build, margin lift and a rich future earnings multiple are doing heavy lifting in this fair value story.
Result: Fair Value of $97.45 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this story still hinges on IoT heavy exposure and concentrated customers in Asia, where any pullback in orders or regional disruption could quickly challenge that edge AI thesis.
Find out about the key risks to this Ambarella narrative.
Next Steps
The mix of excitement and caution around Ambarella is clear. If you are interested, move quickly to test the narrative against your own research using 3 key rewards and 2 important warning signs.
Story Continues
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AMBA.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Ambarella Announces First Quarter Fiscal Year 2027 Earnings Conference Call to be Held May 28, 2026
May 4, 2026
Ambarella
SANTA CLARA, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its first quarter fiscal year 2027 earnings conference call on Thursday, May 28, 2026, at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.
Those interested in asking a question on the call are required to register online in advance. Upon completing the first step of the online registration process, please note a registration verification code will be emailed to you, and this code must be entered to complete the online registration process. Once registered and verified, the dial-in numbers will be sent to the registered email with a personal identification number (PIN). When dialing in for the live call, the PIN number must be provided to access the call.
The live webcast of the conference call, and a webcast replay, will be available at: http://investor.ambarella.com/events.cfm
About Ambarella
With an installed base of more than 42 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
Contact:
Louis Gerhardy
VP Corporate Development
408-636-2310
lgerhardy@ambarella.com
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- Ambarella Announces First Quarter Fiscal Year 2027 Earnings Conference Call to be Held May 28, 2026
May 4, 2026
SANTA CLARA, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its first quarter fiscal year 2027 earnings conference call on Thursday, May 28, 2026, at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.
Those interested in asking a question on the call are required to register online in advance. Upon completing the first step of the online registration process, please note a registration verification code will be emailed to you, and this code must be entered to complete the online registration process. Once registered and verified, the dial-in numbers will be sent to the registered email with a personal identification number (PIN). When dialing in for the live call, the PIN number must be provided to access the call.
The live webcast of the conference call, and a webcast replay, will be available at: http://investor.ambarella.com/events.cfm
About Ambarella
With an installed base of more than 42 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
Contact:
Louis Gerhardy
VP Corporate Development
408-636-2310
lgerhardy@ambarella.com
- Ambarella Announces First Quarter Fiscal Year 2027 Earnings Conference Call to be Held May 28, 2026
May 4, 2026 · globenewswire.com
SANTA CLARA, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its first quarter fiscal year 2027 earnings conference call on Thursday, May 28, 2026, at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.
- AMBARELLA ANNOUNCES FIRST QUARTER FISCAL YEAR 2027 EARNINGS CONFERENCE CALL TO BE HELD MAY 28, 2026
May 4, 2026
SANTA CLARA, CALIF., MAY 04, 2026 (GLOBE NEWSWIRE) -- AMBARELLA, INC. (NASDAQ: AMBA), AN EDGE AI SEMICONDUCTOR COMPANY, TODAY ANNOUNCED IT WILL HOLD ITS FIRST QUARTER FISCAL YEAR 2027 EARNINGS CONFERENCE CALL ON THURSDAY, MAY 28, 2026, AT 1:30 P.M. (PACIFIC TIME). THE COMPANY WILL ISSUE ITS EARNINGS RELEASE AFTER THE MARKET CLOSES THAT SAME DAY.
- Asian American Engineer of the Year Award and Conference Announces First Phase of 2025-2026 Awardees
May 2, 2026
SANTA CLARA, Calif., May 1, 2026 /PRNewswire/ -- The Asian American Engineer of the Year Award (AAEOY) Executive Committee announces the AAEOY 2025-2026 first phase awardees as follows:AAEOY Logo
Distinguished Lifetime Achievement Award
Mr. Lip-Bu Tan, CEO, Intel Corporation
Distinguished Leadership in Science and Technology Award
Dr. Arun Majumdar, Dean of the Stanford Doerr School of Sustainability, Stanford University
Executive of the Year Award
Dr. Xiaodong Che, Chief Technology Officer, Western Digital Dr. Sam Heidari, CEO, Lumotive Dr. Jungwon Lee, Corporate Executive Vice President, Samsung Electronics Dr. Liu Ren, Vice President & Chief Scientist, Bosch Research Mr. Brandon Wang, Vice President, Synopsys
Engineer of the Year Award
Ms. Vivian Ye, Principal Member of Technical Staff, AT&T
Most Promising Engineer of the Year Award
Mr. Max Fang, Director of Architecture, Ambarella Mr. Johnny Ho, CSO & Co-founder, Perplexity AI
The AAEOY Award has been presented annually since 2002 as a cornerstone of the National Engineers Week program, honoring distinguished Asian American professionals across academia, public service, and industry. Since its inception, the AAEOY has recognized over 300 honorees — including nine Nobel Laureates, pioneering scholars, prominent corporate executives, and an astronaut — serving as a beacon of inspiration for the global STEM community. After a series of impactful ceremonies nationwide, the 2025-2026 AAEOY Award and Conference returns to the heart of innovation in Silicon Valley at the Santa Clara Convention Center on September 18-19, 2026.
For more information regarding the AAEOY program, awardees, and event registration, please visitwww.aaeoy.org.
The Chinese Institute of Engineers in USA (CIE-USA), founded in 1917, is a nonprofit professional organization that promotes science, technology, engineering, and mathematics (STEM); supports professional advancement and leadership development; and recognizes the achievements of Asian American professionals through flagship programs such as the Asian American Engineer of the Year (AAEOY) Awards. One of the oldest and most prestigious Chinese American engineering associations in the United States, CIE-USA has seven regional chapters nationwide and hosts events throughout the year.Cision
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