Ambarella (BSP:A2MB34) Moat Score: 5/10 (As of Jun. 25, 2026)


BSP:A2MB34 Ambarella Inc BSP:A2MB34
47 GF Score
Price R$13.38
GF Value R$16.29
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Ambarella Moat Score?

Ambarella BSP:A2MB34 -1.69% 47 Moat Score is 5 as of Jun. 25, 2026. GuruFocus rates BSP:A2MB34 with a GF Score™ of 47/100 and a GF Value™ of R$16.29 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,002 Semiconductors companies, Ambarella ranks better than 93.41% on this metric.

Ambarella has the Moat Score of 5, which implies that the company might have Narrow Moat - Solid narrow moat.

Ambarella has Narrow Moat: Ambarella has a solid narrow moat with valuable intellectual property in video processing technology. However, it faces intense competition and lacks strong customer switching costs, limiting its moat to a narrow category.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Ambarella might have Narrow Moat - Solid narrow moat.

Ambarella  (BSP:A2MB34) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Ambarella Moat Score Related Terms

BSP:A2MB34 vs AEHR, VECO, UCTT: Moat Score Comparison

For the Semiconductor Equipment & Materials subindustry, Ambarella's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Ambarella Moat Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Ambarella's Moat Score distribution charts can be found below:

* The bar in red indicates where Ambarella's Moat Score falls into.


BSP:A2MB34
47GF Score
Ambarella Inc BSP:A2MB34
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 5 mean?
Ambarella (BSP:A2MB34) has a Moat Score of 5 as of Jun. 25, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Ambarella ranks #66 out of 1002 companies in the Semiconductors industry, placing it in the top 6.6%.
Is Ambarella's Moat Score too high?
Ambarella's current Moat Score is 5. Based on the distribution chart, Ambarella ranks #66 out of 1002 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Ambarella has a GF Score™ of 47/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ambarella's Moat Score compare to AEHR and VECO?
According to the Semiconductors industry distribution chart, Ambarella ranks #66 out of 1002 companies for Moat Score. This places Ambarella in the top 7% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Semiconductors company?
A good Moat Score depends on the Semiconductors industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Ambarella's current Moat Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ambarella stock overvalued right now?
Based on GuruFocus' analysis, Ambarella (BSP:A2MB34) is currently considered Modestly Undervalued. The stock's GF Value™ is R$16.29, compared to a current price of R$13.38 — trading 17.9% below its estimated fair value. The current Moat Score is 5. Ambarella's overall GF Score™ is 47/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Ambarella (BSP:A2MB34), the current Moat Score is 5 as of Jun. 25, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Ambarella (BSP:A2MB34) Overvalued in 2026?

Based on GuruFocus' analysis, Ambarella stock appears to be undervalued. The current stock price of R$13.38 is trading 17.9% below its estimated GF Value™ of R$16.29. GuruFocus considers Ambarella to be Modestly Undervalued.

Key valuation signals for BSP:A2MB34:

  • Moat Score: 5
  • GF Value™: R$16.29 vs. price of R$13.38 (17.9% below fair value)
  • GF Score™: 47/100 with 2 warning signs

No single metric tells the full story. See the BSP:A2MB34 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Ambarella Business Description

Address 3001 Tasman Drive, Santa Clara, CA, USA, 95054
Ambarella Inc is a developer of low-power system-on-a-chip, or SoC, semiconductors and software for edge and physical artificial intelligence (AI) applications and intelligent automation. Its products are used in a wide variety of human viewing, computer vision for edge and physical AI applications, including a variety of video security cameras, automotive camera systems, fixed robots, autonomous mobile robots (AMRs), industrial applications, intelligent transportation systems, and consumer devices, such as action, drone and 360 degree cameras. The company operates as a single operating and reportable segment and derives substantially all of its revenue from development and sales of low-power AI-based processing and video and image processing SoC solutions.
47GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R$13.38
Price
R$16.29
GF Value