Ambarella (MEX:AMBAN) Tariff Resilience Score: 5/10 (As of Sep. 09, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MEX:AMBAN Ambarella Inc MEX:AMBAN
67 GF Score
Price MXN1,080.00
GF Value MXN1,421.93
Valuation Modestly Undervalued
! 2 Warning Signs
View Full Analysis

What is Ambarella Tariff Resilience Score?

Ambarella MEX:AMBAN 67 Tariff Resilience Score is 5 as of Sep. 09, 2026. GuruFocus rates MEX:AMBAN with a GF Score™ of 67/100 and a GF Value™ of MXN1,421.93 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 997 Semiconductors companies, Ambarella ranks better than 92.28% on this metric.

Ambarella has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

Ambarella has Relies on global semiconductor supply chain. Vulnerable to tariffs on electronic components, but mitigated by innovation and strong market demand for products.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Ambarella might have Average Resilient.

Ambarella  (MEX:AMBAN) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Ambarella Tariff Resilience Score Related Terms

MEX:AMBAN vs UCTT, IPGP, VECO: Tariff Resilience Score Comparison

For the Semiconductor Equipment & Materials subindustry, Ambarella's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience 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 Tariff Resilience Score vs Semiconductors Industry

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

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


MEX:AMBAN
67GF Score
Ambarella Inc MEX:AMBAN
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a Tariff Resilience Score of 5 mean?
Ambarella (MEX:AMBAN) has a Tariff Resilience Score of 5 as of Sep. 09, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Ambarella ranks #77 out of 997 companies in the Semiconductors industry, placing it in the top 7.7%.
Is Ambarella's Tariff Resilience Score too high?
Ambarella's current Tariff Resilience Score is 5. Based on the distribution chart, Ambarella ranks #77 out of 997 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Ambarella has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Ambarella's Tariff Resilience Score compare to UCTT and IPGP?
According to the Semiconductors industry distribution chart, Ambarella ranks #77 out of 997 companies for Tariff Resilience Score. This places Ambarella in the top 8% 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 Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience 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 Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Ambarella's current Tariff Resilience 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 (MEX:AMBAN) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN1,421.93, compared to a current price of MXN1,080.00 — trading 24% below its estimated fair value. The current Tariff Resilience Score is 5. Ambarella's overall GF Score™ is 67/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Ambarella (MEX:AMBAN), the current Tariff Resilience Score is 5 as of Sep. 09, 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 (MEX:AMBAN) Overvalued in 2026?

Based on GuruFocus' analysis, Ambarella stock appears to be undervalued. The current stock price of MXN1,080.00 is trading 24% below its estimated GF Value™ of MXN1,421.93. GuruFocus considers Ambarella to be Modestly Undervalued.

Key valuation signals for MEX:AMBAN:

  • Tariff Resilience Score: 5
  • GF Value™: MXN1,421.93 vs. price of MXN1,080.00 (24% below fair value)
  • GF Score™: 67/100 with 2 warning signs

No single metric tells the full story. See the MEX:AMBAN 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.
67GF Score

Get the complete analysis for MEX:AMBAN

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

MXN1,080.00
Price
MXN1,421.93
GF Value