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Humanoid robotics suppliers slide after growth-stock sell-off
Ambarella is down nearly 29% from its 52-week high after an $800 million edge AI co-development partnership with Hanwha, while Ouster’s lidar revenue push follows June momentum tied to federal infrastructure eligibility.
Humanoid robotics is drawing fresh market attention, but the more tradeable approach may be buying the suppliers that enable robots to see and move rather than the robot makers themselves, MarketBeat Ratings notes as growth stocks sell off. Among three names highlighted, Ambarella designs low-power computer vision and edge AI chips used by cameras and sensors in humanoid robots, drones, and other autonomous systems. The outlet points to the company’s $800 million edge AI co-development partnership with Hanwha, alongside bullish analyst coverage, including a Rosenblatt price target of $120. Still, Ambarella has fallen almost 14% over the prior week and now trades slightly negative for the year, about 29% below its 52-week high. MarketBeat Ratings also cites a consensus price target of $101.13 from 14 analysts, implying nearly 47% upside from the current level, and notes that insider selling has been steady over the past 12 months. The roundup also spotlights Ouster, which builds high-resolution digital lidar sensors that provide machines three-dimensional sight. MarketBeat Ratings links the company’s June breakout to federal infrastructure eligibility for its Rev8 sensors and partnerships across autonomous heavy machinery and industrial robots, while also showing Ouster trading well below recent highs after the sell-off momentum turned.
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