Analysts expect a 10.47% upside for the Xtrackers Artificial Intelligence And Big Data ETF (XAIX) based on its underlying holdings, with notable upside potential in Ambarella, Itron, and Kingsoft Cloud Holdings. The average analyst target price for XAIX is $42.76, while it is currently trading at $38.71. The ETF's underlying holdings, such as Ambarella, Itron, and Kingsoft Cloud Holdings, also have significant upside potential based on analyst targets.
Ambarella Inc. (AMBA), a leading edge AI semiconductor company, has scheduled its second quarter fiscal year 2026 earnings conference call for Thursday, August 28, 2025, at 1:30 p.m. Pacific Time [1]. The company will release its earnings report after the market closes on the same day, with a live webcast and replay available through its investor relations website. Participants who wish to ask questions during the call must complete an online pre-registration.
Ambarella reported strong first quarter fiscal year 2026 results with revenue of $85.9 million, up 57.6% year-over-year. The company achieved its fourth consecutive quarter of record AI revenue, with a GAAP net loss of $24.3 million ($0.58 per share) and a non-GAAP net profit of $3.0 million ($0.07 per share). Gross margin was 60.0% GAAP and 62.0% non-GAAP [2].
For the second quarter of fiscal year 2026, Ambarella expects revenue between $86.0-$94.0 million. The company has increased its revenue growth guidance to 19-25%, targeting approximately $348 million at the midpoint. The company's cash position strengthened to $259.4 million, and the Board approved an extension of the share repurchase program through June 2026, with $48.0 million remaining available [2].
Analysts expect a 10.47% upside for the Xtrackers Artificial Intelligence And Big Data ETF (XAIX) based on its underlying holdings, with notable upside potential in Ambarella, Itron, and Kingsoft Cloud Holdings. The average analyst target price for XAIX is $42.76, while it is currently trading at $38.71 [3]. Ambarella's stock price is currently at $62.885 [4].
References:
[1] https://www.stocktitan.net/news/AMBA/
[2] https://www.stocktitan.net/news/AMBA/
[3] https://www.stocktitan.net/news/AMBA/
[4] https://www.stocktitan.net/news/AMBA/
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