Ambarella (AMBA) is rallying after Rosenblatt named the stock a top pick for the second half of 2026. The firm sees Ambarella as a physical AI pure play, and says physical AI is "the next stage of growth in the Age of AI." Applications like surveillance, robotics, industrial automation, drones and autonomous systems require high-performance, low-power AI vision processors close to the sensor, and Ambarella's architecture delivers roughly 50 to 500 trillions of operations per second of performance at less than five watts, the analyst tells investors in a research note. Rosenblatt views the recent pullback in Ambarella shares as a buying opportunity. Other stocks named top picks for the second half of 2026 at Rosenblatt include Applied Optoelectronics (AAOI), Harmonic (HLIT), Magnite (MGNI), Miami International (MIAX), Navan (NAVN), Quantinuum (QNT), and Twilio (TWLO). Shares of Ambarella are up 30%, or $20.19, to $87.20 in afternoon trading.
