Ambarella, Inc. (NASDAQ:AMBA) shares dropped around 31% Tuesday afternoon on the company’s provided disappointing outlook as supply uncertainty worsened, while Q4 results came in better than expected. Q4 EPS was $0.45, compared to the consensus estimate of $0.42, and revenue was $90.2 million, compared to the consensus estimate of $90.16 million.

While the quality of the company’s growth remains strong in Q4, rising supply concerns and slowing non-computer vision growth are expected to yield headwinds to revenue growth. According to the analysts at Deutsche Bank, these headwinds are being impressively offset by gross margin upside to yield little change to their EPS estimates, but the combination of rising macro and company-specific uncertainties will likely yield continued valuation pressure on the company’s shares. The analysts lowered their price target to $140 from $175, while maintaining their hold rating.