Key Points
- CFO John Alexander Young sold 3,791 shares on December 18 at an average price of $72.96 for $276,591, reducing his stake by 3.56% to 102,738 shares (≈$7.5M).
- Multiple insiders — including the CEO, CFO, a VP and a director — filed sales this week, which could create short‑term investor concern despite each sale being a modest percentage of holdings.
- Ambarella recently beat the quarter's estimates (EPS $0.27 vs. $0.21; revenue $108.45M vs. $104.11M, +31.2% YoY) and enjoys generally positive analyst sentiment with a consensus rating of “Moderate Buy” and an average target of $96.00.
Ambarella, Inc. (NASDAQ:AMBA - Get Free Report) VP Chi-Hong Ju sold 1,342 shares of the company's stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $71.82, for a total value of $96,382.44. Following the completion of the sale, the vice president owned 157,532 shares in the company, valued at $11,313,948.24. The trade was a 0.84% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Chi-Hong Ju also recently made the following trade(s):
- On Tuesday, October 14th, Chi-Hong Ju sold 6,156 shares of Ambarella stock. The stock was sold at an average price of $80.96, for a total transaction of $498,389.76.
- On Monday, October 13th, Chi-Hong Ju sold 5,057 shares of Ambarella stock. The shares were sold at an average price of $81.29, for a total transaction of $411,083.53.
Ambarella Stock Up 2.9%
AMBA opened at $72.52 on Friday. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $96.69. The company has a fifty day moving average of $81.65 and a 200-day moving average of $74.08. The stock has a market cap of $3.12 billion, a PE ratio of -38.57 and a beta of 1.98.
Ambarella (NASDAQ:AMBA - Get Free Report) last issued its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $0.27 EPS for the quarter, beating analysts' consensus estimates of $0.21 by $0.06. Ambarella had a negative net margin of 21.31% and a negative return on equity of 13.02%. The business had revenue of $108.45 million for the quarter, compared to analysts' expectations of $104.11 million. During the same quarter in the prior year, the firm posted $0.11 earnings per share. The business's quarterly revenue was up 31.2% compared to the same quarter last year. Sell-side analysts anticipate that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.
Institutional Trading of Ambarella
Hedge funds have recently bought and sold shares of the business. Advisory Services Network LLC bought a new stake in Ambarella during the 3rd quarter valued at $33,000. EverSource Wealth Advisors LLC grew its holdings in shares of Ambarella by 362.2% during the second quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company's stock valued at $27,000 after buying an additional 326 shares during the last quarter. Total Investment Management Inc. acquired a new position in shares of Ambarella during the second quarter valued at about $30,000. CoreCap Advisors LLC bought a new stake in shares of Ambarella during the third quarter worth about $43,000. Finally, Rothschild Investment LLC raised its holdings in shares of Ambarella by 78.1% in the 3rd quarter. Rothschild Investment LLC now owns 641 shares of the semiconductor company's stock worth $53,000 after acquiring an additional 281 shares during the last quarter. Institutional investors and hedge funds own 82.09% of the company's stock.
Wall Street Analyst Weigh In
A number of equities research analysts have weighed in on AMBA shares. Oppenheimer reiterated a "market perform" rating on shares of Ambarella in a report on Friday, August 29th. Stifel Nicolaus reiterated a "buy" rating and issued a $100.00 price objective (up previously from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Morgan Stanley boosted their target price on shares of Ambarella from $80.00 to $96.00 and gave the company an "overweight" rating in a research report on Friday, August 29th. Rosenblatt Securities raised their price target on shares of Ambarella from $100.00 to $115.00 and gave the stock a "buy" rating in a report on Wednesday, November 26th. Finally, Bank of America upped their price objective on shares of Ambarella from $90.00 to $92.00 and gave the company a "neutral" rating in a report on Wednesday, November 26th. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $96.00.
Check Out Our Latest Analysis on AMBA
Key Ambarella News
Here are the key news stories impacting Ambarella this week:
- Positive Sentiment: Analysts and coverage highlight Ambarella’s edge‑AI positioning and earnings strength — multiple firms (Stifel, Needham, Bank of America, Summit Insights) have recently maintained or raised targets/ratings after Ambarella’s November quarter beat on revenue and EPS, reinforcing a bullish narrative that’s supporting the rally. Ambarella's Earnings Prove Its Edge AI Strategy Is a Winner
- Positive Sentiment: Recent press pieces profile AMBA as a top semiconductor/equipment pick based on its AI/computer-vision SoC roadmap and potential end-market expansion, which can attract momentum flows and buy-side interest. Why Is Ambarella (AMBA) Among the Best Semiconductor Equipment Stocks to Buy Now?
- Neutral Sentiment: Institutional ownership is high and some funds have added positions this year (Russell, Northern Trust, Trexquant, etc.), which provides a base of stable demand but also means large holders could influence moves if they rotate. MarketBeat AMBA Overview
- Negative Sentiment: Multiple insider sales were filed this week — including CEO Feng‑Ming Wang, CFO John Alexander Young, VP Chi‑Hong Ju and director Elizabeth Schwarting — representing small percentage reductions in their holdings. Insider selling can spook some investors even if sizes are modest relative to total holdings. Ambarella Insider Selling Alert
- Negative Sentiment: A Motley Fool/coverage piece flagged that a fund placed a sizable bet before a sharp post‑earnings drop, highlighting volatility risk and the potential for short‑term swings after earnings/events. That narrative may keep some traders cautious. Why a Fund Placed a $13 Million Bet on Ambarella Stock...
Ambarella Company Profile
(
Get Free Report)
Ambarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella's platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption.
Ambarella's product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics.
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