Linden Thomas Advisory Services LLC Sells 203 Shares of Ambarella, Inc. $AMBA

Linden Thomas Advisory Services LLC decreased its holdings in Ambarella, Inc. (NASDAQ:AMBA) by 1.2% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,168 shares of the semiconductor company’s stock after selling 203 shares during the quarter. Linden Thomas Advisory Services LLC’s holdings in Ambarella were worth $1,134,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Advisors Asset Management Inc. grew its stake in shares of Ambarella by 44.1% in the first quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock worth $47,000 after acquiring an additional 286 shares during the period. Banque Transatlantique SA bought a new stake in Ambarella in the 1st quarter worth approximately $50,000. Larson Financial Group LLC grew its position in Ambarella by 111.9% in the 1st quarter. Larson Financial Group LLC now owns 1,195 shares of the semiconductor company’s stock worth $60,000 after purchasing an additional 631 shares during the period. Quarry LP raised its stake in Ambarella by 611.5% during the 1st quarter. Quarry LP now owns 1,793 shares of the semiconductor company’s stock valued at $90,000 after buying an additional 1,541 shares during the last quarter. Finally, Skandinaviska Enskilda Banken AB publ lifted its holdings in shares of Ambarella by 452.4% during the 1st quarter. Skandinaviska Enskilda Banken AB publ now owns 2,497 shares of the semiconductor company’s stock valued at $126,000 after buying an additional 2,045 shares during the period. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Ambarella Stock Up 2.6%

AMBA stock opened at $85.63 on Monday. The business’s 50-day moving average price is $80.34 and its 200-day moving average price is $66.18. The stock has a market cap of $3.66 billion, a P/E ratio of -40.58 and a beta of 2.10. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $93.44.

Ambarella (NASDAQ:AMBA) last issued its quarterly earnings results on Thursday, August 28th. The semiconductor company reported $0.15 earnings per share for the quarter, beating the consensus estimate of $0.05 by $0.10. The business had revenue of $95.51 million for the quarter, compared to the consensus estimate of $90.01 million. Ambarella had a negative net margin of 25.46% and a negative return on equity of 14.73%. The company’s revenue for the quarter was up 49.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($0.13) earnings per share. Ambarella has set its Q3 2026 guidance at EPS. On average, equities research analysts expect that Ambarella, Inc. will post -2.81 earnings per share for the current fiscal year.

Insider Activity at Ambarella

In other news, CFO John Alexander Young sold 2,566 shares of the business’s stock in a transaction dated Wednesday, September 17th. The stock was sold at an average price of $79.43, for a total value of $203,817.38. Following the transaction, the chief financial officer directly owned 109,108 shares in the company, valued at $8,666,448.44. The trade was a 2.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Chi-Hong Ju sold 6,156 shares of the company’s stock in a transaction dated Tuesday, October 14th. The stock was sold at an average price of $80.96, for a total value of $498,389.76. Following the completion of the transaction, the vice president directly owned 158,874 shares of the company’s stock, valued at approximately $12,862,439.04. This trade represents a 3.73% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 35,227 shares of company stock worth $2,875,131 in the last 90 days. Company insiders own 5.30% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on AMBA. Summit Insights upgraded Ambarella from a “hold” rating to a “buy” rating in a research report on Friday, August 29th. Morgan Stanley boosted their price target on Ambarella from $80.00 to $96.00 and gave the company an “overweight” rating in a research note on Friday, August 29th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Ambarella in a research note on Friday. Susquehanna raised their price objective on shares of Ambarella from $80.00 to $90.00 and gave the stock a “positive” rating in a report on Tuesday, July 22nd. Finally, Northland Securities boosted their target price on shares of Ambarella from $75.00 to $95.00 and gave the company an “outperform” rating in a research report on Friday, August 29th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $93.88.

Ambarella Profile

Ambarella, Inc develops semiconductor solutions that enable high-definition (HD) and ultra HD compression, image signal processing, and artificial intelligence processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption.