Ambarella, Inc. $AMBA Shares Purchased by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. boosted its stake in shares of Ambarella, Inc. (NASDAQ:AMBA) by 268.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,407 shares of the semiconductor company’s stock after purchasing an additional 3,941 shares during the quarter. Asset Management One Co. Ltd.’s holdings in Ambarella were worth $357,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in AMBA. Nuveen LLC acquired a new stake in shares of Ambarella in the 1st quarter worth $32,169,000. Jacobs Levy Equity Management Inc. grew its holdings in shares of Ambarella by 1,635.4% in the first quarter. Jacobs Levy Equity Management Inc. now owns 647,788 shares of the semiconductor company’s stock valued at $32,603,000 after purchasing an additional 610,460 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Ambarella by 88.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,232,272 shares of the semiconductor company’s stock valued at $62,020,000 after purchasing an additional 579,917 shares during the period. Segall Bryant & Hamill LLC acquired a new stake in Ambarella during the first quarter worth about $15,578,000. Finally, Fuller & Thaler Asset Management Inc. raised its stake in Ambarella by 25.6% during the first quarter. Fuller & Thaler Asset Management Inc. now owns 910,911 shares of the semiconductor company’s stock worth $45,846,000 after purchasing an additional 185,444 shares during the period. 82.09% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

AMBA has been the subject of several analyst reports. BNP Paribas raised shares of Ambarella to a “strong-buy” rating in a research note on Friday, August 29th. Northland Securities upped their price objective on Ambarella from $75.00 to $95.00 and gave the company an “outperform” rating in a report on Friday, August 29th. Oppenheimer reiterated a “market perform” rating on shares of Ambarella in a research report on Friday, August 29th. Susquehanna lifted their target price on Ambarella from $80.00 to $90.00 and gave the company a “positive” rating in a research report on Tuesday, July 22nd. Finally, Stifel Nicolaus upped their price target on Ambarella from $80.00 to $90.00 and gave the company a “buy” rating in a research note on Friday, August 29th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Ambarella presently has a consensus rating of “Moderate Buy” and a consensus price target of $93.88.

Insider Transactions at Ambarella

In related news, VP Chi-Hong Ju sold 6,156 shares of the company’s stock in a transaction that occurred on Tuesday, October 14th. The shares were sold at an average price of $80.96, for a total transaction of $498,389.76. Following the sale, the vice president directly owned 158,874 shares of the company’s stock, valued at $12,862,439.04. This represents a 3.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Elizabeth M. Schwarting sold 2,664 shares of the stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $85.38, for a total transaction of $227,452.32. Following the sale, the director owned 7,314 shares in the company, valued at approximately $624,469.32. This trade represents a 26.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 35,227 shares of company stock valued at $2,875,131. 5.30% of the stock is owned by corporate insiders.

Ambarella Trading Down 1.5%

AMBA opened at $84.68 on Friday. The stock’s 50-day moving average price is $81.88 and its 200 day moving average price is $67.17. Ambarella, Inc. has a 12-month low of $38.86 and a 12-month high of $93.44. The firm has a market cap of $3.61 billion, a price-to-earnings ratio of -40.13 and a beta of 2.10.

Ambarella (NASDAQ:AMBA) last released its 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 company had revenue of $95.51 million during the quarter, compared to the consensus estimate of $90.01 million. Ambarella had a negative return on equity of 14.73% and a negative net margin of 25.46%.Ambarella’s revenue was up 49.9% compared to the same quarter last year. During the same period in the previous year, the company posted ($0.13) EPS. Ambarella has set its Q3 2026 guidance at EPS. On average, research analysts forecast that Ambarella, Inc. will post -2.81 earnings per share for the current year.

Ambarella Company 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.