Ambarella (NASDAQ:AMBA) CEO Sells $355,509.00 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 4,950 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $71.82, for a total value of $355,509.00. Following the completion of the transaction, the chief executive officer directly owned 783,979 shares in the company, valued at approximately $56,305,371.78. This trade represents a 0.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

Ambarella Trading Up 2.9%

AMBA traded up $2.06 on Friday, hitting $72.52. The company had a trading volume of 1,006,487 shares, compared to its average volume of 853,245. The company’s fifty day moving average price is $81.66 and its 200 day moving average price is $73.95. Ambarella, Inc. has a 1 year low of $38.86 and a 1 year high of $96.69. The firm has a market cap of $3.12 billion, a P/E ratio of -38.57 and a beta of 1.98.

Ambarella (NASDAQ:AMBA) last announced its earnings results on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.21 by $0.06. The company had revenue of $108.45 million during the quarter, compared to analyst estimates of $104.11 million. Ambarella had a negative net margin of 21.31% and a negative return on equity of 13.02%. Ambarella’s revenue was up 31.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.11 earnings per share. On average, analysts predict that Ambarella, Inc. will post -2.81 earnings per share for the current year.

Key Stores Impacting Ambarella

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…

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of AMBA. UBS Group AG raised its position in Ambarella by 379.3% in the 3rd quarter. UBS Group AG now owns 821,747 shares of the semiconductor company’s stock valued at $67,811,000 after purchasing an additional 650,306 shares in the last quarter. Jacobs Levy Equity Management Inc. increased its stake in shares of Ambarella by 1,635.4% during the first quarter. Jacobs Levy Equity Management Inc. now owns 647,788 shares of the semiconductor company’s stock worth $32,603,000 after buying an additional 610,460 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in 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 acquiring an additional 579,917 shares in the last quarter. Squarepoint Ops LLC purchased a new position in Ambarella in the second quarter worth approximately $36,810,000. Finally, Barclays PLC lifted its stake in Ambarella by 121.7% in the third quarter. Barclays PLC now owns 775,113 shares of the semiconductor company’s stock worth $63,962,000 after acquiring an additional 425,546 shares during the last quarter. 82.09% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Stifel Nicolaus reissued a “buy” rating and issued a $100.00 target price (up previously from $90.00) on shares of Ambarella in a research report on Wednesday, November 26th. Roth Capital reiterated a “neutral” rating on shares of Ambarella in a report on Wednesday, November 26th. Morgan Stanley increased their target price on Ambarella from $80.00 to $96.00 and gave the stock an “overweight” rating in a research note on Friday, August 29th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ambarella in a research report on Wednesday, October 8th. Finally, Needham & Company LLC reissued a “buy” rating and set a $100.00 price target on shares of Ambarella in a research report on Wednesday, November 26th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $96.00.

About Ambarella

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.