Ambarella (NASDAQ:AMBA) CFO John Alexander Young Sells 2,579 Shares

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 2,579 shares of Ambarella stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $71.82, for a total transaction of $185,223.78. Following the sale, the chief financial officer directly owned 106,529 shares in the company, valued at $7,650,912.78. The trade was a 2.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

John Alexander Young also recently made the following trade(s):

• On Thursday, December 18th, John Alexander Young sold 3,791 shares of Ambarella stock. The stock was sold at an average price of $72.96, for a total transaction of $276,591.36.

Ambarella Price Performance

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 stock has a fifty day simple moving average of $81.66 and a 200-day simple moving average of $73.95. The firm has a market capitalization of $3.12 billion, a P/E ratio of -38.57 and a beta of 1.98. Ambarella, Inc. has a 52-week low of $38.86 and a 52-week high of $96.69.

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

Ambarella News Roundup

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…

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Wall Street Zen upgraded shares of Ambarella from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Morgan Stanley raised their price objective on Ambarella from $80.00 to $96.00 and gave the company an “overweight” rating in a research report on Friday, August 29th. Roth Capital reiterated a “neutral” rating on shares of Ambarella in a research note on Wednesday, November 26th. Weiss Ratings reissued a “sell (d-)” rating on shares of Ambarella in a report on Wednesday, October 8th. Finally, Stifel Nicolaus restated a “buy” rating and set a $100.00 price target (up from $90.00) on shares of Ambarella in a report on Wednesday, November 26th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $96.00.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. UBS Group AG boosted its position in Ambarella by 379.3% in the third quarter. UBS Group AG now owns 821,747 shares of the semiconductor company’s stock worth $67,811,000 after purchasing an additional 650,306 shares during the last quarter. Jacobs Levy Equity Management Inc. lifted its stake in shares of Ambarella by 1,635.4% in the 1st quarter. Jacobs Levy Equity Management Inc. now owns 647,788 shares of the semiconductor company’s stock worth $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 lifted its stake in shares of Ambarella by 88.9% in the 1st 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 worth $62,020,000 after purchasing an additional 579,917 shares during the period. Squarepoint Ops LLC purchased a new position in shares of Ambarella in the second quarter worth approximately $36,810,000. Finally, Barclays PLC grew its position in Ambarella by 121.7% during the third quarter. Barclays PLC now owns 775,113 shares of the semiconductor company’s stock valued at $63,962,000 after buying an additional 425,546 shares during the period. Institutional investors own 82.09% of the company’s stock.

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.