John Alexander Young Sells 3,791 Shares of Ambarella (NASDAQ:AMBA) Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 3,791 shares of the stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $72.96, for a total transaction of $276,591.36. Following the completion of the transaction, the chief financial officer directly owned 102,738 shares in the company, valued at $7,495,764.48. The trade was a 3.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

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

• On Wednesday, December 17th, John Alexander Young sold 2,579 shares of Ambarella stock. The stock was sold at an average price of $71.82, for a total transaction of $185,223.78.

Ambarella Stock Up 2.9%

NASDAQ:AMBA traded up $2.06 during midday trading 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 has a market capitalization of $3.12 billion, a PE 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. The stock’s fifty day moving average price is $81.66 and its 200-day moving average price is $73.95.

Ambarella (NASDAQ:AMBA) last released its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.21 by $0.06. Ambarella had a negative return on equity of 13.02% and a negative net margin of 21.31%.The business had revenue of $108.45 million for the quarter, compared to the consensus estimate of $104.11 million. During the same quarter last year, the business posted $0.11 earnings per share. The company’s revenue for the quarter was up 31.2% on a year-over-year basis. As a group, research analysts forecast that Ambarella, Inc. will post -2.81 earnings per share for the current year.

Institutional Investors Weigh In On Ambarella

Several institutional investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC increased its position in shares of Ambarella by 362.2% in the second quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 326 shares during the period. Total Investment Management Inc. bought a new stake in shares of Ambarella in the second quarter worth about $30,000. Advisory Services Network LLC bought a new stake in shares of Ambarella in the third quarter worth about $33,000. CoreCap Advisors LLC purchased a new position in Ambarella during the 3rd quarter valued at about $43,000. Finally, Advisors Asset Management Inc. raised its position in Ambarella by 44.1% during the 1st quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock valued at $47,000 after purchasing an additional 286 shares during the last quarter. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Ambarella News Summary

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…

Wall Street Analysts Forecast Growth

A number of research analysts have commented on AMBA shares. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a research report on Friday, November 21st. Stifel Nicolaus reaffirmed a “buy” rating and set a $100.00 target price (up previously from $90.00) on shares of Ambarella in a report on Wednesday, November 26th. Morgan Stanley lifted their target price on shares of Ambarella from $80.00 to $96.00 and gave the stock an “overweight” rating in a research report on Friday, August 29th. Weiss Ratings restated a “sell (d-)” rating on shares of Ambarella in a research report on Wednesday, October 8th. Finally, Bank of America raised their price objective on Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a research note 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 given a Sell rating to the company. According to data from MarketBeat, the stock currently 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.