Ambarella, Inc. (NASDAQ:AMBA) Receives Average Rating of “Moderate Buy” from Brokerages

Ambarella, Inc. (NASDAQ:AMBA) has earned an average rating of “Moderate Buy” from the thirteen brokerages that are covering the stock, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, three have given a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12-month price objective among brokerages that have covered the stock in the last year is $93.8750.

Several brokerages recently issued reports on AMBA. Morgan Stanley raised their price target on Ambarella from $80.00 to $96.00 and gave the stock an “overweight” rating in a report on Friday, August 29th. Susquehanna raised their price target on Ambarella from $80.00 to $90.00 and gave the stock a “positive” rating in a report on Tuesday, July 22nd. Bank of America raised their price target on Ambarella from $63.00 to $90.00 and gave the stock a “neutral” rating in a report on Friday, August 29th. Needham & Company LLC raised their price target on Ambarella from $90.00 to $100.00 and gave the stock a “buy” rating in a report on Friday, August 29th. Finally, Northland Securities raised their price target on Ambarella from $75.00 to $95.00 and gave the stock an “outperform” rating in a report on Friday, August 29th.

Ambarella Trading Down 3.9%

Shares of NASDAQ AMBA opened at $81.97 on Wednesday. Ambarella has a twelve month low of $38.86 and a twelve month high of $93.44. The company has a market capitalization of $3.50 billion, a price-to-earnings ratio of -38.85 and a beta of 2.10. The business has a 50 day simple moving average of $82.67 and a 200-day simple moving average of $68.34.

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 analysts’ consensus estimates of $0.05 by $0.10. Ambarella had a negative return on equity of 14.73% and a negative net margin of 25.46%.The business had revenue of $95.51 million during the quarter, compared to the consensus estimate of $90.01 million. During the same period in the previous year, the business earned ($0.13) EPS. The business’s quarterly revenue was up 49.9% on a year-over-year basis. Ambarella has set its Q3 2026 guidance at EPS. As a group, equities analysts predict that Ambarella will post -2.81 earnings per share for the current year.

Insiders Place Their Bets

In related news, CTO Leslie Kohn sold 2,249 shares of the firm’s stock in a transaction that occurred on Wednesday, September 17th. The stock was sold at an average price of $79.43, for a total value of $178,638.07. Following the sale, the chief technology officer owned 977,428 shares of the company’s stock, valued at approximately $77,637,106.04. This trade represents a 0.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Chi-Hong Ju sold 6,156 shares of Ambarella stock in a transaction on Tuesday, October 14th. The shares were sold at an average price of $80.96, for a total value of $498,389.76. Following the sale, the vice president directly owned 158,874 shares in the company, valued at $12,862,439.04. The trade was a 3.73% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 35,227 shares of company stock worth $2,875,131. 5.30% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Nuveen LLC acquired a new position 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 1st quarter. Jacobs Levy Equity Management Inc. now owns 647,788 shares of the semiconductor company’s stock worth $32,603,000 after acquiring an additional 610,460 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings 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 acquiring an additional 579,917 shares during the last quarter. Squarepoint Ops LLC acquired a new position in shares of Ambarella in the 2nd quarter worth $36,810,000. Finally, Balyasny Asset Management L.P. grew its holdings in shares of Ambarella by 894.7% in the 2nd quarter. Balyasny Asset Management L.P. now owns 459,562 shares of the semiconductor company’s stock worth $30,361,000 after acquiring an additional 413,362 shares during the last quarter. Institutional investors own 82.09% of the company’s stock.

About Ambarella

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.