Ambarella (AMBA) Expected to Announce Earnings on Tuesday

Ambarella (NASDAQ:AMBA) will likely be posting its Q3 2026 results after the market closes on Tuesday, November 25th. Analysts expect Ambarella to post earnings of $0.21 per share and revenue of $104.1090 million for the quarter. Ambarella has set its Q3 2026 guidance at EPS.Investors can check the company’s upcoming Q3 2026 earningsummary page for the latest details on the call scheduled for Tuesday, November 25, 2025 at 4:30 PM ET.

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings data on Thursday, August 28th. The semiconductor company reported $0.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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%.The firm’s revenue was up 49.9% on a year-over-year basis. During the same period in the previous year, the company posted ($0.13) EPS. On average, analysts expect Ambarella to post $-3 EPS for the current fiscal year and $-3 EPS for the next fiscal year.

Ambarella Trading Down 4.3%

Ambarella stock opened at $84.06 on Tuesday. Ambarella has a 12-month low of $38.86 and a 12-month high of $96.69. The firm has a market capitalization of $3.59 billion, a price-to-earnings ratio of -39.84 and a beta of 2.14. The firm has a 50 day moving average of $84.59 and a 200 day moving average of $71.17.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. Rosenblatt Securities upped their target price on shares of Ambarella from $95.00 to $100.00 and gave the stock a “buy” rating in a report on Friday, August 29th. Northland Securities boosted their price objective on Ambarella from $75.00 to $95.00 and gave the company an “outperform” rating in a research report on Friday, August 29th. Roth Capital reiterated a “neutral” rating on shares of Ambarella in a research report on Friday, August 29th. Susquehanna boosted 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. Finally, Needham & Company LLC upped their price target on Ambarella from $90.00 to $100.00 and gave the stock a “buy” rating in a research note on Friday, August 29th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $93.88.

Insider Activity

In related news, CFO John Alexander Young sold 2,566 shares of the company’s stock in a transaction on Wednesday, September 17th. The shares were sold at an average price of $79.43, for a total transaction of $203,817.38. Following the sale, the chief financial officer owned 109,108 shares of the company’s stock, valued at $8,666,448.44. This represents a 2.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, VP Chi-Hong Ju sold 6,156 shares of Ambarella stock in a transaction on Tuesday, October 14th. The stock was sold at an average price of $80.96, for a total transaction of $498,389.76. Following the completion of the transaction, the vice president directly owned 158,874 shares of the company’s stock, valued at $12,862,439.04. The trade was a 3.73% 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 sold 35,227 shares of company stock worth $2,875,131. 5.30% of the stock is owned by corporate insiders.

Institutional Trading of Ambarella

Hedge funds and other institutional investors have recently bought and sold shares of the stock. UBS Group AG boosted 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 buying an additional 650,306 shares during the period. Squarepoint Ops LLC bought a new stake in shares of Ambarella during the second quarter valued at approximately $36,810,000. Balyasny Asset Management L.P. boosted its holdings in shares of Ambarella by 894.7% in the second quarter. Balyasny Asset Management L.P. now owns 459,562 shares of the semiconductor company’s stock valued at $30,361,000 after purchasing an additional 413,362 shares during the period. BNP Paribas Financial Markets boosted its holdings in shares of Ambarella by 977.6% in the third quarter. BNP Paribas Financial Markets now owns 227,205 shares of the semiconductor company’s stock valued at $18,749,000 after purchasing an additional 206,121 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its stake in Ambarella by 180.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 316,381 shares of the semiconductor company’s stock worth $26,108,000 after purchasing an additional 203,722 shares in the last quarter. Hedge funds and other 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.