Campbell & CO Investment Adviser LLC Has $232,000 Holdings in Ambarella, Inc. $AMBA

Campbell & CO Investment Adviser LLC decreased its position in shares of Ambarella, Inc. (NASDAQ:AMBA) by 17.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,518 shares of the semiconductor company’s stock after selling 731 shares during the quarter. Campbell & CO Investment Adviser LLC’s holdings in Ambarella were worth $232,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its position in Ambarella by 3.2% in the 1st quarter. Vanguard Group Inc. now owns 4,848,305 shares of the semiconductor company’s stock valued at $244,015,000 after purchasing an additional 152,181 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 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 buying an additional 579,917 shares in the last quarter. Fuller & Thaler Asset Management Inc. lifted its stake in shares of Ambarella by 25.6% in the first quarter. Fuller & Thaler Asset Management Inc. now owns 910,911 shares of the semiconductor company’s stock valued at $45,846,000 after buying an additional 185,444 shares in the last quarter. Kodai Capital Management LP grew its holdings in shares of Ambarella by 16.2% during the first quarter. Kodai Capital Management LP now owns 904,536 shares of the semiconductor company’s stock valued at $45,525,000 after buying an additional 125,983 shares during the last quarter. Finally, Jacobs Levy Equity Management Inc. increased its position 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 acquiring an additional 610,460 shares in the last quarter. 82.09% of the stock is owned by institutional investors and hedge funds.

Ambarella Price Performance

Shares of NASDAQ:AMBA opened at $84.06 on Tuesday. Ambarella, Inc. has a 1 year low of $38.86 and a 1 year high of $96.69. The company has a market capitalization of $3.59 billion, a PE ratio of -39.84 and a beta of 2.14. The business has a fifty day moving average price of $84.59 and a two-hundred day moving average price of $71.17.

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

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on AMBA shares. Bank of America raised their price target on shares of Ambarella from $63.00 to $90.00 and gave the company a “neutral” rating in a research report on Friday, August 29th. Susquehanna raised their target price on Ambarella from $80.00 to $90.00 and gave the company a “positive” rating in a report on Tuesday, July 22nd. Rosenblatt Securities lifted their target price on Ambarella from $95.00 to $100.00 and gave the company a “buy” rating in a research report on Friday, August 29th. Stifel Nicolaus increased their price target on Ambarella from $80.00 to $90.00 and gave the company a “buy” rating in a research report on Friday, August 29th. Finally, Northland Securities raised their price objective on Ambarella from $75.00 to $95.00 and gave the company an “outperform” rating in a research note on Friday, August 29th. One 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 given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $93.88.

Insider Activity

In other news, VP Yun-Lung Chen sold 8,492 shares of the firm’s stock in a transaction that occurred on Wednesday, September 10th. The shares were sold at an average price of $84.42, for a total transaction of $716,894.64. Following the completion of the sale, the vice president owned 61,651 shares in the company, valued at $5,204,577.42. This trade represents a 12.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Feng-Ming Wang sold 4,928 shares of Ambarella stock in a transaction that occurred on Wednesday, September 17th. The stock was sold at an average price of $79.43, for a total transaction of $391,431.04. Following the completion of the sale, the chief executive officer directly owned 788,929 shares in the company, valued at $62,664,630.47. This trade represents a 0.62% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 35,227 shares of company stock worth $2,875,131. 5.30% of the stock is owned by insiders.

Ambarella Profile

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.