Ambarella, Inc. $AMBA Shares Bought by Creative Planning

Creative Planning grew its stake in Ambarella, Inc. (NASDAQ:AMBA) by 30.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,569 shares of the semiconductor company’s stock after purchasing an additional 5,085 shares during the quarter. Creative Planning owned approximately 0.05% of Ambarella worth $1,425,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Nuveen LLC acquired a new position in Ambarella in the first quarter worth about $32,169,000. Jacobs Levy Equity Management Inc. lifted its holdings in Ambarella by 1,635.4% during the 1st quarter. Jacobs Levy Equity Management Inc. now owns 647,788 shares of the semiconductor company’s stock worth $32,603,000 after buying an additional 610,460 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position 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 in the last quarter. Fuller & Thaler Asset Management Inc. increased its holdings in shares of Ambarella by 25.6% in the 1st quarter. Fuller & Thaler Asset Management Inc. now owns 910,911 shares of the semiconductor company’s stock valued at $45,846,000 after acquiring an additional 185,444 shares during the last quarter. Finally, Woodline Partners LP increased its holdings in shares of Ambarella by 67.6% in the 1st quarter. Woodline Partners LP now owns 441,385 shares of the semiconductor company’s stock valued at $22,215,000 after acquiring an additional 178,052 shares during the last quarter. Institutional investors own 82.09% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Stifel Nicolaus reaffirmed a “buy” rating and issued a $100.00 price objective (up previously from $90.00) on shares of Ambarella in a report on Wednesday. Roth Capital reaffirmed a “neutral” rating on shares of Ambarella in a research report on Wednesday. Morgan Stanley raised their target price on shares of Ambarella from $80.00 to $96.00 and gave the stock an “overweight” rating in a report on Friday, August 29th. BNP Paribas upgraded Ambarella to a “strong-buy” rating in a research note on Friday, August 29th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $100.00 target price on shares of Ambarella in a report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Ambarella currently has an average rating of “Moderate Buy” and a consensus target price of $96.00.

Ambarella Trading Up 0.6%

Shares of NASDAQ AMBA opened at $74.37 on Friday. Ambarella, Inc. has a 12-month low of $38.86 and a 12-month high of $96.69. The company has a market cap of $3.17 billion, a PE ratio of -35.25 and a beta of 2.14. The stock has a 50 day simple moving average of $84.70 and a 200-day simple moving average of $72.79.

Ambarella (NASDAQ:AMBA) last announced its earnings results on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.21 by $0.06. Ambarella had a negative return on equity of 14.73% and a negative net margin of 25.46%.The firm had revenue of $108.45 million for the quarter, compared to the consensus estimate of $104.11 million. During the same quarter in the previous year, the business earned $0.11 EPS. The firm’s revenue for the quarter was up 31.2% on a year-over-year basis. Ambarella has set its Q4 2026 guidance at EPS. Sell-side analysts forecast that Ambarella, Inc. will post -2.81 earnings per share for the current fiscal year.

Insider Transactions at Ambarella

In other Ambarella news, CEO Feng-Ming Wang sold 4,928 shares of the firm’s stock in a transaction dated Wednesday, September 17th. The shares were sold at an average price of $79.43, for a total transaction of $391,431.04. Following the transaction, the chief executive officer owned 788,929 shares of the company’s stock, valued at approximately $62,664,630.47. This trade represents a 0.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Chi-Hong Ju sold 6,156 shares of the business’s stock in a transaction dated Tuesday, October 14th. The stock was sold at an average price of $80.96, for a total transaction of $498,389.76. Following the sale, the vice president owned 158,874 shares in the company, valued at $12,862,439.04. This trade represents a 3.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 35,227 shares of company stock worth $2,875,131 over the last ninety days. Insiders own 5.30% of the company’s stock.

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.