Feng-Ming Wang Sells 4,950 Shares of Ambarella (NASDAQ:AMBA) Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 4,950 shares of the business’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $71.82, for a total value of $355,509.00. Following the completion of the transaction, the chief executive officer directly owned 783,979 shares in the company, valued at approximately $56,305,371.78. This represents a 0.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink.

Ambarella Stock Up 2.9%

Ambarella stock opened at $72.52 on Friday. The firm has a 50 day moving average price of $81.65 and a 200-day moving average price of $74.22. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $96.69. The company has a market capitalization of $3.12 billion, a P/E ratio of -38.57 and a beta of 1.98.

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

Trending Headlines about Ambarella

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…

Institutional Trading of Ambarella

Institutional investors have recently added to or reduced their stakes in the business. Bayforest Capital Ltd boosted its holdings in Ambarella by 72.2% in the second quarter. Bayforest Capital Ltd now owns 9,461 shares of the semiconductor company’s stock valued at $625,000 after acquiring an additional 3,966 shares in the last quarter. Creative Planning lifted its position in shares of Ambarella by 30.8% in the 2nd quarter. Creative Planning now owns 21,569 shares of the semiconductor company’s stock worth $1,425,000 after purchasing an additional 5,085 shares during the period. Sigma Planning Corp bought a new stake in shares of Ambarella during the 2nd quarter valued at about $373,000. Wealth Enhancement Advisory Services LLC purchased a new position in shares of Ambarella during the second quarter valued at about $471,000. Finally, Stanley Laman Group Ltd. bought a new position in Ambarella in the second quarter worth about $7,344,000. 82.09% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

AMBA has been the subject of a number of analyst reports. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ambarella in a report on Wednesday, October 8th. Wall Street Zen raised Ambarella from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Northland Securities increased their price target on shares of Ambarella from $75.00 to $95.00 and gave the stock an “outperform” rating in a report on Friday, August 29th. Needham & Company LLC reaffirmed a “buy” rating and set a $100.00 target price on shares of Ambarella in a report on Wednesday, November 26th. Finally, Stifel Nicolaus reissued a “buy” rating and issued a $100.00 price target (up from $90.00) on shares of Ambarella in a report on Wednesday, November 26th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Ambarella has an average rating of “Moderate Buy” and a consensus price target 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.