Ambarella (NASDAQ:AMBA) CFO Sells $276,591.36 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 3,791 shares of the stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $72.96, for a total value of $276,591.36. Following the transaction, the chief financial officer directly owned 102,738 shares of the company’s stock, valued at approximately $7,495,764.48. The trade was a 3.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

John Alexander Young also recently made the following trade(s):

• On Wednesday, December 17th, John Alexander Young sold 2,579 shares of Ambarella stock. The shares were sold at an average price of $71.82, for a total value of $185,223.78.

Ambarella Stock Up 2.9%

Shares of AMBA stock opened at $72.52 on Monday. The stock has a 50-day simple moving average of $81.65 and a 200 day simple moving average of $74.37. The stock has a market capitalization of $3.12 billion, a P/E ratio of -38.57 and a beta of 1.98. Ambarella, Inc. has a fifty-two week low of $38.86 and a fifty-two week high of $96.69.

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

Key Headlines Impacting 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…

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on AMBA shares. Summit Insights upgraded shares of Ambarella from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 25th. Weiss Ratings restated a “sell (d-)” rating on shares of Ambarella in a report on Wednesday, October 8th. Needham & Company LLC reaffirmed a “buy” rating and set a $100.00 target price on shares of Ambarella in a research report on Wednesday, November 26th. Wall Street Zen raised Ambarella from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $80.00 price target on shares of Ambarella in a research note 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 company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $96.00.

Institutional Trading of Ambarella

Hedge funds and other institutional investors have recently modified their holdings of the business. State Street Corp raised its position in Ambarella by 8.9% during the second quarter. State Street Corp now owns 1,855,170 shares of the semiconductor company’s stock valued at $122,562,000 after buying an additional 151,694 shares during the period. The Manufacturers Life Insurance Company boosted its position in Ambarella by 4.0% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,371,511 shares of the semiconductor company’s stock worth $90,609,000 after acquiring an additional 52,954 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Ambarella by 88.9% during 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 valued at $62,020,000 after acquiring an additional 579,917 shares in the last quarter. Jericho Capital Asset Management L.P. increased its holdings in shares of Ambarella by 10.5% in the 3rd quarter. Jericho Capital Asset Management L.P. now owns 1,213,347 shares of the semiconductor company’s stock valued at $100,125,000 after purchasing an additional 114,865 shares during the period. Finally, Geode Capital Management LLC increased its holdings in shares of Ambarella by 3.0% in the 2nd quarter. Geode Capital Management LLC now owns 976,281 shares of the semiconductor company’s stock valued at $64,505,000 after purchasing an additional 28,371 shares during the period. Institutional investors and hedge funds own 82.09% of the company’s stock.

Ambarella Company Profile

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.