Ambarella (NASDAQ:AMBA) Insider Sells $172,798.92 in Stock

Ambarella, Inc. (NASDAQ:AMBA) insider Chan Lee sold 2,406 shares of Ambarella stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $71.82, for a total transaction of $172,798.92. Following the transaction, the insider directly owned 124,566 shares of the company’s stock, valued at approximately $8,946,330.12. This trade represents a 1.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

Ambarella Price Performance

AMBA opened at $72.52 on Monday. The stock has a market cap of $3.12 billion, a P/E ratio of -38.57 and a beta of 1.98. The firm has a fifty day moving average price of $81.65 and a 200 day moving average price of $74.37. Ambarella, Inc. has a 1 year low of $38.86 and a 1 year high of $96.69.

Ambarella (NASDAQ:AMBA) last released its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $108.45 million during the quarter, compared to analysts’ expectations of $104.11 million. During the same quarter in the previous year, the company earned $0.11 earnings per share. The firm’s revenue for the quarter was up 31.2% on a year-over-year basis. Equities analysts expect that Ambarella, Inc. will post -2.81 EPS for the current year.

Wall Street Analyst Weigh In

AMBA has been the topic of several research analyst reports. Oppenheimer reissued a “market perform” rating on shares of Ambarella in a report on Friday, August 29th. Consumer Edge reissued a “buy” rating on shares of Ambarella in a research note on Friday, November 21st. Needham & Company LLC reissued a “buy” rating and issued a $100.00 price target on shares of Ambarella in a report on Wednesday, November 26th. Rosenblatt Securities increased their price objective on shares of Ambarella from $100.00 to $115.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Finally, Summit Insights raised shares of Ambarella from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Ambarella has an average rating of “Moderate Buy” and an average price target of $96.00.

Key Ambarella News

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 Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. UBS Group AG boosted its stake in Ambarella by 379.3% during the 3rd quarter. UBS Group AG now owns 821,747 shares of the semiconductor company’s stock worth $67,811,000 after purchasing an additional 650,306 shares during the last quarter. Jacobs Levy Equity Management Inc. lifted its stake in shares of Ambarella by 1,635.4% in the first 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 in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Ambarella by 88.9% during 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 worth $62,020,000 after acquiring an additional 579,917 shares during the last quarter. Squarepoint Ops LLC acquired a new position in Ambarella during the second quarter worth about $36,810,000. Finally, Barclays PLC raised its holdings in Ambarella by 121.7% in the 3rd quarter. Barclays PLC now owns 775,113 shares of the semiconductor company’s stock valued at $63,962,000 after acquiring an additional 425,546 shares during the last quarter. Hedge funds and other institutional investors own 82.09% of the company’s stock.

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.