Insider Selling: Ambarella (NASDAQ:AMBA) CFO Sells $185,223.78 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 2,579 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $71.82, for a total value of $185,223.78. Following the completion of the transaction, the chief financial officer directly owned 106,529 shares of the company’s stock, valued at $7,650,912.78. This represents a 2.36% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink.

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

• On Thursday, December 18th, John Alexander Young sold 3,791 shares of Ambarella stock. The shares were sold at an average price of $72.96, for a total value of $276,591.36.

Ambarella Stock Up 2.9%

Shares of AMBA stock opened at $72.52 on Monday. The business’s fifty day moving average is $81.65 and its 200 day moving average is $74.37. The stock has a market cap of $3.12 billion, a price-to-earnings ratio of -38.57 and a beta of 1.98. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $96.69.

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

More 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

Several hedge funds have recently modified their holdings of the business. Advisory Services Network LLC purchased a new stake in shares of Ambarella during the third quarter valued at $33,000. EverSource Wealth Advisors LLC raised its position in Ambarella by 362.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock worth $27,000 after buying an additional 326 shares during the last quarter. Total Investment Management Inc. bought a new position in Ambarella during the 2nd quarter valued at about $30,000. CoreCap Advisors LLC purchased a new stake in shares of Ambarella during the 3rd quarter valued at about $43,000. Finally, Rothschild Investment LLC grew its stake in shares of Ambarella by 78.1% in the third quarter. Rothschild Investment LLC now owns 641 shares of the semiconductor company’s stock worth $53,000 after acquiring an additional 281 shares during the period. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on AMBA shares. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $80.00 price target on shares of Ambarella in a research note on Wednesday, November 26th. Morgan Stanley increased their target price on Ambarella from $80.00 to $96.00 and gave the stock an “overweight” rating in a research note on Friday, August 29th. Bank of America raised their price target on Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a report on Wednesday, November 26th. Northland Securities upped their price target on shares of Ambarella from $75.00 to $95.00 and gave the stock an “outperform” rating in a research note on Friday, August 29th. Finally, Summit Insights raised shares of Ambarella from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 25th. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price 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.