Ambarella (AMBA) Projected to Post Earnings on Thursday

Ambarella (NASDAQ:AMBA) is expected to post its Q4 2026 results after the market closes on Thursday, February 26th. Analysts expect Ambarella to post earnings of $0.10 per share and revenue of $100.1670 million for the quarter. Individuals can check the company’s upcoming Q4 2026 earning summary page for the latest details on the call scheduled for Thursday, February 26, 2026 at 4:30 PM ET.

Ambarella (NASDAQ:AMBA) last issued its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.21 by $0.06. Ambarella had a negative return on equity of 13.02% and a negative net margin of 21.31%.The business had revenue of $108.45 million during the quarter, compared to analyst estimates of $104.11 million. During the same quarter in the prior year, the business posted $0.11 EPS. Ambarella’s revenue for the quarter was up 31.2% compared to the same quarter last year. On average, analysts expect Ambarella to post $-3 EPS for the current fiscal year and $-3 EPS for the next fiscal year.

Ambarella Stock Up 0.1%

Shares of Ambarella stock opened at $65.86 on Thursday. The company has a market capitalization of $2.84 billion, a price-to-earnings ratio of -35.03 and a beta of 1.97. The stock’s 50-day simple moving average is $68.70 and its 200-day simple moving average is $75.87. Ambarella has a 52 week low of $38.86 and a 52 week high of $96.69.

Insiders Place Their Bets

In related news, Director Elizabeth M. Schwarting sold 624 shares of Ambarella stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $72.38, for a total value of $45,165.12. Following the completion of the transaction, the director owned 6,690 shares in the company, valued at approximately $484,222.20. This trade represents a 8.53% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Chi-Hong Ju sold 7,728 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $75.58, for a total value of $584,082.24. Following the sale, the vice president owned 146,039 shares in the company, valued at approximately $11,037,627.62. This trade represents a 5.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 27,685 shares of company stock worth $2,016,598. Insiders own 5.30% of the company’s stock.

Hedge Funds Weigh In On Ambarella

Institutional investors and hedge funds have recently modified their holdings of the stock. Kemnay Advisory Services Inc. purchased a new stake in Ambarella in the 4th quarter worth about $71,000. Kestra Advisory Services LLC bought a new position in shares of Ambarella during the fourth quarter valued at approximately $88,000. Advisors Asset Management Inc. grew its stake in shares of Ambarella by 32.3% during the fourth quarter. Advisors Asset Management Inc. now owns 1,987 shares of the semiconductor company’s stock valued at $141,000 after buying an additional 485 shares during the last quarter. Empowered Funds LLC purchased a new stake in shares of Ambarella in the fourth quarter worth approximately $92,000. Finally, State of Wyoming lifted its stake in shares of Ambarella by 28.8% during the 4th quarter. State of Wyoming now owns 1,176 shares of the semiconductor company’s stock worth $83,000 after acquiring an additional 263 shares during the last quarter. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Roth Mkm reissued a “neutral” rating on shares of Ambarella in a report on Wednesday, November 26th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Ambarella in a research report on Wednesday, January 21st. Needham & Company LLC reissued a “buy” rating and issued a $100.00 target price on shares of Ambarella in a report on Wednesday, November 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $80.00 target price on shares of Ambarella in a research note on Wednesday, November 26th. Finally, Bank of America boosted their price target on shares of Ambarella from $90.00 to $92.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 26th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently 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.