Ambarella (NASDAQ:AMBA) Receives Buy Rating from Rosenblatt Securities

Rosenblatt Securities restated their buy rating on shares of Ambarella (NASDAQ:AMBA) in a research note published on Monday morning,Benzinga reports. The firm currently has a $115.00 target price on the semiconductor company’s stock.

Other analysts have also issued reports about the company. Wall Street Zen lowered Ambarella from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Bank of America raised their target price on Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating 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 report on Wednesday, November 26th. Stifel Nicolaus reiterated a “buy” rating and set a $100.00 price target (up from $90.00) on shares of Ambarella in a report on Wednesday, November 26th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $100.00 price target on shares of Ambarella in a research report on Wednesday, November 26th. Two 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 given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $96.00.

Ambarella Trading Up 1.0%

Ambarella stock opened at $54.58 on Monday. The firm has a market capitalization of $2.35 billion, a price-to-earnings ratio of -30.66 and a beta of 1.95. The firm’s fifty day moving average price is $62.30 and its two-hundred day moving average price is $74.03. Ambarella has a 1-year low of $38.86 and a 1-year high of $96.69.

Ambarella (NASDAQ:AMBA) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $0.13 EPS for the quarter, topping the consensus estimate of $0.10 by $0.03. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. The company had revenue of $100.87 million during the quarter, compared to the consensus estimate of $100.17 million. During the same period in the previous year, the firm posted $0.11 earnings per share. The firm’s revenue for the quarter was up 20.1% on a year-over-year basis. On average, research analysts forecast that Ambarella will post -2.81 EPS for the current year.

Insider Activity at Ambarella

In other Ambarella news, insider Chan W. Lee sold 3,641 shares of Ambarella stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $54.14, for a total value of $197,123.74. Following the sale, the insider owned 160,049 shares of the company’s stock, valued at approximately $8,665,052.86. The trade was a 2.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Feng-Ming Wang sold 8,083 shares of the business’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $54.14, for a total transaction of $437,613.62. Following the completion of the transaction, the chief executive officer owned 838,561 shares in the company, valued at approximately $45,399,692.54. The trade was a 0.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 113,921 shares of company stock worth $6,688,344. Insiders own 5.70% of the company’s stock.

Hedge Funds Weigh In On Ambarella

Several institutional investors and hedge funds have recently bought and sold shares of AMBA. EverSource Wealth Advisors LLC raised its stake in shares of Ambarella by 362.2% in the second quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 326 shares during the period. Total Investment Management Inc. purchased a new position in shares of Ambarella during the 2nd quarter valued at $30,000. Advisory Services Network LLC bought a new position in shares of Ambarella during the 3rd quarter worth $33,000. Steward Partners Investment Advisory LLC grew its stake in shares of Ambarella by 162.5% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 525 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 325 shares during the period. Finally, CoreCap Advisors LLC purchased a new stake in Ambarella in the 3rd quarter worth about $43,000. 82.09% of the stock is owned by institutional investors.

Key Stories Impacting Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Hanwha Vision partnership — Ambarella signed a collaboration to develop AI video security technology, validating demand for its edge-AI video processors and opening a scalable channel into commercial security markets. Hanwha Vision, U.S. chip designer Ambarella ink agreement
• Positive Sentiment: Analyst support — Rosenblatt reaffirmed a “buy” rating with a $115 price target (~110% above current levels), a strong bullish signal that can attract buyers and momentum traders. Benzinga
• Positive Sentiment: Business narrative shift to Edge AI and semi‑custom chips — management said Edge AI now represents ~80% of revenue and grew ~50% year-over-year; plans for semi‑custom designs (a 2nm target for early fiscal 2028 revenue) suggest longer‑term product differentiation and revenue/margin upside. Yahoo Finance
• Neutral Sentiment: Short-interest data flagged in coverage shows effectively zero reported short interest and 0 days-to-cover — likely a data anomaly and not a reliable market signal for today’s move.
• Negative Sentiment: CFO insider sale — CFO John Alexander Young sold ~7,615 shares (~$406k), trimming his direct stake; investors often view officer sales as a cautionary sign even when motivations vary. Fool article
• Negative Sentiment: Additional insider selling — CEO Feng‑Ming Wang sold ~8,083 shares (~$438k) and other insiders (including Chan Lee) sold mid‑March blocks. Multiple insider sales in a short window increase perceived near‑term selling pressure. DefenseWorld

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.