Ambarella (NASDAQ:AMBA) Insider Chan Lee Sells 2,406 Shares

Ambarella, Inc. (NASDAQ:AMBA) insider Chan Lee sold 2,406 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $71.82, for a total transaction of $172,798.92. Following the sale, 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 legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Ambarella Stock Up 2.9%

Shares of Ambarella stock opened at $72.52 on Friday. The stock has a market cap of $3.12 billion, a PE ratio of -38.57 and a beta of 1.98. Ambarella, Inc. has a 12 month low of $38.86 and a 12 month high of $96.69. The business has a fifty day simple moving average of $81.65 and a 200 day simple moving average of $74.08.

Ambarella (NASDAQ:AMBA) last announced its quarterly 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 company had revenue of $108.45 million during the quarter, compared to analysts’ expectations of $104.11 million. Ambarella had a negative return on equity of 13.02% and a negative net margin of 21.31%.Ambarella’s revenue was up 31.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.11 EPS. Analysts expect that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Ambarella in a report on Wednesday, October 8th. Morgan Stanley boosted their price target on Ambarella from $80.00 to $96.00 and gave the stock an “overweight” rating in a research report on Friday, August 29th. Stifel Nicolaus reiterated a “buy” rating and set a $100.00 target price (up previously from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Oppenheimer restated a “market perform” rating on shares of Ambarella in a research report on Friday, August 29th. Finally, Rosenblatt Securities increased their target price on Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $96.00.

Key Stores 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…

Institutional Investors Weigh In On Ambarella

A number of large investors have recently modified their holdings of AMBA. Bayforest Capital Ltd raised its holdings in shares of Ambarella by 72.2% during the 2nd quarter. Bayforest Capital Ltd now owns 9,461 shares of the semiconductor company’s stock worth $625,000 after buying an additional 3,966 shares in the last quarter. Creative Planning boosted its stake in Ambarella by 30.8% in the second quarter. Creative Planning now owns 21,569 shares of the semiconductor company’s stock valued at $1,425,000 after buying an additional 5,085 shares in the last quarter. Sigma Planning Corp bought a new position in Ambarella in the second quarter valued at about $373,000. Wealth Enhancement Advisory Services LLC acquired a new position in Ambarella during the second quarter worth about $471,000. Finally, Stanley Laman Group Ltd. acquired a new position in Ambarella during the second quarter worth about $7,344,000. Institutional investors and hedge funds 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.