Ambarella (AMBA) Expected to Announce Quarterly Earnings on Thursday

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

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $0.27 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 firm had revenue of $108.45 million during the quarter, compared to analyst estimates of $104.11 million. During the same period last year, the company earned $0.11 earnings per share. The company’s revenue was up 31.2% on a year-over-year basis. On average, analysts expect Ambarella to post $-3 EPS for the current fiscal year and $-3 EPS for the next fiscal year.

Ambarella Price Performance

Shares of NASDAQ:AMBA opened at $67.13 on Tuesday. The company has a 50 day moving average of $68.17 and a 200-day moving average of $76.04. Ambarella has a one year low of $38.86 and a one year high of $96.69. The stock has a market cap of $2.89 billion, a price-to-earnings ratio of -35.71 and a beta of 1.97.

Analyst Ratings Changes

A number of research firms recently commented on AMBA. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Friday, November 21st. Summit Insights upgraded Ambarella from a “hold” rating to a “strong-buy” rating in a report on Tuesday, November 25th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $80.00 target price on shares of Ambarella in a report on Wednesday, November 26th. Needham & Company LLC restated a “buy” rating and issued a $100.00 price target on shares of Ambarella in a research note on Wednesday, November 26th. Finally, Bank of America lifted their price target on Ambarella from $90.00 to $92.00 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Ambarella presently has a consensus rating of “Moderate Buy” and a consensus target price of $96.00.

Insider Activity at Ambarella

In other Ambarella news, insider Chan W. Lee sold 2,406 shares of the business’s 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 sale, the insider directly owned 124,566 shares of the company’s stock, valued at $8,946,330.12. The trade was a 1.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 transaction, the director directly owned 6,690 shares in the company, valued at $484,222.20. The trade was a 8.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 27,685 shares of company stock valued at $2,016,598. 5.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On Ambarella

Several large investors have recently modified their holdings of the company. Advisory Services Network LLC acquired a new stake in Ambarella during the 3rd quarter worth about $33,000. EverSource Wealth Advisors LLC boosted its holdings in Ambarella by 362.2% during the second quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock worth $27,000 after purchasing an additional 326 shares during the last quarter. Steward Partners Investment Advisory LLC grew its holdings in shares of Ambarella by 162.5% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 525 shares of the semiconductor company’s stock valued at $37,000 after acquiring an additional 325 shares in the last quarter. Quarry LP grew its stake in Ambarella by 78.2% in the 3rd quarter. Quarry LP now owns 793 shares of the semiconductor company’s stock valued at $65,000 after purchasing an additional 348 shares during the period. Finally, Advisors Asset Management Inc. raised its position in Ambarella by 44.1% in the first quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock worth $47,000 after acquiring an additional 286 shares during the period. 82.09% of the stock is currently owned by institutional investors and hedge funds.

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.