Ambarella (NASDAQ:AMBA) Given Buy Rating at Rosenblatt Securities

Ambarella (NASDAQ:AMBA)‘s stock had its “buy” rating reiterated by investment analysts at Rosenblatt Securities in a research report issued to clients and investors on Monday,Benzinga reports. They presently have a $115.00 price target on the semiconductor company’s stock. Rosenblatt Securities’ price objective indicates a potential upside of 106.32% from the company’s previous close.

AMBA has been the topic of several other research reports. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $80.00 price objective on shares of Ambarella in a report on Wednesday, November 26th. Summit Insights upgraded Ambarella from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. Wall Street Zen lowered Ambarella from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Finally, Roth Mkm reissued a “neutral” rating on shares of Ambarella in a research note on Wednesday, November 26th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Ambarella has an average rating of “Moderate Buy” and a consensus price target of $96.00.

Ambarella Stock Performance

Shares of Ambarella stock traded up $1.72 on Monday, reaching $55.74. 150,326 shares of the company’s stock were exchanged, compared to its average volume of 986,248. The company has a market capitalization of $2.40 billion, a P/E ratio of -31.31 and a beta of 1.95. Ambarella has a 52 week low of $38.86 and a 52 week high of $96.69. The firm’s 50-day moving average is $62.58 and its two-hundred day moving average is $74.21.

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

Insider Buying and Selling at Ambarella

In other Ambarella news, CEO Feng-Ming Wang sold 50,000 shares of Ambarella stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $60.80, for a total transaction of $3,040,000.00. Following the completion of the transaction, the chief executive officer owned 768,979 shares in the company, valued at approximately $46,753,923.20. The trade was a 6.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Chi-Hong Ju sold 7,728 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $75.58, for a total value of $584,082.24. Following the sale, the vice president directly owned 146,039 shares of the company’s stock, valued at $11,037,627.62. This represents a 5.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 113,921 shares of company stock worth $6,688,344 in the last quarter. 5.30% of the stock is owned by insiders.

Institutional Investors Weigh In On Ambarella

Several large investors have recently made changes to their positions in the business. Royal Bank of Canada raised its holdings in shares of Ambarella by 2.1% in the 1st quarter. Royal Bank of Canada now owns 64,744 shares of the semiconductor company’s stock worth $3,258,000 after purchasing an additional 1,307 shares during the period. Advisors Asset Management Inc. raised its position in shares of Ambarella by 44.1% during the 1st quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock valued at $47,000 after buying an additional 286 shares in the last quarter. AQR Capital Management LLC increased its stake in Ambarella by 126.6% in the first quarter. AQR Capital Management LLC now owns 84,871 shares of the semiconductor company’s stock valued at $4,272,000 after acquiring an additional 47,414 shares during the last quarter. Empowered Funds LLC increased its position in shares of Ambarella by 34.6% during the 1st quarter. Empowered Funds LLC now owns 6,838 shares of the semiconductor company’s stock valued at $344,000 after purchasing an additional 1,758 shares during the last quarter. Finally, Intech Investment Management LLC increased its position in shares of Ambarella by 48.1% during the 1st quarter. Intech Investment Management LLC now owns 25,586 shares of the semiconductor company’s stock valued at $1,288,000 after purchasing an additional 8,306 shares during the last quarter. 82.09% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Ambarella is now saying Edge AI represents roughly 80% of revenue and grew ~50% last year, highlighting a clear strategic pivot to Edge AI platforms, indirect channel expansion and ecosystem partnerships that justify a re-rate from a vision-SoC vendor to a broader AI platform player. Did Ambarella’s Edge AI Pivot and Semi-Custom Chip Push Just Shift AMBA’s Investment Narrative?
• Positive Sentiment: Ambarella signed a partnership with Hanwha Vision to develop AI video/security solutions — a commercial win that could expand Ambarella’s TAM in security cameras and validate its algorithms/hardware with a major OEM. Hanwha Vision, U.S. chip designer Ambarella ink agreement on AI video security tech
• Neutral Sentiment: Management disclosed plans for semi‑custom chip designs including a two‑nanometer effort targeted to contribute revenue in early fiscal 2028 — a potentially high-upside, multi-year execution story but with typical product development and adoption risk before it meaningfully impacts results. Did Ambarella’s Edge AI Pivot and Semi-Custom Chip Push Just Shift AMBA’s Investment Narrative?
• Negative Sentiment: Several insiders, including CEO Feng‑Ming Wang, the CFO and other executives, have sold stock recently (transactions in mid‑March totaling hundreds of thousands of dollars), which can create short‑term investor concern about insider conviction even though the filings show insiders retain significant holdings. Insider Selling: Ambarella (NASDAQ:AMBA) CEO Sells $437,613.62 in Stock Insider Selling: Ambarella (NASDAQ:AMBA) CFO Sells $164,477.32 in Stock

Ambarella Company Profile

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.