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

Ambarella, Inc. (NASDAQ:AMBA) insider Chan Lee sold 2,406 shares of the firm’s stock in a transaction 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 completion of the sale, the insider owned 124,566 shares of the company’s stock, valued at $8,946,330.12. This trade represents a 1.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Ambarella Trading Up 2.9%

Shares of Ambarella stock traded up $2.06 on Friday, reaching $72.52. 1,006,487 shares of the stock were exchanged, compared to its average volume of 853,245. The firm has a market capitalization of $3.12 billion, a PE ratio of -38.57 and a beta of 1.98. Ambarella, Inc. has a 1-year low of $38.86 and a 1-year high of $96.69. The business has a fifty day moving average price of $81.66 and a two-hundred day moving average price of $73.95.

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share for the quarter, beating 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 company had revenue of $108.45 million for the quarter, compared to analyst estimates of $104.11 million. During the same quarter in the previous year, the company earned $0.11 EPS. The firm’s revenue for the quarter was up 31.2% compared to the same quarter last year. Research analysts expect that Ambarella, Inc. will post -2.81 EPS for the current year.

Analyst Upgrades and Downgrades

AMBA has been the topic of several recent analyst reports. Bank of America upped their price objective on shares of Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a research note on Wednesday, November 26th. Wall Street Zen raised Ambarella from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. Stifel Nicolaus restated a “buy” rating and set a $100.00 price objective (up previously from $90.00) 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. Finally, Needham & Company LLC reiterated a “buy” rating and set a $100.00 target price on shares of Ambarella in a research report on Wednesday, November 26th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Ambarella presently has an average rating of “Moderate Buy” and an average target price of $96.00.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the company. Advisory Services Network LLC purchased a new stake in Ambarella during the third quarter valued at about $33,000. EverSource Wealth Advisors LLC lifted its stake in shares of Ambarella by 362.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock valued at $27,000 after purchasing an additional 326 shares in the last quarter. Total Investment Management Inc. acquired a new position in shares of Ambarella in the 2nd quarter valued at about $30,000. CoreCap Advisors LLC purchased a new stake in shares of Ambarella during the 3rd quarter worth about $43,000. Finally, Rothschild Investment LLC increased its position in Ambarella by 78.1% during the 3rd quarter. Rothschild Investment LLC now owns 641 shares of the semiconductor company’s stock worth $53,000 after purchasing an additional 281 shares in the last quarter. 82.09% of the stock is owned by hedge funds and other institutional investors.

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…

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.