Ambarella (NASDAQ:AMBA) CFO John Alexander Young Sells 2,579 Shares of Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 2,579 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $71.82, for a total transaction of $185,223.78. Following the completion of the sale, the chief financial officer directly owned 106,529 shares of the company’s stock, valued at approximately $7,650,912.78. This represents a 2.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link.

John Alexander Young also recently made the following trade(s):

• On Thursday, December 18th, John Alexander Young sold 3,791 shares of Ambarella stock. The shares were sold at an average price of $72.96, for a total transaction of $276,591.36.

Ambarella Price Performance

Shares of AMBA opened at $72.52 on Friday. The company has a 50-day simple moving average of $81.65 and a two-hundred day simple moving average of $74.08. 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 one year low of $38.86 and a one year high of $96.69.

Ambarella (NASDAQ:AMBA) last posted its earnings results on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.21 by $0.06. The firm had revenue of $108.45 million for the quarter, compared to the consensus estimate of $104.11 million. Ambarella had a negative return on equity of 13.02% and a negative net margin of 21.31%.The business’s revenue for the quarter was up 31.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.11 EPS. Analysts expect that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

Analyst Ratings Changes

AMBA has been the topic of a number of research reports. Roth Capital restated a “neutral” rating on shares of Ambarella in a report on Wednesday, November 26th. Consumer Edge reissued a “buy” rating on shares of Ambarella in a research note on Friday, November 21st. Needham & Company LLC reaffirmed a “buy” rating and set a $100.00 target price on shares of Ambarella in a research note on Wednesday, November 26th. Oppenheimer reissued a “market perform” rating on shares of Ambarella in a research report on Friday, August 29th. Finally, Wall Street Zen upgraded Ambarella from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $96.00.

Ambarella News Roundup

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

Several institutional investors and hedge funds have recently made changes to their positions in AMBA. Bayforest Capital Ltd grew its stake in shares of Ambarella by 72.2% in the second quarter. Bayforest Capital Ltd now owns 9,461 shares of the semiconductor company’s stock worth $625,000 after acquiring an additional 3,966 shares during the period. Creative Planning lifted its position in Ambarella by 30.8% during the second quarter. Creative Planning now owns 21,569 shares of the semiconductor company’s stock valued at $1,425,000 after purchasing an additional 5,085 shares during the period. Sigma Planning Corp purchased a new stake in Ambarella in the second quarter worth approximately $373,000. Wealth Enhancement Advisory Services LLC bought a new stake in Ambarella in the 2nd quarter worth approximately $471,000. Finally, Stanley Laman Group Ltd. bought a new stake in Ambarella in the 2nd quarter worth approximately $7,344,000. Institutional investors own 82.09% of the company’s 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.