Ambarella (NASDAQ:AMBA) CFO John Alexander Young Sells 3,791 Shares

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 3,791 shares of Ambarella stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $72.96, for a total value of $276,591.36. Following the completion of the sale, the chief financial officer owned 102,738 shares in the company, valued at approximately $7,495,764.48. This trade represents a 3.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

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

• On Wednesday, December 17th, John Alexander Young sold 2,579 shares of Ambarella stock. The stock was sold at an average price of $71.82, for a total transaction of $185,223.78.

Ambarella Trading Up 2.9%

Shares of AMBA opened at $72.52 on Friday. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $96.69. The firm has a market capitalization of $3.12 billion, a P/E ratio of -38.57 and a beta of 1.98. The firm’s 50-day moving average is $81.65 and its two-hundred day moving average is $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, topping the consensus estimate of $0.21 by $0.06. The business had revenue of $108.45 million for the quarter, compared to analyst estimates of $104.11 million. Ambarella had a negative return on equity of 13.02% and a negative net margin of 21.31%.The company’s quarterly revenue was up 31.2% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.11 EPS. Analysts predict that Ambarella, Inc. will post -2.81 EPS for the current year.

Wall Street Analyst Weigh In

AMBA has been the subject of several research reports. Stifel Nicolaus reaffirmed a “buy” rating and set a $100.00 price target (up previously from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Roth Capital restated a “neutral” rating on shares of Ambarella in a report on Wednesday, November 26th. BNP Paribas upgraded shares of Ambarella to a “strong-buy” rating in a research report on Friday, August 29th. Oppenheimer reaffirmed a “market perform” rating on shares of Ambarella in a report on Friday, August 29th. Finally, Rosenblatt Securities lifted their price objective on Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating 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 given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Ambarella has a consensus rating of “Moderate Buy” and an average target price of $96.00.

Institutional Investors Weigh In On Ambarella

A number of institutional investors have recently bought and sold shares of the stock. Russell Investments Group Ltd. raised its stake in Ambarella by 232.6% during the first quarter. Russell Investments Group Ltd. now owns 75,169 shares of the semiconductor company’s stock worth $3,783,000 after purchasing an additional 52,570 shares during the period. Northern Trust Corp raised its position in shares of Ambarella by 1.0% in the 1st quarter. Northern Trust Corp now owns 386,686 shares of the semiconductor company’s stock worth $19,462,000 after buying an additional 3,650 shares during the period. Quantbot Technologies LP acquired a new position in Ambarella in the first quarter valued at $181,000. Ieq Capital LLC acquired a new stake in Ambarella during the first quarter worth about $335,000. Finally, Trexquant Investment LP raised its holdings in shares of Ambarella by 154.2% in the 1st quarter. Trexquant Investment LP now owns 78,240 shares of the semiconductor company’s stock worth $3,938,000 after purchasing an additional 47,461 shares during the period. 82.09% of the stock is currently owned by hedge funds and other institutional investors.

Key Ambarella News

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.