Elizabeth Schwarting Sells 624 Shares of Ambarella (NASDAQ:AMBA) Stock

Ambarella, Inc. (NASDAQ:AMBA) Director Elizabeth Schwarting sold 624 shares of the company’s 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 sale, the director owned 6,690 shares in the company, valued at $484,222.20. The trade was a 8.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Ambarella Stock Up 2.9%

AMBA stock opened at $72.52 on Friday. The business has a 50 day moving average price of $81.65 and a two-hundred day moving average price of $74.08. The company has a market cap of $3.12 billion, a price-to-earnings ratio of -38.57 and a beta of 1.98. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $96.69.

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings data on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share (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 company had revenue of $108.45 million for the quarter, compared to analysts’ expectations of $104.11 million. During the same quarter in the prior year, the business posted $0.11 EPS. The business’s revenue was up 31.2% compared to the same quarter last year. On average, equities research analysts anticipate that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on AMBA. Roth Capital reaffirmed a “neutral” rating on shares of Ambarella in a report on Wednesday, November 26th. Rosenblatt Securities boosted their price target on Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a research 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. Northland Securities lifted their target price on Ambarella from $75.00 to $95.00 and gave the stock an “outperform” rating in a research note on Friday, August 29th. Finally, Consumer Edge reissued a “buy” rating on shares of Ambarella in a report on Friday, November 21st. Two 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $96.00.

Hedge Funds Weigh In On Ambarella

Several institutional investors and hedge funds have recently made changes to their positions in AMBA. Stephens Inc. AR lifted its holdings in Ambarella by 3.7% during the 3rd quarter. Stephens Inc. AR now owns 3,804 shares of the semiconductor company’s stock worth $314,000 after purchasing an additional 137 shares during the last quarter. Vanguard Personalized Indexing Management LLC increased its position in Ambarella by 3.2% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 4,537 shares of the semiconductor company’s stock worth $374,000 after buying an additional 142 shares during the period. Arizona State Retirement System increased its position in Ambarella by 1.3% during the 3rd quarter. Arizona State Retirement System now owns 11,899 shares of the semiconductor company’s stock worth $982,000 after buying an additional 157 shares during the period. National Bank of Canada FI lifted its holdings in shares of Ambarella by 18.9% during the third quarter. National Bank of Canada FI now owns 1,146 shares of the semiconductor company’s stock worth $95,000 after buying an additional 182 shares in the last quarter. Finally, Ameritas Investment Partners Inc. boosted its position in shares of Ambarella by 4.9% in the second quarter. Ameritas Investment Partners Inc. now owns 4,160 shares of the semiconductor company’s stock valued at $275,000 after acquiring an additional 196 shares during the period. Institutional investors and hedge funds own 82.09% of the company’s stock.

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…

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.