Ambarella (NASDAQ:AMBA) CEO Feng-Ming Wang Sells 4,950 Shares of Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 4,950 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $71.82, for a total value of $355,509.00. Following the completion of the sale, the chief executive officer directly owned 783,979 shares in the company, valued at $56,305,371.78. This represents a 0.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Ambarella Stock Performance

Shares of Ambarella stock opened at $72.52 on Friday. The business has a 50-day simple moving average of $81.65 and a 200-day simple moving average of $74.08. Ambarella, Inc. has a one year low of $38.86 and a one year high of $96.69. The company has a market cap of $3.12 billion, a PE ratio of -38.57 and a beta of 1.98.

Ambarella (NASDAQ:AMBA) last issued its earnings results on Tuesday, November 25th. The semiconductor company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.21 by $0.06. Ambarella had a negative net margin of 21.31% and a negative return on equity of 13.02%. The firm had revenue of $108.45 million for the quarter, compared to analysts’ expectations of $104.11 million. During the same quarter last year, the company earned $0.11 earnings per share. The firm’s revenue was up 31.2% compared to the same quarter last year. On average, sell-side analysts predict that Ambarella, Inc. will post -2.81 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on AMBA. Stifel Nicolaus restated a “buy” rating and issued a $100.00 price target (up from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Wall Street Zen raised Ambarella from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Northland Securities boosted 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. Summit Insights upgraded shares of Ambarella from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. Finally, BNP Paribas raised shares of Ambarella to a “strong-buy” rating in a report on Friday, August 29th. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $96.00.

Ambarella News Summary

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 Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. UBS Group AG increased its position in Ambarella by 379.3% during the third quarter. UBS Group AG now owns 821,747 shares of the semiconductor company’s stock worth $67,811,000 after buying an additional 650,306 shares during the period. Jacobs Levy Equity Management Inc. grew its position in shares of Ambarella by 1,635.4% during the first quarter. Jacobs Levy Equity Management Inc. now owns 647,788 shares of the semiconductor company’s stock worth $32,603,000 after acquiring an additional 610,460 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Ambarella by 88.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,232,272 shares of the semiconductor company’s stock valued at $62,020,000 after acquiring an additional 579,917 shares during the period. Squarepoint Ops LLC purchased a new stake in Ambarella in the 2nd quarter valued at $36,810,000. Finally, Barclays PLC raised its position in Ambarella by 121.7% in the 3rd quarter. Barclays PLC now owns 775,113 shares of the semiconductor company’s stock valued at $63,962,000 after purchasing an additional 425,546 shares during the last quarter. Hedge funds and other 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.