Christopher Paisley Sells 250 Shares of Ambarella (NASDAQ:AMBA) Stock

Ambarella, Inc. (NASDAQ:AMBA) Director Christopher Paisley sold 250 shares of the company’s stock in a transaction on Friday, June 26th. The shares were sold at an average price of $62.01, for a total value of $15,502.50. Following the completion of the transaction, the director directly owned 41,029 shares in the company, valued at $2,544,208.29. This represents a 0.61% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Ambarella Stock Up 3.0%

Shares of NASDAQ AMBA opened at $88.34 on Thursday. The stock’s fifty day simple moving average is $73.29 and its 200 day simple moving average is $66.44. The stock has a market capitalization of $3.88 billion, a price-to-earnings ratio of -54.87 and a beta of 2.11. Ambarella, Inc. has a 52-week low of $48.30 and a 52-week high of $96.69.

Ambarella (NASDAQ:AMBA) last released its quarterly earnings results on Thursday, May 28th. The semiconductor company reported $0.11 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.11. The business had revenue of $100.36 million during the quarter, compared to analyst estimates of $100.12 million. Ambarella had a negative return on equity of 10.94% and a negative net margin of 17.18%.Ambarella’s revenue for the quarter was up 16.9% on a year-over-year basis. During the same quarter last year, the company posted $0.07 EPS. As a group, analysts anticipate that Ambarella, Inc. will post -1.13 earnings per share for the current year.

Analyst Upgrades and Downgrades

AMBA has been the topic of several research analyst reports. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a research report on Friday, May 22nd. Rosenblatt Securities reaffirmed a “buy” rating and issued a $115.00 target price on shares of Ambarella in a research report on Tuesday, May 26th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Ambarella in a report on Friday, June 26th. Bank of America increased their price objective on Ambarella from $72.00 to $96.00 and gave the stock a “neutral” rating in a research note on Friday, May 29th. Finally, Summit Insights lowered Ambarella from a “buy” rating to a “hold” rating in a research report on Friday, May 29th. One research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Ambarella currently has a consensus rating of “Moderate Buy” and an average target price of $100.50.

Hedge Funds Weigh In On Ambarella

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Royal Bank of Canada lifted its position in shares of Ambarella by 2.1% in the 1st quarter. Royal Bank of Canada now owns 64,744 shares of the semiconductor company’s stock worth $3,258,000 after acquiring an additional 1,307 shares during the period. Advisors Asset Management Inc. lifted its holdings in shares of Ambarella by 44.1% during the 1st quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock worth $47,000 after acquiring an additional 286 shares during the period. AQR Capital Management LLC lifted its holdings in shares of Ambarella by 126.6% during the 1st quarter. AQR Capital Management LLC now owns 84,871 shares of the semiconductor company’s stock worth $4,272,000 after acquiring an additional 47,414 shares during the period. Empowered Funds LLC boosted its position in shares of Ambarella by 34.6% during the 1st quarter. Empowered Funds LLC now owns 6,838 shares of the semiconductor company’s stock valued at $344,000 after acquiring an additional 1,758 shares in the last quarter. Finally, Intech Investment Management LLC boosted its position in shares of Ambarella by 48.1% during the 1st quarter. Intech Investment Management LLC now owns 25,586 shares of the semiconductor company’s stock valued at $1,288,000 after acquiring an additional 8,306 shares in the last quarter. 82.09% of the stock is currently owned by institutional investors.

Ambarella News Summary

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Rosenblatt named Ambarella a top pick for the second half of 2026, highlighting it as a leading “physical AI” play and lifting sentiment around the company’s edge AI semiconductor business. Rosenblatt Names Ambarella a Top Pick for Second Half of 2026
• Positive Sentiment: Additional coverage echoed the same theme, calling Ambarella a “pure play” on physical AI and reinforcing the market’s bullish re-rating of the stock. Looking for a ‘Physical AI Pure Play’? Ambarella Stock Is the One, Says Rosenblatt
• Positive Sentiment: Ambarella also benefited from broader investor optimism that its AI chip products could gain traction in robotics and other physical AI applications, adding to the momentum in the shares. Humanoid robot component stocks surge on supply-chain optimism
• Neutral Sentiment: Shareholders also approved the company’s directors, auditor, and equity plan at the annual meeting, a routine governance update with little direct near-term impact on the stock. Ambarella shareholders affirm directors, auditor and equity plan
• Negative Sentiment: A director disclosed a small stock sale, but it was made under a pre-arranged 10b5-1 plan and appears unlikely to meaningfully change the investment thesis. Ambarella (NASDAQ:AMBA) Director Sells $15,502.50 in 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.