Linden Thomas Advisory Services LLC Sells 203 Shares of Ambarella, Inc. $AMBA

Linden Thomas Advisory Services LLC lowered its stake in Ambarella, Inc. (NASDAQ:AMBA) by 1.2% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,168 shares of the semiconductor company’s stock after selling 203 shares during the quarter. Linden Thomas Advisory Services LLC’s holdings in Ambarella were worth $1,134,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in AMBA. State of New Jersey Common Pension Fund D raised its holdings in shares of Ambarella by 16.9% during the 2nd quarter. State of New Jersey Common Pension Fund D now owns 29,830 shares of the semiconductor company’s stock worth $1,971,000 after acquiring an additional 4,322 shares in the last quarter. Asset Management One Co. Ltd. increased its position in Ambarella by 268.8% in the second quarter. Asset Management One Co. Ltd. now owns 5,407 shares of the semiconductor company’s stock worth $357,000 after purchasing an additional 3,941 shares during the last quarter. Stephens Inc. AR purchased a new stake in Ambarella during the second quarter valued at $242,000. Stanley Laman Group Ltd. bought a new position in Ambarella during the second quarter valued at $7,344,000. Finally, Bayforest Capital Ltd grew its stake in shares of Ambarella by 72.2% in the 2nd quarter. Bayforest Capital Ltd now owns 9,461 shares of the semiconductor company’s stock worth $625,000 after buying an additional 3,966 shares in the last quarter. Hedge funds and other institutional investors own 82.09% of the company’s stock.

Insider Buying and Selling

In related news, VP Yun-Lung Chen sold 8,492 shares of Ambarella stock in a transaction dated Wednesday, September 10th. The shares were sold at an average price of $84.42, for a total transaction of $716,894.64. Following the completion of the sale, the vice president owned 61,651 shares in the company, valued at $5,204,577.42. This trade represents a 12.11% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Feng-Ming Wang sold 4,928 shares of the company’s stock in a transaction dated Wednesday, September 17th. The stock was sold at an average price of $79.43, for a total transaction of $391,431.04. Following the completion of the transaction, the chief executive officer owned 788,929 shares in the company, valued at $62,664,630.47. This represents a 0.62% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 35,227 shares of company stock worth $2,875,131 over the last ninety days. 5.30% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on AMBA shares. Needham & Company LLC upped their target price on shares of Ambarella from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Friday, August 29th. Stifel Nicolaus upped their price objective on Ambarella from $80.00 to $90.00 and gave the company a “buy” rating in a research report on Friday, August 29th. Northland Securities lifted their target price on Ambarella from $75.00 to $95.00 and gave the stock an “outperform” rating in a report on Friday, August 29th. Summit Insights upgraded Ambarella from a “hold” rating to a “buy” rating in a report on Friday, August 29th. Finally, Rosenblatt Securities raised their price target on Ambarella from $95.00 to $100.00 and gave the stock a “buy” rating in a research report on Friday, August 29th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $93.88.

Ambarella Stock Performance

AMBA opened at $85.63 on Monday. The stock’s 50 day moving average price is $80.34 and its 200-day moving average price is $66.18. Ambarella, Inc. has a one year low of $38.86 and a one year high of $93.44. The stock has a market cap of $3.66 billion, a price-to-earnings ratio of -40.58 and a beta of 2.10.

Ambarella (NASDAQ:AMBA) last announced its quarterly earnings data on Thursday, August 28th. The semiconductor company reported $0.15 EPS for the quarter, beating the consensus estimate of $0.05 by $0.10. Ambarella had a negative return on equity of 14.73% and a negative net margin of 25.46%.The company had revenue of $95.51 million for the quarter, compared to the consensus estimate of $90.01 million. During the same quarter in the prior year, the company posted ($0.13) EPS. Ambarella’s quarterly revenue was up 49.9% on a year-over-year basis. Ambarella has set its Q3 2026 guidance at EPS. As a group, analysts predict that Ambarella, Inc. will post -2.81 earnings per share for the current fiscal year.

Ambarella Company Profile

Ambarella, Inc develops semiconductor solutions that enable high-definition (HD) and ultra HD compression, image signal processing, and artificial intelligence processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption.