Robeco Institutional Asset Management B.V. Purchases Shares of 4,191 Ambarella, Inc. $AMBA

Robeco Institutional Asset Management B.V. bought a new position in shares of Ambarella, Inc. (NASDAQ:AMBA) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 4,191 shares of the semiconductor company’s stock, valued at approximately $277,000.

Several other large investors have also made changes to their positions in AMBA. Register Financial Advisors LLC acquired a new stake in Ambarella in the second quarter valued at approximately $218,000. Moody National Bank Trust Division increased its position in shares of Ambarella by 15.9% during the second quarter. Moody National Bank Trust Division now owns 12,973 shares of the semiconductor company’s stock worth $857,000 after acquiring an additional 1,775 shares in the last quarter. NorthCrest Asset Manangement LLC bought a new stake in shares of Ambarella during the second quarter worth about $231,000. Wealth Enhancement Advisory Services LLC purchased a new position in Ambarella during the second quarter worth about $471,000. Finally, Red Spruce Capital LLC boosted its holdings in Ambarella by 74.6% during the second quarter. Red Spruce Capital LLC now owns 15,049 shares of the semiconductor company’s stock worth $994,000 after purchasing an additional 6,428 shares during the last quarter. Institutional investors and hedge funds own 82.09% of the company’s stock.

Ambarella Stock Up 4.2%

AMBA stock opened at $85.03 on Thursday. The firm’s fifty day simple moving average is $76.34 and its two-hundred day simple moving average is $63.15. The stock has a market capitalization of $3.63 billion, a price-to-earnings ratio of -40.30 and a beta of 2.10. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $93.44.

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

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on AMBA. Stifel Nicolaus boosted their price target on shares of Ambarella from $80.00 to $90.00 and gave the company a “buy” rating in a research report on Friday, August 29th. Morgan Stanley raised their price target on shares of Ambarella from $80.00 to $96.00 and gave the stock an “overweight” rating in a report on Friday, August 29th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ambarella in a research report on Wednesday. Needham & Company LLC raised their price objective on shares of Ambarella from $90.00 to $100.00 and gave the company a “buy” rating in a research note on Friday, August 29th. Finally, Roth Capital reiterated a “neutral” rating on shares of Ambarella in a research note on Friday, August 29th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Ambarella currently has an average rating of “Moderate Buy” and a consensus price target of $93.88.

Insider Transactions at Ambarella

In other news, CFO John Alexander Young sold 2,566 shares of the firm’s stock in a transaction that occurred on Wednesday, September 17th. The shares were sold at an average price of $79.43, for a total transaction of $203,817.38. Following the sale, the chief financial officer owned 109,108 shares of the company’s stock, valued at $8,666,448.44. This trade represents a 2.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Feng-Ming Wang sold 4,928 shares of Ambarella stock in a transaction on Wednesday, September 17th. The shares were sold at an average price of $79.43, for a total transaction of $391,431.04. Following the completion of the sale, the chief executive officer directly owned 788,929 shares in the company, valued at $62,664,630.47. This represents a 0.62% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 24,014 shares of company stock worth $1,965,658 over the last ninety days. 5.30% of the stock is currently owned by insiders.

About Ambarella

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.