S Squared Technology LLC Reduces Stake in Ambarella, Inc. $AMBA

S Squared Technology LLC lowered its position in Ambarella, Inc. (NASDAQ:AMBA) by 30.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 118,551 shares of the semiconductor company’s stock after selling 52,000 shares during the period. Ambarella comprises about 3.3% of S Squared Technology LLC’s investment portfolio, making the stock its 11th biggest holding. S Squared Technology LLC owned 0.28% of Ambarella worth $7,832,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. boosted its position in Ambarella by 3.2% in the first quarter. Vanguard Group Inc. now owns 4,848,305 shares of the semiconductor company’s stock worth $244,015,000 after purchasing an additional 152,181 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake 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 worth $62,020,000 after purchasing an additional 579,917 shares during the period. Fuller & Thaler Asset Management Inc. boosted its holdings in shares of Ambarella by 25.6% in the first quarter. Fuller & Thaler Asset Management Inc. now owns 910,911 shares of the semiconductor company’s stock worth $45,846,000 after buying an additional 185,444 shares during the last quarter. Kodai Capital Management LP grew its position in Ambarella by 16.2% during the first quarter. Kodai Capital Management LP now owns 904,536 shares of the semiconductor company’s stock valued at $45,525,000 after buying an additional 125,983 shares during the period. Finally, Jacobs Levy Equity Management Inc. increased its holdings in 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 valued at $32,603,000 after buying an additional 610,460 shares during the last quarter. Institutional investors own 82.09% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on AMBA. Bank of America upped their price objective on Ambarella from $63.00 to $90.00 and gave the stock a “neutral” rating in a research note on Friday, August 29th. Summit Insights upgraded Ambarella from a “hold” rating to a “buy” rating in a research report on Friday, August 29th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ambarella in a research note on Wednesday, October 8th. Morgan Stanley lifted their price objective on Ambarella from $80.00 to $96.00 and gave the company an “overweight” rating in a research report on Friday, August 29th. Finally, Susquehanna increased their target price on shares of Ambarella from $80.00 to $90.00 and gave the stock a “positive” rating in a report on Tuesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $93.88.

Ambarella Stock Down 1.0%

NASDAQ AMBA opened at $89.67 on Monday. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $94.79. The business has a 50-day moving average price of $83.50 and a 200-day moving average price of $69.34. The firm has a market cap of $3.83 billion, a price-to-earnings ratio of -42.50 and a beta of 2.14.

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 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 analysts’ expectations of $90.01 million. During the same period in the previous year, the firm earned ($0.13) EPS. The firm’s revenue was up 49.9% compared to the same quarter last year. Ambarella has set its Q3 2026 guidance at EPS. Research analysts expect that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

Insider Activity

In other Ambarella news, Director Elizabeth M. Schwarting sold 2,664 shares of Ambarella stock in a transaction that occurred on Monday, October 6th. The stock was sold at an average price of $85.38, for a total value of $227,452.32. Following the sale, the director owned 7,314 shares of the company’s stock, valued at $624,469.32. The trade was a 26.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Feng-Ming Wang sold 4,928 shares of the stock in a transaction that occurred on Wednesday, September 17th. The shares were sold at an average price of $79.43, for a total value of $391,431.04. Following the transaction, the chief executive officer owned 788,929 shares of the company’s stock, valued at $62,664,630.47. This represents a 0.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 35,227 shares of company stock valued at $2,875,131. 5.30% of the stock is owned by corporate 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.