John Alexander Young Sells 2,579 Shares of Ambarella (NASDAQ:AMBA) Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 2,579 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $71.82, for a total transaction of $185,223.78. Following the sale, the chief financial officer owned 106,529 shares of the company’s stock, valued at approximately $7,650,912.78. The trade was a 2.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink.

John Alexander Young also recently made the following trade(s):

• On Thursday, December 18th, John Alexander Young sold 3,791 shares of Ambarella stock. The stock was sold at an average price of $72.96, for a total transaction of $276,591.36.

Ambarella Price Performance

NASDAQ:AMBA opened at $72.52 on Friday. The company’s 50-day moving average is $81.65 and its two-hundred day moving average is $74.22. Ambarella, Inc. has a 1-year low of $38.86 and a 1-year high of $96.69. The firm has a market capitalization of $3.12 billion, a price-to-earnings ratio of -38.57 and a beta of 1.98.

Ambarella (NASDAQ:AMBA) last released its quarterly earnings results on Tuesday, November 25th. The semiconductor company reported $0.27 EPS 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 analyst estimates of $104.11 million. During the same quarter in the previous year, the company earned $0.11 EPS. The business’s revenue for the quarter was up 31.2% compared to the same quarter last year. As a group, equities analysts anticipate that Ambarella, Inc. will post -2.81 earnings per share for the current fiscal year.

Trending Headlines about Ambarella

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…

Hedge Funds Weigh In On Ambarella

Several institutional investors have recently bought and sold shares of the company. CIBC Bancorp USA Inc. acquired a new stake in shares of Ambarella during the third quarter worth about $358,000. WBI Investments LLC purchased a new stake in Ambarella during the 3rd quarter worth approximately $413,000. Advisory Services Network LLC purchased a new stake in Ambarella during the 3rd quarter worth approximately $33,000. Oberweis Asset Management Inc. lifted its holdings in Ambarella by 6.6% during the 3rd quarter. Oberweis Asset Management Inc. now owns 611,360 shares of the semiconductor company’s stock worth $50,449,000 after buying an additional 38,000 shares in the last quarter. Finally, Connective Capital Management LLC purchased a new position in Ambarella in the 3rd quarter valued at approximately $1,150,000. 82.09% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on AMBA shares. Summit Insights upgraded Ambarella from a “hold” rating to a “strong-buy” rating in a report on Tuesday, November 25th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ambarella in a research report on Wednesday, October 8th. Wall Street Zen raised shares of Ambarella from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. Oppenheimer reiterated a “market perform” rating on shares of Ambarella in a research report on Friday, August 29th. Finally, BNP Paribas upgraded shares of Ambarella to a “strong-buy” rating in a report on Friday, August 29th. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $96.00.

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.