Banco Santander S.A. Purchases Shares of 9,446 Ambarella, Inc. $AMBA

Banco Santander S.A. purchased a new position in shares of Ambarella, Inc. (NASDAQ:AMBA) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 9,446 shares of the semiconductor company’s stock, valued at approximately $779,000.

Several other institutional investors also recently modified their holdings of AMBA. Fox Run Management L.L.C. raised its position in Ambarella by 133.5% during the 3rd quarter. Fox Run Management L.L.C. now owns 19,230 shares of the semiconductor company’s stock worth $1,587,000 after purchasing an additional 10,994 shares during the last quarter. Hillsdale Investment Management Inc. increased its stake in shares of Ambarella by 3.3% in the third quarter. Hillsdale Investment Management Inc. now owns 100,080 shares of the semiconductor company’s stock valued at $8,259,000 after buying an additional 3,190 shares during the period. SG Capital Management LLC raised its position in shares of Ambarella by 23.0% during the third quarter. SG Capital Management LLC now owns 232,713 shares of the semiconductor company’s stock worth $19,203,000 after acquiring an additional 43,492 shares during the last quarter. Readystate Asset Management LP acquired a new position in shares of Ambarella in the third quarter worth approximately $6,019,000. Finally, First National Bank of Omaha bought a new stake in Ambarella in the third quarter valued at approximately $1,943,000. Institutional investors own 82.09% of the company’s stock.

Insider Buying and Selling

In other news, CFO John Alexander Young sold 3,791 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $72.96, for a total transaction of $276,591.36. Following the transaction, the chief financial officer directly owned 102,738 shares of the company’s stock, valued at $7,495,764.48. This represents a 3.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Christopher B. Paisley sold 500 shares of the stock in a transaction on Friday, December 26th. The stock was sold at an average price of $72.18, for a total value of $36,090.00. Following the completion of the transaction, the director owned 41,279 shares in the company, valued at approximately $2,979,518.22. This represents a 1.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 27,685 shares of company stock worth $2,016,598 over the last 90 days. 5.30% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

AMBA has been the subject of several analyst reports. Needham & Company LLC restated a “buy” rating and set a $100.00 price target on shares of Ambarella in a report on Wednesday, November 26th. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a research report on Tuesday. Stifel Nicolaus reissued a “buy” rating and set a $100.00 target price (up from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Wall Street Zen lowered shares of Ambarella from a “buy” rating to a “hold” rating in a report on Saturday, December 27th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Ambarella in a report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Ambarella has a consensus rating of “Moderate Buy” and a consensus target price of $96.00.

More Ambarella News

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Q4 results beat Street expectations: revenue $100.9M (+20.1% YoY) and adjusted EPS $0.13 vs. consensus ~$0.10, showing continued Edge‑AI demand. Ambarella Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Fiscal 2026 revenue rose ~37% year‑over‑year to ~$390.7M, indicating strong multi‑quarter top‑line momentum from Edge AI products. Ambarella Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Operating cash generation strengthened (cash from ops up, cash & equivalents ~ $191M) and capex declined, providing a cash cushion to fund product transitions. Ambarella Inc. stock falls on Q4 2026 Earnings (QuiverQuant)
• Positive Sentiment: Management targets FY2027 revenue growth of ~10–15% as Edge AI adoption continues, giving investors a multi‑year growth framework (though slower than FY2026). Ambarella targets 10%-15% revenue growth in fiscal 2027 (MSN)
• Neutral Sentiment: Q1 FY2027 revenue guidance of $97M–$103M was roughly in line with consensus, which moderates one-off downside risk but also signals a seasonal/near‑term slowdown. Ambarella Guides for Revenue Growth to Slow This Fiscal Year (MarketWatch)
• Neutral Sentiment: Board actions: a new FY2027 executive bonus plan was approved and a veteran semiconductor executive was appointed to the board — governance moves investors will parse for incentives and strategic oversight. Ambarella Adopts New FY2027 Executive Bonus Plan (TipRanks) Ambarella Adds Veteran Director (TipRanks)
• Negative Sentiment: Market reaction was negative: shares fell after the report as investors focused on the guidance for slower growth versus the strong FY2026 comps. What’s Going On With Ambarella Stock Friday? (Benzinga)
• Negative Sentiment: The company still reported operating losses and a net loss in the quarter (operating result and diluted loss per share flagged by some summaries), which keeps profitability recovery on investors’ watch lists. Ambarella Inc. stock falls on Q4 2026 Earnings (QuiverQuant)
• Negative Sentiment: Notable insider selling over recent months was flagged by data providers, which may weigh on sentiment despite executive and board changes. Insider activity and institutional moves (QuiverQuant)

Ambarella Stock Down 14.9%

NASDAQ:AMBA opened at $60.34 on Friday. Ambarella, Inc. has a twelve month low of $38.86 and a twelve month high of $96.69. The company has a fifty day moving average of $67.92 and a 200-day moving average of $76.03. The firm has a market capitalization of $2.60 billion, a P/E ratio of -33.90 and a beta of 1.97.

Ambarella (NASDAQ:AMBA) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $0.13 EPS for the quarter, topping analysts’ consensus estimates of $0.10 by $0.03. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. The business had revenue of $100.87 million during the quarter, compared to analysts’ expectations of $100.17 million. During the same period last year, the company posted $0.11 earnings per share. The business’s quarterly revenue was up 20.1% on a year-over-year basis. On average, analysts anticipate that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

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.