Ambarella’s (AMBA) Buy Rating Reaffirmed at Rosenblatt Securities

Ambarella (NASDAQ:AMBA)‘s stock had its “buy” rating reaffirmed by Rosenblatt Securities in a note issued to investors on Monday,Benzinga reports. They presently have a $115.00 price objective on the semiconductor company’s stock. Rosenblatt Securities’ target price suggests a potential upside of 106.32% from the company’s previous close.

AMBA has been the topic of a number of other reports. Stifel Nicolaus reissued a “buy” rating and set a $100.00 price target (up from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Summit Insights upgraded shares of Ambarella from a “hold” rating to a “strong-buy” rating in a report on Tuesday, November 25th. Needham & Company LLC reiterated a “buy” rating and set a $100.00 target price on shares of Ambarella in a research report on Wednesday, November 26th. Bank of America boosted their target price on shares of Ambarella from $90.00 to $92.00 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $80.00 price target on shares of Ambarella in a research report on Wednesday, November 26th. Two research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $96.00.

Ambarella Stock Performance

Shares of AMBA traded up $1.72 during trading hours on Monday, reaching $55.74. The stock had a trading volume of 150,326 shares, compared to its average volume of 986,248. Ambarella has a 12 month low of $38.86 and a 12 month high of $96.69. The stock has a market capitalization of $2.40 billion, a PE ratio of -31.31 and a beta of 1.95. The company’s 50-day moving average is $62.58 and its two-hundred day moving average is $74.21.

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

Insider Buying and Selling

In other news, CEO Feng-Ming Wang sold 8,083 shares of the firm’s stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $54.14, for a total transaction of $437,613.62. Following the completion of the transaction, the chief executive officer directly owned 838,561 shares in the company, valued at $45,399,692.54. This trade represents a 0.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Chi-Hong Ju sold 2,155 shares of Ambarella stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $54.14, for a total value of $116,671.70. Following the completion of the transaction, the vice president directly owned 167,941 shares in the company, valued at approximately $9,092,325.74. This represents a 1.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 113,921 shares of company stock worth $6,688,344. Corporate insiders own 5.30% of the company’s stock.

Institutional Investors Weigh In On Ambarella

Institutional investors have recently modified their holdings of the company. Royal Bank of Canada raised its stake in Ambarella by 2.1% during the first quarter. Royal Bank of Canada now owns 64,744 shares of the semiconductor company’s stock worth $3,258,000 after buying an additional 1,307 shares during the last quarter. Advisors Asset Management Inc. boosted its position in Ambarella by 44.1% during the first quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock valued at $47,000 after acquiring an additional 286 shares during the last quarter. AQR Capital Management LLC grew its holdings in Ambarella by 126.6% during the 1st quarter. AQR Capital Management LLC now owns 84,871 shares of the semiconductor company’s stock worth $4,272,000 after acquiring an additional 47,414 shares during the period. Empowered Funds LLC grew its holdings in Ambarella by 34.6% during the 1st quarter. Empowered Funds LLC now owns 6,838 shares of the semiconductor company’s stock worth $344,000 after acquiring an additional 1,758 shares during the period. Finally, Intech Investment Management LLC raised its position in shares of Ambarella by 48.1% in the 1st quarter. Intech Investment Management LLC now owns 25,586 shares of the semiconductor company’s stock worth $1,288,000 after acquiring an additional 8,306 shares in the last quarter. 82.09% of the stock is owned by institutional investors.

Trending Headlines about Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Ambarella is now saying Edge AI represents roughly 80% of revenue and grew ~50% last year, highlighting a clear strategic pivot to Edge AI platforms, indirect channel expansion and ecosystem partnerships that justify a re-rate from a vision-SoC vendor to a broader AI platform player. Did Ambarella’s Edge AI Pivot and Semi-Custom Chip Push Just Shift AMBA’s Investment Narrative?
• Positive Sentiment: Ambarella signed a partnership with Hanwha Vision to develop AI video/security solutions — a commercial win that could expand Ambarella’s TAM in security cameras and validate its algorithms/hardware with a major OEM. Hanwha Vision, U.S. chip designer Ambarella ink agreement on AI video security tech
• Neutral Sentiment: Management disclosed plans for semi‑custom chip designs including a two‑nanometer effort targeted to contribute revenue in early fiscal 2028 — a potentially high-upside, multi-year execution story but with typical product development and adoption risk before it meaningfully impacts results. Did Ambarella’s Edge AI Pivot and Semi-Custom Chip Push Just Shift AMBA’s Investment Narrative?
• Negative Sentiment: Several insiders, including CEO Feng‑Ming Wang, the CFO and other executives, have sold stock recently (transactions in mid‑March totaling hundreds of thousands of dollars), which can create short‑term investor concern about insider conviction even though the filings show insiders retain significant holdings. Insider Selling: Ambarella (NASDAQ:AMBA) CEO Sells $437,613.62 in Stock Insider Selling: Ambarella (NASDAQ:AMBA) CFO Sells $164,477.32 in Stock

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.