Brokerages Set Ambarella, Inc. (NASDAQ:AMBA) PT at $93.88

Ambarella, Inc. (NASDAQ:AMBA) has received an average rating of “Moderate Buy” from the thirteen brokerages that are currently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, three have issued a hold recommendation, eight have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 1-year price objective among brokers that have issued a report on the stock in the last year is $93.8750.

Several research analysts have recently commented on the company. Northland Securities lifted their price target on Ambarella from $75.00 to $95.00 and gave the stock an “outperform” rating in a report on Friday, August 29th. Oppenheimer reaffirmed a “market perform” rating on shares of Ambarella in a research note on Friday, August 29th. Rosenblatt Securities increased their price target on shares of Ambarella from $95.00 to $100.00 and gave the company a “buy” rating in a research note on Friday, August 29th. Weiss Ratings restated a “sell (d-)” rating on shares of Ambarella in a report on Wednesday, October 8th. Finally, Morgan Stanley upped their price objective on Ambarella from $80.00 to $96.00 and gave the company an “overweight” rating in a report on Friday, August 29th.

Ambarella Price Performance

AMBA opened at $93.53 on Wednesday. The firm has a market capitalization of $3.99 billion, a price-to-earnings ratio of -44.33 and a beta of 2.14. The company’s 50 day simple moving average is $84.01 and its two-hundred day simple moving average is $70.00. Ambarella has a 1-year low of $38.86 and a 1-year high of $95.72.

Ambarella (NASDAQ:AMBA) last posted its quarterly earnings results on Thursday, August 28th. The semiconductor company reported $0.15 earnings per share (EPS) for the quarter, beating 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 business had revenue of $95.51 million during the quarter, compared to analyst estimates of $90.01 million. During the same period in the prior year, the business earned ($0.13) earnings per share. The business’s revenue was up 49.9% compared to the same quarter last year. Ambarella has set its Q3 2026 guidance at EPS. On average, equities analysts anticipate that Ambarella will post -2.81 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Elizabeth M. Schwarting sold 2,664 shares of the business’s stock in a transaction dated Monday, October 6th. The shares were sold at an average price of $85.38, for a total value of $227,452.32. Following the sale, the director directly owned 7,314 shares in the company, valued at approximately $624,469.32. The trade was a 26.70% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Chi-Hong Ju sold 6,156 shares of the company’s stock in a transaction dated Tuesday, October 14th. The shares were sold at an average price of $80.96, for a total transaction of $498,389.76. Following the completion of the transaction, the vice president directly owned 158,874 shares in the company, valued at $12,862,439.04. The trade was a 3.73% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 35,227 shares of company stock valued at $2,875,131. 5.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Ambarella

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Teacher Retirement System of Texas acquired a new position in shares of Ambarella in the 1st quarter worth approximately $325,000. Principal Financial Group Inc. lifted its stake in Ambarella by 61.8% during the first quarter. Principal Financial Group Inc. now owns 25,794 shares of the semiconductor company’s stock worth $1,298,000 after purchasing an additional 9,857 shares in the last quarter. Banque Pictet & Cie SA acquired a new position in Ambarella during the first quarter worth $259,000. Cerity Partners LLC boosted its position in shares of Ambarella by 12.5% during the first quarter. Cerity Partners LLC now owns 5,737 shares of the semiconductor company’s stock worth $289,000 after buying an additional 639 shares during the period. Finally, Robeco Schweiz AG grew its stake in shares of Ambarella by 52.5% in the first quarter. Robeco Schweiz AG now owns 419,120 shares of the semiconductor company’s stock valued at $21,094,000 after buying an additional 144,200 shares in the last quarter. 82.09% of the stock is owned by hedge funds and other institutional investors.

Ambarella Company Profile

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.