Stifel Maintains Ambarella(AMBA.US) With Buy Rating, Maintains Target Price $90
Stifel has reiterated its Buy rating for Ambarella (AMBA.US) and maintained its target price at $90. This suggests the firm continues to see strong potential in the company's stock, aligning with its previous positive outlook.
Leonteq Securities AG Invests $1.90 Million in Ambarella, Inc. $AMBA
Leonteq Securities AG initiated a new position in Ambarella (NASDAQ:AMBA) during the fourth quarter, acquiring 26,870 shares valued at approximately $1.9 million. This investment comes as Ambarella reported better-than-expected quarterly earnings, yet experienced insider selling from CEO Feng-Ming Wang and CFO John Alexander Young. Analysts currently maintain a "Moderate Buy" rating for the stock with a consensus target price of $96.00.
Ambarella Announces Inaugural Quarterly Briefing Call Targeting Non-Financial Industry Research Analysts
Ambarella, an edge AI semiconductor company, announced its first quarterly Industry Analyst Briefing Call, scheduled for June 4, 2026. This new program aims to engage non-financial industry analysts covering edge-AI in various sectors like automotive, IoT, and robotics. The session will discuss Ambarella's edge AI portfolio, market progression, and the Cooper™ Developer Platform.
Ambarella Announces Inaugural Quarterly Briefing Call Targeting Non-Financial Industry Research Analysts
Ambarella, an edge AI semiconductor company, announced a new quarterly Industry Analyst Briefing Call program designed to engage non-financial industry analysts. The inaugural session, hosted by Muneyb Minhazuddin, Customer Growth Officer, will cover Ambarella’s edge AI portfolio, end-market progression, and its developer ecosystem. The program aims to deepen engagement with analysts whose coverage influences how enterprise buyers and partners evaluate edge and physical AI silicon.
Ambarella Announces Inaugural Quarterly Briefing Call Targeting Non-Financial Industry Research Analysts
Ambarella, an edge AI semiconductor company, is launching a new quarterly Industry Analyst Briefing Call to engage with non-financial industry analysts. The inaugural call, scheduled for June 4, 2026, will cover Ambarella's edge AI portfolio direction, end-market progression, and the Cooper™ Developer Platform. This initiative aims to deepen engagement with analysts covering various edge-AI and physical AI segments.
Inside Ambarella’s invite-only edge AI analyst briefing
Ambarella (NASDAQ: AMBA) has unveiled an inaugural quarterly Industry Analyst Briefing Call for non-financial research analysts focusing on edge AI and physical AI markets. The first 45-minute session, hosted by Customer Growth Officer Muneyb Minhazuddin, is scheduled for June 4, 2026. This initiative aims to enhance engagement with analysts who influence enterprise buyers and partners in the rapidly expanding edge AI sector.
Ambarella, Inc. $AMBA Shares Purchased by GSA Capital Partners LLP
GSA Capital Partners LLP significantly increased its stake in Ambarella, Inc. (NASDAQ:AMBA) by 145.2% during the fourth quarter, now holding 24,800 shares valued at $1.76 million. Other institutional investors also raised their positions, with hedge funds and institutions collectively owning 82.09% of Ambarella's stock. Despite a "Moderate Buy" analyst rating and a recent earnings beat, the company still reported negative margins, and insider selling continued in recent months.
AMBA Technical Analysis & Stock Price Forecast
This article provides a technical analysis and stock price forecast for Ambarella Inc (AMBA). It indicates a "Strong Buy" overall consensus based on a combination of moving averages and oscillators. Key technical indicators, support and resistance levels, and moving average performance are detailed to help assess the stock's current momentum and potential future direction.
Possible Bearish Signals With Ambarella Insiders Disposing Stock
The article discusses potential bearish signals for Ambarella Inc. due to recent stock disposals by insiders. While some might view insider selling as a negative indicator, it's also noted that sometimes insiders sell for personal reasons unrelated to the company's future prospects. The analysis advises looking at the broader context of insider transactions over time to better understand their implications.
Trading Systems Reacting to (AMBA) Volatility
Ambarella Inc. (NASDAQ: AMBA) is exhibiting volatility, with AI models from Stock Traders Daily generating distinct trading strategies. Key findings indicate a mid-channel oscillation, a strong risk-reward short setup, and prevailing positive sentiment across near and mid-term horizons. The report highlights institutional trading strategies with specific entry, target, and stop-loss zones for long, breakout, and short positions.
A Look At Ambarella (AMBA) Valuation After CEO Fermi Wang’s IEEE Arun N. Netravali Award Recognition
Ambarella (AMBA) is gaining investor attention after its CEO, Fermi Wang, received the 2026 IEEE Arun N. Netravali Award, recognizing the company's work in AI-powered video technology. Despite recent share price appreciation and an estimated 16% intrinsic discount, the company faces challenges such as reliance on volatile IoT demand and ongoing losses. The article suggests investors consider both the optimistic valuation narrative of $97.45 per share and potential risks.
Ambarella, Inc. $AMBA Shares Sold by UBS Group AG
UBS Group AG reduced its stake in Ambarella, Inc. (NASDAQ:AMBA) by 22.7% in the fourth quarter, selling 186,183 shares and now holding 635,564 shares valued at $45.0 million. Despite beating quarterly revenue and EPS estimates, Ambarella remains unprofitable, with institutional ownership at 82.09% and a consensus "Moderate Buy" analyst rating with a $96 target price. Insiders have been net sellers, divesting 103,899 shares worth $5.92 million over the past 90 days.
Robeco Schweiz AG Reduces Stock Holdings in Ambarella, Inc. $AMBA
Robeco Schweiz AG decreased its stake in Ambarella, Inc. by 34.3% in Q4, selling 84,950 shares and ending with 162,595 shares valued at $11.52 million. This comes as company insiders also sold 103,899 shares worth $5.92 million, including CEO Feng-Ming Wang's sale of 50,000 shares for $3.04 million. Despite these reductions, Ambarella exceeded quarterly EPS estimates and saw a 20.1% increase in revenue, holding a consensus "Moderate Buy" rating with a target price of $96.00.
IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award
Dr. Fermi Wang, co-founder, President, and CEO of Ambarella, Inc., has been awarded the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award. This honor recognizes his transformative advancements in video technology, AI-powered systems, and analytics, particularly through Ambarella's development of a physical AI platform with integrated AI accelerators and image processing. The award, established to honor Arun Netravali, highlights innovation in global media consumption and visual communication.
IEEE gives new video and AI award to Ambarella CEO Fermi Wang
Ambarella's co-founder, President, and CEO, Dr. Fermi Wang, has been honored with the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award, alongside his Ph.D. advisor, Professor Dimitris Anastassiou. The award recognizes their transformative advancements in video technology, AI-powered systems, and analytics. Ambarella highlights Wang's crucial role in developing edge-AI semiconductors and integrated SoC platforms for video and AI processing.
IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award
Dr. Fermi Wang, co-founder, President, and CEO of Ambarella, has been honored with the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award. This award recognizes his transformative advancements in video technology, AI-powered systems, and analytics. Ambarella, under Dr. Wang's leadership, has developed a strong position in physical AI platforms with its systems-on-a-chip integrating AI accelerators and other system functions.
IEEE Awards Fermi Wang, with Inaugural 2026 Arun N. Netravali Video Analytics, Technology and Systems Award
Ambarella, Inc.'s co-founder, President, and CEO, Dr. Fermi Wang, has been awarded the inaugural 2026 IEEE Arun N. Netravali Video Analytics, Technology and Systems Award. This prestigious award, shared with his Ph.D. advisor Professor Dimitris Anastassiou, recognizes their transformative advancements in video technology, AI-powered systems, and analytics. Ambarella, under Dr. Wang's leadership, continues to drive innovation in edge AI semiconductors and physical AI platforms.
Ambarella Announces First Quarter Fiscal Year 2027 Earnings Conference Call to be Held May 28, 2026
Ambarella, an edge AI semiconductor company, announced its first quarter fiscal year 2027 earnings conference call will take place on Thursday, May 28, 2026, at 1:30 p.m. (Pacific Time). The company will release its earnings after market close on the same day. Interested parties must register online beforehand to ask questions and receive dial-in information with a personal identification number (PIN).
Ambarella Announces First Quarter Fiscal Year 2027 Earnings Conference Call to be Held May 28, 2026
Ambarella, Inc. announced its first quarter fiscal year 2027 earnings conference call will be held on Thursday, May 28, 2026, at 1:30 p.m. Pacific Time. The company will release its earnings after the market close on the same day, and participants are required to register online in advance to ask questions. A live webcast and replay will be available on Ambarella's investor relations website.
Ambarella Announces First Quarter Fiscal Year 2027 Earnings Conference Call to be Held May 28, 2026
Ambarella, Inc. (NASDAQ: AMBA) announced its first quarter fiscal year 2027 earnings conference call will take place on Thursday, May 28, 2026, at 1:30 p.m. Pacific Time, following the release of its earnings report. Interested participants must register online in advance to receive dial-in information and a personal identification number. A live webcast and replay of the call will be available on the company's investor relations website.
Ambarella will release quarterly results after market close May 28
Ambarella (NASDAQ: AMBA) announced its Q1 FY2027 earnings conference call will be held on May 28, 2026, at 1:30 p.m. PT, with the earnings release distributed after market close the same day. Registration is required for those wishing to ask questions during the call. The company's stock shows a moderate positive historical pattern following similar announcements, with the market focusing on crucial financial figures post-release.
AMBA Stock Price, Quote & Chart | AMBARELLA INC (NASDAQ:AMBA)
This article provides an overview of Ambarella Inc. (NASDAQ: AMBA) stock, including its current price of 71.135 USD, recent performance, and key statistics. It also details the company's technical and fundamental analysis ratings from ChartMill, its latest earnings report, and future analyst forecasts. Ambarella specializes in low-power system-on-a-chip semiconductors and software for edge AI applications.
How Ambarella Inc. (AMBA) Affects Rotational Strategy Timing
Ambarella Inc. (AMBA) is showing strong near and mid-term sentiment, which could extend to the long term as it tests support. An exceptional 85.0:1 risk-reward setup targets a 24.2% gain against a 0.3% risk. AI models have generated three trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles.
Ambarella, Inc. (NASDAQ:AMBA) Receives Consensus Rating of "Moderate Buy" from Brokerages
Ambarella (NASDAQ: AMBA) has garnered a consensus "Moderate Buy" rating from fourteen brokerages, with an average 12-month price target of $96.00. The company recently surpassed EPS expectations and saw a 20.1% increase in revenue year-over-year, despite maintaining negative net margins. Insider selling activity was noted, though institutional investors like Vanguard and State Street have increased their stakes.
Vanguard Portfolio Management (AMBA) holds 3.75M shares, 8.57% stake
Vanguard Portfolio Management has reported a beneficial ownership of 3,752,800 shares of Ambarella Inc. common stock, which represents an 8.57% stake in the company. The Schedule 13G filing indicates Vanguard has sole dispositive power over all these shares and sole voting power over 35,937 shares. This report, signed on April 28, 2026, highlights Vanguard's significant but passive investment in Ambarella.
Ambarella CFO John Young sells $118,260 in shares By Investing.com
Ambarella's CFO, John Alexander Young, sold 1,971 ordinary shares totaling $118,260 at $60.00 per share on April 21, 2026, under a Rule 10b5-1 trading plan. Despite the sale, which leaves him with 117,623 shares, InvestingPro analysis suggests Ambarella is undervalued, with more cash than debt. The company also recently exceeded Q4 fiscal 2026 earnings expectations and approved executive bonuses, while an analyst adjusted its price target to $90 from $100, maintaining a Buy rating.
Ambarella CFO John Young sells $118,260 in shares
Ambarella Inc.'s CFO, John Alexander Young, sold 1,971 ordinary shares totaling $118,260 on April 21, 2026, as part of a pre-arranged trading plan. Despite the sale, Ambarella's stock is considered undervalued by InvestingPro, and the company recently exceeded Q4 fiscal 2026 earnings expectations. Stifel adjusted its price target for Ambarella to $90 from $100 while maintaining a Buy rating.
Ambarella (NASDAQ:AMBA) CFO John Alexander Young Sells 1,971 Shares
Ambarella's CFO, John Alexander Young, sold 1,971 shares of the company's stock on April 21st at an average price of $60.00, totaling $118,260. This sale, conducted under a Rule 10b5-1 plan, reduced his stake by 1.65%. The company's stock was up 2.2% at $61.28 at the time of reporting, following a quarter where it beat EPS and revenue estimates despite a negative net margin.
Ambarella (AMBA) CFO’s pre-planned sale of 1,971 shares at $60 disclosed
Ambarella Inc.'s CFO, John Alexander Young, sold 1,971 Ordinary Shares at $60.00 each through a pre-arranged Rule 10b5-1 trading plan adopted on January 15, 2026. This transaction leaves him with 117,623 shares, representing a small fraction of his total holdings. The sale is considered routine and not a significant indicator of insider sentiment due to its pre-planned nature.
Ambarella CFO John Young sells $118,260 in shares
Ambarella's CFO, John Alexander Young, sold 1,971 ordinary shares of the company's stock valued at $118,260 on April 21, 2026, as part of a Rule 10b5-1 trading plan. Following this transaction, Mr. Young directly holds 117,623 shares. This sale comes amid recent news of Ambarella exceeding Q4 fiscal 2026 earnings expectations and changes to its executive bonus plan, with Stifel adjusting its price target to $90 while maintaining a Buy rating.
Insider RSU sales filed (AMBA) — John Young reports dispositions
John Young, an insider at Ambarella Inc. (AMBA), reported two dispositions of Restricted Stock Units (RSUs) in a Form 144 filing. These transactions involved the sale of 4,577 shares for $241,528.29 on March 17, 2026, and 3,038 shares for $164,477.32 on March 19, 2026. The filing indicates the RSUs were dated March 15, 2026, and the Form 144 was submitted on April 21, 2026.
Tributary Capital Management LLC Sells 104,387 Shares of Ambarella, Inc. $AMBA
Tributary Capital Management LLC reduced its stake in Ambarella, Inc. by 49.3%, selling 104,387 shares and retaining 107,508 shares. Despite this, other institutions like UBS Group AG and Barclays PLC significantly increased their holdings, with institutional investors now owning 82.09% of the stock. Analysts have a "Moderate Buy" consensus with an average target price of $96.00, while the company reported an EPS beat and 20.1% revenue growth in its recent earnings.
Ambarella (NasdaqGS:AMBA) Stock Forecast & Analyst Predictions
Ambarella (AMBA) is forecast to grow earnings and revenue by 38.7% and 13.3% per annum, respectively, with EPS expected to grow by 43.9% annually. Despite this projected growth, the company is forecast to remain unprofitable over the next three years, with a low return on equity of 11.4%. Recent analyst updates show mixed views, with trimmed price targets ranging from $65 to $90, balancing the opportunities in edge AI and automotive design wins against customer-specific risks and slower sales growth compared to some peers.
Oak Harvest Investment Services Acquires 26,959 Shares of Ambarella, Inc. $AMBA
Oak Harvest Investment Services significantly increased its stake in Ambarella, Inc. by 539.2% in the fourth quarter, purchasing 26,959 shares to bring its total holdings to 31,959 shares valued at approximately $2.26 million. Despite this institutional buying, company insiders have sold a considerable number of shares recently, totaling $5.8 million in the last 90 days. Ambarella beat its quarterly EPS estimates and saw a 20.1% increase in revenue year-over-year, yet analysts maintain a "Moderate Buy" rating with an average price target of $96.00.
Ambarella (AMBA) Is Up 10.2% After Strong Q4 Beat And AI Logic Shift Commentary
Ambarella (AMBA) saw a 10.2% increase following a strong fiscal Q4 2026 performance, exceeding revenue and earnings expectations, and positive commentary from Northland Securities regarding a shift in AI algorithm demand towards logic. The company's investment narrative is bolstered by accelerating AI SoC adoption and narrowing losses, despite ongoing geopolitical and supply chain risks. Ambarella's future projections include significant revenue and earnings growth, leading to a fair value estimate of $97.45.
AMBA Stock Rises 1.67% in Pre-Market as AI Semiconductor Demand Grows
Ambarella, Inc. (NASDAQ: AMBA) saw its stock rise 1.67% in pre-market trading, driven by its position in the growing AI semiconductor market, particularly for automotive and computer vision solutions. Despite strong revenue growth and a bullish outlook from some analysts, the company faces profitability challenges with negative EPS and operating margins due to significant R&D investments. Investors are keenly awaiting its May 28, 2026 earnings report for further clarity on its growth trajectory and financial health.
Northland Securities Maintains Ambarella(AMBA.US) With Buy Rating, Maintains Target Price $101
Northland Securities has reiterated its Buy rating for Ambarella (AMBA.US), maintaining a target price of $101. The firm's renewed endorsement suggests continued confidence in the company's prospects and valuation at the current price target.
Back into Chipmaker and Booking 42.86% Gains
The article discusses recent market performance, highlighting strong gains in a stock portfolio, particularly Integrated Device Technology (IDTI). The author recommends selling August $20 call options for IDTI to lock in a 42.86% gain and advises re-entering Ambarella Inc. (AMBA) due to strong fundamentals and a recent technical breakout. It also provides a portfolio update with recommendations for other stocks and ETFs.
Ambarella (NASDAQ:AMBA) Share Price Passes Below Two Hundred Day Moving Average - Should You Sell?
Ambarella's (NASDAQ:AMBA) share price has fallen below its 200-day moving average, trading at $54.30 against an average of $70.73, indicating technical weakness. Despite beating quarterly EPS and revenue estimates, the company remains unprofitable and insiders have recently sold over 100,000 shares. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $96.00, though opinions are mixed.
Northland Securities Turns Incrementally Bullish on Ambarella (AMBA)
Northland Securities has become more positive on Ambarella (AMBA), maintaining a Buy rating and a $101 price target. The firm noted that geopolitical tensions and supply chain disruptions will impact the semiconductor industry, but Ambarella's Q4 2026 results were strong, with revenue and EPS exceeding expectations. The article also mentions a separate optimistic view on an unnamed AI stock with 10,000% upside potential.
Ambarella (AMBA) stock down since Jim Cramer recommended against buying it
Ambarella (AMBA) stock has seen a decline since Jim Cramer advised against purchasing it. The article specifically notes this negative performance following Cramer's recommendation.
Ambarella, Inc. (AMBA) options chain
This article provides the options chain for Ambarella, Inc. (AMBA) as of April 10, 2026, including detailed information for calls and puts expiring on April 17, 2026. Data presented includes last price, change, percentage change, volume, and open interest for various strike prices. The stock closed at $52.78, down 0.86% for the day.
AMBA Forecast, Price Target & Analyst Ratings | AMBARELLA INC (NASDAQ:AMBA)
This article provides an in-depth analysis of Ambarella Inc. (NASDAQ: AMBA) focusing on analyst forecasts, price targets, and earnings estimates. Based on 21 analyst forecasts, the average price target for AMBA is $91.34, suggesting a 73.06% upside from its current price of $52.78. The company is expected to report Q1 2027 earnings on May 27, 2026, with an estimated EPS of $0.11 and revenue of $102.14 million.
Q3 2025 Ambarella Inc Earnings Call Transcript
Ambarella Inc. (AMBA) reported Q3 2025 revenue above guidance, with significant sequential increases in both automotive and IoT segments, and achieved record AI revenue. The company forecasts 22-24% year-over-year revenue growth for fiscal 2025 and returned to non-GAAP profitability while maintaining 15 years of positive free cash flow. However, the automotive revenue funnel decreased due to project delays, and gross margins were impacted by product mix and competition.
AMBA Financials: Revenue Breakdown, Margins & Competitor Comparison
Ambarella Inc. (AMBA) reported a gross margin of 58.41%, indicating strong pricing power, while operating and net margins were negative at -18.27% and -16.29% respectively. The company's Return on Equity (ROE) stands at -13.12%. With a market capitalization of $2.23 billion, AMBA's gross margin compares favorably to NVTS (-26.75%) and closely with MXL (57.58%) in competitor benchmarking.
Responsive Playbooks and the AMBA Inflection
This article from Stock Traders Daily analyzes Ambarella Inc. (NASDAQ: AMBA) using AI-generated signals. It identifies a positive near-term sentiment but a weak mid-term bias within a long-term strength context, along with elevated downside risk. The analysis provides specific institutional trading strategies (Long, Momentum Breakout, Risk Hedging) and multi-timeframe signal analysis for AMBA.
AMBA Stock News Today | Earnings, Events & Price Alerts
This page provides a compilation of recent news and events related to Ambarella (AMBA) stock, including details about a CFO share sale, an investigation announcement, and options trading activity. It also lists past stock performance data, such as a significant drop in shares despite strong Q4 results, and details Ambarella's Q3 FY2025 financial report.
Ambarella, Inc. (NASDAQ:AMBA) Receives Consensus Rating of "Moderate Buy" from Brokerages
Ambarella, Inc. (NASDAQ:AMBA) has received a consensus "Moderate Buy" rating from fourteen brokerages, with an average 12-month price target of $96.00. Despite beating recent quarterly earnings estimates and experiencing year-over-year revenue growth, the semiconductor company remains unprofitable with a negative net margin. Insiders have been net sellers of the stock, which is currently trading significantly below its 52-week high.
Samsung Electronics’ World-Class 5nm Technology Selected by Ambarella for New Automotive AI Central Domain Controller
Samsung Foundry will provide its 5-nanometer process technology to Ambarella for its new CV3-AD685 automotive AI central domain controller. This collaboration aims to enhance autonomous driving vehicle safety systems by improving AI processing performance, power efficiency, and reliability. The integration of Samsung's advanced technology into Ambarella’s AI solution is expected to transform the next generation of autonomous driving.
Samsung Electronics’ World-Class 5nm Technology Selected by Ambarella for New Automotive AI Central Domain Controller
Samsung Electronics' Foundry business is supplying its 5-nanometer process technology to Ambarella for its new CV3-AD685 automotive AI central domain controller. This collaboration aims to enhance autonomous driving vehicle safety systems by improving AI processing performance, power efficiency, and reliability. The partnership signifies a step forward in the next generation of automotive AI technology.
