Emerald Advisers LLC Makes New Investment in Ambarella, Inc. $AMBA

Emerald Advisers LLC acquired a new position in Ambarella, Inc. (NASDAQ:AMBA) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 3,558 shares of the semiconductor company’s stock, valued at approximately $235,000.

Several other hedge funds have also added to or reduced their stakes in AMBA. Nuveen LLC bought a new stake in Ambarella in the first quarter worth about $32,169,000. Jacobs Levy Equity Management Inc. raised its position in Ambarella by 1,635.4% in the first quarter. Jacobs Levy Equity Management Inc. now owns 647,788 shares of the semiconductor company’s stock worth $32,603,000 after acquiring an additional 610,460 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Ambarella by 88.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,232,272 shares of the semiconductor company’s stock worth $62,020,000 after acquiring an additional 579,917 shares during the period. Segall Bryant & Hamill LLC bought a new stake in Ambarella in the first quarter worth about $15,578,000. Finally, Fuller & Thaler Asset Management Inc. raised its position in Ambarella by 25.6% in the first quarter. Fuller & Thaler Asset Management Inc. now owns 910,911 shares of the semiconductor company’s stock worth $45,846,000 after acquiring an additional 185,444 shares during the period. Institutional investors own 82.09% of the company’s stock.

Wall Street Analyst Weigh In

AMBA has been the topic of several research reports. Susquehanna boosted their price target on shares of Ambarella from $80.00 to $90.00 and gave the company a “positive” rating in a research report on Tuesday, July 22nd. Needham & Company LLC boosted their price target on shares of Ambarella from $90.00 to $100.00 and gave the company a “buy” rating in a research report on Friday, August 29th. Roth Capital reissued a “neutral” rating on shares of Ambarella in a research report on Friday, August 29th. Rosenblatt Securities boosted their price target on shares of Ambarella from $95.00 to $100.00 and gave the company a “buy” rating in a research report on Friday, August 29th. Finally, Summit Insights raised shares of Ambarella from a “hold” rating to a “buy” rating in a research report on Friday, August 29th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Ambarella has an average rating of “Moderate Buy” and a consensus price target of $93.88.

Insider Activity at Ambarella

In related news, Director Elizabeth M. Schwarting sold 2,664 shares of the business’s stock in a transaction that occurred on Monday, October 6th. The shares were sold at an average price of $85.38, for a total transaction of $227,452.32. Following the completion of the transaction, the director owned 7,314 shares of the company’s stock, valued at approximately $624,469.32. The trade was a 26.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Feng-Ming Wang sold 4,928 shares of the business’s stock in a transaction that occurred on Wednesday, September 17th. The shares were sold at an average price of $79.43, for a total transaction of $391,431.04. Following the transaction, the chief executive officer directly owned 788,929 shares of the company’s stock, valued at approximately $62,664,630.47. This represents a 0.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 35,227 shares of company stock valued at $2,875,131 in the last quarter. 5.30% of the stock is currently owned by company insiders.

Ambarella Trading Down 0.3%

Shares of NASDAQ:AMBA opened at $86.00 on Thursday. The company has a 50 day moving average of $81.51 and a 200 day moving average of $67.04. The stock has a market cap of $3.67 billion, a P/E ratio of -40.76 and a beta of 2.10. Ambarella, Inc. has a 12 month low of $38.86 and a 12 month high of $93.44.

Ambarella (NASDAQ:AMBA) last issued its quarterly earnings data on Thursday, August 28th. The semiconductor company reported $0.15 EPS for the quarter, beating the consensus estimate of $0.05 by $0.10. The company had revenue of $95.51 million during the quarter, compared to analysts’ expectations of $90.01 million. Ambarella had a negative net margin of 25.46% and a negative return on equity of 14.73%. Ambarella’s revenue for the quarter was up 49.9% on a year-over-year basis. During the same quarter in the previous year, the company earned ($0.13) earnings per share. Ambarella has set its Q3 2026 guidance at EPS. On average, equities analysts forecast that Ambarella, Inc. will post -2.81 earnings per share for the current fiscal year.

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.