Ambarella (NASDAQ:AMBA) Sees Large Volume Increase After Analyst Upgrade

Posted by Brenda Bartman on Jun 1st, 2026

Shares of Ambarella, Inc. (NASDAQ:AMBA – Get Free Report) saw unusually-strong trading volume on Monday after Susquehanna raised their price target on the stock from $80.00 to $110.00. Susquehanna currently has a positive rating on the stock. Approximately 855,792 shares traded hands during mid-day trading, a decline of 15% from the previous session’s volume of 1,001,962 shares.The stock last traded at $75.1310 and had previously closed at $72.18.

Several other research analysts have also issued reports on the stock. Consumer Edge reissued a “buy” rating on shares of Ambarella in a research note on Friday, May 22nd. Bank of America raised their target price on Ambarella from $72.00 to $96.00 and gave the company a “neutral” rating in a research note on Friday. Stifel Nicolaus set a $106.00 price target on Ambarella in a research note on Friday. Rosenblatt Securities restated a “buy” rating and set a $115.00 price objective on shares of Ambarella in a report on Tuesday, May 26th. Finally, Summit Insights cut Ambarella from a “buy” rating to a “hold” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $99.75.

Check Out Our Latest Stock Report on Ambarella

Insider Activity at Ambarella

In other Ambarella news, CEO Feng-Ming Wang sold 32,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $91.01, for a total transaction of $2,957,825.00. Following the completion of the transaction, the chief executive officer owned 806,061 shares in the company, valued at $73,359,611.61. This trade represents a 3.88% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO John Alexander Young sold 400 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $96.00, for a total transaction of $38,400.00. Following the transaction, the chief financial officer owned 117,623 shares of the company’s stock, valued at $11,291,808. This trade represents a 0.34% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 86,799 shares of company stock worth $5,877,902 in the last quarter. 4.50% of the stock is owned by company insiders.

Institutional Investors Weigh In On Ambarella

Several large investors have recently modified their holdings of the business. Vanguard Personalized Indexing Management LLC grew its position in shares of Ambarella by 3.2% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 4,537 shares of the semiconductor company’s stock worth $374,000 after buying an additional 142 shares during the last quarter. Arizona State Retirement System grew its holdings in Ambarella by 1.3% in the third quarter. Arizona State Retirement System now owns 11,899 shares of the semiconductor company’s stock worth $982,000 after purchasing an additional 157 shares during the last quarter. Main Management ETF Advisors LLC increased its position in shares of Ambarella by 1.0% during the fourth quarter. Main Management ETF Advisors LLC now owns 17,226 shares of the semiconductor company’s stock worth $1,220,000 after purchasing an additional 176 shares in the last quarter. National Bank of Canada FI lifted its holdings in shares of Ambarella by 18.9% during the 3rd quarter. National Bank of Canada FI now owns 1,146 shares of the semiconductor company’s stock valued at $95,000 after purchasing an additional 182 shares during the last quarter. Finally, Pallas Capital Advisors LLC grew its stake in Ambarella by 6.5% during the 4th quarter. Pallas Capital Advisors LLC now owns 3,109 shares of the semiconductor company’s stock worth $220,000 after buying an additional 190 shares during the last quarter. Institutional investors own 82.09% of the company’s stock.

Ambarella Stock Performance

The company has a 50 day moving average of $65.86 and a two-hundred day moving average of $68.27. The stock has a market capitalization of $3.32 billion, a PE ratio of -47.05 and a beta of 2.15.

Ambarella (NASDAQ:AMBA – Get Free Report) last issued its quarterly earnings data on Thursday, May 28th. The semiconductor company reported $0.11 EPS for the quarter, hitting analysts’ consensus estimates of $0.11. Ambarella had a negative net margin of 17.18% and a negative return on equity of 11.02%. The business had revenue of $100.36 million for the quarter, compared to analysts’ expectations of $100.12 million. During the same quarter last year, the company earned $0.07 EPS. The business’s revenue was up 16.9% on a year-over-year basis. As a group, research analysts predict that Ambarella, Inc. will post -1.27 EPS for the current fiscal year.

About Ambarella

(Get Free Report)

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.