Roth Capital Comments on Ambarella, Inc.’s Q3 2025 Earnings (NASDAQ:AMBA)

Ambarella, Inc. (NASDAQ:AMBA) – Roth Capital raised their Q3 2025 EPS estimates for shares of Ambarella in a research report issued on Wednesday, August 28th. Roth Capital analyst S. Desilva now forecasts that the semiconductor company will post earnings of ($0.58) per share for the quarter, up from their previous estimate of ($0.78). The consensus estimate for Ambarella’s current full-year earnings is ($2.99) per share. Roth Capital also issued estimates for Ambarella’s Q4 2025 earnings at ($0.75) EPS, FY2025 earnings at ($2.95) EPS, Q1 2026 earnings at ($0.82) EPS, Q2 2026 earnings at ($0.72) EPS, Q3 2026 earnings at ($0.56) EPS, Q4 2026 earnings at ($0.70) EPS and FY2026 earnings at ($2.80) EPS.

Ambarella (NASDAQ:AMBA) last announced its earnings results on Tuesday, August 27th. The semiconductor company reported ($0.13) EPS for the quarter, beating analysts’ consensus estimates of ($0.19) by $0.06. Ambarella had a negative net margin of 79.46% and a negative return on equity of 25.76%. The business had revenue of $63.70 million for the quarter, compared to analysts’ expectations of $62.10 million. During the same period in the previous year, the company posted ($0.76) EPS. The company’s quarterly revenue was up 2.6% on a year-over-year basis.

Several other analysts also recently weighed in on AMBA. Westpark Capital reaffirmed a “buy” rating and issued a $85.00 target price on shares of Ambarella in a report on Monday, August 26th. Stifel Nicolaus boosted their target price on Ambarella from $75.00 to $80.00 and gave the stock a “buy” rating in a research report on Wednesday, August 28th. Morgan Stanley raised their price target on Ambarella from $67.00 to $73.00 and gave the company an “overweight” rating in a report on Wednesday, August 28th. Craig Hallum upped their price objective on Ambarella from $80.00 to $85.00 and gave the stock a “buy” rating in a report on Wednesday, August 28th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $90.00 target price on shares of Ambarella in a report on Wednesday, August 28th. Two equities research analysts have rated the stock with a sell rating, three have given a hold rating and eight have given a buy rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $74.58.

Ambarella Stock Up 0.7 %

AMBA opened at $59.70 on Monday. The business has a 50 day moving average price of $53.08 and a two-hundred day moving average price of $51.67. Ambarella has a 52 week low of $39.69 and a 52 week high of $65.88. The company has a market cap of $2.45 billion, a PE ratio of -14.01 and a beta of 1.59.

Insiders Place Their Bets

In other news, VP Christopher Day sold 1,408 shares of Ambarella stock in a transaction on Monday, July 8th. The stock was sold at an average price of $61.66, for a total value of $86,817.28. Following the completion of the sale, the vice president now owns 21,599 shares of the company’s stock, valued at $1,331,794.34. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. In related news, VP Christopher Day sold 1,408 shares of the firm’s stock in a transaction that occurred on Monday, July 8th. The shares were sold at an average price of $61.66, for a total value of $86,817.28. Following the sale, the vice president now directly owns 21,599 shares of the company’s stock, valued at $1,331,794.34. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Chi-Hong Ju sold 6,000 shares of the business’s stock in a transaction that occurred on Wednesday, June 26th. The shares were sold at an average price of $52.90, for a total transaction of $317,400.00. Following the completion of the sale, the vice president now owns 173,193 shares of the company’s stock, valued at $9,161,909.70. The disclosure for this sale can be found here. In the last three months, insiders sold 20,499 shares of company stock valued at $1,137,787. Company insiders own 5.70% of the company’s stock.

Institutional Trading of Ambarella

A number of institutional investors have recently modified their holdings of AMBA. Azzad Asset Management Inc. ADV boosted its position in Ambarella by 2.4% during the 2nd quarter. Azzad Asset Management Inc. ADV now owns 9,983 shares of the semiconductor company’s stock worth $539,000 after purchasing an additional 231 shares during the period. Sheets Smith Wealth Management boosted its position in shares of Ambarella by 4.4% in the fourth quarter. Sheets Smith Wealth Management now owns 6,588 shares of the semiconductor company’s stock worth $404,000 after buying an additional 275 shares during the period. Linden Thomas Advisory Services LLC grew its stake in shares of Ambarella by 1.7% in the second quarter. Linden Thomas Advisory Services LLC now owns 17,522 shares of the semiconductor company’s stock valued at $945,000 after buying an additional 288 shares in the last quarter. CWM LLC raised its holdings in shares of Ambarella by 127.7% during the 2nd quarter. CWM LLC now owns 542 shares of the semiconductor company’s stock valued at $29,000 after buying an additional 304 shares during the period. Finally, Principal Financial Group Inc. lifted its position in Ambarella by 8.0% during the 1st quarter. Principal Financial Group Inc. now owns 4,882 shares of the semiconductor company’s stock worth $248,000 after acquiring an additional 363 shares in the last quarter. Hedge funds and other institutional investors own 82.09% of the company’s stock.

About Ambarella

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.