Q3 2025 EPS Estimates for Ambarella, Inc. Raised by Roth Capital (NASDAQ:AMBA)

Ambarella, Inc. (NASDAQ:AMBA) – Stock analysts at Roth Capital upped their Q3 2025 earnings estimates for 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 prior forecast 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.

Other research analysts also recently issued research reports about the stock. TD Cowen upped their price objective on shares of Ambarella from $65.00 to $75.00 and gave the stock a “hold” rating in a research report on Wednesday, August 28th. Morgan Stanley upped their price objective on shares of Ambarella from $67.00 to $73.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 28th. Needham & Company LLC reiterated a “buy” rating and issued a $90.00 price objective on shares of Ambarella in a research report on Wednesday, August 28th. Westpark Capital reiterated a “buy” rating and issued a $85.00 price objective on shares of Ambarella in a research report on Monday, August 26th. Finally, Wells Fargo & Company decreased their price target on shares of Ambarella from $65.00 to $55.00 and set an “equal weight” rating on the stock in a research note on Friday, May 31st. Two analysts have rated the stock with a sell rating, three have issued a hold rating and eight have given a buy rating to the company. Based on data from MarketBeat, Ambarella presently has a consensus rating of “Hold” and a consensus price target of $74.58.

Ambarella Stock Performance

NASDAQ:AMBA opened at $55.54 on Monday. The firm’s fifty day moving average is $53.13 and its two-hundred day moving average is $51.68. The firm has a market cap of $2.28 billion, a price-to-earnings ratio of -13.04 and a beta of 1.59. Ambarella has a one year low of $39.69 and a one year high of $65.88.

Ambarella (NASDAQ:AMBA) last posted its quarterly earnings results on Tuesday, August 27th. The semiconductor company reported ($0.13) EPS for the quarter, beating the consensus estimate 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 company had revenue of $63.70 million for the quarter, compared to analyst estimates of $62.10 million. During the same period in the prior year, the company earned ($0.76) earnings per share. The firm’s revenue was up 2.6% on a year-over-year basis.

Institutional Investors Weigh In On Ambarella

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Kodai Capital Management LP purchased a new position in shares of Ambarella during the fourth quarter worth $65,543,000. Point72 Asset Management L.P. boosted its position in shares of Ambarella by 1,556.9% during the second quarter. Point72 Asset Management L.P. now owns 507,006 shares of the semiconductor company’s stock worth $27,353,000 after buying an additional 476,406 shares during the period. Norges Bank purchased a new position in shares of Ambarella during the fourth quarter worth $23,495,000. The Manufacturers Life Insurance Company boosted its position in shares of Ambarella by 36.2% during the second quarter. The Manufacturers Life Insurance Company now owns 1,291,900 shares of the semiconductor company’s stock worth $69,698,000 after buying an additional 343,385 shares during the period. Finally, Marshall Wace LLP boosted its position in shares of Ambarella by 69.2% during the second quarter. Marshall Wace LLP now owns 613,346 shares of the semiconductor company’s stock worth $33,090,000 after buying an additional 250,778 shares during the period. Institutional investors and hedge funds own 82.09% of the company’s stock.

Insiders Place Their Bets

In related news, VP Chi-Hong Ju sold 1,895 shares of the firm’s stock in a transaction dated Monday, June 10th. The shares were sold at an average price of $57.50, for a total transaction of $108,962.50. Following the completion of the sale, the vice president now directly owns 180,252 shares in the company, valued at $10,364,490. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. In other Ambarella news, VP Christopher Day sold 1,408 shares of the firm’s stock in a transaction on Monday, July 8th. The stock was sold at an average price of $61.66, for a total transaction 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 transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP Chi-Hong Ju sold 1,895 shares of the firm’s stock in a transaction on Monday, June 10th. The stock was sold at an average price of $57.50, for a total value of $108,962.50. Following the sale, the vice president now directly owns 180,252 shares of the company’s stock, valued at approximately $10,364,490. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 20,499 shares of company stock valued at $1,137,787. Insiders own 5.70% 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.