Ambarella (AMBA) Expected to Announce Quarterly Earnings on Thursday

Key Points

• Ambarella (AMBA) is set to release its projected Q2 2026 earnings on August 28, 2025, with expectations of $0.06 earnings per share and revenue of approximately $90 million.
• The company has a current market cap of $2.78 billion and is experiencing a 1.0% decline in stock price, with shares opening at $65.57.
• Analysts have varying price targets for Ambarella, with the consensus target price set at $83.64 and a predominant “buy” rating among eight research firms.

Ambarella (NASDAQ:AMBA - Get Free Report) is projected to announce its Q2 2026 results after the market closes on Thursday, August 28th. Analysts expect the company to announce earnings of $0.06 per share and revenue of $90.0090 million for the quarter. Investors can check the company's upcoming Q2 2026 earningsummary page for the latest details on the call scheduled for Thursday, August 28, 2025 at 4:30 PM ET.

Ambarella Price Performance

NASDAQ AMBA traded down $0.6750 on Monday, reaching $71.2650. The stock had a trading volume of 309,017 shares, compared to its average volume of 827,438. The firm has a fifty day moving average of $65.10 and a two-hundred day moving average of $59.28. Ambarella has a 1-year low of $38.86 and a 1-year high of $85.15. The company has a market cap of $3.02 billion, a P/E ratio of -28.58 and a beta of 2.08.

Analyst Ratings Changes

A number of analysts have recently weighed in on AMBA shares. Summit Insights upgraded Ambarella to a "hold" rating in a research report on Thursday, May 29th. Needham & Company LLC cut their target price on Ambarella from $110.00 to $90.00 and set a "buy" rating for the company in a research report on Friday, May 30th. Morgan Stanley cut their target price on Ambarella from $90.00 to $80.00 and set an "overweight" rating for the company in a research report on Tuesday, May 27th. Rosenblatt Securities upped their target price on Ambarella from $87.00 to $95.00 and gave the company a "buy" rating in a research report on Friday, May 30th. Finally, Susquehanna upped their target price on Ambarella from $80.00 to $90.00 and gave the company a "positive" rating in a research report on Tuesday, July 22nd. Eight research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $83.64.

Insider Buying and Selling at Ambarella

In related news, Director Christopher B. Paisley sold 1,000 shares of the company's stock in a transaction on Wednesday, June 25th. The stock was sold at an average price of $62.58, for a total transaction of $62,580.00. Following the completion of the sale, the director directly owned 39,281 shares in the company, valued at $2,458,204.98. This represents a 2.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 5.70% of the stock is currently owned by corporate insiders.

Institutional Trading of Ambarella

Several institutional investors and hedge funds have recently modified their holdings of the business. State Street Corp lifted its position in shares of Ambarella by 8.9% during the 2nd quarter. State Street Corp now owns 1,855,170 shares of the semiconductor company's stock worth $122,562,000 after buying an additional 151,694 shares during the last quarter. The Manufacturers Life Insurance Company raised its position in Ambarella by 4.0% in the second quarter. The Manufacturers Life Insurance Company now owns 1,371,511 shares of the semiconductor company's stock valued at $90,609,000 after purchasing an additional 52,954 shares during the last quarter. Squarepoint Ops LLC bought a new position in Ambarella in the second quarter valued at about $36,810,000. Balyasny Asset Management L.P. raised its position in Ambarella by 894.7% in the second quarter. Balyasny Asset Management L.P. now owns 459,562 shares of the semiconductor company's stock valued at $30,361,000 after purchasing an additional 413,362 shares during the last quarter. Finally, Invesco Ltd. raised its position in Ambarella by 12.8% in the second quarter. Invesco Ltd. now owns 345,447 shares of the semiconductor company's stock valued at $22,822,000 after purchasing an additional 39,091 shares during the last quarter. 82.09% of the stock is currently owned by institutional investors.

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.