Q3 2025 EPS Estimates for Ambarella, Inc. (NASDAQ:AMBA) Boosted by Northland Capmk

Ambarella, Inc. (NASDAQ:AMBA) – Research analysts at Northland Capmk boosted their Q3 2025 earnings per share (EPS) estimates for shares of Ambarella in a note issued to investors on Wednesday, August 28th. Northland Capmk analyst G. Richard now anticipates that the semiconductor company will post earnings of ($0.61) per share for the quarter, up from their prior forecast of ($0.75). The consensus estimate for Ambarella’s current full-year earnings is ($2.99) per share. Northland Capmk also issued estimates for Ambarella’s Q4 2025 earnings at ($0.80) EPS, FY2025 earnings at ($3.04) EPS, Q1 2026 earnings at ($1.06) EPS, Q2 2026 earnings at ($0.91) EPS, Q3 2026 earnings at ($0.69) EPS, Q4 2026 earnings at ($0.76) EPS and FY2026 earnings at ($3.42) 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 during the quarter, compared to analysts’ expectations 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.

A number of other analysts have also recently issued reports on AMBA. Rosenblatt Securities reissued a “buy” rating and issued a $85.00 price objective on shares of Ambarella in a research note on Friday, August 23rd. Craig Hallum raised their price target on Ambarella from $80.00 to $85.00 and gave the company a “buy” rating in a report on Wednesday, August 28th. Bank of America boosted their price objective on Ambarella from $50.00 to $57.00 and gave the company an “underperform” rating in a research report on Wednesday, August 28th. Needham & Company LLC reissued a “buy” rating and set a $90.00 target price on shares of Ambarella in a research note on Wednesday, August 28th. Finally, Stifel Nicolaus boosted their price target on Ambarella from $75.00 to $80.00 and gave the stock a “buy” rating in a report on Wednesday, August 28th. Two investment analysts have rated the stock with a sell rating, three have issued a hold rating and eight have assigned a buy rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $74.58.

Ambarella Trading Down 7.0 %

Shares of NASDAQ:AMBA opened at $55.54 on Monday. Ambarella has a 12-month low of $39.69 and a 12-month high of $65.88. The company has a market cap of $2.28 billion, a PE ratio of -13.04 and a beta of 1.59. The stock has a 50 day moving average of $53.13 and a 200 day moving average of $51.68.

Insider Activity

In other Ambarella news, VP Chi-Hong Ju sold 1,895 shares of the company’s stock in a transaction on Monday, June 10th. The stock was 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 owns 180,252 shares in the company, valued at $10,364,490. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. In other Ambarella news, VP Christopher Day sold 1,408 shares of the stock in a transaction dated 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 directly owns 21,599 shares in the company, valued at $1,331,794.34. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, VP Chi-Hong Ju sold 1,895 shares of the firm’s stock in a transaction dated Monday, June 10th. The stock was sold at an average price of $57.50, for a total value of $108,962.50. Following the completion of 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 ninety days, insiders have sold 20,499 shares of company stock worth $1,137,787. Corporate insiders own 5.70% of the company’s stock.

Institutional Trading of Ambarella

Several large investors have recently bought and sold shares of the stock. Vanguard Group Inc. grew its holdings in shares of Ambarella by 6.1% during the first quarter. Vanguard Group Inc. now owns 4,340,831 shares of the semiconductor company’s stock valued at $220,384,000 after buying an additional 248,297 shares during the last quarter. Millennium Management LLC grew its stake in Ambarella by 7.0% during the 2nd quarter. Millennium Management LLC now owns 1,447,466 shares of the semiconductor company’s stock valued at $78,091,000 after purchasing an additional 94,257 shares during the last quarter. The Manufacturers Life Insurance Company increased its holdings in shares of Ambarella by 36.2% in the second quarter. The Manufacturers Life Insurance Company now owns 1,291,900 shares of the semiconductor company’s stock valued at $69,698,000 after purchasing an additional 343,385 shares during the period. Kodai Capital Management LP purchased a new position in shares of Ambarella in the fourth quarter worth about $65,543,000. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of Ambarella by 4.4% during the fourth quarter. Dimensional Fund Advisors LP now owns 704,350 shares of the semiconductor company’s stock worth $43,171,000 after purchasing an additional 29,379 shares during the period. 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.