Domo signs strategic collaboration agreement with AWS for AI solutions
Leslie Kohn, Chief Technology Officer of Ambarella Inc . (NASDAQ:AMBA), a company currently valued at $2.3 billion, recently executed a sale of company shares, according to a Form 4 filing with the Securities and Exchange Commission. On March 18, Kohn sold 1,584 ordinary shares at a price of $55.02 each, amounting to a total transaction value of $87,151. This sale was conducted to cover tax obligations arising from the vesting of restricted stock units. Following the transaction, Kohn retains ownership of 981,392 shares in the company. The stock, which has declined 24% year-to-date, is currently trading above its InvestingPro Fair Value, despite maintaining strong financial health with more cash than debt on its balance sheet. For deeper insights into Ambarella’s valuation and 7 additional key ProTips, visit InvestingPro.
In other recent news, Ambarella reported fourth-quarter fiscal year 2025 revenue of $84.0 million, a 1.6% increase from the previous quarter, surpassing Stifel’s estimate by 7.7%. The company also achieved a non-GAAP earnings per share of $0.11, which exceeded Stifel’s forecast of a $0.02 loss per share. Ambarella’s revenue growth was primarily driven by its Internet of Things segment, offsetting a decline in the Automotive sector. Analysts from Stifel and Needham raised their price targets for Ambarella to $100 and $110, respectively, while maintaining Buy ratings, citing the company’s strong performance and optimistic fiscal year 2026 outlook. Ambarella’s guidance for the first quarter of fiscal year 2026 projects revenue of $84.0 million, consistent quarter-over-quarter but 13.4% above Stifel’s prior estimate. Needham anticipates mid- to high-teen percentage revenue growth for fiscal year 2026, driven by the CV5 and CV7 product families. Meanwhile, KeyBanc maintained a Sector Weight rating, highlighting Ambarella’s successful product adoption and higher average selling prices. Rosenblatt also reaffirmed a Buy rating with a $100 price target, noting Ambarella’s strategic position in the AI Edge computing market. Additionally, Ambarella appointed Chantelle Breithaupt as an independent director, and its Compensation Committee approved a larger Fiscal Year 2026 Annual Bonus Plan, underscoring the company’s governance and incentive alignment efforts.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.