How are energy investors positioned?
Leslie Kohn, Chief Technology Officer at Ambarella Inc . (NASDAQ:AMBA), recently engaged in several stock transactions, as disclosed in a Form 4 filed with the Securities and Exchange Commission. On March 6, Kohn sold 2,316 shares of Ambarella, generating proceeds of approximately $127,634 at a price of $55.11 per share. The transaction comes as InvestingPro data shows the stock has declined nearly 13% in the past week, with technical indicators suggesting oversold conditions.
In addition to the sale, Kohn acquired 19,560 ordinary shares on February 28 and 6,056 ordinary shares on March 5 at no cost. These acquisitions were part of performance stock units and restricted stock units linked to Ambarella’s fiscal year 2025 bonus plan. Following these transactions, Kohn now holds 982,976 ordinary shares of Ambarella directly. The company, currently valued at $2.2 billion, maintains a strong financial position with more cash than debt on its balance sheet. InvestingPro subscribers can access 8 additional key insights and a comprehensive Pro Research Report analyzing Ambarella’s financial health and market position.
In other recent news, Ambarella reported fourth-quarter fiscal year 2025 revenue of $84.0 million, marking a 1.6% increase from the previous quarter and surpassing estimates from Stifel by 7.7%. The company also posted a non-GAAP earnings per share of $0.11, exceeding Stifel’s projection of a $0.02 loss. Ambarella has provided a revenue midpoint guidance of $84.0 million for the first quarter of fiscal year 2026, reflecting a consistent quarter-over-quarter performance. Analyst firms such as Stifel, Needham, and Rosenblatt have maintained their Buy ratings on Ambarella, with Stifel and Rosenblatt setting a price target of $100, while Needham increased its target to $110. KeyBanc Capital Markets, however, maintained a Sector Weight rating, indicating a neutral stance on the stock.
Ambarella’s management has expressed confidence in achieving mid- to high-teen percentage revenue growth for fiscal year 2026, driven by its CV5 and CV7 product lines. Despite this optimism, the company has adopted a cautious outlook for the latter half of the fiscal year due to potential impacts from tariffs. In governance news, Ambarella appointed Chantelle Breithaupt as an independent director to its board, enhancing its board diversification efforts. The company also approved a Fiscal Year 2026 Annual Bonus Plan, increasing the target bonus pool by approximately 19% compared to the previous year.
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