Chip stocks fall with Nvidia after data center rev disappointment
Ju Chi-Hong, the Senior Vice President of Systems at Ambarella Inc . (NASDAQ:AMBA), a $2.28 billion market cap semiconductor company, recently sold 1,034 shares of the company’s stock. According to InvestingPro data, AMBA’s stock has shown significant volatility with a beta of 1.78, and is currently trading above its Fair Value. The shares were sold at a price of $55.02 each, amounting to a total transaction value of $56,890. Following this sale, Ju holds 172,140 shares directly and an additional 8,000 shares indirectly through a foundation. The sale was executed to cover tax obligations related to the vesting of restricted stock units. Additionally, Ju’s shareholdings include 234 shares acquired through the company’s employee stock purchase plan. The transaction comes as the stock has declined 24.18% year-to-date. For deeper insights into insider trading patterns and 7 additional exclusive ProTips, visit InvestingPro, where you’ll find comprehensive analysis in our Pro Research Report.
In other recent news, Ambarella reported its fourth-quarter fiscal year 2025 results, with revenue reaching $84.0 million, a 1.6% increase from the previous quarter, exceeding Stifel’s estimate by 7.7%. The company also posted a non-GAAP earnings per share of $0.11, surpassing expectations by $0.13. Ambarella’s revenue guidance for the first quarter of fiscal year 2026 is set at $84.0 million, reflecting continued momentum in its Computer Vision product family. Analysts from Needham raised their price target for Ambarella to $110, highlighting the company’s anticipated mid-to-high teens revenue growth for fiscal year 2026. Stifel also adjusted its price target to $100, maintaining a Buy rating due to Ambarella’s strong performance. Meanwhile, KeyBanc maintained a Sector Weight rating, acknowledging the company’s robust results but adopting a cautious approach due to potential tariff impacts. Rosenblatt Securities reaffirmed their Buy rating with a $100 price target, noting Ambarella’s successful transition to its 5nm CV5 and CV7-based Edge AI products. Additionally, Ambarella appointed Chantelle Breithaupt as an independent director, further diversifying its board and enhancing governance.
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