Handelsbanken Fonder AB Has $14.01 Million Holdings in Ambarella, Inc. $AMBA

Handelsbanken Fonder AB lifted its position in Ambarella, Inc. (NASDAQ:AMBA) by 537.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 169,775 shares of the semiconductor company’s stock after acquiring an additional 143,136 shares during the quarter. Handelsbanken Fonder AB owned approximately 0.40% of Ambarella worth $14,010,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of Ambarella by 290.4% in the 3rd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 58,428 shares of the semiconductor company’s stock valued at $4,821,000 after purchasing an additional 43,461 shares during the period. Creative Planning boosted its holdings in shares of Ambarella by 30.8% during the second quarter. Creative Planning now owns 21,569 shares of the semiconductor company’s stock worth $1,425,000 after purchasing an additional 5,085 shares during the period. Sigma Planning Corp purchased a new position in Ambarella during the second quarter valued at approximately $373,000. AIGH Capital Management LLC purchased a new position in Ambarella during the third quarter valued at approximately $4,126,000. Finally, Arrowstreet Capital Limited Partnership increased its stake in Ambarella by 899.6% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 112,659 shares of the semiconductor company’s stock valued at $7,443,000 after buying an additional 101,389 shares during the period. Institutional investors and hedge funds own 82.09% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have issued reports on AMBA. Bank of America lifted their target price on shares of Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a research note on Wednesday, November 26th. Stifel Nicolaus reaffirmed a “buy” rating and issued a $100.00 price target (up from $90.00) on shares of Ambarella in a research note on Wednesday, November 26th. Consumer Edge reiterated a “buy” rating on shares of Ambarella in a report on Tuesday, February 24th. Summit Insights upgraded Ambarella from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Ambarella in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Ambarella has a consensus rating of “Moderate Buy” and a consensus price target of $96.00.

Key Stories Impacting Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Q4 results beat Street expectations: revenue $100.9M (+20.1% YoY) and adjusted EPS $0.13 vs. consensus ~$0.10, showing continued Edge‑AI demand. Ambarella Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Fiscal 2026 revenue rose ~37% year‑over‑year to ~$390.7M, indicating strong multi‑quarter top‑line momentum from Edge AI products. Ambarella Announces Fourth Quarter and Fiscal Year 2026 Financial Results
• Positive Sentiment: Operating cash generation strengthened (cash from ops up, cash & equivalents ~ $191M) and capex declined, providing a cash cushion to fund product transitions. Ambarella Inc. stock falls on Q4 2026 Earnings (QuiverQuant)
• Positive Sentiment: Management targets FY2027 revenue growth of ~10–15% as Edge AI adoption continues, giving investors a multi‑year growth framework (though slower than FY2026). Ambarella targets 10%-15% revenue growth in fiscal 2027 (MSN)
• Neutral Sentiment: Q1 FY2027 revenue guidance of $97M–$103M was roughly in line with consensus, which moderates one-off downside risk but also signals a seasonal/near‑term slowdown. Ambarella Guides for Revenue Growth to Slow This Fiscal Year (MarketWatch)
• Neutral Sentiment: Board actions: a new FY2027 executive bonus plan was approved and a veteran semiconductor executive was appointed to the board — governance moves investors will parse for incentives and strategic oversight. Ambarella Adopts New FY2027 Executive Bonus Plan (TipRanks) Ambarella Adds Veteran Director (TipRanks)
• Negative Sentiment: Market reaction was negative: shares fell after the report as investors focused on the guidance for slower growth versus the strong FY2026 comps. What’s Going On With Ambarella Stock Friday? (Benzinga)
• Negative Sentiment: The company still reported operating losses and a net loss in the quarter (operating result and diluted loss per share flagged by some summaries), which keeps profitability recovery on investors’ watch lists. Ambarella Inc. stock falls on Q4 2026 Earnings (QuiverQuant)
• Negative Sentiment: Notable insider selling over recent months was flagged by data providers, which may weigh on sentiment despite executive and board changes. Insider activity and institutional moves (QuiverQuant)

Insiders Place Their Bets

In other Ambarella news, CEO Feng-Ming Wang sold 4,950 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $71.82, for a total transaction of $355,509.00. Following the transaction, the chief executive officer owned 783,979 shares in the company, valued at $56,305,371.78. This trade represents a 0.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO John Alexander Young sold 3,791 shares of Ambarella stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $72.96, for a total transaction of $276,591.36. Following the completion of the transaction, the chief financial officer directly owned 102,738 shares in the company, valued at approximately $7,495,764.48. This represents a 3.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 27,685 shares of company stock worth $2,016,598 in the last three months. 5.70% of the stock is owned by insiders.

Ambarella Trading Down 14.9%

AMBA stock opened at $60.34 on Monday. The firm has a market cap of $2.60 billion, a PE ratio of -33.90 and a beta of 1.95. Ambarella, Inc. has a 1 year low of $38.86 and a 1 year high of $96.69. The company has a fifty day simple moving average of $67.92 and a 200 day simple moving average of $76.08.

Ambarella (NASDAQ:AMBA) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.10 by $0.03. Ambarella had a negative return on equity of 12.24% and a negative net margin of 19.42%.The company had revenue of $100.87 million for the quarter, compared to analyst estimates of $100.17 million. During the same period last year, the company earned $0.11 earnings per share. The business’s revenue was up 20.1% compared to the same quarter last year. As a group, analysts forecast that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

About Ambarella

Ambarella, Inc is a global semiconductor company headquartered in Santa Clara, California, specializing in video compression, image processing and computer vision technologies. The company designs low-power, high-definition system-on-chip (SoC) solutions that enable the capture, processing and streaming of video in a variety of embedded applications. Ambarella’s platforms combine advanced video encoding, multi-core central processing units and hardware accelerators to deliver high-resolution imaging with low power consumption.

Ambarella’s product portfolio caters to multiple markets, including security and surveillance, automotive vision, wearable cameras, drones and robotics.