Semiconductor company Ambarella, Inc. has received an upgrade in its Q3 2025 earnings estimates from Northland Capmk analysts. G. Richard, an analyst at Northland Capmk, now predicts that Ambarella will earn ($0.61) per share for the quarter, up from the previous forecast of ($0.75). The consensus estimate for Ambarella’s full-year earnings is ($2.99) per share.

Other research analysts, including Rosenblatt Securities, Westpark Capital, Stifel Nicolaus, Morgan Stanley, and Needham & Company LLC, have also issued reports about Ambarella’s stock. Rosenblatt Securities reaffirmed a “buy” rating and set a price target of $85.00, while Westpark Capital and Stifel Nicolaus also maintained a “buy” rating with price targets of $85.00 and $80.00, respectively. Morgan Stanley increased its price target from $67.00 to $73.00 and gave Ambarella an “overweight” rating, while Needham & Company LLC reiterated a “buy” rating with a price target of $90.00.

Ambarella’s stock opened at $59.70 on Monday, with a market capitalization of $2.45 billion. The company has a price-to-earnings ratio of -14.01 and a beta of 1.59. Its 50-day moving average price is $52.97, and the 200-day moving average price is $51.63. Ambarella reported earnings of ($0.13) per share for the quarter, beating analysts’ consensus estimates of ($0.19) by $0.06. The company’s revenue for the quarter was $63.70 million, slightly higher than the estimated $62.10 million.

Institutional investors and hedge funds own 82.09% of Ambarella’s stock. Recent insider transactions include VP Chi-Hong Ju selling 1,895 shares on June 10th and VP Christopher Day selling 1,408 shares on July 8th. Insiders have sold a total of 20,499 shares worth $1,137,787 in the last 90 days.