Key Points
- CEO Feng‑Ming Wang sold 18,976 shares of Ambarella on March 17 at an average price of $52.77 for about $1.00M, reducing his stake by 2.23% to 830,958 shares (valued around $43.85M).
- Clustered insider sales occurred March 2–19 (including Wang’s additional sales of 50,000 shares at $60.80 and 8,083 shares at $54.14), which could create near‑term negative sentiment even though insiders still hold sizable positions and institutional ownership is ~82%.
- Mixed fundamentals and analyst view: Ambarella beat the recent quarter with $0.13 EPS and $100.87M revenue (+20.1% YoY) but remains unprofitable (negative net margin ~19.4%), and MarketBeat shows an average analyst rating of “Moderate Buy” with an average target of $96.00.
Ambarella, Inc. (NASDAQ:AMBA - Get Free Report) VP Chi-Hong Ju sold 2,155 shares of the company's stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $54.14, for a total value of $116,671.70. Following the completion of the transaction, the vice president directly owned 167,941 shares in the company, valued at approximately $9,092,325.74. The trade was a 1.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link.
Chi-Hong Ju also recently made the following trade(s):
- On Tuesday, March 17th, Chi-Hong Ju sold 4,729 shares of Ambarella stock. The stock was sold at an average price of $52.77, for a total transaction of $249,549.33.
- On Monday, January 5th, Chi-Hong Ju sold 7,728 shares of Ambarella stock. The stock was sold at an average price of $75.58, for a total transaction of $584,082.24.
- On Tuesday, December 30th, Chi-Hong Ju sold 3,765 shares of Ambarella stock. The shares were sold at an average price of $70.32, for a total transaction of $264,754.80.
Ambarella Price Performance
NASDAQ AMBA opened at $54.92 on Friday. Ambarella, Inc. has a 12 month low of $38.86 and a 12 month high of $96.69. The company has a market capitalization of $2.36 billion, a price-to-earnings ratio of -30.92 and a beta of 1.95. The company's fifty day moving average price is $62.88 and its two-hundred day moving average price is $74.49.
Ambarella (NASDAQ:AMBA - Get Free Report) last released its earnings results on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.03. The company had revenue of $100.87 million during the quarter, compared to the consensus estimate of $100.17 million. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. The company's revenue was up 20.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.11 EPS. As a group, analysts anticipate that Ambarella, Inc. will post -2.81 EPS for the current year.
Analysts Set New Price Targets
AMBA has been the topic of several research reports. Weiss Ratings restated a "sell (d-)" rating on shares of Ambarella in a research note on Wednesday, January 21st. Bank of America boosted their price target on Ambarella from $90.00 to $92.00 and gave the company a "neutral" rating in a report on Wednesday, November 26th. Consumer Edge restated a "buy" rating on shares of Ambarella in a research note on Tuesday, February 24th. Rosenblatt Securities lifted their price objective on shares of Ambarella from $100.00 to $115.00 and gave the stock a "buy" rating in a report on Wednesday, November 26th. Finally, Summit Insights upgraded shares of Ambarella from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, November 25th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $96.00.
Check Out Our Latest Analysis on Ambarella
Ambarella News Summary
Here are the key news stories impacting Ambarella this week:
- Positive Sentiment: Management outlined plans to expand Ambarella’s Edge AI business at the Cantor Fitzgerald conference, reinforcing a move into higher‑value, on‑device AI workloads that could drive design wins across cameras, ADAS, robotics and IoT. Ambarella (AMBA) to Expand Its Edge AI Business
- Positive Sentiment: Product and roadmap messaging at Embedded World (agentic AI at the edge) showcased use cases and potential design‑win pathways that support medium‑term revenue upside. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
- Positive Sentiment: Broader industry coverage on edge‑AI adoption (more on‑device processing across IoT) supports TAM expansion for Ambarella’s chips and software, a thematic tailwind behind investor interest. Edge AI shifts more processing onto devices across IoT systems
- Neutral Sentiment: Recent short‑interest reports show anomalous/zero values (NaN/0) in filings and thus don’t provide a reliable signal about bearish positioning or squeeze risk at this time.
- Negative Sentiment: Clustered insider selling between March 17–19: CEO Feng‑Ming Wang, CFO, VPs and other insiders sold shares at roughly $52–$54 per share (individual filings total hundreds of thousands to >$1M). While insiders retain large stakes, the concentrated disposition can pressure sentiment and contribute to near‑term weakness. Ambarella CEO Feng‑Ming Wang Sells 18,976 Shares
Hedge Funds Weigh In On Ambarella
Hedge funds and other institutional investors have recently bought and sold shares of the stock. Stephens Inc. AR grew its holdings in shares of Ambarella by 3.7% during the third quarter. Stephens Inc. AR now owns 3,804 shares of the semiconductor company's stock valued at $314,000 after purchasing an additional 137 shares during the last quarter. Vanguard Personalized Indexing Management LLC lifted its holdings in shares of Ambarella by 3.2% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 4,537 shares of the semiconductor company's stock worth $374,000 after purchasing an additional 142 shares during the last quarter. Arizona State Retirement System lifted its holdings in shares of Ambarella by 1.3% in the 3rd quarter. Arizona State Retirement System now owns 11,899 shares of the semiconductor company's stock worth $982,000 after purchasing an additional 157 shares during the last quarter. Main Management ETF Advisors LLC boosted its position in Ambarella by 1.0% during the 4th quarter. Main Management ETF Advisors LLC now owns 17,226 shares of the semiconductor company's stock valued at $1,220,000 after purchasing an additional 176 shares during the period. Finally, National Bank of Canada FI boosted its position in Ambarella by 18.9% during the 3rd quarter. National Bank of Canada FI now owns 1,146 shares of the semiconductor company's stock valued at $95,000 after purchasing an additional 182 shares during the period. 82.09% of the stock is currently owned by institutional investors and hedge funds.
About Ambarella
(
Get Free Report)
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.
Further Reading
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