Ambarella (NASDAQ:AMBA) Insider Sells $197,123.74 in Stock

Ambarella, Inc. (NASDAQ:AMBA) insider Chan Lee sold 3,641 shares of the business’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $54.14, for a total transaction of $197,123.74. Following the completion of the sale, the insider directly owned 160,049 shares of the company’s stock, valued at approximately $8,665,052.86. The trade was a 2.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link.

Ambarella Stock Performance

NASDAQ:AMBA opened at $54.02 on Friday. Ambarella, Inc. has a 52 week low of $38.86 and a 52 week high of $96.69. The firm has a market cap of $2.33 billion, a price-to-earnings ratio of -30.35 and a beta of 1.95. The firm’s 50-day simple moving average is $62.58 and its 200 day simple moving average is $74.25.

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

Institutional Trading of Ambarella

Large investors have recently made changes to their positions in the company. Royal Bank of Canada increased its stake in Ambarella by 2.1% in the first quarter. Royal Bank of Canada now owns 64,744 shares of the semiconductor company’s stock valued at $3,258,000 after acquiring an additional 1,307 shares during the last quarter. Advisors Asset Management Inc. lifted its stake in Ambarella by 44.1% during the first quarter. Advisors Asset Management Inc. now owns 935 shares of the semiconductor company’s stock worth $47,000 after purchasing an additional 286 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of Ambarella by 126.6% in the 1st quarter. AQR Capital Management LLC now owns 84,871 shares of the semiconductor company’s stock valued at $4,272,000 after purchasing an additional 47,414 shares in the last quarter. Empowered Funds LLC boosted its holdings in shares of Ambarella by 34.6% in the 1st quarter. Empowered Funds LLC now owns 6,838 shares of the semiconductor company’s stock valued at $344,000 after purchasing an additional 1,758 shares in the last quarter. Finally, Intech Investment Management LLC increased its stake in shares of Ambarella by 48.1% in the 1st quarter. Intech Investment Management LLC now owns 25,586 shares of the semiconductor company’s stock valued at $1,288,000 after purchasing an additional 8,306 shares during the last quarter. Institutional investors and hedge funds own 82.09% of the company’s stock.

Ambarella News Roundup

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Management reiterated plans to expand Ambarella’s Edge AI business (Cantor Fitzgerald remarks), which supports potential design wins across cameras, automotive and robotics and underpins the company’s strategic upside. Ambarella (AMBA) to Expand Its Edge AI Business
• Positive Sentiment: Product messaging at Embedded World highlighted “agentic AI at the edge,” showcasing use cases and roadmap details that could translate into medium‑term design wins and TAM expansion. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Recent results (Feb. 26 quarter) beat EPS and revenue expectations and showed 20% year‑over‑year revenue growth, supporting the thesis that Ambarella’s edge‑AI push is beginning to show through the top line. Ambarella’s Earnings Prove Its Edge AI Strategy Is a Winner
• Neutral Sentiment: Short‑interest filings for March show anomalous/zero values (NaN/0) in recent reports and don’t provide a reliable signal on bearish positioning or squeeze risk at this time.
• Negative Sentiment: Clustered insider selling March 17–19: CEO, CFO and multiple VPs sold shares around the $52–$54 range (several filings totaling tens of thousands of shares and >$1M in aggregate proceeds). The concentrated disposals have likely pressured sentiment and contributed to today’s weakness. Ambarella insider selling alerts

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Summit Insights upgraded Ambarella from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. Needham & Company LLC restated a “buy” rating and set a $100.00 price objective on shares of Ambarella in a research note on Wednesday, November 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $80.00 price objective on shares of Ambarella in a report on Wednesday, November 26th. Rosenblatt Securities increased their target price on Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Finally, Consumer Edge restated a “buy” rating on shares of Ambarella in a research report on Tuesday, February 24th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $96.00.

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.