Insider Selling: Ambarella (NASDAQ:AMBA) CFO Sells $164,477.32 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 3,038 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $54.14, for a total transaction of $164,477.32. Following the completion of the sale, the chief financial officer directly owned 119,594 shares of the company’s stock, valued at $6,474,819.16. The trade was a 2.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink.

John Alexander Young also recently made the following trade(s):

• On Tuesday, March 17th, John Alexander Young sold 4,577 shares of Ambarella stock. The shares were sold at an average price of $52.77, for a total transaction of $241,528.29.

Ambarella Stock Down 3.3%

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

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

Wall Street Analysts Forecast Growth

AMBA has been the topic of a number of recent research reports. Consumer Edge reaffirmed a “buy” rating on shares of Ambarella in a research report on Tuesday, February 24th. Bank of America boosted their target price on shares of Ambarella from $90.00 to $92.00 and gave the stock a “neutral” rating in a report on Wednesday, November 26th. Summit Insights upgraded shares of Ambarella from a “hold” rating to a “strong-buy” rating in a report on Tuesday, November 25th. 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 research report on Wednesday, November 26th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $80.00 price objective on shares of Ambarella in a research note on Wednesday, November 26th. Two equities 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. Based on data from MarketBeat.com, Ambarella has an average rating of “Moderate Buy” and an average price target of $96.00.

Key Ambarella News

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

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. EverSource Wealth Advisors LLC raised its stake in Ambarella by 362.2% in the second quarter. EverSource Wealth Advisors LLC now owns 416 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 326 shares during the last quarter. Total Investment Management Inc. acquired a new stake in Ambarella in the second quarter worth about $30,000. Advisory Services Network LLC purchased a new stake in shares of Ambarella during the third quarter worth about $33,000. Steward Partners Investment Advisory LLC increased its holdings in shares of Ambarella by 162.5% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 525 shares of the semiconductor company’s stock valued at $37,000 after acquiring an additional 325 shares in the last quarter. Finally, CoreCap Advisors LLC acquired a new position in shares of Ambarella during the third quarter valued at about $43,000. 82.09% of the stock is owned by institutional investors and hedge funds.

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.