Insider Selling: Ambarella (NASDAQ:AMBA) VP Sells $116,671.70 in Stock

Ambarella, Inc. (NASDAQ:AMBA) VP Chi-Hong Ju sold 2,155 shares of the firm’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $54.14, for a total transaction of $116,671.70. Following the sale, the vice president owned 167,941 shares in the company, valued at approximately $9,092,325.74. This trade represents a 1.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible 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 value of $249,549.33.
• On Monday, January 5th, Chi-Hong Ju sold 7,728 shares of Ambarella stock. The shares were sold at an average price of $75.58, for a total value 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 value of $264,754.80.

Ambarella Price Performance

NASDAQ:AMBA opened at $54.02 on Friday. The company has a market capitalization of $2.33 billion, a price-to-earnings ratio of -30.35 and a beta of 1.95. The business has a 50 day moving average of $62.58 and a 200 day moving average of $74.25. Ambarella, Inc. has a 1-year low of $38.86 and a 1-year high of $96.69.

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

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

Analyst Ratings Changes

AMBA has been the topic of a number of analyst reports. Needham & Company LLC reiterated a “buy” rating and issued a $100.00 target price on shares of Ambarella in a research report on Wednesday, November 26th. Wall Street Zen lowered shares of Ambarella from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Bank of America raised their price objective on Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a research note on Wednesday, November 26th. Rosenblatt Securities lifted their price objective on Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Finally, Summit Insights raised Ambarella from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 25th. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Ambarella currently has a consensus rating of “Moderate Buy” and an average target price of $96.00.

Institutional Investors Weigh In On Ambarella

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in Ambarella by 6.0% during the 4th quarter. Vanguard Group Inc. now owns 5,480,285 shares of the semiconductor company’s stock valued at $388,223,000 after buying an additional 311,649 shares during the period. State Street Corp increased its position in shares of Ambarella by 8.9% in the second quarter. State Street Corp now owns 1,855,170 shares of the semiconductor company’s stock valued at $122,562,000 after acquiring an additional 151,694 shares during the period. Jericho Capital Asset Management L.P. raised its stake in shares of Ambarella by 30.8% during the fourth quarter. Jericho Capital Asset Management L.P. now owns 1,587,081 shares of the semiconductor company’s stock valued at $112,429,000 after acquiring an additional 373,734 shares during the last quarter. The Manufacturers Life Insurance Company raised its stake in shares of Ambarella by 4.0% during the second quarter. The Manufacturers Life Insurance Company now owns 1,371,511 shares of the semiconductor company’s stock valued at $90,609,000 after acquiring an additional 52,954 shares during the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of Ambarella by 3.6% during the fourth quarter. Geode Capital Management LLC now owns 1,020,527 shares of the semiconductor company’s stock worth $72,305,000 after purchasing an additional 35,510 shares during the period. 82.09% of the stock is currently owned by institutional investors.

Ambarella Company Profile

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.