Ambarella (NASDAQ:AMBA) CEO Sells $437,613.62 in Stock

Ambarella, Inc. (NASDAQ:AMBA) CEO Feng-Ming Wang sold 8,083 shares of the business’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 $437,613.62. Following the transaction, the chief executive officer owned 838,561 shares in the company, valued at $45,399,692.54. This trade represents a 0.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

Feng-Ming Wang also recently made the following trade(s):

• On Tuesday, March 17th, Feng-Ming Wang sold 18,976 shares of Ambarella stock. The stock was sold at an average price of $52.77, for a total transaction of $1,001,363.52.
• On Monday, March 2nd, Feng-Ming Wang sold 50,000 shares of Ambarella stock. The shares were sold at an average price of $60.80, for a total transaction of $3,040,000.00.

Ambarella Stock Up 3.5%

Ambarella stock traded up $1.90 during midday trading on Thursday, reaching $55.86. The stock had a trading volume of 1,145,403 shares, compared to its average volume of 1,066,787. The firm has a market cap of $2.40 billion, a price-to-earnings ratio of -31.38 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 has a fifty day moving average of $62.88 and a 200 day moving average of $74.49.

Ambarella (NASDAQ:AMBA) last announced its earnings results on Thursday, February 26th. The semiconductor company reported $0.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.10 by $0.03. The business 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%.The company’s revenue for the quarter was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.11 earnings per share. Equities research analysts predict that Ambarella, Inc. will post -2.81 EPS for the current year.

Key Headlines Impacting Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Company showcased agentic AI and edge processing use cases at Embedded World, reinforcing Ambarella’s positioning in high-growth edge-AI vision chips and software — a potential catalyst for revenue growth if design wins follow. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Broader industry coverage highlights the ongoing shift of compute to edge devices (Edge AI / IoT), which supports Ambarella’s market opportunity for computer-vision and AI accelerator IP. This narrative can support multiple-quarter revenue upside if Ambarella converts momentum into wins. Edge AI shifts more processing onto devices across IoT systems
• Neutral Sentiment: Sector-level strength around AI chips (e.g., coverage noting Intel and chip valuations rising) is boosting sentiment for semiconductor names generally, which can lift AMBA even if company-specific catalysts are mixed. Intel Tops Valuation List as AI Hype Lifts Chip Stocks
• Neutral Sentiment: Reported short-interest entries for March show anomalous/zero values and NaN changes (likely a data glitch). Given the unreliable figures, short-interest is not a clear near-term driver based on the current reports.
• Negative Sentiment: Significant insider selling disclosed this week: CEO Feng‑Ming Wang sold shares on Mar 17 and Mar 19 (combined ~27,059 shares at ~\$52.77–\$54.14); other senior insiders (VPs, CFO, and directors) also sold multiple blocks across the same dates. Large, clustered insider sales often weigh on sentiment even if described as diversification. SEC filing (CEO sale example) here: SEC Filing – Insider Sales

Analysts Set New Price Targets

A number of analysts have weighed in on the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Ambarella in a research note on Wednesday, January 21st. Needham & Company LLC restated a “buy” rating and issued a $100.00 price target on shares of Ambarella in a report on Wednesday, November 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $80.00 price target on shares of Ambarella in a research note on Wednesday, November 26th. Roth Mkm reiterated a “neutral” rating on shares of Ambarella in a report on Wednesday, November 26th. Finally, Stifel Nicolaus reissued a “buy” rating and issued a $100.00 price objective (up from $90.00) on shares of Ambarella in a research report 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 assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $96.00.

Institutional Investors Weigh In On Ambarella

Several hedge funds have recently made changes to their positions in the company. EverSource Wealth Advisors LLC increased its stake in shares of Ambarella by 362.2% during 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 period. Total Investment Management Inc. purchased a new stake in Ambarella in the second quarter worth about $30,000. Advisory Services Network LLC purchased a new stake in Ambarella in the third quarter worth about $33,000. Steward Partners Investment Advisory LLC grew its holdings in Ambarella by 162.5% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 525 shares of the semiconductor company’s stock worth $37,000 after acquiring an additional 325 shares in the last quarter. Finally, CoreCap Advisors LLC bought a new position in Ambarella during the 3rd quarter worth about $43,000. 82.09% of the stock is currently owned by hedge funds and other 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.