Chan Lee Sells 3,641 Shares of Ambarella (NASDAQ:AMBA) Stock

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

Ambarella Price Performance

Ambarella stock traded up $1.90 during midday trading on Thursday, hitting $55.86. 1,145,403 shares of the company were exchanged, compared to its average volume of 1,066,787. Ambarella, Inc. has a fifty-two week low of $38.86 and a fifty-two week high of $96.69. The company’s fifty day moving average price is $62.88 and its 200-day moving average price is $74.49. The company has a market cap of $2.40 billion, a PE ratio of -31.38 and a beta of 1.95.

Ambarella (NASDAQ:AMBA) last posted its earnings results on Thursday, February 26th. The semiconductor company reported $0.13 EPS for the quarter, topping 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 revenue for the quarter was up 20.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.11 earnings per share. On average, analysts expect that Ambarella, Inc. will post -2.81 EPS for the current fiscal year.

Trending Headlines about 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

Analyst Upgrades and Downgrades

AMBA has been the subject of several recent analyst reports. Needham & Company LLC restated a “buy” rating and set a $100.00 target price on shares of Ambarella in a research note on Wednesday, November 26th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $80.00 price target on shares of Ambarella in a report on Wednesday, November 26th. Bank of America increased their target price on Ambarella from $90.00 to $92.00 and gave the company a “neutral” rating in a research note on Wednesday, November 26th. Wall Street Zen downgraded shares of Ambarella from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Finally, Consumer Edge restated a “buy” rating on shares of Ambarella in a research note on Tuesday, February 24th. Two research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Ambarella presently has an average rating of “Moderate Buy” and a consensus target price of $96.00.

Institutional Trading of Ambarella

Hedge funds and other institutional investors have recently bought and sold shares of the company. Stephens Inc. AR raised its stake in 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 buying an additional 137 shares in the last quarter. Vanguard Personalized Indexing Management LLC grew its position 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 acquiring an additional 142 shares in the last quarter. Arizona State Retirement System increased 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 valued at $982,000 after acquiring an additional 157 shares during the last quarter. Main Management ETF Advisors LLC increased its holdings in shares of Ambarella by 1.0% in 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 acquiring an additional 176 shares during the last quarter. Finally, National Bank of Canada FI raised its position in shares of 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 acquiring an additional 182 shares in the last quarter. 82.09% of the stock is owned by institutional investors.

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.