Ambarella (NASDAQ:AMBA) CFO John Alexander Young Sells 3,038 Shares

Ambarella, Inc. (NASDAQ:AMBA) CFO John Alexander Young sold 3,038 shares of the company’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 $164,477.32. Following the completion of the transaction, the chief financial officer owned 119,594 shares in the company, valued at $6,474,819.16. This trade represents a 2.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through 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 Trading Down 0.8%

Shares of NASDAQ AMBA opened at $55.42 on Friday. The company has a market cap of $2.39 billion, a price-to-earnings ratio of -31.14 and a beta of 1.95. The stock has a 50-day moving average price of $62.88 and a two-hundred day moving average price of $74.49. Ambarella, Inc. has a 12 month low of $38.86 and a 12 month high of $96.69.

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 firm had revenue of $100.87 million for the quarter, compared to analyst estimates of $100.17 million. Ambarella had a negative net margin of 19.42% and a negative return on equity of 12.24%. The company’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 firm posted $0.11 EPS. On average, sell-side analysts predict that Ambarella, Inc. will post -2.81 earnings per share for the current year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of AMBA. Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of Ambarella by 290.4% in the third quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 58,428 shares of the semiconductor company’s stock worth $4,821,000 after buying an additional 43,461 shares during the period. Creative Planning raised its holdings in Ambarella by 30.8% in the 2nd quarter. Creative Planning now owns 21,569 shares of the semiconductor company’s stock worth $1,425,000 after purchasing an additional 5,085 shares in the last quarter. AIGH Capital Management LLC purchased a new stake in Ambarella in the third quarter worth about $4,126,000. SG Capital Management LLC lifted its stake in shares of Ambarella by 23.0% in the 3rd quarter. SG Capital Management LLC now owns 232,713 shares of the semiconductor company’s stock valued at $19,203,000 after purchasing an additional 43,492 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in shares of Ambarella by 899.6% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 112,659 shares of the semiconductor company’s stock valued at $7,443,000 after buying an additional 101,389 shares in the last quarter. 82.09% of the stock is currently owned by institutional investors.

Trending Headlines about Ambarella

Here are the key news stories impacting Ambarella this week:

• Positive Sentiment: Management outlined plans to expand Ambarella’s Edge AI business at the Cantor Fitzgerald conference, reinforcing a move into higher‑value, on‑device AI workloads that could drive design wins across cameras, ADAS, robotics and IoT. Ambarella (AMBA) to Expand Its Edge AI Business
• Positive Sentiment: Product and roadmap messaging at Embedded World (agentic AI at the edge) showcased use cases and potential design‑win pathways that support medium‑term revenue upside. Embedded World 2026: Ambarella makes the case for agentic AI at the edge
• Positive Sentiment: Broader industry coverage on edge‑AI adoption (more on‑device processing across IoT) supports TAM expansion for Ambarella’s chips and software, a thematic tailwind behind investor interest. Edge AI shifts more processing onto devices across IoT systems
• Neutral Sentiment: Recent short‑interest reports show anomalous/zero values (NaN/0) in filings and thus don’t provide a reliable signal about bearish positioning or squeeze risk at this time.
• Negative Sentiment: Clustered insider selling between March 17–19: CEO Feng‑Ming Wang, CFO, VPs and other insiders sold shares at roughly $52–$54 per share (individual filings total hundreds of thousands to >$1M). While insiders retain large stakes, the concentrated disposition can pressure sentiment and contribute to near‑term weakness. Ambarella CEO Feng‑Ming Wang Sells 18,976 Shares

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on AMBA. Stifel Nicolaus reiterated a “buy” rating and set a $100.00 price target (up from $90.00) on shares of Ambarella in a report on Wednesday, November 26th. Roth Mkm reaffirmed a “neutral” rating on shares of Ambarella in a research note on Wednesday, November 26th. Rosenblatt Securities upped their price target on Ambarella from $100.00 to $115.00 and gave the stock a “buy” rating in a report 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, Summit Insights raised Ambarella from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, November 25th. 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $96.00.

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.